Using Additional Matching Strategies On Realtime Marketing Forms
Feb06

Using Additional Matching Strategies On Realtime Marketing Forms

For your Realtime Marketing Forms, there are two options out of the box for determining what happens when someone fills out the form. You can either have a new record created every single time, or you can try and find a matching existing record via the email address field to update it if one exists (otherwise, create a new record). Did you know you can add other options, and set a different… Continue Reading Megan V....

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Fixed  – Invalid type. Expected Integer but got Number (Power Automate)
Feb05

Fixed – Invalid type. Expected Integer but got Number (Power Automate)

In one of our Cloud Flows, for Parse JSON action, we got the below error – ValidationFailed. The schema validation Failed. “Invalid type. Expected Integer but got Number” The generated schema had data type defined as integer instead of number type for certain properties, and the response was having decimal value to it. So replacing … Continue reading “Fixed – Invalid type. Expected Integer…...

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Automate Solution Deployments with approvals using Power Platform Pipelines
Feb05

Automate Solution Deployments with approvals using Power Platform Pipelines

In the dynamic landscape of technology, organizations are constantly seeking efficient ways to deploy solutions seamlessly. Power Platform Pipelines emerge as a powerful tool to automate solution deployments, providing a streamlined approach to managing and delivering applications. It helps ensure consistency, time efficiency, and maintaining version control. Firstly, you need to install the “Power Platform Pipelines” application in...

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Dataverse Long Term Data Retention
Feb04

Dataverse Long Term Data Retention

What is Dataverse Long Term Data Retention? Currently in Public Preview (Q1 2024), Dataverse Long Term Data Retention allows your organisation to archive data to long term storage. But what exactly does this mean? This means that you can achieve a number of goals: Reduce your overall Dataverse Database Capacity (more on this later) Have more control over data that will only primarily be used… Continue Reading Andrew Ly’s...

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Microsoft Copilot suggests Inogic’s CRM Apps for Microsoft Dynamics 365
Feb03

Microsoft Copilot suggests Inogic’s CRM Apps for Microsoft Dynamics 365

‘Copilot’, ‘Microsoft Copilot’, ‘ChatGPT’, ‘OpenAI’ These have been the trending terms of an upcoming era and have been chanted incessantly for a year now, worldwide. Google Trends vividly denotes the popularity of the term! With so many technological upgrades floating around and this being the beginning of a new era, it becomes imminent to study the terms in-depth. Today, let’s explore Microsoft Copilot and check what it has to say...

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Validate file input of manually triggered flow with trigger conditions
Feb02

Validate file input of manually triggered flow with trigger conditions

The requirement is simple: the file input in the manual trigger should only accept PDF files. This is something that can’t be configured in the file input parameter itself, but trigger conditions come to the rescue here. When a file is imported in the manually triggered flow, the file content and file name are part of the outputs of the trigger. By adding a trigger condition in… Continue Reading StefanS365’s Article...

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Improved visualization and user experience of Organization Charts within Dynamics 365
Feb02

Improved visualization and user experience of Organization Charts within Dynamics 365

Introduction: Managing your customer’s organizations by using organization charts can help you visualize their hierarchy and the relationships between their departments and roles. As a result, you can tailor your sales approach to fit your customer’s needs and preferences, resulting in more successful sales. You can easily and precisely build an organization chart with Dynamics 365 sales by dragging and dropping which was not possible...

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Analyzing PowerApps Canvas and Model-Driven Apps Performance
Feb01

Analyzing PowerApps Canvas and Model-Driven Apps Performance

Analyzing PowerApps Canvas and Model-Driven Apps Performance Continue Reading Nishant Rana’s Article on their blog Analyzing PowerApps Canvas and Model-Driven Apps Performance Analyzing PowerApps Canvas and Model-Driven Apps Performance https://jamesyumnam.com/2021/07/22/analyzing-powerapps-canvas-and-model-driven-apps-performance/?page_id=557 Blog Syndicated with Nishant Rana’s...

