How to enable single sign in with facebook – YouTube
Sep09

How to enable single sign in with facebook – YouTube

How to enable single sign in with facebook You can allow the portal users or new portal users to log in or register through social media platforms like Facebook. Just insert the App ID and App secret key by watching the video. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can allow...

Read More
How to enable single sign in with gmail – YouTube
Sep09

How to enable single sign in with gmail – YouTube

How to enable single sign in with gmail You can allow the portal users or new portal users to log in or register through Google ID (Gmail). Just insert the client ID and secret key by watching the video. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can allow the portal users or...

Read More
How to enable reCaptcha for portal – YouTube
Sep09

How to enable reCaptcha for portal – YouTube

How to enable reCaptcha for portal The portal users will get the reCAPTCHA V2 or V3 as you have configured in the reCAPTCHA settings from “Portal General Settings”. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty The portal users will get the reCAPTCHA V2 or V3 as you have configured in...

Read More
Power Tips: DynamicsCon Live Preview
Sep08

Power Tips: DynamicsCon Live Preview

Before tomorrow’s episode I better recap the last one – Power Tips: DynamicsCon Live Preview! In this quick video, Heidi (LinkedIn, Twitter, Blog) and I share 5 random tips for working with Dynamics 365 and the Power Platform. This is only a selection of the tips that you will hear at DynamicsCon Live next week where we present 50 tips in 50 minutes! Power Tips: DynamicsCon Live… Continue Reading Kylie Kiser’s...

Read More
How to keep track of linked chats and activities of Microsoft Teams in Dynamics 365
Sep08

How to keep track of linked chats and activities of Microsoft Teams in Dynamics 365

In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM records with Microsoft Teams. The main purpose of this feature is to keep a track of activities and Microsoft Teams...

Read More
How to sync entity updates in portal – YouTube
Sep07

How to sync entity updates in portal – YouTube

How to sync entity updates in portal Once you successfully authenticate the CRM, you can enable the CRM entities from the Entity Configuration. You will get the list of the CRM Entities that are related to contact and account. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ Once you successfully authenticate the CRM, you can...

Read More
How to create role for sub admin user – YouTube
Sep07

How to create role for sub admin user – YouTube

How to create role for sub admin user By creating roles for your Sub-Admin/Admin users, you can assign them some special rights to access the data only they can see. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ By creating roles for your Sub-Admin/Admin users, you can assign them some special rights to access the data only...

Read More
How to create manage sub admin user in portalxpand – YouTube
Sep07

How to create manage sub admin user in portalxpand – YouTube

How to create manage sub admin user in portalxpand You can add and manage the Admin users from the Settings 🡪 User Management 🡪 Users. Watch out for this video to manage the users in the PortalXpand. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ You can add and manage the Admin users from the Settings 🡪 User Management 🡪...

Read More
How to create workflow for updating existing rights based on actions preformed – YouTube
Sep07

How to create workflow for updating existing rights based on actions preformed – YouTube

How to create workflow for updating existing rights based on actions preformed You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. This video will teach you how to create the “Update Assigned Rights ” workflow. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook:...

Read More
How to create workflow for loading specific type – YouTube
Sep07

How to create workflow for loading specific type – YouTube

How to create workflow for loading specific type You can add the rules and set the conditions if you want to show the specific entity data in the customer portal or allow the portal users to access the specific entity data. In this video, you will learn how to create the “Load Data” workflow. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...

Read More
How to enable stripe payment gateway in portalXpand 1 – YouTube
Sep07

How to enable stripe payment gateway in portalXpand 1 – YouTube

How to enable stripe payment gateway in portalXpand 1 You can configure the “Stripe” payment gateway in the PortalXpand for the portal users in the customer portal. Here is how you can configure it. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can configure the “Stripe” payment...

Read More
How to enable stripe payment gateway in portalXpand – YouTube
Sep07

How to enable stripe payment gateway in portalXpand – YouTube

How to enable stripe payment gateway in portalXpand You can configure the “PayPal” payment gateway in the PortalXpand for the portal users in the customer portal. Here is how you can configure it. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can configure the “PayPal” payment...

