Rejoice Women Photographers the Maplytics Way!
Mar07

Rejoice Women Photographers the Maplytics Way!

The post Rejoice Women Photographers the Maplytics Way! appeared first on Blog | Maplytics. Source link

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A Comprehensive Guide to Create and Edit Topics with Copilot
Mar07

A Comprehensive Guide to Create and Edit Topics with Copilot

Normally, in Microsoft Copilot Studio, you can make and change topics. Now, Microsoft added a neat feature called “Create and Edit from Description”. With this, you can just tell it what you need, and it will help you make and improve topics. This saves time because you do not have to do it all by hand. The AI understands your instructions and creates a topic with various elements and conversational replies automatically. With...

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Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate
Mar06

Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate

For Microsoft 365 Group we can use – List Group members action of Office 365 Group connector. Also check – https://nishantrana.me/2022/06/23/how-to-force-user-sync-power-platform-dynamics-365/ Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate...

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Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE
Mar06

Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE

Activity records like emails, appointments, tasks, and calls can be associated to additional activity participants (parties) such as accounts, contacts, leads, and opportunities through a new partylist attribute. Previously, it wasn’t possible to associate an activity record to additional related party records. With this feature, users will be able to associate activity records with additional related parties, such as an email...

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ILMerge / Dependent Assemblies in Plugin – System.IO.FileNotFoundException: Could not load file or assembly ‘System.Memory.Data’ – Dynamics 365 / Dataverse
Mar05

ILMerge / Dependent Assemblies in Plugin – System.IO.FileNotFoundException: Could not load file or assembly ‘System.Memory.Data’ – Dynamics 365 / Dataverse

Recently in one of our Plugins, which was using Azure.Storage.Blobs and Azure.Storage.Common libraries to move attachments from notes to Azure Blob Storage suddenly started throwing the below exception. The Plugin had been working fine and had been deployed long back to the production environment. System.TypeInitializationException: The type initializer for ‘Azure.Response’ threw an exception…. Continue Reading...

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Why Environment Variables don’t appear in Flows? | [Quick Tip]
Mar05

Why Environment Variables don’t appear in Flows? | [Quick Tip]

At times, if you are new to working with Environment Variables and you’re looking to use them in your Flows but don’t see them? Here’s why! Flows Outside Solutions If you are creating Flows from the My Flows section, let’s see if you can access Environment Variables or not – Flows in Solutions [Default and … Continue reading Why Environment Variables don’t appear in Flows? |…...

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Pre-Export Step Required setting in Deployment Pipeline | Power Platform Pipelines
Mar05

Pre-Export Step Required setting in Deployment Pipeline | Power Platform Pipelines

Now that you must’ve already setup your basic Power Platform Pipeline as yet and are looking to explore how to extend the Power Platform Pipeline to do more advanced operations, this post is for you!In case you are still looking to first setup your Power Platform Pipeline, you can check this Blog Series which this … Continue reading Pre-Export Step Required setting in Deployment Pipeline |… Continue Reading...

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Dynamics 365 – Knowledge Base Filtering
Mar05

Dynamics 365 – Knowledge Base Filtering

I was recently asked how we can control the filters available to agents when using the knowledge articles. I needed to research this feature; in this post I explain the filtering options. We can search the knowledge base from several points in Dynamics 365. You might, for example, be using the customer service hub and search for solutions directly from the case form. Or you maybe using the… Continue Reading Neil...

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Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals!
Mar05

Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals!

The post Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals! appeared first on Blog | Maplytics. Source link

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Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)

I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There is a Copilot for Dynamics 365 Customer Service, which helps customer service agents by searching through knowledge sources like SharePoint sites, internal websites, and knowledge bases to help solve customer issues. On the other… Continue Reading Dian...

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Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) – YouTube
Mar05

Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) – YouTube

Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) Learn all about how to extend M365 Copilot with Dynamics 365 Data using plugins! Related Article: https://d365goddess.com/extend-copilot-for-microsoft-365-with-dynamics-365-data-preview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ Learn all about how to extend M365 Copilot with Dynamics 365 Data...

