Configure warranty tracking for customer assets using calculated fields
Dec31

Configure warranty tracking for customer assets using calculated fields

One question I received a lot from my customers is about warranty options for customer assets. We can configure products to automatically create a customer asset at the service account once a work order product is consumed, but currently there is no option to track if that asset is under warranty or not. Armed with these requirements and the configuration options in Dynamics 365 I decided to… Continue Reading Dian Taylor’s...

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Dynamics 365 2019 release wave 2 blog posts
Dec31

Dynamics 365 2019 release wave 2 blog posts

Customize Opportunity Close Dialog box https://nishantrana.me/2019/11/22/customize-opportunity-close-dialog-box-dynamics-365-for-sales/ Lead related enhancements https://nishantrana.me/2019/11/22/lead-enhancements-in-dynamics-365-for-sales-2019-release-wave-2/ Contextual Email Communication… Continue Reading Nishant Rana’s Article on their blog Dynamics 365 2019 release wave 2 blog posts Customize Opportunity Close Dialog...

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5 people who inspired me in 2019
Dec30

5 people who inspired me in 2019

As we move forward from 2019 into 2020, I wanted to write about the people that inspire me, the people who, when I see them do something, I want to shout it from the rooftops because it energises me to do more than what I am doing. This list is people who do brilliant things, are amazing people and if you are not following them on Social, LinkedIn or Blogs you really should. In no particular… Continue Reading Matt...

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How to fix the subgrid in Dynamics 365 UI?
Dec29

How to fix the subgrid in Dynamics 365 UI?

Hello Readers This blog is part of my quick tip series and will be short. if you’re struggling with the… Continue Reading Prashant Shukla’s Article on their blog How to fix the subgrid in Dynamics 365 UI? Hello Readers This blog is part of my quick tip series and will be short. if you’re struggling with the responsive subgrid in Dynamics 365 and want to permanently fix it, regardless of the screen...

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Exam MB-400 Revision Notes: Working with Model-Driven Apps
Dec29

Exam MB-400 Revision Notes: Working with Model-Driven Apps

Welcome to the third post in my series, focused on providing a set of revision notes for the MB-400: Microsoft Power Apps + Dynamics 365 Developer exam. In last week’s post, we took a massive deep dive into some of the core customisation topics that you need to have a good grasp of when tackling the exam. This week, we’ll be taking a look at the equally huge topic area Create and Configure… Continue Reading The CRM...

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Reference Panel section for Forms in Dynamics 365
Dec29

Reference Panel section for Forms in Dynamics 365

With the reference panel section, users can move across the different grid and quick view control that are part of it at a single place instead of scrolling. Reference Panel is a new type of section that can be added on form. Only one reference panel can be added per form. It is a single … Continue reading “Reference Panel section for Forms in Dynamics 365” Continue Reading Nishant Rana’s Article on their...

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Trigger Power Automate flows from Power Apps Portals
Dec28

Trigger Power Automate flows from Power Apps Portals

Currently the only way to update records from a Power Apps Portals is to create or update data via an Entity Form, Web Form or a companion app. The companion app incurs a certain level of technical debt in terms of development of the app and management of where its hosted, such as an Azure web app or Azure function. Power Automate to the Rescue! The following post outlines the steps I… Continue Reading Nick Doelman’s...

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[Power Apps] New improvements in Embedded Canvas Apps which are undocumented / unannounced
Dec28

[Power Apps] New improvements in Embedded Canvas Apps which are undocumented / unannounced

Since the announcement of the general availability of embedded canvas apps in model-driven forms, we have not heard any update on the Embedded Canvas Apps space, no mention of it in the Power Platform: 2019 release wave 2 plan either. However, despite not hearing anything from Microsoft for any new features/improvements on the Embedded Canvas Apps, the product team has been busy working on it… Continue Reading...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – App Designer
Dec28

