Joy Ibeabuchi-Emedom on The Oops Factor
May20

Joy Ibeabuchi-Emedom on The Oops Factor

Chatting to Joy about her love of reading, the education system she came up in, & how getting caught up in the ‘focus zone’ can make us forget the world that’s going on around us! 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 Joy… Continue...

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Omnichannel for Customer Service – Emergency Situations
May20

Omnichannel for Customer Service – Emergency Situations

I have recently been helping a company in Texas implement Microsoft’s new Omnichannel voice channel. They presented me with an “interesting” requirement … as call centers in Texas may be located in tornado alley! Meaning they might need to suddenly leave as a twister is due. This got me thinking as to be able to quickly alert customers that you have closed due to an emergency might be a… Continue Reading Neil...

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Share and Update Dynamics 365 CRM records with Microsoft Teams
May19

Share and Update Dynamics 365 CRM records with Microsoft Teams

Introduction: In this blog, we will see how to share and update the Dynamics 365 CRM records within Microsoft Teams. To know how to collaborate with Microsoft Teams with Dynamics 365 CRM, please refer this blog. The main purpose of this feature is to share the records with the teams so that they can also work on the same record as per the requirement of the organization. Let’s see how this feature makes your work easy and convenient....

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Omnichannel for Customer Service – IVR BOT Skills Based Routing
May19

Omnichannel for Customer Service – IVR BOT Skills Based Routing

In this blog post I hope to describe how you can setup an IVR BOT for Microsoft’s Omnichannel for Customer Service voice channel. And how the BOT can question the customer on their needs then trigger skills-based routing to ensure the best agent answers the query. I may also mention a few “tricks / tips” I have applied in my IVR BOT setup. There are several parts to this process … IVR BOT… Continue Reading Neil...

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Filter rows and Trigger Conditions in Power Automate
May19

Filter rows and Trigger Conditions in Power Automate

Filter rows and Trigger Conditions can be used to specify the condition on which the trigger should fire. This makes sure that we do not exceed flow execution limits. Power Automate Licensing – Power Platform Requests Power Automate Limits and Configuration In the case of our Dataverse trigger “When a row is added, modified or … Continue reading “Filter rows and Trigger Conditions in… Continue Reading Nishant...

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Let’s Talk About Funnels
May18

Let’s Talk About Funnels

In my 20-plus years in this CRM business, I have seen my share of “Funnels”. Lead Funnels, Sales Funnels, Delivery Funnels, every kind of business-related funnel you can think of, I have probably seen it. From what I have witnessed, most businesses have no idea how to use them effectively. So, let’s talk about Funnels. The Numbers Game One of the most significant areas I see where customers… Continue Reading...

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Fixed – Unable to process template language expressions for trigger. In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard Time’ was not valid while using Delay Until property– Power Automate
May18

Fixed – Unable to process template language expressions for trigger. In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard Time’ was not valid while using Delay Until property– Power Automate

Recently while using Delay until property of the trigger, in one of the flows, we got the below error “Unable to process template language expressions for trigger ‘When_a_row_is_added,_modified_or_deleted’ at line ‘1’ and column ‘16344’: ‘In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard Time’ was not valid....

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It’s Time for a New Services Model for Dynamics 365 and the Power Platform
May17

It’s Time for a New Services Model for Dynamics 365 and the Power Platform

About seven years ago we pioneered the “Support by Blocks” model, and it has served our Forceworks clients and us well. But thanks to Microsoft, it is time for a whole new model for Dynamics 365 and Power Platform Support and Services. Let’s unpack this one. The Challenge Let’s be honest, no business application you can buy will serve your needs as delivered. Any of them will require some… Continue...

