Save is always visible in the command bar on edit forms – Dynamics 365 Release Wave 1 2020
Mar29

Save is always visible in the command bar on edit forms – Dynamics 365 Release Wave 1 2020

Hi Everyone, Today I was just going through Sales Hub and found that Save and Save & Close buttons are not hidden even though Auto Save is enabled. In the previous version of Dynamics 365 I remember we had multiple discussions on the same (I hope everyone had :)) that Save button was not visible on the Command bar. Even though Auto Save is enabled in the system, it is always good to… Continue Reading Gopinath’s Article...

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Sales Team Member app for users with Team Member license – Dynamics 365 Release Wave 1 2020
Mar29

Sales Team Member app for users with Team Member license – Dynamics 365 Release Wave 1 2020

Hi Everyone, The new Sales Team Member app is designed for the lightweight sales scenarios where users don’t need the full capabilities of an enterprise application. This app is included with the Team Member license. At a high level, users with the Team Member license can perform the following tasks in the Sales Team Member app: 1) Customer management: work with contacts or see… Continue Reading Gopinath’s Article on...

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Setting Default Option Set Values within Canvas Power App Forms
Mar29

Setting Default Option Set Values within Canvas Power App Forms

Canvas Power Apps have come a long way since I last seriously looked at them. Although from an interface standpoint, there is not much that’s changed, there has been a plethora of new features added, including: The ability to execute expressions/functions when your application loads the first time. The inclusion of enhanced options, designed to detect performance or accessibility issues… Continue Reading The CRM...

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United at last: Dynamics 365 Dual-write goes GA
Mar29

United at last: Dynamics 365 Dual-write goes GA

After nearly two decades of trying to bring Microsoft’s ERP and CRM systems closer together, there is now finally a standard mechanism for moving data in near real-time between Dynamics 365 Finance and Operations apps and Common Data Service. What does having ERP data available in CDS mean for business applications customization and new app experiences? The post United at last: Dynamics 365… Continue Reading Jukka...

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Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365
Mar28

Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365

Global notification – Xrm.App (Client API Reference) – In Preview – Dynamics 365 Hi Everyone, There are many times we might have got an requirement to show some kind of notifications globally in Dynamics 365 and there is no supported way to do it. Here is the supported way to do the same which is coming in, there is a new client API reference called Xrm.App which has two methods 1)… Continue Reading...

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Dynamics 365 Project Service Automation: Helpful Time Entry and Project Approval views
Mar28

Dynamics 365 Project Service Automation: Helpful Time Entry and Project Approval views

Tested on:Dynamics 365 PSA version 3.10.9.21 Time Entry and Project Approval entities usually need to be complemented with custom views in D365 PSA projects. This blog post has examples of some common requirements for custom views. Before we jump into the examples, it’s good to remind ourselves of a couple of points on how PSA behaves: When a Project Team Member is set as a Project… Continue Reading Antti Pajunen’s...

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MB-200: Microsoft Power Platform + Dynamics 365 Core – Languages
Mar28

MB-200: Microsoft Power Platform + Dynamics 365 Core – Languages

I am creating a series of blog posts that collectively are designed to help anyone preparing for the Microsoft Power Platform + Dynamics 365 Core exam. (aka MB-200) In this post I will look at concepts around languages and translations. There is a section of the MB-200 skills measured statement which references languages. It is under the heading “Perform system administration” and is within… Continue Reading Neil...

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Tip : Finding the inactive users in Dynamics 365 CE – Part 2
Mar27

Tip : Finding the inactive users in Dynamics 365 CE – Part 2

In my previous post , we used User Audit Viewer plugin in XrmToolBox to get the list of users who are not active in Dynamics 365 CE for past 3 months. It means that these people never logged in to the application in the past 3 months. But this list doesn’t include users who never accessed CRM. … Continue reading “Tip : Finding the inactive users in Dynamics 365 CE – Part… Continue Reading...

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Covid19 – Corona Virus Info Bot – Power Virtual Agent
Mar27

Covid19 – Corona Virus Info Bot – Power Virtual Agent

The Covid19 / Corona Virus pandemic has created major concerns for people all over the world. I hope everyone is safe and taking precaution by staying at home. This blog is to about how to create a Covid19 Safety Info Bot using Microsoft Power Virtual Agent.The problem – Currently governments at National / State / County / City / Town and Health Care organizations are all trying to provide the… Continue Reading...

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Refresh button missing on Roll-Up fields in Dynamics 365 UCI?
Mar27

Refresh button missing on Roll-Up fields in Dynamics 365 UCI?

