Generate Dynamics 365 CE (CRM) Business Unit Org Chart through SmartDraw
Oct02

Generate Dynamics 365 CE (CRM) Business Unit Org Chart through SmartDraw

Recently we were looking at the options of generating a Business Unit Org Chart for quick review. Using SmartDraw we were able to do achieve it very quickly. Steps Export the Business Unit records to excel. Keep only the Name and Parent Business column and delete all the other columns including the hidden ones. Excel … Continue reading “Generate Dynamics 365 CE (CRM) Business Unit Org Chart… Continue Reading Nishant...

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Printing A Forms Pro Survey Response Report
Oct02

Printing A Forms Pro Survey Response Report

In an ideal world, we don’t print things. We only review data online. While that’s a nice idea, and in some cases I agree, there are instances when the need to print exists. If you ever want to print out a Survey Response from Forms Pro, there is no easy way to do this. You could create a Word Document Template, but anyone who has done this in the past knows the frustration of not being able… Continue Reading Megan...

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DynamicsPower Dublin 2019 #d365satdub, #365saturday  – COMMUNITY
Oct02

DynamicsPower Dublin 2019 #d365satdub, #365saturday – COMMUNITY

How was your weekend? Let me tell you about how mind blowingly awesome mine was. This weekend we were at the #d365satdub, #365saturday event in Dublin(read more) Continue Reading d_radulova’s Article on their blog DynamicsPower Dublin 2019 #d365satdub, #365saturday – COMMUNITY Hi guys, How was your weekend? What did you do? Let me tell you about how mind blowingly awesome mine was. This weekend we were at the # d365satdub,...

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How To Customise Microsoft Forms Pro Theme? (MS FormsPro)
Oct01

How To Customise Microsoft Forms Pro Theme? (MS FormsPro)

Hi Guys This video is part of my quick tip series. In this video we will see the following: 1.… Continue Reading Prashant Shukla’s Article on their blog How To Customise Microsoft Forms Pro Theme? (MS FormsPro) Hi Guys This video is part of my quick tip series. In this video we will see the following: 1. Changing theme in Forms Pro 2. How to create custom theme for Forms Pro (with dimensions)? 3. Change colour of the...

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PowerApps: Using the Common App Connector vs the Dynamics 365 Connector
Oct01

PowerApps: Using the Common App Connector vs the Dynamics 365 Connector

It’s been a while since blogging, as I have been learning and playing with all the new features that are about to hit with Microsoft’s October Release Wave 2. Read more about the Dynamics 365 enhancements here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/ or for the Powerapps enhancements: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/. So… Continue Reading Christopher...

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Power Platform 24 Live!
Oct01

Power Platform 24 Live!

We recently completed the first ever 24 hour event exclusively focused on the Power Platform – Power Platform 24. The Dynamics and Power Platform community has fantastic events literally across the globe. As amazing as these in person events are, not everyone can attend as either a speaker or attendee. We wanted to remove geography as an obstacle! Moving to a virtual format allows the… Continue Reading Jim Novak’s...

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All About the New Admin Portal in Dynamics 365 Customer Engagement and PowerApps
Oct01

All About the New Admin Portal in Dynamics 365 Customer Engagement and PowerApps

All About the New Admin Portal in Dynamics 365 Customer Engagement and PowerApps By TOM NORTHRUP Still using the old solution… Continue Reading Tom Northrup’s Article on their blog https://dynamicconsultantsgroup.com/blog/all-about-the-new-admin-portal-in-dynamics-365-customer-engagement-and-powerapps/ Blog Syndicated with Tom Northrup’s...

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Accelerate your Cloud Business with the Cloud Enablement Desk
Oct01

Accelerate your Cloud Business with the Cloud Enablement Desk

Accelerate your Cloud Business with the Cloud Enablement Desk By SAMANTHA LEMM Where do I begin? It’s a question most people… Continue Reading Samantha Lemm’s Article on their blog https://dynamicconsultantsgroup.com/blog/accelerate-your-cloud-business-with-the-cloud-enablement-desk-2/ Blog Syndicated with Samantha Lemm’s...