MB-200: Microsoft Dynamics 365 Customer Engagement Core – App Designer

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around the app designer. You can see below that we have a section of the exam which covers user experience design. Within this section we can see that the site map and app designer are… Continue Reading Neil Parkhurst’s...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Forms
Dec28

MB-200: Microsoft Dynamics 365 Customer Engagement Core – Forms

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Dynamics 365 Customer Engagement Core exam. (aka MB-200) In this post I will look at concepts around forms. You can see below that we have a section of the exam which covers managing the user experience and within that the need to know how to create and configure forms is referenced;

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Opportunity/Quote/Order/Invoice Product-related enhancements in Dynamics 365 for Sales
Dec28

Opportunity/Quote/Order/Invoice Product-related enhancements in Dynamics 365 for Sales

Below are some of the features added in the Opportunity/Quote/Order/Invoice products for the users to improve their experience. If we try adding a new product line item without specifying the price list we will get the pop-up message box that asks us to specify the price list. To override this behavior, Go to Product Catalog … Continue reading “Opportunity/Quote/Order/Invoice Product-related… Continue Reading Nishant...

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How to Create Analysis Reports in Dynamics 365
Dec27

How to Create Analysis Reports in Dynamics 365

How to Create Analysis Reports in Dynamics 365 By GENNA JOUDREY Analysis reports in Dynamics 365 are custom reports based on records… Continue Reading Genna Joudrey’s Article on their blog How to Create Analysis Reports in Dynamics 365 | Dynamic Consultants Group Analysis reports in Dynamics 365 are custom reports based on records of your posted transactions. This blog post will explain how to set up line and column...

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Year 2019 in Microsoft Business Applications
Dec27

Year 2019 in Microsoft Business Applications

What were this year’s top 3 most notable themes in the world of MS business applications? We saw the rise of the low-code movement, a number of changes in the already complex licensing model of Power Platform, and the evolution of Microsoft’s data story to help organizations make better use of new AI innovations. Here are some thoughts on why these will continue to have an impact in 2020. The… Continue Reading Jukka...

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File field Manager for Model driven App !
Dec27

File field Manager for Model driven App !

Hello everyone, As you may know, Microsoft is currently deploying a new type of field on your favorite CDS environments : the Files ! Currently, you have the possibility to create the fields and use them on Flow or Canvas App, there is no current possibility to use them on a model driven app form. That’s where this control comes into the light ! There are 2 possibilities to use the control… Continue Reading Clement’s...

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2019 review
Dec27

2019 review

I began blogging in march of 2019 to finally put my money where my mouth is. I have encouraged others to do this for quite some time, without ever doing it myself. I thought I would share what i have learned so far, and hopefully share an inspiration to someone else out there wondering if he/she should start with the same. Blogging I started off solid doing lots of blogging trying to… Continue Reading Thomas Sandsør’s...

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D365: Enable Rule for button with asynchronous API request using promise
Dec27

D365: Enable Rule for button with asynchronous API request using promise

Originally posted on Ajit Patra: Many times, we get requirement to show/hide a button based on certain condition for which we define Enable Rule in Ribbon Workbench. If we need javaScript code for evaluation then we use Custom Enable Rule mentioning library, method to execute, passing PrimaryControl CRM parameter and additional parameters if necessary. Sometimes,… Continue Reading Nishant Rana’s Article on their blog D365:...

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Knowledge management enhancements in Dynamics 365 For Customer Service – 2019 Release Wave 2
Dec27

Knowledge management enhancements in Dynamics 365 For Customer Service – 2019 Release Wave 2

This release adds a new feature called Knowledge Article Template, using which users can quickly create an article by referring the Article Template, which helps in maintaining consistency and can also create their own article template. To create an Article Template, navigate to Service Management area and select Article Template Below is how the Article … Continue reading “Knowledge… Continue Reading Nishant...