Hi Everyone, Today I got a call from one of my friends asking is there any change in the Roll-up Fields implementation on UCI? I was wondered for sometime and I didn’t read about the limitation as such and I have asked what was the reason behind that question. He explained that he was not able to find Refresh button on the field. It looks like below in the Classic, the refresh button is… Continue Reading Gopinath’s...

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Add Flow Step to Business Process Flow – In Preview – Dynamics 365 CE
Mar27

Add Flow Step to Business Process Flow – In Preview – Dynamics 365 CE

Hi Everyone, Today I was a creating Business Process Flow as per my requirement and noticed a Add Flow Step (Preview) when I was trying to Add a Stage. Just went ahead and explored it. Added a step and configured a flow to trigger. And you know, it gave me a shock :(. I thought the flow would be triggered automatically instead it has shown a button to trigger on the Business Process… Continue Reading Gopinath’s Article on...

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Synchronising Azure Active Directory Security Groups between D365 Records and SharePoint Sites
Mar27

Synchronising Azure Active Directory Security Groups between D365 Records and SharePoint Sites

In my previous post I discussed how to synchronise permissions between D365 Access Teams and a related SharePoint site. This works really well if you have a system locked down and only want to grant access to records to specific named users, but what happens if you want to allow all Users to Read all records, unless they need to be restricted? In my organisation, our default position is to… Continue Reading...

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I'll Show You Mine… If You Show Me Yours 26th March 2020
Mar27

I'll Show You Mine… If You Show Me Yours 26th March 2020

This live stream was a pilot episode where myself and @SharePointJohn got together to talk the Power Platform. The format of the broadcast is that we chat a bit about what we have been doing to further our personal development and then John shows me something and then I’ll show John something. John comes from a SharePoint background, and I come from a Dynamics 365 background. This week John… Continue Reading Paddy...

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Create With Confidence — and Better Blocks
Mar26

Create With Confidence — and Better Blocks

In the last few years, the teams working on the block editor have learned a lot about how people build sites now and how they want to build sites in the future. The latest version represents the culmination of these discoveries, and the next stage in the editor’s evolution. With better visuals and more advanced features, it’ll keep designers, developers, writers, and editors productive… Continue Reading Ramon’s...

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Refresh button missing on Roll-Up fields in D365 UCI? Quick Tip.
Mar26

Refresh button missing on Roll-Up fields in D365 UCI? Quick Tip.

As we are transitioning to the Unified Interface, some visual cues are a little misplaced or say, hidden. If your Roll-up field on the Classic UI appeared like this where you could simply click on refresh and update the Roll-up field It doesn’t seem to be the case in terms of UCI- It’s Hidden! So, simply click on the Calculator icon – And the Recalculate button will be revealed which… Continue Reading...

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How to Move Your Classes Online — and Charge for Them
Mar26

How to Move Your Classes Online — and Charge for Them

We are proud to host many websites for language tutors, yoga schools, and personal fitness coaches around the world. It’s exciting to see how educators and consultants across different industries are getting creative with their online offerings: language teachers conduct 1:1 sessions to help students hone pronunciation, yoga studios livestream group sessions, and instructors lead writing… Continue Reading Artur...

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addOnLookupTagClick event in Dynamics 365 Release Wave 1 2020 – Restrict lookup record opening
Mar26

addOnLookupTagClick event in Dynamics 365 Release Wave 1 2020 – Restrict lookup record opening

Hi Everyone, I was just going through Microsoft Docs to understand the new features that were released in Dynamics 365 Release Wave 1 2020 and found a new event introduced for lookups and I feel it is quite useful. While working many of our customers might have clicked on a lookup value by mistake and the system might have redirected them to lookup record by loosing existing context of… Continue Reading Gopinath’s Article...

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It’s Time To Learn
Mar26

It’s Time To Learn

Right now, the world is in a very strange place. We are each trying to find our new normal. You might be lucky, and can carry on doing what you’ve always done, working from home on projects you love. You could also have found yourself with less, or even no work depending on the industry and/or organisation you have been working for. When we finally get through this pandemic, we don’t quite… Continue Reading Megan V....

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Team Member Non-Conformant Report
Mar26

Team Member Non-Conformant Report

Hopefully by now you are aware that Microsoft will be enforcing the usage of Dynamics 365 team member licences this year details here. There is a report you can access that helps determine if you have any non conformant team members licences. You need to go to Power Platform admin centre https://admin.powerplatform.microsoft.com/ and from the […] The post Team Member Non-Conformant Report… Continue Reading Joe Gill’s...

