How to – enable marketing interactions in lead and contact timeline – Dynamics 365 Marketing
To view marketing interactions, we need to add a custom connector to the timeline of the lead and the contact form. This step is only required if we are using custom forms and not the out-the-box marketing forms for lead and contact. The OOB Form already has this connector defined. Open the form for customization, … Continue reading “How to – enable marketing interactions in lead and contact… Continue Reading Nishant...
Using environment variables in a flow’s Excel action
I had a scenario where a flow with an Excel connection had to be usable in different tenants. On top of this, ALM for the flow had to be based on managed solutions. That naturally means there’s no touching and editing the flow after it’s been imported. From the platform’s perspective, environment variables are a means of defining values that differ between environments and tenants. In this… Continue Reading...
2023 February DC Chapter Meeting
Great group for the 2023 February DC Chapter Meeting! This week we hosted the 2023 February DC Chapter Meeting! This featured a quick presentation from the Microsoft Federal team and Geoff Ables talking about embedding Canvas Apps in your Model-Driven Apps. Read on to learn more about these great presentations. Resources for Federal At our DC Chapter, we have lots of people working in… Continue Reading Kylie Kiser’s...
Use Command checker (ribbondebug=true) to identify the Ribbon Customizations Issue – Dataverse / Dynamics 365
Appending ribbondebug=true to the record’s URL adds the new Command checker button in the command bar, which could help us in troubleshooting any unexpected behavior with ribbon. More on this – https://powerapps.microsoft.com/en-us/blog/introducing-command-checker-for-model-app-ribbons/ Recently we added one enable rule to an existing button (Go Live) in the Customer Journey table. The rule… Continue Reading Nishant...
Solved – Presence not loading in Omnichannel for Customer Service / Customer Service workspace
Recently in one of the environments, the presence was not loading for the agents. To fix it, we had to update the Channel URL to point to the correct organization name. Before –… Continue Reading Nishant Rana’s Article on their blog Solved – Presence not loading in Omnichannel for Customer Service / Customer Service workspace Recently in one of the environments, the presence was not loading for the agents. To fix it,...
Power Automate: SharePoint Copy file action fails on file names with a plus (+) sign
For data migration purposes I tried to copy files from one document library to another with the help of Power Automate’s copy file action for SharePoint. At some point I realized that it always fails on file names that contain a plus (+) sign. Checking the community pages I found this article that pointed me to the right direction to find a workaround:<br… Continue Reading Andreas Cieslik’s Article on their...
Metadata Browser and Entity Metadata Browser in Dynamics 365 CRM | Managed Solution & XrmToolBox
Here’s how you can browser the metadata of your Dynamics 365 CRM organization! Continue Reading priyeshwagh777’s Article on their blog Metadata Browser and Entity Metadata Browser in Dynamics 365 CRM | Managed Solution & XrmToolBox As new developers for Dynamics 365 CRM, you would need to dive deeper into Dynamics 365 CRM metadata apart from what’s just offered in the Customize Solution. So, you have Metadata...
Install Voice Channel in Omnichannel – Dynamics 365 Customer Service
Make sure all the prerequisites are in place – https://learn.microsoft.com/en-us/dynamics365/customer-service/omnichannel-provision-license#prerequisites Login to Power Platform Admin Center >> Environments https://admin.powerplatform.microsoft.com/environments Select Resources >> Dynamics 365 apps Select Manage for Omnichannel for Customer Service – Telephony It will open Dynamics 365… Continue Reading...
Show/Hide ribbon button based on Security Role without writing code in Dynamics 365 CE?
Originally posted on goutam dynamics: Recently I have seen in a community post, there was a requirement to show/hide opportunity “Close as won” and “Close as lost” button based on user security role without writing any code. Ideally in this scenario we basically retrieve the user role name using web API and then based on… Continue Reading Nishant Rana’s Article on their blog Show/Hide ribbon button based on Security Role...
