How to Avoid the “Get Record” Action to Retrieve Related Data in Power Automate
Nov25

How to Avoid the “Get Record” Action to Retrieve Related Data in Power Automate

In a previous blog post I wrote about how to use FetchXML to List Records from CDS in Power Automate. But what if a column you defined in your FetchXML doesn’t show up in the Dynamic content because it is a column from a related record? Defining the FetchXML Let’s start with using the most simple example. We want to list Contacts and use the Industry from their Company (Account)… Continue Reading Sara...

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Save and New Button in Quick Create Form – 2019 Release Wave 2 (Unified Interface)
Nov25

Save and New Button in Quick Create Form – 2019 Release Wave 2 (Unified Interface)

With 2019 Release wave 2, now we have Save and New button available in Unified Interface. However, for now, it is limited to the Quick Create Form. For our main form, for both legacy web client and unified interface form, the Save and New button is not available in the command bar. Unified Interface – … Continue reading “Save and New Button in Quick Create Form – 2019 Release Wave 2… Continue Reading Nishant...

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Using Timer Control In PowerApps (with problem scenarios and Business use cases)
Nov24

Using Timer Control In PowerApps (with problem scenarios and Business use cases)

Hello Readers and Viewers This blog/video is part of my quick tip series. We are going to look at how… Continue Reading Prashant Shukla’s Article on their blog Using Timer Control In PowerApps (with problem scenarios and Business use cases) Hello Readers and Viewers This blog/video is part of my quick tip series. We are going to look at how we can force a screen to be visible to a user irrespective of the transition, in...

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Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 2
Nov24

Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 2

In part 1 of this blog post I’ve showed you the Power Automate Flow that created and sent the Actionable Message when a Playbook is launched from an Opportunity record. Now we need a receiving flow for processing the actions of the Actionable Messages. Here is the overview of the receiving flow: First we “secure” the trigger by turning on the schema validation and setting a trigger… Continue Reading...

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Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 1
Nov24

Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 1

Finally I’m going to implement Playbooks in our company’s Dynamics 365 Sales environment. If Playbooks would be available for custom entities I would have done this earlier, but unfortunately it’s not possible (yet). Please vote up the idea to make this available: Enable Playbooks for all entities, including custom entities. Anyway, we’re going to use Playbooks in our Sales process. So… Continue Reading...

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The Service Trust Portal and Dynamics 365: A Helping Hand to Meet Security & Compliance Needs
Nov24

The Service Trust Portal and Dynamics 365: A Helping Hand to Meet Security & Compliance Needs

When implementing a business system within an enterprise organisation, there are typically several hoops that you have to jump through to assure stakeholders that the system meets all relevant Information Security (InfoSec) requirements. While this process can be often tortuous (I have many battle scars to prove this!), it is a necessary and worthwhile exercise to complete. By ensuring that… Continue Reading The CRM Chap’s...

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Omnichannel for Customer Service – Entities
Nov24

Omnichannel for Customer Service – Entities

Recently I gave a presentation regarding Omnichannel for Customer Service at 365 Saturday in Paris, afterwards I was asked a question about the files customers might send in webchat conversations. In this scenario a large volume of attachments were expected and these would need to be managed. Therefore they wanted to know where the attachments were stored. In this post I hope to answer that… Continue Reading Neil...

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Geocoding Account addresses
Nov23

Geocoding Account addresses

What is Geocoding? It means providing geographical coordinates(longitude and latitude) corresponding to a location. Why we need to Geocode Account addresses ?  it’s important to geocode each service account record with latitude and longitude values so that when you generate work orders for that service location, the work order inherits the coordinates and the system … Continue reading… Continue Reading Nagaraja...

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Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client)
Nov23

Contextual Email Communication in Dynamics 365 for Sales – 2019 Release Wave 2 (Unified Client)

The new capability allows salespeople to write an email in the context of the record. Email opening in the non-blocking pop window allows salespeople to refer to the data without navigating away from it, easily attach documents and can leave the drafts record open. The existing experience à Clicking on the email takes us to … Continue reading “Contextual Email Communication in Dynamics 365… Continue Reading Nishant...