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Microsoft Copilot – Your Collaborative AI : Discover Its Use Cases, User Benefits, and Copilot Studio!
Feb01

Microsoft Copilot – Your Collaborative AI : Discover Its Use Cases, User Benefits, and Copilot Studio!

Microsoft Power Platform is a widely recognized low-code platform that allows anyone to build apps, automate processes, analyze data, and create chatbots efficiently. The latest addition to Power Platform’s capabilities is Copilot, a suite of next-generation AI tools. Developers and users alike can take advantage of generative AI’s power to enhance and streamline their solutions using natural language. In this blog, we...

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Keyboard Warriors [A to Z a11y]
Feb01

Keyboard Warriors [A to Z a11y]

A long time ago… When I was a lad a mouse was something that went “squeak” and you definitely didn’t want on your desk. Keyboard Warriors were people who could type, code, and make computers bend to their every whim. Not the cowardly so-called keyboard warriors of today who spew bile, but true magicians. OK, […] The post Keyboard Warriors [A to Z a11y] appeared first on Hart of the… Continue Reading...

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Copilot Studio – Adaptive Cards, Dynamic Choices
Feb01

Copilot Studio – Adaptive Cards, Dynamic Choices

I have recently been experimenting with adaptive cards within my Copilot Studio BOTS. (Previously called Power Virtual Agents!) Recently I explained how we could use variables to customize our cards, in this post I will take that concept further by exploring how we can make the options in a choice field dynamic. You can read how to use variables in adaptive cards here. In this post I… Continue Reading Neil Parkhurst’s...

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Copilot Studio – Adaptive Cards and Variables
Feb01

Copilot Studio – Adaptive Cards and Variables

I have recently been experimenting with adaptive cards within my Copilot Studio BOTS. (Previously called Power Virtual Agents!) For example, I have replaced my pre-chat survey with an adaptive card. To aid reuse of these cards I’ve needed to pass variables from my BOT into the card. In this post I will explain how this is achieved. You can read how I created my first adaptive card to act… Continue Reading Neil...

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How to – Submit multipart/form-data using HTTP action in Power Automate (Dataverse)
Jan31

How to – Submit multipart/form-data using HTTP action in Power Automate (Dataverse)

Recently we were calling an API (that expects multipart/form-data) to pass the image uploaded in Dataverse’s Image Column. We used Power Automate for this i.e. to get the image uploaded and use HTTP Action to call and pass the Image details to it. Below is the specification of the API https://vision.foodvisor.io/docs/#/paths/analysis/post We used the “Download … Continue reading “How to –… Continue...

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Beyond Technology: Maplytics’ Commitment to Social Responsibility
Jan31

Beyond Technology: Maplytics’ Commitment to Social Responsibility

The post Beyond Technology: Maplytics’ Commitment to Social Responsibility appeared first on Blog | Maplytics. Source link

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Personalize Pipeline view in Dynamic 365
Jan31

Personalize Pipeline view in Dynamic 365

The seller can personalize the pipeline view to match their unique preference and management style. This personalization helps them to prioritize follow-ups, analyze key metrics, and gain insights into the current status of deals within the pipeline, including closed, lost, and revenue-related information. Let’s explore! Show the List or Combo You can select whether you want to display the opportunity list only on the pipeline view or...

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Set Language Of Person Submitting Your Realtime Marketing Form
Jan31

Set Language Of Person Submitting Your Realtime Marketing Form

Using Realtime Marketing from Dynamics 365 (Customer Insights – Journeys) gives you the ability to customise your emails, and using dynamic conditional content, set different variations based on field values. One common field to use is that of a custom language field. You could ask for this information, or you could use a piece of information found within the developer console of a browser… Continue Reading Megan V....

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Save Hours of Time – Automate your table creation in Dataverse?
Jan31

Save Hours of Time – Automate your table creation in Dataverse?