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Inventory Transfers using the Inventory Dashboard
Oct01

Inventory Transfers using the Inventory Dashboard

In this post I’m going to discuss how to use the previously created Inventory Dashboard to perform and inventory transfer, meaning moving products from one warehouse to another. If you haven’t read my two previous posts yet on how to setup the inventory dashboard and how to show in which warehouse work order products are available on the Field Service Mobile App, I would recommend doing this… Continue Reading Dian...

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New features of Visual Studio 2019 – New Search Experience and UI changes
Oct01

New features of Visual Studio 2019 – New Search Experience and UI changes

Visual Studio 2019 comes with a completely revamped, context-sensitive Search experience. To change the Theme, search for keyword “Theme” and select the appropriate result. It would open the respective screen, which allows us to quickly make the changes. Similarly, to change the Font. Also, observe the option to “Search online for ‘Font’”, which opens the … Continue reading “New features...

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The Five Qualities that Define Success for Microsoft Partners
Sep30

The Five Qualities that Define Success for Microsoft Partners

The Five Qualities that Define Success for Microsoft Partners By GENNA JOUDREY As a Microsoft partner, you have unlimited… Continue Reading Genna Joudrey’s Article on their blog https://dynamicconsultantsgroup.com/blog/five-qualities-success-for-microsoft-partners/ Blog Syndicated with Genna Joudrey’s Permission

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How to Provision a Dynamics 365 Portal the PowerApps Portal Way
Sep30

How to Provision a Dynamics 365 Portal the PowerApps Portal Way

A lot of folks with little to no experience with Dynamics 365 have been creating PowerApps Portals on vanilla CDS instances as a way to create externally PowerApps. What isn’t well known that PowerApps Portals evolved from Dynamics 365 Online Portals and before that, Adxstudio Portals. If you still want to deploy an actual Dynamics 365 Portal such as Customer Self-Service, Partner,… Continue Reading Nick Doelman’s...

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Know your audience – Segments Explained – Dynamics 365 for Marketing
Sep30

Know your audience – Segments Explained – Dynamics 365 for Marketing

Creating segments is one of the most fundamental features in D365 for Marketing both from a technical and a business point of view. The cost of getting it wrong could be high.(read more) Continue Reading d_radulova’s Article on their blog Dynamics Marketing, Segments, Wave 2 Creating segments is one of the most fundamental features in D365 for Marketing. From a technical point of view, you need a segment before you can run any...

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New features of Visual Studio 2019 – Export / Import Visual Studio Configuration Settings
Sep30

New features of Visual Studio 2019 – Export / Import Visual Studio Configuration Settings

Within Visual Studio Installer, we now have the option to export and import the configuration settings. These configuration settings can then be shared with the team to import, which makes sure that all of them have the same set of workloads installed in their Visual Studio environment. Select the version of Visual Studio and click … Continue reading “New features of Visual Studio 2019 –… Continue Reading...

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Dynamics 365 for Marketing – What’s new in the 2019 Release Wave 2 (October release)
Sep29

Dynamics 365 for Marketing – What’s new in the 2019 Release Wave 2 (October release)

If you think you already like D365 for marketing, wait until you see the new features in the 2019 Release Wave 2. The release plan is now out, and we can’t not get excited with all the new features Microsoft has in store for us.(read more) Continue Reading d_radulova’s Article on their blog Dynamics 365 for Marketing – What’s new in the 2019 Release Wave 2 (October release) If you think you already like D365 for...

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PowerApps for Business Users & Consultants: Episode 4- Building Your First PowerApp
Sep29

PowerApps for Business Users & Consultants: Episode 4- Building Your First PowerApp

Hi Readers and Viewers In this episode we are going to build our first app from scratch. This episode is… Continue Reading Prashant Shukla’s Article on their blog PowerApps for Business Users & Consultants: Episode 4- Building Your First PowerApp Hi Readers and Viewers In this episode we are going to build our first app from scratch. This episode is based on a real life scenario to help the residents of a society. The...