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Blocking Attachment Extensions in Dynamics 365 CRM
May17

Blocking Attachment Extensions in Dynamics 365 CRM

Here’s how you can block unwanted extensions in Dynamics 365 CRM from Power Platform Admin Center Continue Reading priyeshwagh777’s Article on their blog Blocking Attachment Extensions in Dynamics 365 CRM You might not want to have certain attachments in Dynamics 365 CRM as it doesn’t make sense for those file types to be considered as attachments. For example – Video Files, Zip Files in case you are skeptical...

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Azure Solves the Supply Chain for IT Hardware
May17

Azure Solves the Supply Chain for IT Hardware

Photo by Mika Baumeister on Unsplash Guest Author:  Kirk Evans [this post first appeared on pavliks.com] Keep your business moving forward instead of being stuck in neutral waiting for bottlenecks in the Supply Chain to open. There are many things I miss about owning my own business.  The freedom to decide on what opportunities to pursue.  Decisions on how you will perform and present yourself as…...

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Big news! – #D365ForHousing
May17

Big news! – #D365ForHousing

With the recent launch of the responsive repairs module, anyone in the public sector now has access to FREE base modules for all the key processes used to manage customers You can now use the #D365ForHousing Modules to Hold detail about Customers, their home and tenancyLog and track all the contact around complaintsLog and track ASB cases, including risk assessmentsLog responsive… Continue Reading Chris...

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Episode 76 – Thanks For Listening
May17

Episode 76 – Thanks For Listening

Not much to say except thanks for listening! We have loved every moment of this journey, and appreciate all of you who have listened, liked, shared, commented and joined us each week. Thank you! If you enjoyed this episode, we’d love to know Tell us why you listen and we’ll share it on the podcast! lovethepodcast.com/theUPpodcast Continue Reading Megan’s Article on their blog Episode 76 – Thanks For Listening...

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Fixed – Invalid template. Unable to process template language expressions in action. Template language expression cannot be evaluated: the template action is not defined in the current scope (Power Automate)
May17

Fixed – Invalid template. Unable to process template language expressions in action. Template language expression cannot be evaluated: the template action is not defined in the current scope (Power Automate)

While testing a cloud flow in Power Automate, for one of the actions, we got the below error Unable to process template language expressions in action ‘Update_a_row’ inputs at line ‘0’ and column ‘0’: ‘Template language expression cannot be evaluated: the template action ‘Do_until’ is not defined at current scope.’. We were getting the error … Continue reading...

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How to efficiently collaborate using built-in Microsoft Teams Chat
May16

How to efficiently collaborate using built-in Microsoft Teams Chat

Introduction: In this blog, we will learn how we can collaborate using Microsoft Teams chat. This feature allows us to chat within Dynamics 365 CRM and also allows us to link chats to our records without leaving the application. Linked chats to records help users to maintain all the chats associated with a record in one place. In order to have access to this feature in the environment, it is necessary to enable Teams chat preview. If...

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D365PPUG Birmingham Meeting – June 22nd 2022
May16

D365PPUG Birmingham Meeting – June 22nd 2022

AT LAST … we are back with a Dynamics 365 and Power Platform face to face event in Birmingham.Our next Birmingham Dynamics 365 & Power Platform User Group meeting will be on Wednesday 26th Feb 2020 from 6:30 pm until 9:00 pm. Save this date in your diary! The Wesleyan has once again kindly agreed to host our event at Colmore Circus, Queensway, Birmingham, B4 6AR. This is next to Snow Hill… Continue Reading Neil...

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Fixed – Authorization failed. The client with object id does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subcriptions’ while configuring Azure Synapse Link for Dataverse
May16

Fixed – Authorization failed. The client with object id does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subcriptions’ while configuring Azure Synapse Link for Dataverse

Recently while configuring Azure Synapse Link for Dataverse, for exporting data to Azure Data Lake we got the below error – {“code”:”AuthorizationFailed”,”message”:”The client ‘abc’ with object id ‘d56d5fbb-0d46-4814-afaa-e429e5f252c8’ does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope… Continue...

