Sharing multiple knowledge articles
May03

Sharing multiple knowledge articles

Most of us are aware of the knowledge article functionality within Dynamics 365. For those who aren’t familiar with it, knowledge articles can empower users within any organisation with access to existing information. Types of knowledge articles can include solutions to common issues, product or feature documentation, answers to frequently asked questions (FAQs), product briefs, and more…. Continue Reading...

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Dataverse environment administration mode and storage consumption
May03

Dataverse environment administration mode and storage consumption

When you restore the backup of a Dataverse environment into a new environment, it won’t remain forever in its original state. As a result, storage consumption can creep up on you. Continue reading Dataverse environment administration mode and storage consumption at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Dataverse environment administration mode and storage consumption – Jukka Niiranen...

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Enhanced Experience for Adding Line Items/Products along with price list in Dynamics 365 CRM
May03

Enhanced Experience for Adding Line Items/Products along with price list in Dynamics 365 CRM

Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and invoice entities with the “Add products” dialog box...

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Interact with Dynamics 365 records in Teams Chat(Preview)
May03

Interact with Dynamics 365 records in Teams Chat(Preview)

I feel like I’ve been repeating myself, since this is yet another article where I talk about additional functionality in the Microsoft Teams and Dynamics 365 integration. As a recap, previously I wrote two articles on the embedded Teams chat in Dynamics 365 which allows users to access Microsoft Teams chat from the Dynamics 365 application (if you haven’t read the articles yet you can do so… Continue Reading Dian...

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Interact with Dynamics 365 records in Teams Chat(Preview) – YouTube
May03

Interact with Dynamics 365 records in Teams Chat(Preview) – YouTube

Interact with Dynamics 365 records in Teams Chat(Preview) In this video I will show you how you can interact with Dynamics 365 records inside a Microsoft Teams Chat! Additionally I will show you how to create a Note or Task from a Microsoft Teams chat message. Related Article: https://d365goddess.com/interact-with-dynamics-365-records-in-teams-chatpreview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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Fixed – Sorry, we need additional information to verify your identity. Please Contact Support error while creating Dynamics 365 Trial
May03

Fixed – Sorry, we need additional information to verify your identity. Please Contact Support error while creating Dynamics 365 Trial

Recently while creating a Dynamics 365 Trial, https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/, we were getting the below error, during the verification step “Sorry, we need additional information to verify your identity. Please Contact Support”             This error could be related to the same phone number being used multiple times to create the Dynamics 365 … Continue… Continue Reading Nishant...

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React 18 is not compatible with Fluent UI and how to work around it in PCF projects
May02

React 18 is not compatible with Fluent UI and how to work around it in PCF projects

React version 18 has recently been pushed into npm which is great if all of your components support it, however, if you are working with Fluent UI then you may stumble across the following error: npm ERR! code ERESOLVE npm ERR! ERESOLVE unable to resolve dependency tree npm ERR! npm ERR! While resolving: my-app20@0.1.0 npm ERR! Found: @types/react@18.0.8 npm ERR!… Continue Reading Develop1’s Article on their blog...

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Fixed – You can’t delete this queue because it has items assigned to it – Dynamics 365 Customer Service Hub / CRM
May02

Fixed – You can’t delete this queue because it has items assigned to it – Dynamics 365 Customer Service Hub / CRM

Recently while trying to delete some of the Queue (Advanced Queue) in our case, we were getting the below error. You can’t delete this queue because it has items assigned to it. Assign these items to another user/team, or queue and try again. We checked and there were no queue items assigned to that queue. … Continue reading “Fixed – You can’t delete this queue because it has items… Continue Reading Nishant...

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Dataverse: Improve Performance using Partition Key
Apr30

Dataverse: Improve Performance using Partition Key

Originally posted on Temmy Wahyu Raharjo: Do you know we can pass the?partitionID?parameter when doing CRUD to improve performance??The information I got from this documentation link. Today we will prove how what is the difference between using the?partitionID?and not using it. To collect the data, I’ll run below code: using System; using System.Web.Configuration; using Entities;… Continue Reading Nishant Rana’s...