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Moving Microsoft Azure Cloud Solution Provider (CSP) Subscriptions to Another Tenant
Sep29

Moving Microsoft Azure Cloud Solution Provider (CSP) Subscriptions to Another Tenant

Microsoft Azure has many different features that are continually changing and are almost impossible to memorise in detail. Particularly when it comes to management and administration of your Azure estate, Microsoft provides numerous, handy options that can often avoid the need to raise a support request. One of these options is the ability to straightforwardly migrate Azure Subscriptions to an… Continue Reading The CRM...

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All your PowerApps and Microsoft Flow Licensing Questions, Answered.
Sep27

All your PowerApps and Microsoft Flow Licensing Questions, Answered.

All your PowerApps and Microsoft Flow Licensing Questions, Answered. By GENNA JOUDREY It’s that time. Time for licensing updates,… Continue Reading Genna Joudrey’s Article on their blog All your PowerApps and Microsoft Flow Licensing Questions, Answered. | Dynamic Consultants Group Licensing changes for PowerApps and Microsoft Flow will take place on October 1, 2019. Blog Syndicated with Genna Joudrey’s...

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Contextual Email communication in D365 CE Wave 2
Sep27

Contextual Email communication in D365 CE Wave 2

2019’s Wave 2 release have really put things where they should be. Once I enabled Early Opt-in while writing this post, this is a great feature for Sales people I came across and couldn’t resist sharing with you all – Contextual Email Communication! So kindly wait until updates are automatically applied to your org or try the same in your Sandbox first. Isn’t going exclusively to… Continue Reading...

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Power Platform Saturday Stockholm October 5 2019
Sep27

Power Platform Saturday Stockholm October 5 2019

I’m speaking at the Stockholm business applications community event on Saturday October 5th. I will be speaking on Azure Functions and how we can use them in place of server side plugin code, in Canvas Apps and in Flow. I will also cover creating Custom Connectors calling Azure Functions. Register at https://365sat.in/swe Continue Reading Julian Sharp’s Article on their blog Power Platform Saturday Stockholm October 5 2019...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Views
Sep27

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

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 views. In the skills measured statement (shown below) under the heading “manage user experience design”, you will see a reference to views. Note: My intention is for these notes to… Continue Reading Neil...

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MB-200: Microsoft Dynamics 365 Customer Engagement Core – Dashboards
Sep27

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

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 dashboards. In the skills measured statement (shown below) under the heading “manage user experience design”, you will see a reference to dashboards. In this post I will focus on the… Continue Reading Neil...

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How to change name of your PowerApps? (Renaming your app)
Sep26

How to change name of your PowerApps? (Renaming your app)

Hi Guys In this video we are looking at a quick tip; that tells us how to change the name… Continue Reading Prashant Shukla’s Article on their blog How to change name of your PowerApps? (Renaming your app) Hi Guys In this video we are looking at a quick tip; that tells us how to change the name of your PowerApps. You must have seen the error if you’ve tried to change the name from the screen wh… Blog Syndicated...

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What is the Common Data Service?
Sep26

What is the Common Data Service?

This post defines what the Common Data Service (CDS) and the Common Data Model (CDM) are. The Common Data Service and the… Continue Reading admin’s Article on their blog What is the Common Data Service? This post defines what the Common Data Service (CDS) and the Common Data Model (CDM) are. The Common Data Service and the Common Data Model are core concepts in Microsoft Business Applications and the whole PowerPlatform,...