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#TGIF Episode 8: Top Reasons to Use Power Automate (Power Automate vs Dynamics 365 Workflows)
Dec26

#TGIF Episode 8: Top Reasons to Use Power Automate (Power Automate vs Dynamics 365 Workflows)

Hi Readers and Viewers In this video, we will look at the top reasons for you to start using Power… Continue Reading Prashant Shukla’s Article on their blog #TGIF Episode 8: Top Reasons to Use Power Automate (Power Automate vs Dynamics 365 Workflows) Hi Readers and Viewers Merry Christmas and a very Happy New Year! Thanks for your support in 2019 🙂 In this video, we will look at the top reasons for you to start using Power...

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{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record
Dec26

{Know How} Apply Business process flow on create of a record or skip setting of default Process flow based on custom business logic in Dynamics 365 using ProcessId field of record

Originally posted on Debajit's Dynamic CRM Blog: Business Process flows are used everywhere and as a Power platform consultant you might be working with them almost everyday. However sometimes the intricacies of the most mundane stuffs seems to baffle us. And one of them is was this requirement that I recently had. And trust… Continue Reading Nishant Rana’s Article on their blog {Know How} Apply Business process flow...

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PackageDeployerWrapper: Import operation time out exception while trying to create a new organization in Dynamics 365 Customer Engagement (On-Premise)
Dec26

PackageDeployerWrapper: Import operation time out exception while trying to create a new organization in Dynamics 365 Customer Engagement (On-Premise)

Recently for one our projects, where had Dynamics CRM On-Premise already installed by the IT team quite sometime back, when we tried create a new organization through Deployment Manager, we got the below error “Create new Organization (Name=46d256f4-1009-ea11-a2df-00505680070e, Id=FABUAECIBSIT) failed with Exception: System.Exception: Error.ActionFailed… Continue Reading Nishant Rana’s Article on their blog...

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Lookup Filter, Error Notifications, Territory entity enhancements in Dynamics 365 for Sales / Customer Service – 2019 Release Wave 2 (Unified Interface)
Dec25

Lookup Filter, Error Notifications, Territory entity enhancements in Dynamics 365 for Sales / Customer Service – 2019 Release Wave 2 (Unified Interface)

Let us look at some other enhancements added as part of 2019 Release Wave 2 in the product. Lookup filter enhancement The lookup filter on searching for a specific term will show the different types of record (entity) that are there in the results for filtering. T This allows the user to easily find the … Continue reading “Lookup Filter, Error Notifications, Territory entity enhancements in… Continue Reading Nishant...

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Tip : Populating related entity data without writing Script / Workflow
Dec24

Tip : Populating related entity data without writing Script / Workflow

There are multiple ways to populate/show data related to lookup value record on a form. We can write JavaScript/workflow/Plugin/Power Automate/Relationship mappings. If we want to populate data as soon as we select lookup value, client side code is the best option. But this script wont work if the event happens on server side. So if … Continue reading “Tip : Populating related entity data… Continue Reading Nagaraja...

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Dynamics 365 Views: Reflow Behavior & Card Forms
Dec24

Dynamics 365 Views: Reflow Behavior & Card Forms

Most of you are probably pretty familiar with entity views, which show a list of entity records on a page. In the past system administrators there weren’t a lot of configuration options for these views. Yes admins were able to add columns, configure sort options, filter data, etc. but there was no control on how this information would be presented to the end user. In the Unified Interface we… Continue Reading Dian...

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Timeline and Grid control enhancement in Dynamics 365 Customer Service – 2019 Release wave 2 (Unified Interface)
Dec24

Timeline and Grid control enhancement in Dynamics 365 Customer Service – 2019 Release wave 2 (Unified Interface)

Below are few enhancements made to timeline and grid control as part of 2019 Release wave 2. The new timer control shows more customer interactions/records/activities compared to the older version of the control, thus enabling users to have access to much more information without the need for scrolling. The user can hover over the activity … Continue reading “Timeline and Grid control… Continue Reading Nishant...