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AI and Power Platform – Part -2 – AI Builder
Apr30

AI and Power Platform – Part -2 – AI Builder

 This is a continuation of my series on AI with Power Platform. Part-1 was on AI with(in) Power BI and this blog is about AI Builder.  As Apps are getting created for every possible business scenario there is also a demand for infusing AI in your Enterprise Apps.      Within the Microsoft Power Platform the easiest way to add AI to your Power Apps is by using AI Builder. AI Builder works with…...

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Joy Kirkwood on The Oops Factor
Apr29

Joy Kirkwood on The Oops Factor

Talking to Joy Kirkwood about how she got into knitting to begin with, some interesting projects she’s done, and why it is SO important for us to embrace the concept of a growth mindset in order to enable us to move forward! 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… Continue Reading...

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New Release – Bulk Data Updater 1.2022.4
Apr29

New Release – Bulk Data Updater 1.2022.4

This release has only a few new additions.But I really love these new features! Read from the Bulk Data Updater Release Notes: JonasR.app/BDU/Releases Calculate [almost] all types The Calculate feature was quite nice but very limited as you could only use it for the target of text-type columns. This is now improved! Example: calculate to set lookup columns. See the docs… Continue Reading Jonas Rapp’s Article on their blog...

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Power Apps now available for Windows
Apr29

Power Apps now available for Windows

Introduction: In the Microsoft 2022 release wave 1, many new features have been introduced. One such feature is – Power Apps (Preview) for Windows – which will help us to run model-driven apps or canvas apps on any of our Windows devices. Given below are the steps to configure and use the Power Apps (Preview) for Windows. Step 1: Go to Microsoft Store and search “Power Apps (Preview)”. Step 2: Install and then...

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D365 Business Central : Hide Enum Values
Apr29

D365 Business Central : Hide Enum Values

Enum is great way to centralized your list of options in Business Central. You can define an enum, then use the enum on every objects (such as table, page, report, etc) and they will all have the same list of options. However, what if you want to hide some of the options on specific pages or tables because it is not valid option for them ? It’s a good design to only provide user with only… Continue Reading...

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Speaking at Power Platform Community Sweden May 3
Apr28

Speaking at Power Platform Community Sweden May 3

I will be in Stockholm next week for a training session and while I am there I will be speaking at the Power Platform Community Sweden event on May 3. I will be discussing Dynamics 365 Customer Insights. To find out more and register to to https://www.eventbrite.co.uk/e/power-platform-community-sweden-event-may-2022-biljetter-299003687077 Continue Reading Julian Sharp’s Article on their blog Speaking at Power Platform Community...

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Business Applications solutions partner
Apr28

Business Applications solutions partner

I posted an overview of the changes to the Microsoft Partner network. In this post I will outline the certification requirements for the Business Application solutions area. To qualify as a Business Applications solution partner you need 70 points out of 100 possible. You can obtain 50% of the points (35 points) from certified individuals. Both Dynamics 365 and Power Platform certifications… Continue Reading Julian Sharp’s...

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Microsoft Partner program changes
Apr28

Microsoft Partner program changes

The Microsoft Partner Network (MPN) program is changing to the Microsoft Cloud Partner Program later this year. No longer will there be many competencies with Silver and Gold levels but six solution areas: Data & AI (Azure) Infrastructure (Azure) Digital & App Innovation (Azure) Business Applications Modern Work Security Partner capability score This new program is going back to a points… Continue Reading Julian...

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Taking vs writing an exam
Apr28

Taking vs writing an exam

As one of my other activities I “create” items for Microsoft exams and practice tests. For example on the PL-900 exam there are sample questions that you can use to gauge the level of knowledge used in exam item. Now one thing that annoys me is people who misuse the term “write the exam” when they mean to take or sit the exam. These are the definitions I use for exams: Write – the… Continue Reading Julian Sharp’s Article...