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Open Entity Record as a Modal Popup in Dynamics 365 CE Release Wave 1 2020
Mar26

Open Entity Record as a Modal Popup in Dynamics 365 CE Release Wave 1 2020

Hi Everyone, Today I was testing new features of PowerApps Release Wave 1 2020 in trial instance and found that now we can open Entity record as a popup. Here is the piece of code and it is supported only for opening records in the system. Xrm.Navigation.navigateTo({ pageType: “entityrecord”, entityName: “contact”, formType: 2, // Only Edit Mode is supported… Continue Reading Gopinath’s Article on...

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Expert Advice: How to Make a Great Website for Your Small Business – Webinar
Mar25

Expert Advice: How to Make a Great Website for Your Small Business – Webinar

Whether you already own a small business or are exploring the idea of starting one, you’ll come away from this free, 60-minute live webinar with a wealth of actionable advice on how to maximize your digital presence. Date: Thursday, April 2, 2020Time: 11:00 am PDT | 1:00 pm CDT | 2:00 pm EDT | 18:00 UTCRegistration link:

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D365 Set status and statusreason from custom ribbon button using JavaScript on UCI
Mar25

D365 Set status and statusreason from custom ribbon button using JavaScript on UCI

We have seen including myself this request quite a lot from early days on CRM 2011 ‘Set Status, Statusreason by clicking the ribbon button’. I started to love the new way of getting this done so quickly in latest UCI by just calling the Xrm.WebApi.updateRecord function to update the record. All we need before start is JavaScript Webresource, Ribbon button on the entity form. See below scenario… Continue Reading...

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CDS FAQ for the Power Apps Makers
Mar25

CDS FAQ for the Power Apps Makers

10 questions and answers that you may have when approaching the Common Data Service as an app maker that doesn’t come from a Dynamics XRM background: connectors, solutions, security. The post CDS FAQ for the Power Apps Makers appeared first on Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog CDS FAQ for the Power Apps Makers – Jukka Niiranen Microsoft is commited to making Common Data Service...

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The Cost of Hemorrhaging Money
Mar25

The Cost of Hemorrhaging Money

Most people I am talking to today are starting to think about their businesses in these odd times. Many are naturally concerned about a reduction in revenue. But the counter-part to revenue is cost. Since the revenue side may be out of our control to some degree, the cost side is more critical than ever. Athletic I work with a lot of businesses of all sizes. From my first-hand experience,… Continue Reading Steve Mordue...

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How to Convert your In Person Event to an Online Event.
Mar25

How to Convert your In Person Event to an Online Event.

The internet is hard sometimes. As we work together to combat the global pandemic that we are all facing, in person events are being cancelled left and right. But this does not mean that we need to cancel our gatherings entirely, we just need to think outside the box a little! In this post I will discuss how to convert your in person meetup to an online event! Side note: I have… Continue Reading TattooedCRMGirl’s Article...

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SSIS – Importing 94,883 contacts to Dynamics/CDS
Mar25

SSIS – Importing 94,883 contacts to Dynamics/CDS

This is a quick guide to the simplest form of SSIS import. I will not cover all of the amazing ETL possibilities you can do with SSIS, because I am not the correct person to set this up:) The background for this post is also trying to learn the differences between DataFlow and SSIS in regards to API stats online. The setup Install BIDS LINK HERE – If you don’t have visual… Continue Reading Thomas Sandsør’s...

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The Last Nail in the On-Premise Coffin
Mar24

The Last Nail in the On-Premise Coffin

The Conona Virus is having many different effects on the world, most are negative, but there are some that may actually be positive. For example, with workers being asked to work from home at an unprecedented rate, and that will no doubt go higher, one major point of failure will be on-premise based solutions. Let’s unpack this. Remote Workers Looking from the balcony of my downtown… Continue Reading Steve Mordue...

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Updates Delayed
Mar24

Updates Delayed

As I am sure you aware we are in a very unusual time in society with the current COVID-19 pandemic that is sweeping across the world. This situation is putting a lot of pressure on business continuity plans and putting them to the test. Up until yesterday, there was also an upcoming update coming for the power platform and dynamics… Continue Reading Dave Burrell’s Article on their blog...

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Premium Forecasting
Mar24

Premium Forecasting

I have written an article about forecasting before which you can read here. Some things have changed since then and there has been some added functionality. So I figured I would write another article discussing some of the enhancements that are now available in Premium Forecasting. Keep in mind that in order to take advantage of these features you need to have a Sales Insights license. The… Continue Reading Dian Taylor’s...

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Marketing an Event as a Non-Marketer – Here's what I learned!
Mar24

Marketing an Event as a Non-Marketer – Here's what I learned!