Dev Environments Dataverse
Did you recently see the update from Power CAT announcing the 3 dev environments pr user?!?! The topic of more than one dev environment has been discussed in several forums over the last years, but finally, it is here. Go check out the video on YouTube about the details: In short a few key takeaways: 3 Dev environments PR user 2 GB of data pr environment (does not count against… Continue Reading Thomas Sandsør’s Article on...
Use the Marketing only field to identify automatically generated marketing contact records – Dynamics 365 Marketing
The form-matching strategy defines what field(s) will be used to find the matching record. Can be found at – Dynamics 365 Marketing >> Settings >> Lead Management >> Form Matching (Outbound) We then associate the form-matching record with a marketing form. So if a contact with the same email address is found, the record will … Continue reading “Use the Marketing only field to...
2023 Release Wave 1: D365 Sales Release Notes | Part 2
Last week I published part 1 of my series on 2023 Release Wave 1. There are so many features and updates for Dynamics 365 Sales alone, which is why I decided to split the article for D365 Sales into two parts. If you haven’t read the previous article, you can do that here. Last week I dove into the documentation and decided to do read through of all the featuresRead More Continue Reading Dian Taylor’s Article on their blog...
Weekly Digest for usage insights | Power Platform Admin Center
Weekly Digest of Power Platform Tenant Analytics in your mailbox! Here’s how to get it. Continue Reading priyeshwagh777’s Article on their blog Weekly Digest for usage insights | Power Platform Admin Center One of the features in Power Platform Admin Center is that now you can receive Weekly Updates in the form of a Newsletter for the Managed Environments. Below are the Pre-requisites for enabling Weekly Digest...
Omnichannel Real-time analytics reports (Preview) – Dynamics 365 Customer Service
The Real-time dashboard consists Summary, Ongoing conversation, Agent, and Voice report. To enable it – Login into Customer Service Admin Center >> Operations >> Insights >> Report Settings >> Real-time Analytics (preview) Enable it – After a couple of minutes, we can see the Dashboard added to the Customer Service Workspace app. Within the Summary, … Continue reading...
Dynamics 365 CRM + AI & ML
Hello everyone, Let’s see what can we do with Dynamics 365 CRM & some AI/ML today. What are we talking about ? Artificial intelligence (AI) and machine learning (ML) are revolutionizing the way organizations operate and interact with their customers. These technologies have the potential to greatly improve customer engagement, streamline operations, and provide valuable insights into… Continue Reading Clement’s...
Enable Early Access Wave 1 2023 | Power Platform
Here’s how you can enable Early Access for Wave 1 2023! Continue Reading priyeshwagh777’s Article on their blog Enable Early Access Wave 1 2023 | Power Platform Like every 6 months, enabling Early Access is one of the best things to look forward to as Microsoft announces Release Plans! So, here’s how you can enable Early Access for Wave 1 2023 if you are new to managing Power Platform environments! Blog Syndicated...
Publishing Error | Cannot start the requested operation | [Quick Tip]
Here’s what it means when you see an error while Publishing the Solution or customization for a Dataverse environment. Continue Reading priyeshwagh777’s Article on their blog Publishing Error | Cannot start the requested operation | [Quick Tip] Here’s what it means when you see an error while Publishing the Solution or customization for a Dataverse environment. Blog Syndicated with priyeshwagh777’s...
New look-and-feel model-driven apps: A comparison and my thoughts
Originally posted on Power⚡Thomas: It was already announced in the Power Platform 2023 Release Wave 1 and since last Thursday, February 2, 2023, it has become available in preview. I am referring to the new look-and-feel for Model-driven Apps. Last year, I already posted a LinkedIn post in which I discovered that there had… Continue Reading Nishant Rana’s Article on their blog New look-and-feel model-driven apps: A...