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Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions
Mar05

Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions

I’m hoping this helps people who have scratched their head for ages wondering why their Leads or Contacts are not being created when someone submits a Realtime Marketing Form. This has actually occurred for two different clients in a given week, so time for a post about. All you see is that the form submission for someone has failed, and the failure description shows ‘Error while creating… Continue Reading Megan V....

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How to Enable Aggregation (preview) feature in Microsoft Power Apps?
Mar05

How to Enable Aggregation (preview) feature in Microsoft Power Apps?

The Power Apps grid control represents the next evolution of the Power Apps read-only grid control, allowing users to view, open, and edit records from views and sub grids. In addition to inline editing, this control provides other capabilities including a modern data browsing experience via infinite scrolling, allowing users to scroll indefinitely through data until they find the records they’re interested in, and an ability to...

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Power Platform Pipelines | Blog Series
Mar04

Power Platform Pipelines | Blog Series

Here’s a blog series to get you up to speed on Power Platform Pipelines! Setting up and Running Power Platform Pipelines Here is what you need to get done in order to setup Power Platform Pipelines – Here’s official Microsoft Documentation on Power Platform Pipelines – https://learn.microsoft.com/en-us/power-platform/alm/pipelines?WT.mc_id=DX-MVP-5003911 Hope this was useful! Here are some… Continue...

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Run a Power Platform Pipeline
Mar04

Run a Power Platform Pipeline

In case you setup your first Power Platform Pipeline and looking to test it out? This post is for you. Or if you haven’t yet configured your Power Platform Pipelines first, refer this post – Setup Power Platform Pipelines Now that you have your basic Power Platform Pipeline set in place, let’s run a created Pipeline! … Continue reading Run a Power Platform Pipeline Continue Reading priyeshwagh777’s...

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Setup Power Platform Pipelines
Mar04

Setup Power Platform Pipelines

Given that you need to setup Power Platform Pipelines, here’s a post for you!This post will walk you through on how you can setup Power Platform Pipelines. Pre-Requisites Here’s what you need to setup in order to enable Power Platform Pipelines – Setting up Environments Here’s how you can setup your Environments in the – … Continue reading Setup Power… Continue Reading priyeshwagh777’s...

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The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365
Mar04

The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365

Recently we got the below exception for one of our plugins. Message: The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code. Please refer to this document: https://go.microsoft.com/fwlink/?linkid=2189390Microsoft.Xrm.RemotePlugin.Grpc.ExceptionHandlers.SandboxFabricWorkerCommunicationException: Error communicating with… Continue Reading Nishant Rana’s...

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Open New Record Form with Pre-populated Fields Using Xrm.Navigation.navigateTo
Mar04

Open New Record Form with Pre-populated Fields Using Xrm.Navigation.navigateTo

This post will explain how you can pre-populate fields with various data types (lookup, partylist, etc.) when a new table form is opened using the Xrm.Navigation.navigateTo method. There is a navigateTo (Client API reference) in the Microsoft Learn but it lacks a code example for the implementation of data object parameter to set the default values to the fields when a form is… Continue Reading Linn Zaw...

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Pass Entity parameter from Power Automate Flow to an Action
Mar04

Pass Entity parameter from Power Automate Flow to an Action

Let’s say that you want to run a Power Automate Flow on a set of Dataverse records and those records will be referenced in your C# Plugins. And the next steps is you’ll create an Action for this and register it in the Plugin Registration Tool. In case you are new to plugins in CRM, … Continue reading Pass Entity parameter from Power Automate Flow to an Action Continue Reading priyeshwagh777’s Article on...

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Power Apps – Some components of this app require you to sign in. If you don’t sign in, part of the app may not work.
Mar04

Power Apps – Some components of this app require you to sign in. If you don’t sign in, part of the app may not work.

Got the below error while opening the Microsoft Power Apps form in Google Chrome. Some components of this app require you to sign in. If you don’t sign in, part of the app may not work. Solved the issue by following the below steps. Step 1: Click on Browser’s Vertical dots and Click on Clear browsing data. Or Click on Ctrl +Shift + Del. Step 2: Choose Time range as All time and Select only Cookies and other site data....