Read More
How we can create multi site in portalXpand – YouTube
Sep07

How we can create multi site in portalXpand – YouTube

How we can create multi site in portalXpand When the Admin users log in to the Portal-Admin and authenticate the CRM, they will get the default published site. You can create and configure multiple sites for the current portal instance, but one site can be published at a time. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/...

Read More
How to customize portalxpand admin theme – YouTube
Sep07

How to customize portalxpand admin theme – YouTube

How to customize portalxpand admin theme You can customize Theme Colors, Font style & Font colors for the Admin Portal. You can also customize the elements like font, primary color, secondary color, and much more. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can customize...

Read More
See Trigger Outputs using Edit Columns in Flow Runs | Power Automate [Quick Tip]
Sep06

See Trigger Outputs using Edit Columns in Flow Runs | Power Automate [Quick Tip]

Here’s how you can peek into data of each Flow Run in Power Automate Continue Reading priyeshwagh777’s Article on their blog See Trigger Outputs using Edit Columns in Flow Runs | Power Automate [Quick Tip] Here’s how you can peek into data of each Flow Run in Power Automate Blog Syndicated with priyeshwagh777’s...

Read More
Sales Forecasting-Increase Accuracy with AI Predictive Forecasting
Sep06

Sales Forecasting-Increase Accuracy with AI Predictive Forecasting

While working on Sales Forecasting, I came across one interesting feature which is Predictive Forecasting. As, it’s almost impossible for humans to know and predict the future result, even after making a lot of efforts to convert most of the opportunities into successful Sales. So, now with the help of these advanced AI technologies, sales can help us forecast sales more actively and accurately. As forecasting implies the...

Read More
How to configure SMTP Settings – YouTube
Sep06

How to configure SMTP Settings – YouTube

How to configure SMTP Settings You can configure the “SMTP settings” to start the email service for the portal users. Here is how you can configure it in the portal. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can configure the “SMTP settings” to start the email service for the...

Read More
How to manually add language translations – YouTube
Sep06

How to manually add language translations – YouTube

How to manually add language translations You can configure the Language for the Customer Portal. Here is how you can manually add new language translations. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand #CustomerPortal #CRMJetty You can configure the Language for the Customer Portal. Here is how you can...

Read More
How to Configure Google Translate for Multi Language Portal – YouTube
Sep06

How to Configure Google Translate for Multi Language Portal – YouTube

How to Configure Google Translate for Multi Language Portal You can configure the Language for the Customer Portal. If you (or admin users) have added a new language or enabled/disabled any language(s) from the Dynamics CRM side, you must sync the language data. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter: https://twitter.com/crmjetty/ #PortalXpand...

Read More
How to sync entity object Layout updated in CRM – YouTube
Sep06

How to sync entity object Layout updated in CRM – YouTube

How to sync entity object Layout updated in CRM You can Sync data from Live to Sandbox or Sandbox to live by navigating to the Settings → Portal Settings → Site Level Data Sync. Here you will find the Sync Data section, where you can select a module to sync data like pages, forms, lists, etc. ►LET’S CONNECT: Linkedin: https://www.linkedin.com/company/crmjetty/ Facebook: https://www.facebook.com/CRMJetty/ Twitter:...

Read More
Create custom notifications on email opens
Sep06

Create custom notifications on email opens

You have probably all seen the notifications in Dynamics 365 when a customer or prospect opens an email message. This notification shows in the timeline on the bottom of an email message, but if you don’t check it, you won’t see it! Another place where these notifications can become visible is in the Dynamics 365 assistant…if you set up a notification for this when you created the email in… Continue Reading...

Read More
Create custom notifications on email opens – YouTube
Sep06

Create custom notifications on email opens – YouTube

Create custom notifications on email opens In this video I show you how you can use the XRM toolbox and in particular the In-App Notification builder built by Ivan Ficko. In this example notifications will be shown when an email is opened by a customer or prospect. Related Article: https://d365goddess.com/create-custom-notifications-on-email-opens Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

Read More
How to set create portal user form for admin – YouTube
Sep06

How to set create portal user form for admin – YouTube

How to set create portal user form for admin Super admin/admin users can define the layout for the “Contacts” page records that are displayed in the admin backend only if they have rights. You can design the layout of the “Contacts” for the Add/Edit page & List page. For the List page, you must drag and drop the required fields under “Fields”. Watch out for this video to know more. ►LET’S CONNECT: Linkedin:...