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How to – Create Administrative User Account for managing user / security roles, in Dynamics 365 / CRM
Apr28

How to – Create Administrative User Account for managing user / security roles, in Dynamics 365 / CRM

We recently wanted to create user accounts in CRM for managing users and their roles inside CRM, without accessing any of the data or functionality. Below are the steps we can follow to achieve the same – Login to Microsoft 365 Admin Center https://admin.microsoft.com/#/homepage Add a user Temporarily assign the license to the user In … Continue reading “How to – Create Administrative User… Continue Reading...

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Resubmit/Cancel Multiple Runs at the same time in Dynamics 365 Cloud Flow
Apr27

Resubmit/Cancel Multiple Runs at the same time in Dynamics 365 Cloud Flow

Introduction: While working on the flow, sometimes there can be multiple failed runs due to which flow makers need to resubmit each failed runs individually to rerun them. It is the same in the case of canceling the flow run as well. But now in the recent April 2022 release wave 1, Microsoft introduced the feature that allows users to Resubmit or Cancel multiple runs at once. Let’s see how it works! You can now resubmit multiple runs...

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Omnichannel for Customer Service – Voice channel overflow
Apr27

Omnichannel for Customer Service – Voice channel overflow

Microsoft’s Omnichannel voice channel for Dynamics 365 gives us great capabilities for contact centres. In this post I will consider what might happen if we have large numbers of customers waiting in a queue. I am sure every contact centre manager will tell you that at times they may suffer from “excessive” calls. Meaning at some point we will want “overflow” logic to kick in to govern how to…...

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How to – Share read-only links to records with any user in your organization – Dynamics 365 / CRM (Dataverse)
Apr27

How to – Share read-only links to records with any user in your organization – Dynamics 365 / CRM (Dataverse)

To enable quick sharing of the read-only link of the records to any users within the organization, log in to Power Platform Admin Center Select the Environment > Settings > Privacy + Security Switch On the Enable Sharing option This option currently works on the Contact, Account, Opportunity, and Case table. It enables the option … Continue reading “How to – Share read-only links to records… Continue...

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Subcontracting in Project Operations Lite – Part I
Apr26

Subcontracting in Project Operations Lite – Part I

Tested on Project Operations on Dataverse version 4.41.0.45 The final bits and pieces of subcontracting landed Dynamics 365 Project Operations Lite in April 2022. Subcontracting has been a highly anticipated feature since ProjOps’ preview and it’s also been quite a substantial effort for the product team to roll out. While April 2022 marks the release of the final pieces in subcontracting… Continue Reading Antti...

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Access Dynamics 365 data in Teams meetings (Preview)
Apr26

Access Dynamics 365 data in Teams meetings (Preview)

Microsoft is investing more and more in the integration between Microsoft Teams and Dynamics 365 which I believe sets Dynamics 365 even further apart from the competition. I’m sure you are familiar with some of the features we have access to today, like the ability to view Dynamics 365 data from within Microsoft Teams or the ability to access a Teams chat from within Dynamics 365, but there… Continue Reading Dian...

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Access Dynamics 365 data in Teams meetings (Preview) – YouTube
Apr26

Access Dynamics 365 data in Teams meetings (Preview) – YouTube

Access Dynamics 365 data in Teams meetings (Preview) In this video I will be showing you how to access Dynamics 365 records from within a Microsoft Teams Meeting. I will show you how this works, what it looks like and how to enable this in a sandbox environment! Related Article: https://d365goddess.com/access-dynamics-365-data-in-teams-meetings-preview Article: Customizing the Deal Manager Side Pane:...

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Staying up to date with release information
Apr26

Staying up to date with release information

Microsoft releasing new functionality can be an interesting experience, to say the least. As a cloud platform (SAAS – Software As A Service), functionality is released the entire time. A user could log off on Friday for the weekend, and come back on Monday morning to find that something has changed slightly, or a new button is present in the interface. Over time, most of us have come to accept… Continue Reading...