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[Power Apps] Using Common Data Service's Lookup Data Type Field in Canvas App
Dec23

[Power Apps] Using Common Data Service's Lookup Data Type Field in Canvas App

If you come from the Dynamics 365 CE/CRM developer background, you would know that the value of the lookup field (or attribute, whatever you prefer to call it) comprises of 3 basic components: ID (the GUID of the related record)Name (the Primary Field value of the related record which is used as the Display value of the lookup field in the model-driven app)Entity Type (the logical name of the… Continue Reading...

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Lookups Showing Same Custom View in Unified Interface because of Same viewId in addCustomView JavaScript
Dec23

Lookups Showing Same Custom View in Unified Interface because of Same viewId in addCustomView JavaScript

Recently in one of my Dynamics 365 projects, I had to filter the lookup using JavaScript because of the nature of the filter which cannot be achieved using OOB filter.I just simply write the following code to filter and set the viewId by generating some random GUID as set a static value. var viewId = “c83ee442-91d4-4b47-bb1b-92523c80e06b”; // Random GUIDvar entityName = “contact”; var… Continue Reading...

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Pass Parameters to Quick Create Form in Dynamics 365 using formContext.data.attributes
Dec23

Pass Parameters to Quick Create Form in Dynamics 365 using formContext.data.attributes

With the deprecation of Xrm.Page.context.getQueryStringParameters, Microsoft Docs article suggested using formContext.data.attributes API to make retrieval of non-entity bound data consistent across entity forms.But some of the sample codes that I found online are all using the deprecated Xrm.Page.context.getQueryStringParameters and some are using… Continue Reading noreply@blogger.com (Linn Zaw Win)’s Article on...

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[Power Automate] New Action "Executes a changeset request" in Microsoft Flow Common Data Service (current environment) connector
Dec23

[Power Automate] New Action "Executes a changeset request" in Microsoft Flow Common Data Service (current environment) connector

Today, I found one Action in Common Data Service (current environment) connector while I am creating an action step in Microsoft Flow.The action name is “Executes a changeset request” and I quickly check Microsoft Docs site for more info only to find the following one. (That’s very helpful, Microsoft… Thanks for the information) Maybe it is the preview feature or maybe it is still in progress…...

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Intellisense Issue with Experimental Enhanced Formula Bar in canvas app for Power Apps
Dec23

Intellisense Issue with Experimental Enhanced Formula Bar in canvas app for Power Apps

I have been using Experimental formula bar in Power Apps Studio for a week and so far, I really like it. I can use Enter for a new linebring up suggestions on-demand using pressing CTRL+ Space (which does not show all the time)navigate around the formula bar with Up and Down arrow keys without getting into suggestionsexpand the formula bar with one click without dragging down all the timelook… Continue Reading...

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Getting the Lookup Attribute of the Parent Record in Power Apps Canvas App Development with Common Data Service (CDS)
Dec23

Getting the Lookup Attribute of the Parent Record in Power Apps Canvas App Development with Common Data Service (CDS)

When you collect the CDS data source into the collection, you can add the fields from the related (lookup) entity using AddColumns function. That can be achieved because the lookup values from CDS data source are returned as a record in Power Apps comparing to Dynamics 365 SDK/API which only returns an Entity Reference with GUID and Entity Type.But adding the fields from the… Continue Reading noreply@blogger.com...

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[Power Automate] How to Set Lookup Field Value in Common Data Service (current environment) Flow Connector
Dec23

[Power Automate] How to Set Lookup Field Value in Common Data Service (current environment) Flow Connector

If you’re using Common Data Service (current environment) connector in your flow and getting the following errors, that means you are either setting the GUID value directly ornot providing a correct plural version of entity schema name. Empty segment encountered in request URL. Please make sure that a valid request URL is specified. Resource not found for the segment xxxxx In (classic) Common… Continue Reading...

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Power Pizza: Party Time!
Dec23

Power Pizza: Party Time!

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! Not from my most recent Pizza Crawl but Mod Pizza is always delicious It’s Power Pizza Party… Continue Reading Kylie Kiser’s...