Read More
Debugging Pre Operation Plug-In Without Plug-In Trace Log
Sep05

Debugging Pre Operation Plug-In Without Plug-In Trace Log

Recently, I developed a plugin which triggers on pre-operation stage. As typical pre-operation plug-ins, the logic is to intercept the InputParameters and modify them based on custom logic. After deploying the plug-in to the Development environment, I just got a generic error as below when I tested by making a change that would trigger the plug-in. There is no arrow icon to expand for the… Continue Reading Linn Zaw...

Read More
D365 Business Central : Amount Excluding VAT in Journal Entry
Sep05

D365 Business Central : Amount Excluding VAT in Journal Entry

When we are entering amount on journal entry page, such as General Journal, we only have option to use Amount Including VAT. Entering the value on the Amount field will automatically calculate the VAT Amount for you. On the above example, we fill in 100 in the Amount field. Below is the result of preview posting. Amount Including VAT is $100, VAT is 15%, Amount Excluding VAT is… Continue Reading thatnavguy’s Article on...

Read More
Power Automate Flows are not running in Dynamics 365 CE Environment Online
Sep03

Power Automate Flows are not running in Dynamics 365 CE Environment Online

Recently, I have done a CE DB restore and then a deployment and after that the Power Automate Cloud Flows are not getting Triggered, even though they are enabled, and I have followed the below steps and resolved the issue. Step 1: Login to Power Platform Admin Center (PPAC) with your credentials. If you are using US Government (GCC, GCC High and DOD) Cloud, click on the article link and find your...

Read More
Unified Routing – Preferred Agent Routing
Sep03

Unified Routing – Preferred Agent Routing

A new feature is coming to the Unified Routing feature found in Microsoft’s Dynamics 365 Customer Service app …. It will allow us to route work items to agents based on a contact having one or more preferred resources. I will describe this new feature in this post. The use case for this feature is that you may have one or more agents that frequently look after a particular agent. Meaning of… Continue Reading Neil...

Read More
Azure AI Certifications
Sep02

Azure AI Certifications

This week I took two Azure AI Certifications and PASSED! I had studied but was also pretty surprised that I had been able to handle these more technical items. When I shared this on Twitter, I started getting lots of questions so let’s talk through the basics. I passed two Azure AI Certifications! First of all, keep in mind that all these certifications do have a cost associated with… Continue Reading Kylie Kiser’s...

Read More
Ken Auguillard on The Oops Factor
Sep02

Ken Auguillard on The Oops Factor

Chatting to the AMAZING rockstar that is Ken around our common love of BBQ – find out if he’s a low/slow or high/fast kind of guy. Also touching on a motorbike incident some years back that shaped his approach to life moving forward – some VERY powerful lessons to hear & learn from! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have…...

Read More
Schedule Board Extensibility in Microsoft Dynamics 365 Field Service
Sep02

Schedule Board Extensibility in Microsoft Dynamics 365 Field Service

The Dynamics 365 Schedule Board provides an ability to view resources and schedule/book them for particular Work Items. As per the business scenarios, the preferences for the dispatcher differ in the real-world scenarios, and Field Service within Dynamics 365 allows us to be flexible and customize the Schedule Board as per the business need. Dynamics 365 Field Service Schedule board now has a new and improved User Experience, which...

Read More
Cloud Flows with Dataverse Trigger Not Working After Solution Import
Aug31

Cloud Flows with Dataverse Trigger Not Working After Solution Import

This post will explain how you can identify the root cause of the issue and resolve it if some of the cloud flows with Dataverse trigger are not getting triggered after solution import even though the status of the flow is “On”. After one of the deployments, the test team reported that some of the cloud flows are not getting triggered when a row is added or updated in Dataverse. … Continue Reading Linn Zaw...

Read More
Custom Page – Teams Integration
Aug31

Custom Page – Teams Integration

Did you think my last post was the final stage of the “Custom Page – Win Notification“? Of course not!! We have one more important step to complete the whole solution. I am all about salespeople being able to boast about their sales. If you meet a salesperson who doesn’t love to brag about closing, are they even in sales? Communication is key when you work in organizations of any size… Continue Reading...