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May the (Sales) Force be with You, Microsoft
Nov22

May the (Sales) Force be with You, Microsoft

May the (Sales) Force be with You, Microsoft By GENNA JOUDREY If you haven’t heard the news, Salesforce officially named Microsoft… Continue Reading Genna Joudrey’s Article on their blog May the (Sales) Force be with You, Microsoft | Dynamic Consultants Group If you haven’t heard the news, Salesforce officially named Microsoft Azure as its public cloud provider for their Marketing Cloud. Blog Syndicated with Genna...

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Set Lookups in Xrm.WebApi D365 v9 correctly. Solving ‘Undeclared Property’ error
Nov22

Set Lookups in Xrm.WebApi D365 v9 correctly. Solving ‘Undeclared Property’ error

Using Xrm.WebApi needs you to be careful with the field names and what to use when. Especially, when you are dealing with Lookups. One of the most common errors you’ll come across is the one like below – “An undeclared property (fieldname you entered) which only has property annotations in the payload but no property value was found in the payload.” This is confusing as to what needs to be… Continue...

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Lead Enhancements in Dynamics 365 for Sales – 2019 Release wave 2
Nov22

Lead Enhancements in Dynamics 365 for Sales – 2019 Release wave 2

Below are some of the capabilities added in Dynamics 365 for Sales with lead management. When creating a new lead, for Qualify sales stage, on the selection of Existing Contact First Name, Last Name, Job Title, Business Phone, Mobile Phone, and Email field will be populated On selection of Existing Account Company Name will be … Continue reading “Lead Enhancements in Dynamics 365 for Sales –… Continue Reading Nishant...

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Customize Opportunity Close Dialog Box – Dynamics 365 For Sales
Nov22

Customize Opportunity Close Dialog Box – Dynamics 365 For Sales

With the 2019 release wave 2 plan, finally, we can customize the opportunity close dialog box (Unified Interface only) Enable it from the Sales tab of System Settings dialog box. The default out of the box Close Opportunity Dialog Box à Now to add or remove fields to the dialog box, we need to customize … Continue reading “Customize Opportunity Close Dialog Box – Dynamics 365… Continue Reading Nishant Rana’s...

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It's time to add some finishing touches to your PCF controls!
Nov22

It's time to add some finishing touches to your PCF controls!

It is wonderful to see so many PCF controls being built by the community.  This post is a call-to-action for all PCF builders – it’s time to make sure your PCF component handles read-only and field-level security! The good news is that it’s really easy to do. There isn’t much in the documentation about this subject, so I hope this will be of help. Read-only or Masked? In your index.ts, you…...

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#TGIF Episode 3: Most Common ODATA Filter Queries
Nov21

#TGIF Episode 3: Most Common ODATA Filter Queries

Hi Readers and Viewers This episode is to summarise my blog post “Every Power Automate Filter Query You Ever Wanted… Continue Reading Prashant Shukla’s Article on their blog #TGIF Episode 3: Most Common ODATA Filter Queries Hi Readers and Viewers This episode is to summarise my blog post “Every Power Automate Filter Query You Ever Wanted To Know”. We will look at the following combinations of ODATA...

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Navigating through Complex Cloud Computing Choices
Nov21

Navigating through Complex Cloud Computing Choices

By now most organizations are familiar with the benefits of moving their computing to the cloud, such as scalability, reliability, security and elimination of hardware costs.  What may be less clear is that for all this to work as advertised, a business process or application needs to be designed properly to work in the cloud.Cloud computing presents information technology departments with a… Continue Reading...