The Event of the Decade – because of great marketing? Maybe! It’s been almost a month now since one of the greatest community events ever – Scottish Summit 2020 – and you might say I’m having some withdrawals! I’ve been reflecting on the event as a whole, including the marketing efforts we put in during the lead up. I will admit, while I work in the digital marketing space, I’ve never...

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Let’s Blink with the MXChip
Mar24

Let’s Blink with the MXChip

Introduction In my previous two articles, I covered how to connect the MXChip Dev-Kit to Azure IoT Central and how to create Alerts in Azure IoT Central. If you haven’t gone through them yet, you…(read more) Continue Reading Sahan Wijayasekera’s Article on their blog Let’s Blink with the MXChip Introduction In my previous two articles, I covered how to connect the MXChip Dev-Kit to Azure IoT Central and how to create...

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#ProCodeNoCodeUnite
Mar23

#ProCodeNoCodeUnite

Technology typically leads to polarized opinions. Always has…Vinyl/CD…Betamax/VHS…HD-DVD/Blu-ray… Of course, our minds know that it depends on the detail, but our hearts have preferences based on our experience. This product over that one. This technique over this new one. You like this tool better than theirs because you know and trust it. You do this, don’t you?! Imagine you are… Continue...

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AutoNumber field in CDS | PowerApps
Mar23

AutoNumber field in CDS | PowerApps

The most desired feature is ability to create/customize your own auto-number field. ANd CDS let’s your do just that! I remember the good old days when I had to write a plugin to function for AutoNumber which used to configuration from a supposedly separate Configuration entity and it scary to maintain the code and entity. But this solves all that with so much ease!   Create an AutoNumber… Continue Reading...

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How to – add an existing project to GitHub through command line
Mar23

How to – add an existing project to GitHub through command line

Sharing for quick reference ! Create a new repository in GitHub and copy its URL. https://github.com/new Go to the project folder and run git init command to initialize the local directory as Git repository. Download Git for Windows git init Add the files to this new local repository git add . Commit the files to … Continue reading “How to – add an existing project to GitHub through… Continue Reading Nishant...

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Use Power Automate for currency conversions
Mar23

Use Power Automate for currency conversions

I blogged recently about embedding canvas apps into Model-driven apps and how this can now be easily done. As part of my Scottish Summitpresentation I embedded a canvas app into a Model-driven app and then took the prices of products in D365/CDS on the form, and converted them into a target currency. This is just one of the many things you can but, but the Power here comes from Power… Continue Reading Matt Collins-Jones’s...

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Have you checked you storage lately?
Mar23

Have you checked you storage lately?

I was wondering why my storage had spiked lately, especially because I hadn’t imported any data to dynamics. Dynamics 365 Sales1 Javascript on opportunity1 Button custom on accountDynamics Portals installedDynamics Marketing installed I would say this is a pretty standard CRM without heavy customizations. Portals and Dynamics Marketing are not standard for CRM installations yet, but… Continue Reading Thomas Sandsør’s...

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PCF Control for Email Validation using Email Validator API
Mar23

PCF Control for Email Validation using Email Validator API

The control uses the Email Validator API that checks for fake DNS and regex functions to check email for length and accepted characters. To use the API, Login to RapidAPI and get the API Key. Use this key for the API property required by the PCF Control to call the API. The control will check … Continue reading “PCF Control for Email Validation using Email Validator API” Continue Reading Nishant Rana’s...

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Hiding Multi-Select Option Set Fields on a Model Driven App Form (Power Apps / Dynamics 365)
Mar22

Hiding Multi-Select Option Set Fields on a Model Driven App Form (Power Apps / Dynamics 365)

Without question, Dynamics 365 / Power Platform developers should always be leveraging Business Rules as opposed to implementing client-side scripting, using JavaScript or TypeScript. I’ve gone into detail previously on why this is such a crucial approach to follow, and many of these justifications do (in my humble opinion) stand the test of time well. To summarise, any solution built on top… Continue Reading The CRM...

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Unit test Azure Service Bus routing
Mar21

Unit test Azure Service Bus routing

MockServiceBus Supporting & maintaining Azure Service Bus routing rules could be tricky to design without regressions and unexpected behaviors. MockServiceBus with help of TSQL.Parser provides solution to unit test your subscriptions routing. Install-Package MockServiceBus Basic example A brokered message with custom property flag=1 to be correctly transfered for subscription1 and… Continue Reading Fabien Camous’s...

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Power Automate – SharePoint ‘Get Items’ action: New options for folders
Mar21

Power Automate – SharePoint ‘Get Items’ action: New options for folders

Recently a new option was released in Power Automate (formerly Microsoft Flow) which is available in the SharePoint action ‘Get Items’: Limit Entries to Folder Include Nested items The same settings have recently been included in the action ‘Get files (properly only)’: For some people, it would make sense to see those settings for files and not in a list as by default folders are not… Continue Reading...