Contact’s Originating Lead – originatingleadid is not valid for update – Dynamics 365 / Dataverse
Recently we were writing a plugin that on the creation of a lead updates the originating lead of a contact record. The value was neither getting updated nor we were getting any errors.It was after we spent a good amount of time debugging, realized that this field cannot be updated.So basically, we can specify a … Continue reading “Contact’s Originating Lead – originatingleadid is not valid for… Continue...
Block user from signing-in into Microsoft 365 tenant
Here’s how you can block an M365 User from Signing in. Continue Reading priyeshwagh777’s Article on their blog Block user from signing-in into Microsoft 365 tenant Here’s how you can block an M365 User from Signing in. Blog Syndicated with priyeshwagh777’s...
Level up customer journeys with advanced orchestration features in Dynamics 365 Marketing
Marketers design customer journeys to provide the right message at the right time for customers to take the next step. However, with customers playing an active role in shaping their own experiences in how they engage with the brand, marketers are fa…(read more) Continue Reading Ellie Rui, Gaju Gatera, Shravan Shankar and Tereza Kirk’s Article on their blog Microsoft Dynamics Community Marketers design customer journeys to...
🧰 Setting up the CoE Starter Kit Part Two: Get your Environment Ready!
Next up, we need to find the right home for the CoE Starter Kit. There are a few simple rules we need to follow to ensure we provide the most optimal environment for the toolkit. Environment Requirements With support for the Teams version of the CoE no longer being supported or improved upon, I highly recommend installing the Production version of the toolkit. It’s considered best… Continue Reading MxEmDarcy’s...
How to – Identify Dynamics 365 Marketing Application App and its corresponding environment
We can easily identify the Marketing App and the environment in which it has been provisioned. Login to Power Platform Admin Center >> Resources >> Dynamics 365 Apps https://admin.powerplatform.microsoft.com/ We can find the unique name of the environment/organization suffixed with the name of the app i.e. Dynamics 365 Marketing Application for the configured app. Navigate … Continue reading… Continue...
🧰 Setting up the CoE Starter Kit Part One: Get your Service User Ready!
One of the biggest barriers to getting started with Governance for the Power Platform is gaining visibility over what your landscape currently looks like. Luckily, we have the Center of Excellence Starter Kit (affectionately known as the CoE starter kit ) that contains a suite of tools to help Power Platform admins govern efficiently and effectively. Some have found the CoE Starter Kit… Continue Reading MxEmDarcy’s Article...
Power Pipelines Explained (Step by step)
Hi Readers This will be a crisp read but it covers all information to set up power pipelines as of… Continue Reading Prashant Shukla’s Article on their blog Power Pipelines Explained (Step by step) Hi Readers This will be a crisp read but it covers all information to set up power pipelines as of January 2023. We are going to explore ‘Power Pipelines’ today. It is a part of power platform ALM. Both makers and...
Customer journey orchestration levels up with advanced tools in Dynamics 365 Marketing
Marketers design customer journeys to provide the right message at the right time for customers to take the next step. With more opportunities than ever for interaction, you must take care not to overwhelm customers with unwanted messages. That's…(read more) Continue Reading Ellie Rui, Gaju Gatera, Shravan Shankar and Tereza Kirk’s Article on their blog Microsoft Dynamics Community Marketers design customer journeys...
ACDC 2023 – The ultimate learning Hackathon
In just a few days Arctic Cloud Developer Challenge is going to kick off at Soria Moria hotel in Norway. This is a hackathon that gathers the best of the best within Dynamics / Power Platform / Azure / .NET / M365 etc. The main reason why I haven’t been so active blogging lately about CRM is that this has been my main focus! I am really excited and proud to be a part of the ACDC team We… Continue Reading Thomas...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...
Microsoft Power Apps Left Navigation pane has a new look!!!
Microsoft Power Apps Left Navigation has a new look as a preview feature. Follow the below steps to see the latest left navigation in the Microsoft Power Apps. Pre-Requisite: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps 30 days Trial Version.Create Microsoft Power Apps 30 days Online Trial...