Data within Dataverse is stored within a set of tables, including a base set of standard tables that cover typical scenarios. But why stop there? With Dataverse, you can create custom tables specific to your organisation and automate this process. In this blog, I’ll cover two ways to automate this process and help you get the most out of your Dataverse experience. Copilot Although not… Continue Reading Chris Roberts’s...

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2024 Wave 1 Release Notes: Microsoft Copilot for Sales

Last week Microsoft published the release notes for 2024 Wave 1 and just like we’re used to, this wave has loads of awesome new features! As I do for every release wave, I will be writing another series of articles about the 2024 wave 1 notes for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! In the first article in this series, I discussed everything

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2024 Wave 1 Release Notes –  Microsoft Copilot for Sales – YouTube
Jan30

2024 Wave 1 Release Notes – Microsoft Copilot for Sales – YouTube

2024 Wave 1 Release Notes – Microsoft Copilot for Sales In this video I will go over all the features that are part of the new Microsoft Copilot for Sales, which are mentioned in the 2024 Wave 1 Release notes. For more information: FAQ document on top asked questions: https://aka.ms/C4SFAQ Copilot for Sales adoption materials: https://aka.ms/C4SAdoption Updated UX Experience Article: https://aka.ms/C4SUserUpdates Related...

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The ‘Retrieve’ method does not support entities of type ‘fileattachment’ – Power Automate / Dataverse
Jan30

The ‘Retrieve’ method does not support entities of type ‘fileattachment’ – Power Automate / Dataverse

We were getting the below error on using the “Get a row by ID” action on the FileAttachments table. We were doing it to retrieve the details like the file name and the mime type for the Image Column. The ‘Retrieve’ method does not support entities of type ‘fileattachment’. MessageProcessorCache returned MessageProcessor.Empty. The solution here … Continue reading “The...

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WhatsApp vs Email: Boost Sales using the Right Communication Channel within Dynamics 365 CRM!
Jan30

WhatsApp vs Email: Boost Sales using the Right Communication Channel within Dynamics 365 CRM!

In the world of sales, the medium you choose for communication carries just as much weight as the message itself. Picking the right channel can make or break your connection with potential customers. Imagine trying to discuss a complex enterprise software solution over a quick text message or delivering a delicate sales pitch through an impersonal mass email. It simply wouldn’t resonate. Tailoring your communication medium to...

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2024 Wave 1 Release Notes – D365 Sales – YouTube
Jan30

2024 Wave 1 Release Notes – D365 Sales – YouTube

2024 Wave 1 Release Notes – D365 Sales This is my first video in the series of 2024 Release Wave 1. In this episode Lisa Crosbie joins me to discuss the new features that are part of Dynamics 365 Sales! Be sure to subscribe to Lisa’s YouTube channel as well: https://www.youtube.com/lisacrosbie Related Article: https://d365goddess.com/2024-wave-1-release-notes-d365-sales/ Blog: https://D365Goddess.com Twitter:...

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Jump! [A to Z a11y]
Jan30

Jump! [A to Z a11y]

Epic riffs and dancing Prime Ministers? Nope… Welcome to the J of the A to Z Accessibility: Power Platform Edition, and this one is all about Jump! Those who enjoy music or Christmas romantic comedies may be hearing epic riffs or picturing Hugh Grant dancing through No.10 Downing Street. If you are more O/G about […] The post Jump! [A to Z a11y] appeared first on Hart of the Midlands. Continue Reading Mike’s Article...

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Flow UI showing up blank – Power Automate
Jan29

Flow UI showing up blank – Power Automate

Recently on trying to open a cloud flow for editing, within the Power Apps Maker Portal, the screen appeared blank as shown below. This was in the Chrome browser, signing out and signing in again also didn’t help. The same was the case inside the Edge browser. Interestingly we were able to edit from within … Continue reading “Flow UI showing up blank – Power Automate” Continue Reading Nishant Rana’s...