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On Working Remotely: An Automattic Reader
Mar20

On Working Remotely: An Automattic Reader

How does a distributed company — a group of people with shared business goals but spread out around the world, representing different cultures, family settings, and local health considerations — stick together during a major health crisis like the COVID-19 pandemic? We don’t intend to make it sound easy. And we are aware — from our families, our communities, the businesses we support, and… Continue Reading Jeff...

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Free Dynamics 365 Training – Please circulate!
Mar20

Free Dynamics 365 Training – Please circulate!

We are all being adversely effected by the Coronavirus, unfortunately many people may find themselves out of work or with theirs jobs at risk. As normality returns significant numbers of people could need to seek new jobs. For someone, unfortunately, returning to their old careers may be difficult. But whilst this is happening the IT industry continues to have a major skills shortage. With… Continue Reading Neil...

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Passing Variables Through The Forms Pro Survey URL
Mar20

Passing Variables Through The Forms Pro Survey URL

I’ve written so much about variables in Forms Pro and what you can do with them. After a chat with Welly Lee, Head of Product for Forms Pro at Microsoft, he shared yet another way we can use variables to create personalised surveys, and pass hidden variables back through survey responses. In this post, we look at how you can share a direct link to a survey, which would typically mean no… Continue Reading Megan V....

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Call Azure Function from Dynamics 365 CRM using Webhooks
Mar19

Call Azure Function from Dynamics 365 CRM using Webhooks

This is a vast topic to cover in a blog. But I wanted to write from a bird-eye’s view of how this will pan out in an implementation where you perform a certain operation in Dynamics 365 CRM and an Azure Function is called to perform further operations. This post is written keeping in mind fair knowledge of Azure Functions, Storage accounts and subscriptions in mind. I’ll try to keep the… Continue Reading...

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Articles and quotes to make you think - 19th March
Mar19

Articles and quotes to make you think - 19th March

Here are the best articles and quotes I read last week, which got me thinking. Quotes Gather together the things that change for the same reasons. Separate those things that change for different reasons Robert C Martin “Unless people can express themselves well in ordinary English, they don’t know what they are talking about.” Russell L. Ackoff Latest Hosk articles Code should be… Continue Reading Hosk’s Article on their...

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Power Automate & Watson
Mar19

Power Automate & Watson

The beauty of low code platforms is not just that you can build applications quickly but also you easily integrate platforms without any significant technical skills. In this post I am going to show how you can configure a Watson Assistant chat bot to call a Power Automate Flow. I did a post a while […] The post Power Automate & Watson appeared first on Joe Gill. Continue Reading Joe Gill’s Article on their blog...

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Canvas Apps 019: Tip – Using Icons on Buttons
Mar19

Canvas Apps 019: Tip – Using Icons on Buttons

In #Microsoft #PowerApps, I like to make my apps more accessible by adding icons on my buttons to enhance the user experience. However, the results of placing an icon on top of a button can be detrimental to the user experience. This video demonstrates the issue and how to work around it. Continue Reading Paddy Byrne’s Article on their blog Canvas Apps 019: Tip – Using Icons on Buttons – Freefall 365 In #Microsoft...

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Child flows in Power Automate Compared to Child Workflows
Mar19

Child flows in Power Automate Compared to Child Workflows

The child flow feature in Power Automate differs from how the child workflow feature from the classic workflow engine in Dynamics 365 works. This article will take you through how you can build your first child flows in Power Automate and what to expect to be different from what you might be used to. Start with the Child Flow The trigger Start with the PowerApps trigger.

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Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1
Mar19

Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1

Below are some of the enhancements added to the filtering experience for the views in 2020 Release Wave 1. Previously to sort the records we had to click on either the sort icon or the header to sort the records. With the 2020 Release Wave 1 clicking on the header or sort or filter symbol … Continue reading “Filtering Enhancements to Views in Dynamics 365 – 2020 Release Wave 1” Continue Reading Nishant...

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WPBlockTalk: A Free Online Event Focused on the Block Editor
Mar18

WPBlockTalk: A Free Online Event Focused on the Block Editor

Ready to explore the possibilities with the block editor? WPBlockTalk is a free and live virtual event that will bring together designers, developers, and other WordPress enthusiasts from across the WordPress community. Topics to expect: Building the block editor: what it takes to develop the block editor, what features are on the roadmap, and how you can contributeDeveloping blocks:… Continue Reading Cheri Lucas...

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