Read More
Improve fetch xml performance by using latematerialize option.
Aug30

Improve fetch xml performance by using latematerialize option.

Originally posted on Passion Dynamics: If you have been working on dynamics projects, I bet fetch xml is your best friend as it’s really an easiest way to query and execute in order to get required results. Along with that, constructing it in advanced find is super easy too. Don’t forget about amazing XRM toolboxes… Continue Reading Nishant Rana’s Article on their blog Improve fetch xml performance by using...

Read More
Viva Sales(preview) | Part 2
Aug30

Viva Sales(preview) | Part 2

Last week I posted part one of my articles (you can read it here) about Viva Sales which is in preview today. Microsoft describes Viva Sales as a seller experience application designed to get sellers out of the busy work and in front of customers. Viva Sales will connect to any CRM system and will add detailed insights to customer exchanges and activities that take place through Microsoft (aka… Continue Reading Dian...

Read More
VivaSales Part 2 | Viva Sales & Microsoft Teams – YouTube
Aug30

VivaSales Part 2 | Viva Sales & Microsoft Teams – YouTube

VivaSales Part 2 | Viva Sales & Microsoft Teams In this video I will be discussing Viva Sales, a new application developed by Microsoft for sales people! This video is focusing on Viva Sales & Microsoft Teams. Microsoft describes this application as a seller experience application designed to get sellers out of the busy work and in front of customers. Microsoft announced that Viva Sales will work with any CRM system, including...

Read More
Power Automate RPA Developer PL-500 Study Group
Aug28

Power Automate RPA Developer PL-500 Study Group

I will be running an online study group for people wanting to take the Power Automate RPA Developer PL-500 exam https://docs.microsoft.com/learn/certifications/exams/pl-500. Although this group is about preparing for the exam, it is not exam prep. The course will run one evening during the week, Thursday 8pm BST, with another session at the weekend on Sunday morning at 8am BST and will take… Continue Reading Julian Sharp’s...

Read More
Nordic Summit 2022
Aug28

Nordic Summit 2022

Nordic Summit is as in-person Power Platform and Dynamics 365 community conference in Stockholm on the 24th of September. Sign up here: https://nordicsummit.info/ – it’s free! I will be speaking on Power Apps Component Framework – PCF 101 How to start creating your own code components. Power Apps Component Framework is an exciting way to increase the usability of your solutions. But how do you… Continue Reading...

Read More
MCT Europe Summit Switzerland September 12-14th
Aug28

MCT Europe Summit Switzerland September 12-14th

The European MCT Summit is taking place in Zurich, Switzerland 12-14th September. You can register here https://www.mctsummit.eu/ You will be able to learn technical topics, discover information about courses and certifications, and to develop your trainer skills. I will be speaking on the Dynamics 365 certifications and also on using the Power Platform with Azure IoT. The summit includes a… Continue Reading Julian Sharp’s...

Read More
Hardit Bhatia on The Oops Factor
Aug26

Hardit Bhatia on The Oops Factor

Talking to the AMAZING Hardit about his love of sports, finding out just WHO his ultimate sports hero is, & discovering a life-changing event that happened as a child, with how it changed his life since… If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available… Continue Reading...

Read More
Auto Update Applications on Power Platform
Aug26

Auto Update Applications on Power Platform

App Auto Update is a new feature in public preview that allows automatic updates of applications. Those applications are installed through Microsoft AppSource. If the applications are installed manually within CRM then those publishers will not be shown in the Publisher list. This feature helps both publishers and customers to keep the applications up-to-date in a simple way. Let’s see how to enable Auto Update Setting in the Power...

Read More
The future of Power Platform – Steve has a chat with Jukka
Aug25

The future of Power Platform – Steve has a chat with Jukka

Microsoft MVPs Steve Mordue and Jukka Niiranen share their insights on where Power Platform is heading and why low-code is eating the world. Continue reading The future of Power Platform – Steve has a chat with Jukka at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog The future of Power Platform – Steve has a chat with Jukka – Jukka Niiranen If I had to choose only one blog I could...