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How to Select an App on AppSource
Nov21

How to Select an App on AppSource

How to Select an App on AppSource By TOM NORTHRUP In case you were not aware, the Microsoft app store is called AppSource. There… Continue Reading Tom Northrup’s Article on their blog How to Select an App on AppSource | Dynamic Consultants Group The Microsoft store called, Appsource has 2,105 apps for you to choose from to boost your productivity. Blog Syndicated with Tom Northrup’s...

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Let go of thoughts, emotions and actions that weigh you down
Nov21

Let go of thoughts, emotions and actions that weigh you down

If you keep picking up work, anger and emotions they will weigh you down and slow you down. The term letting go helps you visualise how your actions, thoughts and emotions can follow you around if you don’t let things go. Let go of work Leave your work at work, don’t bring it home with you. The longer you hold on to problems, questions, tasks, tension, deadlines from work, the heavier… Continue Reading Hosk’s Article on...

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Azure vs. AWS – Who wins the battle of the cloud?
Nov20

Azure vs. AWS – Who wins the battle of the cloud?

Azure vs. AWS – Who wins the battle of the cloud? By GENNA JOUDREY As you probably know, Azure is a set of cloud computing… Continue Reading Genna Joudrey’s Article on their blog https://dynamicconsultantsgroup.com/blog/azure-vs-aws-who-wins-the-battle-of-the-cloud/ Blog Syndicated with Genna Joudrey’s Permission

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December Forms Pro Webinar – New Updates
Nov20

December Forms Pro Webinar – New Updates

I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar covering the latest updates for the previous month. Find out what’s new, and how to use the new features and functionality. The next webinar will be Wednesday, 18 December 2019 at 8 PM… Continue Reading Megan V....

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KingswaySoft: View HTTPS Traffic in SQL Server Data Tools (SSDT) for Visual Studio Using Fiddler
Nov20

KingswaySoft: View HTTPS Traffic in SQL Server Data Tools (SSDT) for Visual Studio Using Fiddler

Have you ever needed a way to debug a KingswaySoft object via Visual Studio when dealing with obscure errors from objects that interact with third party cloud services such as Box.com, HubSpot, Dynamics 365, and many others currently in KingswaySoft’s Ultimate Edition catalog?  Well, you are in luck as I just had to setup that exact scenario when debugging 500, 501, 502, and 503 errors from… Continue Reading Therapy...

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Using View Layout Replicator : XrmToolBox
Nov20

Using View Layout Replicator : XrmToolBox

XrmToolBox can be used to simplify many activities. Most of Dynamics 365 CE developers might have used XrmToolBox atleast once. Recently We had a requirement to change CRM views layout . We have 10 views that look like same but with different filter criteria. Obviously, I am not going to change layout for each and … Continue reading “Using View Layout Replicator : XrmToolBox” Continue Reading Nagaraja...

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Creating A Forms Library – Flow Two
Nov20

Creating A Forms Library – Flow Two

Here we have the final article in a three part series of how to create a Forms Library using Microsoft Flow, Dynamics Portals and Forms Pro. Part One showed all of the D365CE and Portal configuration needed, then Part Two showed how to create a Flow to actually generate Account specific surveys which would then be displayed in the Portal. When the Form Requests are first created and need to be… Continue Reading Megan V....

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Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know As A Functional Consultant
Nov19

Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know As A Functional Consultant

Hello Readers This blog is to help fellow consultants to start their journey on Power Automate. We all know how… Continue Reading Prashant Shukla’s Article on their blog Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know As A Functional Consultant Hello Readers This blog is to help fellow consultants to start their journey on Power Automate. We all know how easy it is to create a flow (Watch #TGIF Episode...

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Power Automate vs Azure Logic Apps
Nov19

Power Automate vs Azure Logic Apps

Have you ever wondered when to use what between Azure Logic Apps and Power Automate/Flow ? This article is not intended to provide in depth answer. But I would like to mention a few basic points that can help in our decision making. Flow is SaaS. Logic App is PaaS. Both are cloud based services … Continue reading “Power Automate vs Azure Logic Apps” Continue Reading Nagaraja Emmadisetty’s Article on their blog...