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6 Business Opportunities for Microsoft Partners
Sep26

6 Business Opportunities for Microsoft Partners

These 6 business opportunities for Microsoft partners are key to keep you moving one step ahead. By SAMANTHA LEMM Are you ready to… Continue Reading Samantha Lemm’s Article on their blog https://dynamicconsultantsgroup.com/blog/6-business-opportunities-for-microsoft-partners/ Blog Syndicated with Samantha Lemm’s Permission

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The USD Accelerator – Release V3.0
Sep26

The USD Accelerator – Release V3.0

Overview The USD Accelerator is a pre-built Unified Service Desk configuration aimed at helping speed your USD project. This post will highlight the enhancements and bug fixes released in version 3_0_0_0 of The USD Accelerator. Several of the new features and bug fixes will have been created because of feedback received from people using The USD Accelerator. I’d like to express a big thank… Continue Reading Neil...

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Top Table Usage in PPAC
Sep25

Top Table Usage in PPAC

Top Ten Table usage is back from being lost when Organizational Insights was discontinued. A bit tricky to find so check out the video. Awesome tool when trying to reduce the size of large instances, especially important now that the prices per GB are going up to $40/GB… Continue Reading gustaf’s Article on their blog Top Table Usage in PPAC Top Ten Table usage is back from being lost when Organizational Insights was...

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A How-to Guide on Setting up a Dynamics 365 Trial
Sep25

A How-to Guide on Setting up a Dynamics 365 Trial

A How-to Guide on Setting up a Dynamics 365 Trial By TOM NORTHRUP The process for signing up for Microsoft Dynamics 365 Customer… Continue Reading Tom Northrup’s Article on their blog https://dynamicconsultantsgroup.com/blog/how-to-guide-setting-up-a-dynamics-365-trial/ Blog Syndicated with Tom Northrup’s Permission

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Dynamics Power Dublin September 28 2019
Sep25

Dynamics Power Dublin September 28 2019

I’m speaking at the Dublin business applications community event on Saturday September 28th. I will be speaking on Dynamics 365 Customer Engagement and Power Platform exams. My session will start off with why you should take exams and gain certifications. I then discuss the new role based certifications and what that means to you. The focus of the session is on exam tips and tricks, what… Continue Reading Julian Sharp’s...

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Microsoft Hackathon Champion Wins the Prize of Saving Lives
Sep24

Microsoft Hackathon Champion Wins the Prize of Saving Lives

Microsoft Hackathon Champion Wins the Prize of Saving Lives By GENNA JOUDREY Most parents understand that sleep doesn’t come often… Continue Reading Genna Joudrey’s Article on their blog https://dynamicconsultantsgroup.com/blog/microsoft-hackathon-champion-wins-the-prize-of-saving-lives/ Blog Syndicated with Genna Joudrey’s...

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Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE
Sep24

Store ‘Today’s Date’ in a field to use in workflow conditions in D365 CE

Most of us need this in our workflow conditions to check against – to have today’s date handy and then use them in If conditions in workflows. But, the filter in If conditions in workflows don’t let you dynamically select On or after ‘Today’. And when you want to compare to today’s date on selection of On or After, you are forced to enter a date and not dynamically select Today. To overcome…...

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Show in which warehouse work order products are available on the Field Service Mobile App
Sep24

Show in which warehouse work order products are available on the Field Service Mobile App

Field technicians probably want to know where the products they need (to complete a work order) are located so they can stock up on those items before traveling onsite to perform the work. I believe it would be beneficial to be able to see in which warehouse (if any) a certain work order product is available so I am going to explain how to show this. When using field service, we have a lot of… Continue Reading Dian...

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Create A Quick Poll In Outlook With Microsoft Forms
Sep24

Create A Quick Poll In Outlook With Microsoft Forms

A large proportion of my blog posts have been about Forms Pro in 2019. Although the spotlight has been on this tool, there are new features being released for Microsoft Forms too. With Forms, the data isn’t stored in the Common Data Service, but is still accessible and can be viewed online. A really cool feature is the ability to add a Quick Poll directly in to an email in Outlook. Let’s take… Continue Reading Megan...

