D365 – Will 10.0.41 be the release where Copilot shows it value?
For quite some time we have heard that AI and Copilot will revolutionize everything. But I still feel I work in the same way as I have always done. There are some clear benefits of correcting my spelling and language. I also love the Copilot in Visual Studio when working. But what it comes to … Continue reading D365 – Will 10.0.41 be the release where Copilot shows… Continue Reading Kurt...
New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Enable Sustainability Features for Integrations with APIs
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1. The 34th of the new functionality in the Application section is enable sustainability features for integrations with APIs. You can use sustainability features in Business… Continue Reading Ian Grieve’s...
How To Use Reminders to Stop Losing Leads in Dynamics
There are many ways to keep on top of leads in Dynamics. Your choice of technique will depend on a few things Your team size – do you need a sophisticated system in a small team? Your current workflow – is it complex and needs documenting? Are people not following it? Your flow of leads – do you need to filter out cold leads and focus your time on higher scoring leads? The… Continue Reading Pete Murray’s Article on their...
New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Manage Subscription Billing and Revenue and Expense Recognition
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1. The 33rd of the new functionality in the Application section is manage subscription billing and revenue and expense recognition. Businesses are finding ways to create… Continue Reading Ian Grieve’s...
Enhanced ‘Selected Row’ Trigger Now Available in Power Automate
We’re excited to witness the return of an enhanced ‘When a record is selected’ trigger in Power Automate, that was previously deprecated. The community has eagerly awaited its comeback ever since the old connector was announced for deprecation. ‘When a record is selected’ trigger is an impactful feature that enables users to initiate flows directly from the form/home-grid interface on one or multiple...
API playground feature not available in Dataverse Accelerator App?
In my last article, I had discussed about API Playground feature in Dataverse Accelerator App, and I have another environment, where I cannot see this feature. Followed the below steps and resolved the issue. Step 1: Open Power Platform Admin Center. Power Platform admin center No Description Step 2: Click on Environments. Step 3: Select the required Environment. Click on Resources -> Dynamics 365 apps. Step 4: Select the Dataverse...
Logic apps Standard – Parameterization
In Logic Apps Standard, parameters play a crucial role in creating dynamic, flexible, and reusable workflows. Parameters enable the reuse of workflows by allowing you to define values that can be changed without modifying the workflow’s structure. By centralizing common values into parameters, maintenance becomes easier. If a value needs to be updated (e.g., an endpoint URL), it can be changed… Continue Reading...
New Functionality In Microsoft Power Automate 2024 Wave 1: Scale Faster with Power Automate Process Mining Thin Client App
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 2nd of the new functionality in the section is scale faster with Power Automate Process Mining thin client app. The current Power Automate Process Mining desktop app requires that you download the… Continue Reading Ian Grieve’s...
Power Pages: Set up OKTA as an identity provider
If you have configured a Power Pages website, chances are that you will require external users to sign in to be able to access certain information. Things like their own support cases, invoices, etc. Along with page permissions, table permission, web roles, you also will need to decide and configure and identity provider to be able to determine that the person signing into the website is who… Continue Reading Nick...
Maplytics Optimizes Routes and Boosts Productivity for T-GREX
T-GREX, a company founded by brothers Roberto and Matteo, brings together their 30 years of experience in the precision grinding sector to offer exceptional value to their clients. They represent leading companies, combining cutting-edge technology with unparalleled quality and competitive pricing. Their services are comprehensive, encompassing safety training in using abrasive wheels, theoretical and practical training events,...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use the New Desktop Flow Running Timeout Property
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 25th of the new functionality in the Desktop Flows section is Use the new desktop flow running timeout property. This feature allows makers to set a maximum runtime for desktop flows. If this… Continue Reading Ian Grieve’s...
Master prompt engineer with Microsoft Designer
Prompt engineering is one of the must-have skills at this point, but let's start from scratch: what TF is prompt engineering? That is more or less the idea, however, it's difficult to learn how to prompt. It often relates to the way a system works (e.g. Power Automate, prompting won't use natural language per se, but more of a Power Automate logic-based prompting), but in the deep core is… Continue Reading Ana...
How to Explore and test Dataverse in the Web API playground (preview)?
The API Playground is a pre-authenticated software testing environment designed to enable creators to interact swiftly and efficiently with the Microsoft Dataverse Web API. This web application facilitates developers in experimenting with various API endpoints, eliminating the necessity for elaborate setup or authentication procedures. It also provides easy access to available actions and documentation links, enhancing the learning...
Extracting Subfolder Details from Parent Directory using logic apps
I was working on a SharePoint integration that involved multiple subfolders within a parent folder. Files could be dropped into any of these subfolders, and the trigger needed to detect the folder name to create a corresponding document in D365FO. Below is the folder structure. When a file is placed in any of the folders (each representing a customer number), the flow should detect the… Continue Reading AnithaEswaran’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use New Excel Actions in Power Automate for Desktop
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 24th of the new functionality in the Desktop Flows section is use new Excel actions in Power Automate for desktop. This group of newly introduced actions simplify the authoring process and enables… Continue Reading Ian Grieve’s...