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Fixed –Available for specific video sites error- Chromecast in Windows 10 / 11
May15

Fixed –Available for specific video sites error- Chromecast in Windows 10 / 11

While trying to cast a tab from Chrome Browser on Windows to Android  TV, we started getting the below error. “Available for specific video sites” Casting was working properly from the android phone, infect even from the chrome browser it had been working properly earlier As it turned out, setting the system’s date /time correctly … Continue reading “Fixed –Available for specific video sites…...

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Omnichannel for Customer Service – Interruptible IVR BOTs
May14

Omnichannel for Customer Service – Interruptible IVR BOTs

Within Microsoft’s Omnichannel for Customer Service app with the voice channel we can use a Power Virtual Agent as an IVR BOT. These are powerful, but I have found that as the BOT makes statements or asks questions customer can skip ahead. This can be useful but sometimes we want to ensure the customer hears certain messages in full. In this post I will explain how we can control when a BOT… Continue Reading Neil...

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Power Tips: Dynamics 365 for Customer Service
May13

Power Tips: Dynamics 365 for Customer Service

New video out now – Power Tips: Dynamics 365 for Customer Service! This is another quick catch up with Heidi (LinkedIn, Twitter, Blog), Malcolm (LinkedIn, Twitter, Blog) where we talk about new features in the Power Platform. Power Tips: Dynamics 365 for Customer Service Resources Here are some resources for more information on these topics: Dynamics 365 for Customer Service… Continue Reading Kylie Kiser’s Article on...

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Knowledge Analytics Report in Dynamics 365 Customer Service
May13

Knowledge Analytics Report in Dynamics 365 Customer Service

Introduction: The “Customer Service Insights” is now embedded in the Dynamics 365 customer service with the inbuilt AI capabilities. In the previous blog, we have already seen the “Customer service historical analytics” report which helps the service agents and managers to view historical analytics directly within the customer service. In this blog, we will have a walkthrough of another such AI-driven out-of-the-box report called...

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Foyin Olajide-Bello on The Oops Factor
May13

Foyin Olajide-Bello on The Oops Factor

Talking about Foyin’s love of animated movies (including times away from the kids!), the ‘joys’ of DLP changes, and what might happen as a result of doing work on an app, to then find out that though you thought you were working in the Development environment, you actually weren’t! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you…...

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Show only configured Activities Related records section | Power Platform Admin Center
May12

Show only configured Activities Related records section | Power Platform Admin Center

Here’s how you show limited vs full list of Activities in Related records in Model Driven Apps! Continue Reading priyeshwagh777’s Article on their blog Show only configured Activities Related records section | Power Platform Admin Center Here’s a setting which I personally don’t think would matter much and I’ll get to why I think like that. Let’s navigate to the Settings for the organization in the...

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2022 May DC Chapter Meeting
May12

2022 May DC Chapter Meeting

Great turnout and puppies at the 2022 May DC Chapter Meeting We had a great session for the 2022 May DC Chapter Meeting. It featured Rishona Elijah talking about Power Virtual Agents in Dataverse for Teams! Rishona Elijah (LinkedIn, Twitter, Blog) joined our chapter from the other side of the world to talk about Power Virtual Agents. This session featured a walk-through of building the… Continue Reading Kylie Kiser’s...

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Exam voucher at Microsoft Build
May12

Exam voucher at Microsoft Build

Microsoft have a cloud skills challenge starting on May 24 where you can get an exam voucher by completing various Microsoft Learn modules. The list of exams covered is small but includes PL-100, PL-200, and PL-300. Sign up at https://www.microsoft.com/en-US/cloudskillschallenge/build/registration/2022 The rules for the challenge can be found at

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Omnichannel for Customer Service – Conversation Categories
May12

Omnichannel for Customer Service – Conversation Categories

With Microsoft’s Omnichannel for Customer Service I recently had a requirement to create one or more categories for each conversation. The idea being that agents could categorize conversations to support various reporting requirements later down the line. In some scenarios the case table is used extensively. If so, I normally turn to that to understand what type of queries were logged from… Continue Reading Neil...