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Create your own Insight Cards with Power Automate in Sales Insights
Nov19

Create your own Insight Cards with Power Automate in Sales Insights

Sales Insight’s cards are not just restricted by what is provided by Sales Insights for your Org, you can make your own using Power Automate too. Here’s how – Requirements These features aren’t free under Free Features of Sales Insights. Sales Insights license is for $50/user/month. More info on licensing here – Sales Insights Licensing For free features, only pre-defined Insight Cards show…...

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No capacity available please check with your administrator error while using business card scanner control in Dynamics 365 Sales
Nov19

No capacity available please check with your administrator error while using business card scanner control in Dynamics 365 Sales

We might get below error while trying to use scan business card feature in Dynamics 365 Sales This is because as pre requisite it requires AI Builder licensing. https://docs.microsoft.com/en-us/ai-builder/administer-licensing For enabling the 30 day free trial login to PowerApps https://make.powerapps.com/ For the AI Builder, start the free trial. Once enable we can see the business … Continue… Continue Reading Nishant...

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Dynamics 365 Saturday in Lisbon
Nov19

Dynamics 365 Saturday in Lisbon

Dynamics 365 Saturday in Lisbon By SAMANTHA SUMMERS While the Dynamics 365 community is continuing to grow, so are Dynamics 365… Continue Reading Samantha Lemm’s Article on their blog Dynamics 365 Saturday in Lisbon | Dynamic Consultants Group Dynamics 365 Saturday in Lisbon is one of the biggest events of the year! Are you attending? Blog Syndicated with Samantha Lemm’s...

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Dynamics 365 Sales and LinkedIn Sales Navigator
Nov19

Dynamics 365 Sales and LinkedIn Sales Navigator

The power of Dynamics 365 Sales and LinkedIn Sales Navigator ” Incremental Group The capabilities in Dynamics 365 Sales empower your sales team with more intelligence and analytics, deeper integrations with LinkedIn and Office 365, and consistent user experience for web, mobile, and across clients (provided through the Unified Interface...

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Dynamics 365 Customer Service: KB Automatic Filtering
Nov19

Dynamics 365 Customer Service: KB Automatic Filtering

I ran into a feature the other day that I thought would be worth writing an article about. This feature has been around for a while, but I feel that it might slipped in without a lot of us noticing, so here goes! Administrators can configure the knowledge base search control on the case form to automatically filter knowledge base articles based on data populated in the case record. This… Continue Reading Dian Taylor’s...

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Yet Another Address Autocomplete PCF Control–powered by Bing
Nov18

Yet Another Address Autocomplete PCF Control–powered by Bing

In this blog post I will not go into detail in how to install all the pre-requisites that are required to build and run PCF controls. My goal was to build a new PCF control and get into coding of PCF controls as fast as possible.Here are a few links to articles that will help you installing the pre-requisites (Microsoft PowerApps CLI) <a… Continue Reading Andreas Cieslik’s Article on their blog Yet Another Address...

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Import multiple Users in Office 365
Nov18

Import multiple Users in Office 365

One of the common asks to import multiple users in Office 365 is to be able to create multiple users in most efficient way possible. Here’s a quick guide to do so using Import multiple users feature in Office 365 Admin Center. Download Template for Importing Users Let’s say you are in the Admin Center using portal.office.com. Under Users, You’ll find a button to Add Multiple Users And the… Continue Reading...

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Power Automate : Change sets feature
Nov18

Power Automate : Change sets feature

To understand this feature better, Lets take an example of Banking transactions. I am from India . Currently working in Netherlands. I usually transfer money from my NL account to IND account almost every month. Deduction from my NL account and Credit into my IND account are part of a single transaction. What does it … Continue reading “Power Automate : Change sets feature” Continue Reading Nagaraja...