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How to Embed Audit History on a Form in Model-Driven App
Jan29

How to Embed Audit History on a Form in Model-Driven App

This post will explain how you can embed an audit history on the form of a table using an iFrame control and JavaScript. If you do not want the users to click multiple times on Related tab and then Audit History, you can show it on the form directly or under a separate tab by adding an iFrame control and set the URL of the iFrame using JavaScript.

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Configure and Customize the Opportunity Pipeline view in Dynamics 365
Jan29

Configure and Customize the Opportunity Pipeline view in Dynamics 365

Opportunity Pipeline View visualizes the data and displays it in graphical formats based on the current pipeline phase of the records which helps the seller to find the records they want more quickly than the standard read-only grid. You can find more details regarding the look and feel of the same in the Pipeline View in the Microsoft Dynamics 365 blog. In this blog, you will see how we configure or customize the Opportunity Pipeline...

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Wave 1 2024 Customer Insights Journey Chat With Amey Holden
Jan26

Wave 1 2024 Customer Insights Journey Chat With Amey Holden

The release notes for Dynamics 365 Wave 1 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn’t necessarily thought… Continue Reading Megan V....

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Creating effective custom AI Prompts (Preview) within Dynamics 365
Jan26

Creating effective custom AI Prompts (Preview) within Dynamics 365

In the previous blog, we have already explored prebuilt AI prompts that are offered by Microsoft which can be integrated further with Power Automate to make our lives easy. In this blog let us focus on how we can create custom AI prompts as per our need which can be used further in Power Automate to achieve specific requirements by referring to the above provided blog link. Custom prompts provide the flexibility to create our prompt...

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2024 Wave 1 Release Notes: Dynamics 365 Sales

Microsoft has done it again! They’ve unleashed a fresh wave of awesomeness with the 2024 wave 1 release notes that were published an hour and a half ago! I will be writing another series of articles about the 2024 wave 1 for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! You probably noticed that I am usually publishing on Tuesdays, but I couldn’t wait… Continue Reading Dian...

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Timestamp Frequency (Field Service Settings) in Dynamics 365 Field Service
Jan25

Timestamp Frequency (Field Service Settings) in Dynamics 365 Field Service

The Timestamp frequency defines when the Booking Timestamp record should be created from the Bookable Resource booking record. By default, it is Per Field Service Status Change, in this case, the Booking Timestamp will be created on the change of Field Service Status. Let us update a Bookable Resource Booking record’s status from In Progress … Continue reading “Timestamp Frequency (Field… Continue Reading...

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Maplytics Reviews – Add them on Microsoft AppSource or G2.com!
Jan25

Maplytics Reviews – Add them on Microsoft AppSource or G2.com!

The post Maplytics Reviews – Add them on Microsoft AppSource or G2.com! appeared first on Blog | Maplytics. Source link

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Setting Default Values For Unmapped Fields When Using Realtime Form Capture
Jan25

Setting Default Values For Unmapped Fields When Using Realtime Form Capture

I wrote about using the new preview (as of time of writing this) feature on Realtime Marketing forms with form capture. This gives you the ability to map submissions from 3rd party forms but still create the new/updated Contact or Lead record in D365. In that post, I wrote about the process of mapping the fields on your other form to fields on your form in the marketing app. That all works… Continue Reading Megan V....

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Offline Capabilities in the Canvas App within Dynamics 365 – Part 2
Jan25

Offline Capabilities in the Canvas App within Dynamics 365 – Part 2

In our previous blog, we discussed how to enable the Canvas App for offline use and work offline with canvas app, which helps those users who need continuous access to data even in the absence of a stable internet connection. In this blog, we will explore how to use files and images offline in canvas app. To enable the offline feature for images and files, the following prerequisites must be fulfilled: Set the maximum size, i.e.,...