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Fixed – You do not have prvReadmsdyn_personasecurityrolemapping permission to access Persona Security Role Mapping records. Contact your Microsoft Dynamics 365 administrator for help
Apr26

Fixed – You do not have prvReadmsdyn_personasecurityrolemapping permission to access Persona Security Role Mapping records. Contact your Microsoft Dynamics 365 administrator for help

Recently one of the users, while accessing a few of the System User’s views, was getting the below error. You do not have prvReadmsdyn_personasecurityrolemapping permission to access Persona Security Role Mapping records. Contact your Microsoft Dynamics 365 administrator for help. There were a few System users’ views that were working fine. The user had the … Continue reading “Fixed – You do…...

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6 Top Web Portal Scenarios
Apr25

6 Top Web Portal Scenarios

  Top Portal Types Businesses, schools, governments and nonprofits use web portals in many ways.  The Portal Connector has identified 6 of the most popular scenarios that require web portals: Sales. Customer portals can make it easier to add new products and conduct sales activities with fewer communications.  They offer 24×7 access even when this would not be practical for sales staff. Consider… Continue...

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Dataverse Anonymization
Apr25

Dataverse Anonymization

Many organizations require that personal data in non-production Dataverse environments is anonymized. This may be company policy or a legal requirement such as GDPR which governs the collection and processing of personal information in the European Union. Here is a quick tip on how to use the Bulk Data Updater for XrmToolBox to anonymize Dataverse […] The post Dataverse Anonymization appeared… Continue Reading Joe...

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How to – Use Refresh Option to force user state synchronization in Power Platform Admin Center – Dynamics 365 / CRM
Apr25

How to – Use Refresh Option to force user state synchronization in Power Platform Admin Center – Dynamics 365 / CRM

At times we would assign or update the licenses and roles assigned to the users in Microsoft 365 Admin Center, and these changes would take time to reflect inside the Dynamics 365 applications. A background system process takes care of synchronizing the user state in Azure AD to the System User table in Dataverse. However, … Continue reading “How to – Use Refresh Option to force user state… Continue Reading Nishant...

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Date Formula in Business Central
Apr22

Date Formula in Business Central

If you are working with NAV / Dynamics 365 Business Central, you will hear the term Date Formula. A date formula is a formula, abbreviated using combination of signs, letters and numbers, to calculate date. It is generally used to calculate date, such as Due Date or the next date for recurring job (Job Queue, Recurring Journals, etc). The date formula can contain a maximum of 32… Continue Reading thatnavguy’s Article on...

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Exclusive sneak peek at the new Virtual PCF Component
Apr21

Exclusive sneak peek at the new Virtual PCF Component

Introduction: If you build PCF components then you must be aware that to create a standard control we render it on the container, which is provided in the PowerApps Component Framework. Microsoft has introduced a new type of control named Virtual Control. As the name suggests, this control creates and renders on the Virtual DOM. Virtual Components is where we can use the Virtual DOM and reuse the libraries i.e. Fluent UI and React...

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Fixed – Trusted Platform Module has malfunctioned, with Error Code 80090030 in Microsoft Teams
Apr19

Fixed – Trusted Platform Module has malfunctioned, with Error Code 80090030 in Microsoft Teams

Recently while trying to login into Microsoft Teams we got the below error – As suggested in the different articles – we didn’t find any Teams Account Credentials to be removed. Windows update also didn’t fix the issue. Neither updating the driver from Devic Manager.               Creating EnableADAL key … Continue reading “Fixed – Trusted Platform Module has malfunctioned, with… Continue Reading...