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Azure makes Running Errands with Your Dog Paw-sible with DogSpot
Sep23

Azure makes Running Errands with Your Dog Paw-sible with DogSpot

Azure makes Running Errands with Your Dog Paw-sible with DogSpot By SAMANTHA LEMM Do you hate running errands because you know you… Continue Reading Samantha Lemm’s Article on their blog Azure makes Running Errands with Your Dog Paw-sible with DogSpot | Dynamic Consultants Group Microsoft Azure is creating a more convenient life for dog owners across the nation with DogSpot. Blog Syndicated with Samantha Lemm’s...

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PowerApps for Business Users & Consultants: Episode 3- Everyday Formulas
Sep23

PowerApps for Business Users & Consultants: Episode 3- Everyday Formulas

Hi Readers and Viewers In this episode we talk about the most common formulas you would need to build your… Continue Reading Prashant Shukla’s Article on their blog PowerApps for Business Users & Consultants: Episode 3- Everyday Formulas Hi Readers and Viewers In this episode we talk about the most common formulas you would need to build your app. I am calling it everyday formulas. Here’s the video:...

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Working with Mark-ups/Discounts in Project Service Automation (V3.x)
Sep22

Working with Mark-ups/Discounts in Project Service Automation (V3.x)

Project Service Automation (PSA), an add-on solution sitting on top of Dynamics 365 Customer Engagement, is a great solution. If properly configured, it can deliver a lot of value for organisations frequently delivering projects, with a desire to integrate their sales cycle alongside this more tightly.  A key challenge I find, though, concerning its adoption, is that a lot of PSA’s available… Continue Reading The CRM...

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Referencing records when using the Common Data Service (current environment) connector
Sep21

Referencing records when using the Common Data Service (current environment) connector

The CDS (current environment) connector is the newer version of the two CDS connectors that are available. It has nice new features such as a Create/Update/Delete trigger, support for Service Principals in solution aware Flows and some smaller features in its different actions. It’s the go-to connector to use in solution aware Flows. Despite all the improvements, the connector has also… Continue Reading Antti...

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MB 200: Microsoft Dynamics 365 Customer Engagement Core – Hierarchical Relationships
Sep21

MB 200: Microsoft Dynamics 365 Customer Engagement Core – Hierarchical Relationships

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 hierarchical relationships. You can see below that we have a section of the exam which covers managing entities and data. Within this section needing to know how to create and modify… Continue Reading Neil...

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How to Revert Back to a Blank PowerApps Portal
Sep20

How to Revert Back to a Blank PowerApps Portal

If you have been learning and experimenting with PowerApps Portals, eventually it might soon look like a Dog’s Breakfast. You may have added pages, links, lists, forms and you really would rather start over from scratch on fresh new portal. However, you can only provision one portal per CDS environment! Only 1 portal per environment! Of course, one option would be to create a whole… Continue Reading Nick Doelman’s...

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User Group Summit 2019 Sessions to Favorite
Sep20

User Group Summit 2019 Sessions to Favorite

Vintage Kylie at Disney circa 1995 If you are headed to User Group Summit North America in Orlando in a few weeks then I have some great session suggestions for you to get on your schedule! Thursday Oct 17 8am: There’s More than One Way Up the North Mountain. Malcolm McAuley, Todd Mercer, Mallory Lawhorne and I will be looking at one business problem and demonstrating several ways to… Continue Reading Kylie Kiser’s...

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Evaluate Dynamics 365 with a Proof of Concept
Sep20

Evaluate Dynamics 365 with a Proof of Concept

Choosing software is a big commitment, and you want to be sure that you don’t regret your choice later.  One of the best ways to evaluate Microsoft Dynamics 365 and apps built on the Dynamics platform is to conduct a proof of concept.Here are some of the keys to make your proof of concept (POC) successful: Set a schedule and stick to it. You need a predefined beginning and end to the proof of… Continue Reading...