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Omnichannel for Customer Service – Chat Transcripts
Nov18

Omnichannel for Customer Service – Chat Transcripts

Microsoft’s new “Omnichannel for Customer Service” adds powerful webchat capabilities into Dynamics 365. I’ve been experimenting with some of its latest features…. In this post I’ll explain how visitors to your website can access their chat transcripts. I have often had a requirement for the customer to be able to access a copy of a chat transcript at the end of a conversation. Each chat… Continue...

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Slides of my session at DynamicsPower! Brussels 2019
Nov17

Slides of my session at DynamicsPower! Brussels 2019

Hereby the slides of my session at DynamicsPower! Brussels 2019 on November 16th 2019 about Customer case: Adding value to Supplier Relationship Management with Dynamics 365 CE, Power Platform You can also download this as a PDF-document. The post Slides of my session at DynamicsPower! Brussels 2019 appeared first on There's Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog...

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Slides of my session about Forms Pro at #DPAFUG meetup
Nov17

Slides of my session about Forms Pro at #DPAFUG meetup

Hereby the slides of my session about Microsoft Forms Pro at the Dutch PowerApps & Flow User Group meetup on November 11th 2019. You can also download this as a PDF-document. The post Slides of my session about Forms Pro at #DPAFUG meetup appeared first on There's Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog Slides of my session about Forms Pro at #DPAFUG meetup – There’s...

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The Return of the Developer Exam: Evaluating Microsoft Exam MB-400
Nov17

The Return of the Developer Exam: Evaluating Microsoft Exam MB-400

I’ve blogged quite frequently in the past about exams and certifications for Microsoft Dynamics CRM and its successor product Dynamics 365. There’s been a lot of change and, for the most part, improvements in this space. Back in the days of Dynamics CRM 2016, there were up to 4 exams that you could get your teeth into; these days, this number has trebled and now covers a wide array of… Continue Reading The CRM...

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Marketing Emails with custom code/Dynamics content
Nov17

Marketing Emails with custom code/Dynamics content

Hello Marketing enthusiasts! In this blog post I will explain how to use Dynamics content/Custom Code in a Dynamics Marketing Email. In this example, the goal is to send an email to attendees with their registered sessions. In the schematic overview …(read more) Continue Reading Vincent Groenheijde’s Article on their blog Marketing Emails with custom code/Dynamics content Hello Marketing enthusiasts! In this blog post I...

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Flows now support CDS transactions. Introducing the Changeset Request!
Nov16

Flows now support CDS transactions. Introducing the Changeset Request!

Flows now support CDS transactions. Introducing the Changeset Request! Continue Reading Develop1’s Article on their blog https://develop1.net/public/post/2019/11/16/flows-now-support-cds-transactions Blog Syndicated with Develop1’s Permission

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Export Dynamics 365 Data to Excel – different options
Nov15

Export Dynamics 365 Data to Excel – different options

There are different options available for exporting Dynamics 365 Entity records to excel. The simplest being Export to Excel feature available in the product. However, we might run into limitations like below https://nishantrana.me/2018/08/15/maximum-file-size-exceeded-while-using-export-to-excel-in-dynamics-365-ce/ The easiest way of overcoming these limitations is to use the XrmToolBox… Continue Reading Nishant Rana’s...

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7 Free Marketing Tools for Microsoft Partners
Nov15

7 Free Marketing Tools for Microsoft Partners

7 Free Marketing Tools for Microsoft Partners By GENNA JOUDREY To be successful as a Microsoft partner, you must prove to current… Continue Reading Genna Joudrey’s Article on their blog 7 Free Marketing Tools for Microsoft Partners | Dynamic Consultants Group Microsoft created seven free resources that can help partners accelerate time-to-market, generate demand, and expand their business. Blog Syndicated with Genna...

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MB 200: Microsoft Dynamics 365 Customer Engagement Core – OneNote Integration
Nov15

MB 200: Microsoft Dynamics 365 Customer Engagement Core – OneNote Integration

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 OneNote integration. You can see below that we have a section of the exam which covers implementing integrations, within that we have a section regarding Office 365 and OneNote. I… Continue Reading Neil Parkhurst’s...