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Xrm.Navigation.navigateTo – gotchas, tricks and limitations
Dec23

Xrm.Navigation.navigateTo – gotchas, tricks and limitations

Here are ways that were used by developers to show Modal Dialogs: Xrm.Internal.openDialog Alert.js Custom Dialogs that used different frameworks like jQuery UI Dialog or similar But the main and common issue of options available was that those approaches can’t be considered as supported. And it stayed the same for years until Microsoft introduced Xrm.Navigation.navigateTo … Continue Reading Andrew Butenko’s Article...

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Scan business cards in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Interface)
Dec23

Scan business cards in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Interface)

The scan business card feature added as part of release wave 2, allows salespeople to quickly scan business cards using the Quick Create Form. The scanner reads the information from the card and populates the corresponding mapped fields in the record. Out of the box, it is available in quick create form of lead and … Continue reading “Scan business cards in Dynamics 365 for Sales – 2019… Continue Reading Nishant...

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Power Pizza: Ta Da!
Dec22

Power Pizza: Ta Da!

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! This is a robot that brings you pizza. My app is not as cool. Location: George Mason University…. Continue Reading Kylie Kiser’s...

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Exam MB-400 Revision Notes: Configuring the Common Data Service
Dec22

Exam MB-400 Revision Notes: Configuring the Common Data Service

Welcome to the second post in my series, focused on providing revision notes for the MB-400: Microsoft Power Apps + Dynamics 365 Developer exam. In last week’s post, we looked at some of the fundamental concepts and theory around the Power Platform, in support of the first learning objective – Create a Technical Design. Next, we’ll focus towards some more practical focused content, as we dive… Continue Reading...

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Power Pizza: Naming Conventions
Dec21

Power Pizza: Naming Conventions

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! < figcaption>This was not part of the Pizza Crawl but it sure was delicious! This was at Chez Pippo in… Continue Reading Kylie...

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Azure Advent Calendar
Dec21

Azure Advent Calendar

  This is my contribution to a wonderful initiative by @Pixel_Robots and @Gregor_suttie to get  the Azure community to help others learn about all the different capabilities that Azure provides. I have created a video describing Azure IoT services and with the aim of dispelling some of the fears around the complexity of getting started with #IoT. You can watch my video here and see all the… Continue Reading Julian...

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How Google Chrome Profiles Saved My Sanity (And Time!)
Dec21

How Google Chrome Profiles Saved My Sanity (And Time!)

Me. Before I was told about Profiles. Over the last few weeks, I have been actively involved in various projects that required access to multiple environments. For some of you reading this, that will sound like your day to day life and what I’m about to blog about may be standard stuff, however my role often sees me access only one environment during the course of my day. Earlier this… Continue Reading...

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MVP Advent Calendar – Smart Buttons for the Unified Interface
Dec21

MVP Advent Calendar – Smart Buttons for the Unified Interface

Happy 21st December! The chestnuts are roasting, and the snow is falling (somewhere I’m sure). It’s that festive time of year again, and with it, a new year is beckoning. We all know that the biggest event of 2020 will be the retiring of the ‘classic’ user interface in Power Apps and Dynamics 365. To make sure you are ready for this, my gift is an updated version of Smart Buttons that is… Continue Reading...

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Live Chat Episode 3: The Role of the Pre-Sales Consultant.
Dec21

Live Chat Episode 3: The Role of the Pre-Sales Consultant.

On this episode, I had the absolute pleasure of speaking with two highly acclaimed individuals within our community – Lisa Crosbie, Biz Apps MVP and Ben Vollmer, Field Service Director at the Mothership! In our session we covered what exactly is involved in the day to day role of a Pre-Sales Consultant. We talked about why Pre-Sales is so important and what skillset is required to be… Continue Reading...

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Power Pizza: Choosing a Winner
Dec20

Power Pizza: Choosing a Winner

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! Del Ray Pizza empirically won our Pizza Crawl and it was amazing so I had to show it again! Now… Continue Reading Kylie Kiser’s...