Read More
Steve has a Chat with Jukka
Aug25

Steve has a Chat with Jukka

I had the pleasure of having a chat with a Power Platform industry leader, Jukka Niiranen. Listen or Watch below. Enjoy! The post Steve has a Chat with Jukka appeared first on Steve Mordue MVP. Continue Reading Steve Mordue MVP’s Article on their blog Steve has a Chat with Jukka – Steve Mordue MVP Steve talks with Jukka about Power Platform Blog Syndicated with Steve Mordue MVP’s...

Read More
Synapse Link for Dataverse – Append-Only
Aug25

Synapse Link for Dataverse – Append-Only

By default Synapse for Dataverse exports records as in-place updates so if the record already exists it gets updated and if not it gets created. This can be configured so that record changes are appended as new records rather than updated. This can be done from the advanced options under Manage tables by selecting show […] The post Synapse Link for Dataverse – Append-Only appeared first on Joe… Continue Reading Joe...

Read More
Adding Image field on the form in Dynamics 365 CRM | Power Platform Modern Form Designer [Quick Tip]
Aug24

Adding Image field on the form in Dynamics 365 CRM | Power Platform Modern Form Designer [Quick Tip]

Here’s how you can add an Image field on the Form for the Dynamics 365 Model Driven Apps Continue Reading priyeshwagh777’s Article on their blog Adding Image field on the form in Dynamics 365 CRM | Power Platform Modern Form Designer [Quick Tip] Here’s how you can add an Image field on the Form for the Dynamics 365 Model Driven Apps Blog Syndicated with priyeshwagh777’s...

Read More
Custom Page – GIF for the win🏆
Aug24

Custom Page – GIF for the win🏆

Most of you might know by now that I am a huge fan of GIF’s. I have written about GIF’s earlier when trying to motivate sales people, and I thought I would turn it up one notch! Last post I wrote was about the opportunity close dialog. It was functional, but not exciting. It is still 100% more feedback friendly than the Microsoft OOTB functionality, but it’s a little boring now that… Continue Reading Thomas...

Read More
Adding the Power Fx Formula column (PREVIEW) into Dataverse
Aug24

Adding the Power Fx Formula column (PREVIEW) into Dataverse

Recently when I was adding the new column in Microsoft Dataverse from the PREVIEW maker portal (https://make.preview.powerapps.com/) I was amazed by looking at the new option in the Datatype available named “Formula”. In this blog, we will focus on the introduction and related use cases where this “Formula” datatype can be useful. Formula Column Features: Formula columns use the Power Fx syntax similar to Office Excel. Power Fx is the...

Read More
D365 Business Central : Using Excel Layout for Reporting
Aug24

D365 Business Central : Using Excel Layout for Reporting

Since Business Central 2022 Wave 1 (BC20), we have the ability to use Excel Layout for reporting. Excel layouts work the same way as Word and RDLC layouts in that they can be edited and saved back again into Business Central. With Excel layouts for Business Central reports, users can now create and edit report layouts simply by using the full capabilities in Excel such as sliders, diagrams,… Continue Reading thatnavguy’s...

Read More
Viva Sales(Preview) | Part 1
Aug23

Viva Sales(Preview) | Part 1

I am sure you’ve heard about Viva Sales, which is yet another application developed by Microsoft for sales people! Microsoft describes this application as a seller experience application designed to get sellers out of the busy work and in front of customers. This is actually very exciting because this tool will not just bring together the power of a more connected platform, but this tool will… Continue Reading Dian...

Read More
Viva Sales Part 1-Outlook – YouTube
Aug23

Viva Sales Part 1-Outlook – YouTube

Viva Sales Part 1-Outlook In this video I will be discussing Viva Sales, a new application developed by Microsoft for sales people! This video will be focusing on Viva Sales & Microsoft Outlook. Microsoft describes this application as a seller experience application designed to get sellers out of the busy work and in front of customers. Microsoft announced that Viva Sales will work with any CRM system, including Sales Force! The...

Read More
Bulk Update records in Resco Mobile App within Dynamics 365/CRM and more!
Aug22

Bulk Update records in Resco Mobile App within Dynamics 365/CRM and more!

Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on view. This feature is available in the latest version on Woodford i.e., 15.1. Till now there was no functionality to update multiple records in a single click same as a web client. Now this “Bulk Update” feature shall allow us to select multiple records on view and to perform bulk update operations from the mobile app as well. Let’s...

Read More