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Embedding Charts in PowerApps/D365 Partner Portals
Nov15

Embedding Charts in PowerApps/D365 Partner Portals

Introduction: This post explains how to embed charts in PowerApps/D365 Portals. Step 1: Get GUIDs of chart and view used in the chart Step 2: Navigate to ‘Web Templates’ and search for dashboard. By default, there would be a web template named ‘Partner Dashboard’ if we install Partner Portal. If we don’t have by default, … Continue reading “Embedding Charts in PowerApps/D365 Partner…...

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#MSFlowVember Update
Nov15

#MSFlowVember Update

Howdy all, we are halfway through #MSFlowVember so I thought it would be a good time to do an update. But first, an important announcement, Microsoft have officially changed the name of Microsoft Flow to Power Automate, bringing it more inline with the other components of the Power Platform. This announcement was made at Microsoft Ignite part way through November, so a lot of my videos… Continue Reading Matt Collins’s...

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Synchronize (Bi-Directional) Dynamics 365 CRM Cloud data with SQL Azure using Skyvia’s Synchronization Package
Nov15

Synchronize (Bi-Directional) Dynamics 365 CRM Cloud data with SQL Azure using Skyvia’s Synchronization Package

Continuing our previous post where we used the replication package https://nishantrana.me/2019/11/13/easily-set-up-dynamics-365-ce-crm-replication-incremental-to-azure-sql-sql-on-premise-using-skyvias-data-integration-services/ here we will see how we can use the synchronization service for bi-directional sync. Below of the prerequisites of synchronization package to perform bi-directional… Continue Reading Nishant Rana’s...

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#TGIF Episode 2: Building Your First Flow
Nov14

#TGIF Episode 2: Building Your First Flow

Hi Readers and Viewers In this episode, we will deep dive into Power Automate and will create our first flow.… Continue Reading Prashant Shukla’s Article on their blog #TGIF Episode 2: Building Your First Flow Hi Readers and Viewers In this episode, we will deep dive into Power Automate and will create our first flow. We are also going to see different types of flows available within Power Automate. We will look at the...

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Add your logo to your marketing app – Personalise your marketing
Nov14

Add your logo to your marketing app – Personalise your marketing

Today we will see how to customise the theme of our marketing app, as this can really help user adoption and build the positive image of your new marketing system. It is also nice to look at. (read more) Continue Reading d_radulova’s Article on their blog Add your logo to your marketing app – Personalise your marketing Today we will see how to customise the theme of our marketing app, as this can really help user adoption...

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USING FLIC BUTTONS WITH CDS – MANAGING FIRE EVACUATIONS – Video
Nov14

USING FLIC BUTTONS WITH CDS – MANAGING FIRE EVACUATIONS – Video

Continue Reading ryanmaclean365’s Article on their blog USING FLIC BUTTONS WITH CDS – MANAGING FIRE EVACUATIONS – Video Visit the post for more. Blog Syndicated with ryanmaclean365’s...

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Creating A Forms Library – Flow One
Nov14

Creating A Forms Library – Flow One

Following on from the first part of Creating A Forms Library, let’s now look at creating a Microsoft Flow to generate the Form Requests for an Account and have them displayed in your Dynamics Portal. The first thing we need is a trigger of some kind. To keep things simple I have a Yes/No field to indicate if forms should be generated for an Account. The next thing we need are the forms,… Continue Reading Megan V....

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Update Business Process Flow stages using Power Automate/Microsoft Flow
Nov13

Update Business Process Flow stages using Power Automate/Microsoft Flow

Recently, I have come across a requirement to update business process stage automatically on update of status field. The status field is updated by external users via PowerApps Portal. We can achieve this many ways . Writing custom code can be an option . But I thought of using Power Automate. ( Microsoft Flow is … Continue reading “Update Business Process Flow stages using Power… Continue Reading Nagaraja...

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