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Advanced Specializations: The Partner PhD
Dec20

Advanced Specializations: The Partner PhD

Advanced Specializations: The Partner PhD By GENNA JOUDREY An advanced specialization is a way to differentiate your organization,… Continue Reading Genna Joudrey’s Article on their blog Advanced Specializations: The Partner PhD | Dynamic Consultants Group An advanced specialization is a way to differentiate your organization, demonstrate expertise, and build stronger connections with customers. Blog Syndicated with Genna...

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Build your Expense Report with a Canvas App
Dec19

Build your Expense Report with a Canvas App

Build your Expense Report with a Canvas App By SAMANTHA LEMM Microsoft Power Apps gives you the ability to build professional apps… Continue Reading Samantha Summers’s Article on their blog Build your Expense Report with a Canvas App | Dynamic Consultants Group You can build an expense report in a canvas app that directly integrates with Dynamics 365 Power Service Automation. Blog Syndicated with Samantha Summers’s...

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#TGIF Episode 7: Using Power Automate (Microsoft Flow) Mobile App To Build A Flow
Dec19

#TGIF Episode 7: Using Power Automate (Microsoft Flow) Mobile App To Build A Flow

Hi Readers and Viewers In this blog & video, we will look at the ease of using ‘Power Automate’ Mobile… Continue Reading Prashant Shukla’s Article on their blog https://diyd365.com/2019/12/20/tgif-episode-7-using-power-automate-microsoft-flow-mobile-app-to-build-a-flow/ Blog Syndicated with Prashant Shukla’s Permission

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Power Pizza: Sticky Option Sets
Dec19

Power Pizza: Sticky Option Sets

We are in the middle of a Power Pizza Blog Series! I am walking through lessons learned while building a Power App to track your Pizza Crawls. This will allow your friends to submit their locations, enter ratings and view the winner. Finally, a scientific solution for finding the best pizza! This was not on the Pizza Crawl but you can’t go wrong with Costco Pizza! The Idea I wanted… Continue Reading Kylie Kiser’s...

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Steve Reviews a Solution
Dec19

Steve Reviews a Solution

I know… this is out of left field right? Me doing a review of a Power Platform solution. But I know the team behind it, and I thought hmm… maybe this could be an angle for some new blog content. So, what the hell! BTW, I am not being compensated for this, nor did they offer… cheap bastards. What’s wrong with sales today? Sales has always been a black box. Great sellers have their secrets, but… Continue...

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Secure Input/Output in Power Automate Run History
Dec19

Secure Input/Output in Power Automate Run History

Isn’t it just too easy to see from Flow (Power Automate’s) Runs what data was passed on? A simple switch in the Power Automate designer will secure this. Default Behavior By default, if you have access to the Flow, you can simply go in and see the inputs Secure Input / Output In the Flow designer, you can select and step and go to Settings And turn on Secure Input / Output depending on what… Continue Reading...

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Set Amount & Day Limits On Survey Responses
Dec19

Set Amount & Day Limits On Survey Responses

If you are sending out survey invites to your customers, ideally they respond in a timely manner. You have ways in which you can do follow up reminders, but what if the response is time sensitive? If they purchased something, do you really want them to be able to provide feedback on an interaction three months later? Or, what if you want to be able to control how many responses you get? Well,… Continue Reading Megan V....

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4 Ways Dynamics 365 Human Resources Helps Build a More Successful Workforce
Dec18

4 Ways Dynamics 365 Human Resources Helps Build a More Successful Workforce

4 Ways Dynamics 365 Human Resources Helps Build a More Successful Workforce By GENNA JOUDREY As you can see from this blog title,… Continue Reading Genna Joudrey’s Article on their blog 4 Ways Dynamics 365 Human Resources Helps Build a More Successful Workforce | Dynamic Consultants Group Dynamics 365 Human Resources can transform employee experiences, optimize HR programs, improve organizational agility, and enable...

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