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Sharing Dataverse for Teams apps outside the team
May11

Sharing Dataverse for Teams apps outside the team

Using the “share with colleagues” feature to publish Teams based Power Apps into more than one team can be a bit tricky. Here are the steps needed to use your app outside the hosting Dataverse for Teams environment. Continue reading Sharing Dataverse for Teams apps outside the team at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Sharing Dataverse for Teams apps outside the team –...

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Skip requirement to enter authentication method in M365 Login | Turn off Security Defaults
May11

Skip requirement to enter authentication method in M365 Login | Turn off Security Defaults

Here’s how you turn off the Security Defaults (2 Factor Authentication requirement) in your M365 tenant. Continue Reading priyeshwagh777’s Article on their blog Skip requirement to enter authentication method in M365 Login | Turn off Security Defaults If you newly created a an M365 tenant, this is what you’ll be forced to by to enter authentication methods in this Security Defaults feature – In most cases, even...

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CRM 19 – Welcome to Norway😍
May11

CRM 19 – Welcome to Norway😍

By accident I was clicking around in the Power Platform Admin Center new environments. This is when I Noticed that Norway is now on the list!! The environment URL was CRM19.dynamics.com , and that is really cool for all the nerds out there eagerly awaiting the entry of Norwegian Dynamics / Power Apps possibilities. I was really excited at first to have a look at it, but I do… Continue Reading Thomas Sandsør’s Article on...

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Duplicate lead detection for lead management in Dynamics 365 CRM
May11

Duplicate lead detection for lead management in Dynamics 365 CRM

Introduction: Microsoft has announced the release of Wave 2 where new features will be available for preview. In this blog, we will see one of the features of Dynamics 365 CRM – Duplicate lead detection. Most users already use existing duplicate lead detection however it only shows the alert message. In the latest duplicate lead detection feature, the AI model uses the following rules to identify duplicates – Same email address,...

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NAV2018 : Unexpected value ‘String’ of type ‘Microsoft.Dynamics.Nav.CodeAnalysis.NavTypeKind’
May11

NAV2018 : Unexpected value ‘String’ of type ‘Microsoft.Dynamics.Nav.CodeAnalysis.NavTypeKind’

When you work with NAV2018 extension, you may encounter an error that is difficult to figure out. This time, I encountered another one when trying to publish the extension. The app was compiled without any error, but it would error out when I tried to publish it. The request for path /NAV/dev/apps?tenant=default&SchemaUpdateMode=synchronize failed with code 422. Reason: Unexpected… Continue Reading thatnavguy’s Article...

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Configure custom status on SLA Timer
May10

Configure custom status on SLA Timer

This article is about another feature that is part of Dynamics 365 2022 Release Wave 1. Let me first explain what this feature is about, because when you read the information on Microsoft’s doc site related to this feature, it might be a little bit confusing. A while ago I wrote this article on the new SLA timer control where I explained how you can add this new control toRead More Continue Reading Dian Taylor’s Article on...

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Configure custom status on SLA Timer – YouTube
May10

Configure custom status on SLA Timer – YouTube

Configure custom status on SLA Timer In this video I will show you how to configure the status on an SLA Timer of a case form. This is a feature that was added under 2022 Release Wave 1. Related Article: https://d365goddess.com/configure-custom-status-on-sla-timer Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will show you how to configure the...

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D365 Business Central : Edit Table Data Directly
May09

D365 Business Central : Edit Table Data Directly

D365 Business Central does not allow you to directly modify the table data, especially for Cloud SaaS customers. There are some good reasons why we are not supposed to do that, such as for safety, consistency, audit, etc. Tempering the table data without knowledge on how the system works can cause you more issues at the end. However, what if we know what we are doing and we want to fix… Continue Reading thatnavguy’s...