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Only notes are available in Offline mode. Please check your internet connection to view other timeline records – Dataverse / Dynamics 365
Mar02

Only notes are available in Offline mode. Please check your internet connection to view other timeline records – Dataverse / Dynamics 365

We were recently exploring the Dynamics 365 Field Service mobile app, we saw that for the users with a mobile offline profile configured – Add the user to an offline profile, when they go offline they will see the below message – “Only Notes are available in offline mode. If you would like to view … Continue reading “Only notes are available in Offline mode. Please check your internet… Continue Reading...

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Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
Mar01

Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales

Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new enhancement enables users to group...

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How to Enable the SQL Server stored procedures (preview) feature in the Power Apps?
Mar01

How to Enable the SQL Server stored procedures (preview) feature in the Power Apps?

Microsoft has released a new feature to call the SQL stored procedure from the Canvas Apps using Power Fx. Customers can add a SQL Server Database object to their data sources and then access Stored Procedures actions off of the database object. In this article, will explain step-by-step process to enable the SQL stored procedure preview feature in the Canvas Apps. Pre-Requisites: Click on the below article link and create a Microsoft...

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Fixed – Duplicate records in Azure Synapse Link (Dataverse)
Feb29

Fixed – Duplicate records in Azure Synapse Link (Dataverse)

Recently for some of our Dataverse environments, we found duplicate records getting created (same GUID) for Notes and Work Order Incident tables in the corresponding CSV files. Here we were using In place update – In-place updates vs. append-only writes This was causing the Power BI reports built on top of it to fail. On … Continue reading “Fixed – Duplicate records in Azure Synapse… Continue Reading...

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Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM
Feb29

Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM

The post Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

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Unable to see “Enable Managed Environments” button?
Feb29

Unable to see “Enable Managed Environments” button?

Recently, my colleague was asked to Enable the managed Environment feature for one of the Dataverse Environment from the Power Platform admin center (PPAC) and when he navigated to PPAC, he could not be able to see the “Enable Managed Environments” button for the selected Environment. Followed the below steps and resolved the issue. Step 1: Click on the below link to Microsoft 365 admin center and provide your credentials....

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Fixed – System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb (Dataverse / Dynamics 365 )
Feb28

Fixed – System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb (Dataverse / Dynamics 365 )

Recently we got the below exception for one of our plugins Message: System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb. Below is the code where we were getting the error. We were retrieving the notes records associated with the inspection response/inspection attachments. (Dynamics 365 … Continue… Continue Reading Nishant...

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Utilize a model for work classification based on sentiment prediction in Dynamics 365
Feb28

Utilize a model for work classification based on sentiment prediction in Dynamics 365

Introduction Work items can be routed using artificial intelligence (AI)-based sentiment predictions in Microsoft’s Unified Routing for Dynamics 365. Let’s say the user begins a customer service conversation via the customer service admin center and notices that the customer is really unhappy. By using this feature, the user could direct the customer to a particular queue that might be manned by representatives who are...

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4 Ways the Microsoft Power Platform Boosts Scalability and Future-Proofs Housing Associations
Feb28

4 Ways the Microsoft Power Platform Boosts Scalability and Future-Proofs Housing Associations

As housing professionals, we understand the critical role technology plays in managing properties, streamlining processes, and enhancing customer experiences. The Microsoft Power Platform offers a suite of powerful tools that can revolutionise how you operate. Here’s five ways it can help you scale your operations and future-proof your organization. 1. Scalability Made Simple Problem: As… Continue Reading Chris...

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Follow Microsoft to trigger plugins by Bulk Operations
Feb27

Follow Microsoft to trigger plugins by Bulk Operations

Microsoft has recently urged us to move all our plugin steps from messages: Create, Update, Delete to instead use: CreateMultiple, UpdateMultiple, and DeleteMultiple. I like that.I like that a lot You may have read about it and just said, “OK, thanks, but that’s not relevant to us; see you never.” You’re wrong.I will help you understand why you actually need it, and I’ll try to… Continue Reading...

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Project Status Update Reports on Projects using Copilot in Project Operations
Feb27

Project Status Update Reports on Projects using Copilot in Project Operations

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. … Continue reading Project Status Update Reports on Projects using… Continue Reading...

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Risk Assessments on Projects using Copilot in Project Operations
Feb27

Risk Assessments on Projects using Copilot in Project Operations

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – Enable Copilot for Project Operations] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. … Continue reading Risk Assessments on Projects using Copilot in… Continue Reading...