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Updates to the Power Platform Admin Center
Apr19

Updates to the Power Platform Admin Center

There’s a saying amongst seasoned IT professionals who deal with Microsoft software. It goes something like this – ‘Why make do with one admin centre, when you could just have MULTIPLE admin centres to carry out functions!’. It’s a bit of a tongue-in-check response to the numerous different admin centres that Microsoft technology seems to have. Now, I/we totally understand that over time,… Continue...

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Customer Service Historical Analytics Report in Dynamics 365 Customer Service – Part 2
Apr19

Customer Service Historical Analytics Report in Dynamics 365 Customer Service – Part 2

Introduction: In the previous blog, we already explored the “Customer Service Historical Analytics” report and the different dashboards available. Recently, I was going through this doc where different KPIs are listed. I was interested in “Avg. CSAT” and “Avg. survey sentiment” which were not displayed and shown as blank. This made me explore and find out when the data will be updated in these two KPIs. In this blog, let us have a...

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D365 Customer Service: Swarming using Teams(preview)
Apr19

D365 Customer Service: Swarming using Teams(preview)

Anyone who attended Microsoft’s Business Application Launch event has seen the new swarming functionality in Dynamics 365 Customer Service. This feature is currently in preview, but you can start testing it in your sandbox environments very soon! This feature takes advantage of the Microsoft Teams integration with Dynamics 365 Customer Service. So first… let’s discuss what this feature does!… Continue Reading...

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D365 Customer Service Swarming using Teams(preview) – YouTube
Apr19

D365 Customer Service Swarming using Teams(preview) – YouTube

D365 Customer Service Swarming using Teams(preview) In this video I will discuss the new swarming preview feature for Dynamics 365 Customer Service. I will explain what ‘swarming’ is, how to set it up, and how everything works in Dynamics 365 and Teams. Related article: https://d365goddess.com/d365-customer-service-swarming-using-teamspreview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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Fixed – Sign in required. Your device is having problems with your work or school account. Sign in again to access your organizations resources
Apr18

Fixed – Sign in required. Your device is having problems with your work or school account. Sign in again to access your organizations resources

Recently we were getting the below pop up in Windows every time after restart. The fix was to Disconnect the work / school account. Navigate to Accounts è Access work or school Click on Disconnect the work or school acount. That fixed the issue for us. Hope it helps..   Continue Reading Nishant Rana’s Article on their blog Fixed – Sign in required. Your device is having problems with your work or school account. Sign in...

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Customer Service Historical Analytics Report in Dynamics 365 Customer Service – Part 1
Apr18

Customer Service Historical Analytics Report in Dynamics 365 Customer Service – Part 1

Introduction: In today’s competitive world, customer satisfaction is very important. Providing appropriate and timely service lets you earn your customer’s trust for life. Also, knowing your customer enables you to provide better service and optimize your agent’s productivity. ‘Customer Service Insights’ is now embedded in Dynamics 365 customer service with the inbuilt AI capabilities. The AI-driven technology lets customer service...

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Security Enhancements  – 24 hours maximum user session timeout in Dynamics 365 / CRM
Apr18

Security Enhancements – 24 hours maximum user session timeout in Dynamics 365 / CRM

With recent security enhancements in Customer engagement apps, the maximum user session timeout of 24 hours is removed. https://docs.microsoft.com/en-us/power-platform/admin/user-session-management#user-session-timeout-management Now it uses the Azure AD Session Policy to manage user session timeout, which by default has Azure AD refresh token expiration set as 90 days…. Continue Reading Nishant Rana’s Article on their...

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Use New Scheduled Board for Dynamics 365 Field Service | Personal and Org Level
Apr17

Use New Scheduled Board for Dynamics 365 Field Service | Personal and Org Level

Here’s how you can turn on the new Schedule Board for yourself or for your Org! Continue Reading priyeshwagh777’s Article on their blog Use New Scheduled Board for Dynamics 365 Field Service | Personal and Org Level Now, the New Schedule Board is now in GA. And here’s how you can turn it on for yourself. Here’s the old one which you have – Here’s how you enable the new Schedule Board for Dynamics...