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Undo/Redo Feature is now available in the Dynamics 365 Cloud Flow
May09

Undo/Redo Feature is now available in the Dynamics 365 Cloud Flow

Introduction: In the Power Automate Flow, there was no option of Undo and even if we mistakenly delete something, there was no option to redo it. In April 2022 release wave 1, Microsoft introduced the feature that allows users to Undo/Redo their operations/actions in the cloud flows designer. Now, let’s explore this new feature! Given below is the Cloud flow I created: After clicking the “Undo” button the first time, the screen...

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Autonumber field values in case of exception in Dynamics 365 / CRM
May09

Autonumber field values in case of exception in Dynamics 365 / CRM

Recently in one of our projects, where we were using the auto number attribute (with sequential numbers), we realized that it gets incremented even in case of an exception thrown during Pre Stage of the Plugin Execution. We were assuming the number gets incremented only after the record gets created i.e. on post-stage. But as … Continue reading “Autonumber field values in case of exception in… Continue Reading...

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Working with Custom API in Microsoft Dataverse / Dynamics 365
May07

Working with Custom API in Microsoft Dataverse / Dynamics 365

In this blog post, we will try to understand custom APIs in dynamics 365 and how to configure a custom API in dynamics 365. What is custom API? Custom API is an advanced version of custom actions. Custom actions were mostly used or treated as an API due to their behavior of accepting request parameters and returning response parameters. Custom API is a new code-first approach that… Continue Reading Rehan Khan’s Article on...

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Rachel Irabor on The Oops Factor
May06

Rachel Irabor on The Oops Factor

Talking to Rachel about her love of reading, some favourite authors, her journey into #PowerPlatform #technonolofy, Imposter Syndrome, and much more! 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 Rachel Irabor on The Oops Factor… Continue Reading...

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[Model-driven apps – In-App notifications] Only System Administrators can view notifications, What about the other users ?
May04

[Model-driven apps – In-App notifications] Only System Administrators can view notifications, What about the other users ?

In-app notifications for model-driven apps is a feature that has historically been highly requested by the Dynamics 365 community for the past few years. To meet this long awaited need, Microsoft has introduced this feature for Dynamics 365 CE but not only, also for model driven applications, a Power Apps license is enough to take advantage of this feature. According to this blog by Adrian… Continue Reading Mehdi El Amri’s...

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New NaviPayroll Feature: Pay Stub Emails
May04

New NaviPayroll Feature: Pay Stub Emails

Photo by John McArthur on Unsplash The latest version of Serenic NaviPayroll incorporates dozens of new features and enhancements, but the most exciting is generating pay stub emails. This feature automatically sends an electronic version of the pay stub as part of the batch processing for each pay period. You can individually configure employees to receive pay stub emails, or use filters to… Continue Reading noreply@blogger.com...

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Project Approvals are stuck in Queued status | PSA / Project Operations Quick Tip
May03

Project Approvals are stuck in Queued status | PSA / Project Operations Quick Tip

Here’s how you solve the Approvals stuck in Queued issue in Project Operations. Continue Reading priyeshwagh777’s Article on their blog Project Approvals are stuck in Queued status | PSA / Project Operations Quick Tip Let’s see if you recently experienced changes in the way you do Approvals in PSA/Project Operations and your Approvals are stuck in Pending/Queued state, here’s what you can do. Recently, if you...

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Power Tips: Dynamics 365 for Marketing
May03

Power Tips: Dynamics 365 for Marketing

Power Tips: Dynamics 365 for Marketing New video just posted by Heidi (LinkedIn, Twitter, Blog), Malcolm (LinkedIn, Twitter, Blog) and I. This time we are talking about Power Tips: Dynamics 365 for Marketing! Here are some of the links for more information: Release Wave 1 2022 for MarketingRun a Customer Journey through Power AutomateBuilt in Teams ChatNatural Language Targeted… Continue Reading Kylie Kiser’s Article on...

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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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