Streamline Multilingual Customer Support using Language Detection Prebuilt Model in Power Automate
The language detection prebuilt model figures out the main language of a text document. It looks at the text and gives back the detected language and a confidence score from 0 to 1, with higher scores showing more confidence. The language is returned simply, like “en” for English instead of “en-US” for American English. If the language can’t be identified, it returns “unknown.” Use Case A...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use New Data Table Actions
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 23rd of the new functionality in the Desktop Flows section is Use new data table actions. This collection of newly introduced actions reduces the time spent on authoring and assists makers in… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot in Automation Center to Ask Power Automate Product Questions
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 22nd of the new functionality in the Desktop Flows section is use Copilot in automation center to ask Power Automate product questions. Use Copilot’s comprehensive understanding of Power Automate… Continue Reading Ian...
WhatsApp instant messaging vs SMS texting: Deciding Your CRM Messaging Approach!
In the contemporary digital era, effective communication is pivotal for cultivating robust customer relationships and driving business growth. For organizations using Microsoft Dynamics 365 CRM, incorporating messaging functionalities can significantly improve engagement levels and operational efficiency. As businesses aim towards seamlessly integrating messaging solutions within their CRM frameworks, the choice between WhatsApp and...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot in Automation Center to Analyze Work Queue Data
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 21st of the new functionality in the Desktop Flows section is use Copilot in automation center to analyze work queue data. With Copilot’s ability to answer questions about work queue statuses and… Continue Reading Ian...
2024 Wave 2: Copilot for Sales
Well, folks, Microsoft is at it again! They’ve just dropped some serious coolness with the 2024 wave 2 release notes! I’m very excited to bring you a new series of articles covering all the juicy details for Dynamics 365 Sales, Customer Service, Field Service, and more! In the second article in the series, I am going to explore all the exciting stuff coming up for Copilot for Sales. Some… Continue Reading Dian Taylor’s...
2024 Wave 2: Copilot for Sales – YouTube
2024 Wave 2: Copilot for Sales This is part 2 of my video series about the new features that are part of 2024 Release Wave 2. In this episode I am talking about all the features for Copilot for Sales. Which feature are you most excited about? Leave note in the comments! Related Article: https://d365goddess.com/2024-wave-2-copilot-for-sales/ Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...
Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Aug-Oct 2024) from MADIC dynamics
Every month, on the third Tuesday, at MADIC dynamics we will be presenting a Knowledge Hub Webinar on Microsoft Dynamics 365 Business Central and related products; I will be presenting some of the webinars, but other consultants will be getting involved as well, so there will be a variety of presenters through time. We aim to have the next three monthly Knowledge Hub Webinars scheduled and… Continue Reading Ian Grieve’s...
“Mastering Dynamics 365 Business Central” 2nd Edition: THANK YOU!
It’s about a bit more than 5 months that our Mastering Microsoft Dynamics 365 Business Central 2nd Edition book was released to the public. We have received (and continuously receiving) lots of appreciations and comments for our work and I think it’s the time to say you THANK YOU! There is no better way to thank you than to let some of your wonderful images that you shared with us speak for… Continue Reading...
Use Drawing Tools, Regions, and Files To Plot and Analyze Data on a Map Integrated Within Dynamics 365
Exploring the ‘By Location’ option for plotting and visualizing Dynamics CRM Records on a map was a fun ride both in our previous blog and Tutorial 2 from our #KnowYourMaplytics Series. As promised, we are back with the next options for plotting data, ‘By Region’ and ‘By Drawing’ By Region This option allows the plotting of entity records in required regions The regions can be selected from among City, State, County, Country, Postal...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot in Automation Center to Analyze Desktop Flow Runs
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 20th of the new functionality in the Desktop Flows section is use Copilot in automation center to analyze desktop flow runs. Maximize efficiency and focus on high-impact desktop flow automation… Continue Reading Ian Grieve’s...
Attachment Control in Power Apps: Implementing File Type Validation
I recently came across a client requirement to create a candidate registration system integrated using canvas apps. The client, a third-party hiring company, wanted to securely store candidate details and along with their resumes in CRM. They specifically asked for uploaded files to be limited to formats such as JPG, docx, or PDF due to security concerns. Allowing unrestricted file uploads poses significant risks, including the...
Web resource method does not exist in Dynamics 365 CE
Got the below error while working on Onload of Account record JavaScript in Microsoft Dynamics 365 CE. Script Error One of the scripts for this record has caused an error. For more details, download the log file. Web resource method does not exist: onLoadSession Id: d98076f7-6ddf-4aed-b0cb-8aae086c17c2Correlation Id: 8bb7a596-38fc-4ba0-b532-9e032d3a2c59Event Name: onloadFunction Name: onLoadWeb Resource Name: ap_account.jsSolution...
New Functionality In Microsoft Power Automate 2024 Wave 1: Trigger Attended Desktop Flows in Picture-in-Picture Mode Through the Power Automate Console
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 19th of the new functionality in the Desktop Flows section is trigger attended desktop flows in picture-in-picture mode through the Power Automate console. When you use picture-in-picture execution… Continue Reading Ian...