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Metaverse and Customer Experience – Reimagining Engagement in a Virtual World
Feb27

Metaverse and Customer Experience – Reimagining Engagement in a Virtual World

The post Metaverse and Customer Experience – Reimagining Engagement in a Virtual World appeared first on Blog | Maplytics. Source link

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Power Automate with Azure OpenAI Services to analyze Buyer Behaviour – an AI app by Inogic!
Feb27

Power Automate with Azure OpenAI Services to analyze Buyer Behaviour – an AI app by Inogic!

Azure OpenAI is a cloud-based service offered by Microsoft that provides access to advanced artificial intelligence models developed by OpenAI. It empowers developers to integrate these powerful models into their applications without requiring extensive expertise in AI development or infrastructure management. Inogic aims to transform the way businesses function by developing advanced AI-driven applications with integrated AI Models...

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GPPB ’24 Special Edition [A to Z a11y]
Feb27

GPPB ’24 Special Edition [A to Z a11y]

This special edition post is for the GPPB ’24 event. I was asked to speak at the Orlando event but the session could not be played. So here’s the full A to Z video in all its glory for your enjoyment! The post GPPB ’24 Special Edition [A to Z a11y] appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog GPPB ’24 Special Edition [A to Z a11y] – Hart of the Midlands This...

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Using Google Tag Manager For Your Realtime Marketing Form Scripts
Feb27

Using Google Tag Manager For Your Realtime Marketing Form Scripts

I’ve shared information on getting set up with Google Tag Manager in the past, and also on how to add different scripts to work with your Realtime Marketing scripts. In this post I will show you how you can include all of your form related scripts to run using Google Tag Manager (GTM). This means you won’t need to add them to the HTML of the form (and risk them being removed), and can just add… Continue Reading Megan...

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How to get the Client Version of the Model Driven Apps?
Feb27

How to get the Client Version of the Model Driven Apps?

Follow the below steps to know the Client Version of the Model-Driven Apps that you are using. Step 1: Open any Model Driven App. Step 2: Click on Settings. Step 3: Click on About. A pop up will be opened and you can see the Client version and other details of the Model-Driven app. Hope you had followed all the steps and got the Client version of the Model-Driven app. Please like and share your valuable feedback on this article...

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Block unmanaged customizations (preview) – Dataverse / Dynamics 365
Feb26

Block unmanaged customizations (preview) – Dataverse / Dynamics 365

We were recently trying out the new block unmanaged customizations feature introduced. Now with more and more adoption of Managed Solutions, having this feature could help the administrators to manage and control the environment. It is still in preview, with its sets of known limitations. To see it in action, enable it from Environment >> … Continue reading “Block unmanaged customizations… Continue Reading...

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Compose or Reply to Emails using Copilot
Feb26

Compose or Reply to Emails using Copilot

Microsoft is known for staying up to date with the latest technological developments. In the previous blog, we saw how to integrate Sales with Copilot and how to make sales more efficient. Now, let’s move on to explore the second part of composing an email and take a closer look at how it is done. Email Copilot offers content suggestions as you compose or respond to emails, streamlining your workflow and reducing your workload....

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ACDC 2024 – Why this is the ultimate hackathon
Feb26

ACDC 2024 – Why this is the ultimate hackathon

It’s almost been 3 weeks since the hackathon and I am a bit late on my summary of experiences. February has been hectic, but better late than never I have written about ACDC earlier and they all have a bit of a different perspective each time that I participate:ACDC 2021 – SummaryACDC 2022 – SummaryACDC 2023 – Summary This hackathon provides the most unique learning experience for… Continue Reading Thomas...

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How to get Microsoft 365 E3 Trial for 30 days?
Feb26

How to get Microsoft 365 E3 Trial for 30 days?

Microsoft 365 E3 combines best-in-class enterprise productivity apps with core security and compliance capabilities. Improve productivity and foster a culture of collaboration with connected experiences. Transform how you manage your business and enhance customer relationships with integrated workflows. Proactively protect your employees, data, and customer information with intelligent security. In this article, will explain you the...