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2024 January DC Chapter Meeting

Let’s do a quick recap of the 2024 January DC Chapter Meeting featuring Charles Channon talking about Canvas Apps in Teams! Canvas Apps in Teams Meeting Charles Channon (LinkedIn) presented a Canvas App-based Sprint Retrospective app for Teams Meetings. The app demonstrated responsive design, context-aware content, theming, getting your apps into Teams, personal side panel experiences… Continue Reading Kylie Kiser’s...

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Fixed – To start using cloud flows, update to the latest package in the admin center (Power Pages)
Jan24

Fixed – To start using cloud flows, update to the latest package in the admin center (Power Pages)

Recently while trying to implement the below feature – How to: Integrate Power Automate cloud flow with a Power Pages site We were getting the below error – “To start using cloud flows, update to the latest package in the admin center.” However, we could not find any portal package to apply the update. We … Continue reading “Fixed – To start using cloud flows, update to the latest package in…...

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AI Invasion: Will Robots Replace Your Housing Officers?
Jan24

AI Invasion: Will Robots Replace Your Housing Officers?

As we stand on the brink of a technological revolution, one question looms large: Will Artificial Intelligence (AI) replace housing officers in the next five years?  Housing officers are the backbone of the housing sector, juggling multiple responsibilities from property repairs to arrears management. However, their work often involves manual data entry across various applications, making… Continue Reading Chris Roberts’s...

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Use Git Version Control to develop a Canvas App in network mode
Jan24

Use Git Version Control to develop a Canvas App in network mode

In this blog post, we’ll explore the process of allowing multiple users to collaborate on “The Canvas App” simultaneously from anywhere. By leveraging this functionality, we can connect our Canvas App to Git, enabling other users to collaborate on the same app. In this scenario, Git serves as a repository, it allows you to create, store, change, merge, and collaborate on files or code. Any member of a team can access the Git...

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Fix – Forbidden. There’s a problem with the flow’s trigger. Fix the trigger (Power Automate / Flow / Dataverse)
Jan23

Fix – Forbidden. There’s a problem with the flow’s trigger. Fix the trigger (Power Automate / Flow / Dataverse)

Recently we got the below error “Forbidden” for one of our flows that was using the Dataverse connection. After some analysis, we found the root cause of the error. The Dataverse connection reference was created using the Service Principal but it was not added as an Application User (with appropriate security role) in that environment. … Continue reading “Fix – Forbidden. There’s a problem… Continue...

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New SMS Integration arrives in Dynamics 365 CRM – Revolutionize Customer Communication!
Jan23

New SMS Integration arrives in Dynamics 365 CRM – Revolutionize Customer Communication!

In recent times, we’ve witnessed a noticeable shift in user behaviors and strategies for capturing customer attention. This transition has moved from calls to emails and currently involves embracing social media as a communication channel with an exceptionally large user base. Given its nature, text messaging services like SMS have emerged as a significantly convenient means for direct, personalized communication. Let’s look at...

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Passing D365 Customer Service data to Copilot Studio

In today’s article I will talk about Copilot Studio, but I am not discussing any new features. Instead, I am going to discuss some very important things that are happening in Copilot Studio when you integrate with Dynamics 365 Customer Service! Things you might not be aware of, I know I wasn’t! I will also talk about how we can bring additional data from Dynamics 365 Customer Service into… Continue Reading Dian...

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Passing D365 Customer Service data to Copilot Studio – YouTube
Jan23

Passing D365 Customer Service data to Copilot Studio – YouTube

Passing D365 Customer Service data to Copilot Studio In this video I will discuss how Copilot Studio automatically captures data from Dynamics 365 Customer Service, after you’ve connected the two applications! Yes this is different from how it worked in Power Virtual Agents! I will also discuss what the problem can be if you are no longer getting values from Dynamics 365 Customer Service in Copilot Studio! Related Article:...