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2022 April DC Chapter Meeting
Apr15

2022 April DC Chapter Meeting

Great Group for the 2022 April DC Chapter Meeting ready to discuss Supplier Relationship Management! This week’s 2022 April DC Chapter Meeting featured Stefan Strube (LinkedIn) talking about Supplier Relationship Management. Stefan walks through a solution that his organization uses to manage suppliers. This uses many tools on the Power Platform including Portals, Model-Driven Apps, and… Continue Reading Kylie...

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Garry Trinder on The Oops Factor
Apr15

Garry Trinder on The Oops Factor

Talking to Garry about his love of #OpenSource projects, some of the amazing things that he’s working on, and what exactly ‘Agile’ means when it comes to scoping out work! 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 to watch. The post Garry Trinder on… Continue...

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How to – Provision Unified Routing in Dynamics 365 Customer Service Hub
Apr14

How to – Provision Unified Routing in Dynamics 365 Customer Service Hub

Unified Routing can be configured in Customer Service Hub or Omnichannel Admin Center. To configure it for Dynamics 365 Customer Service, navigate to Service Management >> Service Configuration Settings >> Unified routing (requires Tenant administrator’s consent – click on Provide Consent link) Accept the permissions requested and provide the consent. In case unified routing remains …

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Essential Guide to Nonprofit Accounting Software
Apr13

Essential Guide to Nonprofit Accounting Software

Although the most popular accounting software products, from QuickBooks to SAP, handle the needs of businesses in many industries, nonprofits have a business model and therefore accounting standards that are different from those of manufacturers, retailers, healthcare and other commercial sectors.   What makes nonprofits so special that their accounting tools must be different?  How can you…...

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Microsoft Cloud for Healthcare
Apr13

Microsoft Cloud for Healthcare

The Microsoft Cloud for Healthcare is one of Microsoft’s cloud offerings geared toward a particular industry.  The creation of industry-specific cloud offerings allows Microsoft and its product and implementation partners to better serve unique requirements of industry segments such as government, nonprofits, and healthcare. For instance, healthcare providers are subject to security and privacy… Continue Reading...

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Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE
Apr12

Launch Playbooks using sales insight cards (assistant V3) in Dynamics 365 CE

Introduction: Dynamics 365 Sales come with a pre-defined set of Insight cards. Those cards are categorized into many categories. You can find more details in this doc. In addition to the pre-defined Insight cards, administrators can create custom insights cards using Microsoft Power Automate if existing pre-defined cards don’t suit their requirements. Basically, custom insight cards are designed to keep salesperson informed and...

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‘Swarming’ for Customer Service
Apr12

‘Swarming’ for Customer Service

You might be wondering as to what I mean by ‘swarming’ in the title for this post. Don’t worry – it’ll become clear pretty soon! But first of all, let’s understand the story behind this new functionality. Where to begin? Well, let’s take a look within an organisation. It doesn’t really matter what sort of organisation it is, as most organisations will have something similar...

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Customer Service Admin Center App: Quick Setups
Apr12

Customer Service Admin Center App: Quick Setups

I wrote a high level overview on this app in early March as part of my series on 2022 Release Wave 1, at which time this app was still in preview. If you haven’t heard about this app, this is a new app that is part of this release, which consolidates the administrative experience from different apps into one. This will make it a lot easier to configure Dynamics 365Read More Continue Reading Dian Taylor’s Article on their...

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Customer Service Admin Center App: Quick setups – YouTube
Apr12

Customer Service Admin Center App: Quick setups – YouTube

Customer Service Admin Center App: Quick setups In this video I will be discussing a new preview feature called ‘Quick Setups’ which is currently accessible from the Customer Service Admin app. Check it out! Related article: https://d365goddess.com/customer-service-admin-center-app-quick-setups Customer Service Admin Center App: https://youtu.be/g-fOnmuMPrI?t=48 Blog: https://D365Goddess.com Twitter:...

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