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Beyond Pins & Routes: Unveiling the Power of Related Record Plotting on Maps within Dynamics CRM!
Feb24

Beyond Pins & Routes: Unveiling the Power of Related Record Plotting on Maps within Dynamics CRM!

The post Beyond Pins & Routes: Unveiling the Power of Related Record Plotting on Maps within Dynamics CRM! appeared first on Blog | Maplytics. Source link

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Conquer Dynamics 365 CRM Chaos with Copilot and Inogic Data Recovery App!
Feb24

Conquer Dynamics 365 CRM Chaos with Copilot and Inogic Data Recovery App!

Ever feel like your Dynamics 365 CRM is a whirlwind of data updates? As a sales rep, you are juggling leads, opportunities, and customer data; every edit ripples through the system. And keeping track of it all is enough to make anyone’s head spin. Running into an urgent meeting and you need a quick summary of the lead? Or need the latest status of an opportunity? Or want to know quickly if you get any new leads assigned to you or not?...

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How to Fix Button in Modern Command Bar Disappearing After Grid Item Selection
Feb23

How to Fix Button in Modern Command Bar Disappearing After Grid Item Selection

This post provides a resolution for the issue that the modern command button added to the Main Grid, Subgrid View or Associated View doesn’t appear as expected after one or more grid items are selected. In the following scenario, a Clone button is added to the Main Grid of the table before the Delete button using the modern commanding with the Visibility property to… Continue Reading Linn Zaw Win’s...

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How to configure a trigger to handle both GET and POST requests effectively using Power Automate
Feb23

How to configure a trigger to handle both GET and POST requests effectively using Power Automate

I recently encountered a client requirement that necessitated handling both “GET” and “POST” HTTP requests. While Azure Function offers a straightforward solution for such scenarios, the concern was it should be handled within Dynamics CRM. Faced with these constraints, I explored alternatives that would allow us to meet the client’s needs within the preferred environment. Accommodating both...

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Microsoft Dynamics 365 Field Service – An Approach to Data Migration of Work Orders from External Systems
Feb23

Microsoft Dynamics 365 Field Service – An Approach to Data Migration of Work Orders from External Systems

If you are transitioning to Microsoft Dynamics 365 Field Service for the first time from a legacy system and have scheduled work orders and bookings that need to be migrated, there are a lot of considerations in regard to the generation of service tasks, billing products/services, durations, and pricelists. In this article, I will detail one approach that aims to simplify the process and… Continue Reading Andrew Ly’s...

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Exploring Detail Map Control enhancements to travel smartly on the Field with Dynamics 365 Maps Integration!
Feb22

Exploring Detail Map Control enhancements to travel smartly on the Field with Dynamics 365 Maps Integration!

The post Exploring Detail Map Control enhancements to travel smartly on the Field with Dynamics 365 Maps Integration! appeared first on Blog | Maplytics. Source link

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One Size Fits One
Feb22

One Size Fits One

Step inside to O2 tailoring where we know that One Size Fits One. This is an extra post for the letter O in the A to Z Accessibility: Power Platform Edition. The post One Size Fits One appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog One Size Fits One – Hart of the Midlands Step inside to O2 tailoring where One Size Fits One. This is a bonus post for O in the A to Z Accessibility: Power...

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Master Microsoft Power Platform Development: A Developer’s Cheat Sheet in 2024
Feb21

Master Microsoft Power Platform Development: A Developer’s Cheat Sheet in 2024

A common software development hurdle is the scarcity of time. While it’s widely acknowledged that merely increasing the number of developers doesn’t necessarily boost productivity, the inclination toward adopting new tools and technologies persists. The goal is to minimize code writing, expedite the development process, reduce susceptibility to bugs, and adhere to standards, especially in terms of security. Microsoft Power...

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The Future of Social Housing: A Radical Reform and Microsoft Solutions
Feb21

The Future of Social Housing: A Radical Reform and Microsoft Solutions

In the ever-evolving landscape of the 21st century, one sector that stands at the precipice of significant change is social housing. A recent white paper by Kate Davies, a luminary in the field, titled “Social Housing: Radical Reform Through Better Collaboration, Interdependent Working and Technological Innovation,” provides a comprehensive overview of the current challenges and potential… Continue Reading Chris Roberts’s...

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