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Display Download Button After Realtime Marketing Form Submission
Jan23

Display Download Button After Realtime Marketing Form Submission

When submitting a Realtime Marketing form, there are two options available in terms of the end user experience for the submitter. You can either display a thankyou message, or redirect them to another page. I’ve written previously about how to display a message and then redirect, and also how to change the default image that gets shown. In this blog, I’ll show how you can display a message and… Continue Reading Megan...

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Omnichannel for Customer Service – Role Persona Mapping
Jan22

Omnichannel for Customer Service – Role Persona Mapping

When using Microsoft’s Omnichannel for Customer Service or Unified Routing “Role Persona Mapping” can come into play. In this post I will explain how and why. If I’m completely honest, until recently I hadn’t given persona mapping much thought! And therefore, I admit I hadn’t fully appreciated why I might amend these settings or considered the implication of the persona! You will find…...

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Invoke webhook from a plugin – Dataverse / Dynamics 365
Jan22

Invoke webhook from a plugin – Dataverse / Dynamics 365

The content describes invoking a Webhook from a custom Azure-Aware Plugin, registered through a plugin registration tool. It includes code to invoke the Webhook using the IServiceEndPointNotificationService interface and a sample code snippet. The process involves updating a case record and provides guidance on the execution context and handling exceptions. Continue Reading Nishant Rana’s Article on their blog Invoke webhook...

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Mastering Maplytics: Live Q&A and First Look at Exciting New Features
Jan22

Mastering Maplytics: Live Q&A and First Look at Exciting New Features

The post Mastering Maplytics: Live Q&A and First Look at Exciting New Features appeared first on Blog | Maplytics. Source link

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PL-100 Power Platform App Maker is retiring
Jan21

PL-100 Power Platform App Maker is retiring

Microsoft will be retiring the PL-100 certification and course in June 2024. You will be able to renew the certification before the end of June, and the exam and certification will remain valid for a further year beyond the date you took or renewed the certification. The App Maker exam has always been a little bit of a strange exam as it overlapped some of the other Power Platform exams and… Continue Reading Julian Sharp’s...

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Link Activities with multiple records (Preview) in Dynamics 365
Jan19

Link Activities with multiple records (Preview) in Dynamics 365

In this blog post, we will explore a new feature introduced by Microsoft, that enables the effortless linking of activities with multiple records. With the introduction of this feature, the Activity records can now be linked to additional records such as Accounts, Contacts, Leads, Opportunities, and Users using the new party list attribute. Note: As this feature is currently in preview, it exclusively supports Email entity records at...

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Concurrency Control – Apply to each for improving performance (Power Automate / Dataverse)
Jan18

Concurrency Control – Apply to each for improving performance (Power Automate / Dataverse)

Let us fetch 5000 contact records using List Rows, and then update it using Apply To Each. It took around – 37 minutes Now let us enable concurrency control for Apply To Each action, and let it run under 20 (default) degree of parallelism. This time it took around 4 minutes. Let us increase it … Continue reading “Concurrency Control – Apply to each for improving performance (Power Automate… Continue Reading Nishant...

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Microsoft Copilot recommends Maplytics to enhance field efficiency in Dynamics 365 CRM!
Jan18

Microsoft Copilot recommends Maplytics to enhance field efficiency in Dynamics 365 CRM!

The post Microsoft Copilot recommends Maplytics to enhance field efficiency in Dynamics 365 CRM! appeared first on Blog | Maplytics. Source link

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Merge Duplicates, Choose the Right Master Record, and Much More with DeDupeD’s New Release
Jan18

Merge Duplicates, Choose the Right Master Record, and Much More with DeDupeD’s New Release

Detecting and cleaning up duplicate records in Dynamics 365 CRM is both time consuming and costly. The fact that the average duplicate rate in any database is 20%-30% makes it evident that it is very common for duplicate data to accumulate in databases. According to a study by  SiriusDecisions, verifying a record upon entry costs $1, cleansing and deduplicating it costs $10, and if duplicate customer data is not taken care of, it can...

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