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Why Microsoft Partners Should Attend User Group Summit?
Sep19

Why Microsoft Partners Should Attend User Group Summit?

Why Microsoft Partners Should Attend User Group Summit By GENNA JOUDREY Ready for your next conference? We may have the information… Continue Reading Genna Joudrey’s Article on their blog Why Microsoft Partners Should Attend User Group Summit? | Dynamic Consultants Group User Group Summit is a conference that brings together the largest gathering of Microsoft Business Applications users and partners for both education and...

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Tracking Feature Deprecations in Microsoft Dynamics 365 Customer Engagement
Sep19

Tracking Feature Deprecations in Microsoft Dynamics 365 Customer Engagement

Cloud solution providers such as Microsoft have stepped up the pace of innovation, and are releasing features continuously rather than their traditional pattern of major releases every year or two.  This fast innovation means that users see new features and enhancements often, and you must account for how to train them to take advantage of them.It also means that some old features are… Continue Reading noreply@blogger.com...

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PowerApps licenses and a Dynamics 365 environment
Sep19

PowerApps licenses and a Dynamics 365 environment

Believe it or not, Dynamics 365 Customer Engagement applications from Microsoft are built on top of Power Platform. No, they didn’t originally start that way, but as the Citizen Application Platform technology from the PowerApps side merged with the former Microsoft Business Solutions product that was originally built to be an extendable CRM system, that is the end result today. As an… Continue Reading Jukka...

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Enhanced Email Functionality
Sep19

Enhanced Email Functionality

Emails! People write emails every day. In 2019, it’s estimated 293 Billion emails will be sent and only 45% of that will be spam. Email functionality is something that has been unloved in D365 Customer Engagement for several years/versions but in the last year or so, we have had a couple of updates. These include a rich text editor, email preview and email engagement (tracking delivery,… Continue Reading Matt Collins’s...

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Custom Insight Cards For Net Promoter Score Feedback
Sep19

Custom Insight Cards For Net Promoter Score Feedback

In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received from a Forms Pro Survey response. First, make sure you have a survey that has the NPS question on it. We are then going to use Microsoft Flow to create our… Continue Reading Megan V....

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MB 200: Microsoft Dynamics 365 Customer Engagement Core – Entity Relationships
Sep19

MB 200: Microsoft Dynamics 365 Customer Engagement Core – Entity Relationships

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 entity relationships. You can see below that we have a section of the exam which covers managing entities and data. Within this section needing to know how to create and modify… Continue Reading Neil Parkhurst’s...

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Power Platform Enterprise Architecture
Sep19

Power Platform Enterprise Architecture

There are a myriad of new features being released to Dynamics 365 and the Power Platform right now. It’s tempting to try out new features and, perhaps push a new feature through to production if you or your customer is willing or agile enough. For some larger organisations however, there’s more of an importance placed on standards and governance than ensuring the continued agility of… Continue Reading Brian Illand’s...

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Retrieve Records in N:N relationships with FetchXML and the New CDS Connector in Microsoft Flow
Sep18

Retrieve Records in N:N relationships with FetchXML and the New CDS Connector in Microsoft Flow

Have you tried to retrieve a list of records in Flow and had to go trough a many to many relationship condition? If you have I can relate to the frustration and complication that task brought. Earlier this week I found a solution – and it was easy, really easy. Let me show you what I found. What’s so new with this CDS Connector? So let’s start with talking about the “new” CDS… Continue Reading Sara...

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Use Azure Machine Learning for Spam Detection in Email to Case process in Dynamics 365
Sep18

Use Azure Machine Learning for Spam Detection in Email to Case process in Dynamics 365

The following is a guest post from InfoStrat’s Dmitri Riz which is also available on the InfoStrat Tech Blog.Major software platforms like Microsoft Azure are rapidly developing toolkits that simplify access to AI or Machine Learning technologies, making them available to a wider group of developers. This article shows how the new AI Builder tool on Microsoft Azure PowerApps allows for a quick… Continue Reading...

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