How to get Environment Variable Value in Dynamics 365 CE using JavaScript?
We might have got a scenario to use the Environment Variable Value in the JavaScript in Dynamics 365 CE. In this article, will explain about retrieving the Environment Variable current Value using JS. Follow the below example. Example: Create an Environment Variable and Show the value on Onload of Account record. 1.Created the below Environment Variable with Current Value. Copy the Name of the Environment Variable and will use the...
Wave 2 2024 Customer Insights Journey Chat With Amey Holden
The release notes for Dynamics 365 Wave 2 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. Walker’s...
Webinar: Define, Scope, & Plan Projects efficiently with Microsoft Dynamics 365 Project Operations!
Guess Who Am I? I can generate project plans, allow managers to assign tasks to team members, and allocate the proper resources. I match resources like consultants, analysts, and designers to projects based on their skill set, availability, and overall knowledge I establish more efficient and accurate project financial management by integrating time and expense data into the billing process No, silly, I ain’t the holy savior, I am...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot in Automation Center to Analyze Cloud Flow Runs
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 18th of the new functionality in the Desktop Flows section is use Copilot in automation center to analyze cloud flow runs. With Copilot, unlock a deeper understanding of cloud flow trends, statuses… Continue Reading Ian...
Dynamics 365 Business Central: subfolding AL symbols
This is a very quick post, borned from a training I had today with a partner. When showing a demo related to integrating some Azure services into Dynamics 365 Business Central, I opened (without thinking) an AL extension with the following symbols package structure: My package cache folder (.alpackages) has two subfolders, one called Microsoft (containing the Microsoft’s symbols) and… Continue Reading demiliani’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Trigger Attended Desktop Flows in Picture-in-Picture
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 17th of the new functionality in the Desktop Flows section is trigger attended desktop flows in picture-in-picture. Makers can trigger attended desktop flows in a picture-in-picture window through… Continue Reading Ian Grieve’s...
Power Pages: Uploading BIG attachments!
One of the weaker features in Power Pages has been the ability to upload large files through a website. Now in preview, the Power Pages team has added a new file upload feature that will users to upload files as large as 10 gigabytes! See the official announcement! Delight your end users with the new file upload experience The Microsoft documentation covers the configuration and… Continue Reading Nick Doelman’s Article on...
How Trefor Leverages Integrated Maps in Dynamics 365 to Minimize Downtime and Optimize Field Service!
Trefor, a leading utility provider in Jutland, Denmark, plays a crucial role in keeping homes and businesses powered. Supplying over 150,000 customers with heating, water, electricity, and fiber connections, their services are vital for daily life. However, service disruptions can be frustrating for customers and costly for Trefor. Swiftly Locating Service Disruptions Trefor’s primary concern was minimizing service downtime for...
New Functionality In Microsoft Power Automate 2024 Wave 1: Create and Edit Expressions with Copilot
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 24th of the new functionality in the Cloud Flows section is create and edit expressions with Copilot. Makers can create, edit, and fix their Power Automate expressions by invoking Copilot. Enabled… Continue Reading Ian Grieve’s...
Business Central 2024 Wave 2 – what is planned
Business Central 2024 Wave 2 – what is planned The 2024 release wave 2 plan covers all new functionalities planned to be delivered to market from October 2024 to March 2025. New and planned features for Dynamics 365 Business Central, 2024 release wave 2 | Microsoft Learn Let’s take a look at some of the new features announced Additional updates in 2024 release wave 2 include: Application:… Continue Reading rs’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Process Mining Microsoft 365 Personal Recommendations
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 23rd of the new functionality in the Cloud Flows section is use process mining Microsoft 365 personal recommendations. With personal recommendations, you’re one step closer to getting to solutions… Continue Reading Ian...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Flows with Connections from Users in Copilot Studio
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 22nd of the new functionality in the Cloud Flows section is use flows with connections from users in Copilot Studio. Customize copilots with flows as AI plugins with connections provided by users,… Continue Reading Ian Grieve’s...
OOB: Model-driven app within D365 HR.
Release notes were shared a couple of days ago, and I'm beyond happy to share the following news with you: WE HAVE A RECRUITMENT PIECE BUILT IN POWER PLATFORM! Who is excited? I am! I'll share with you why this means a huge advancement towards a unified experience. For those who have worked with D365 HR, we know how painful it can be to have siloed systems, and sometimes the integrations with… Continue Reading Ana Inés...
How to Integrate Power Apps with Microsoft Planner using Microsoft Teams
This blog will thoroughly explore the seamless integration of Power Apps with Microsoft Planner to effectively create and assign tasks to users within your organization using Microsoft Teams. The vast majority of employees rely on Microsoft Teams to work, communicate, and collaborate. In Microsoft Teams, apps are seamlessly integrated with other capabilities. For example, you can efficiently assign tasks using Planner in your Teams...
Model-driven Apps – openAlertDialog – Code Snippet
We quite often use the alert to display a dialog, which contains a message and a button. In this article, will explain about the syntax and with an example. Syntax: Xrm.Navigation.openAlertDialog(alertStrings,alertOptions).then(successCallback,errorCallback); Parameters: NameTypeRequiredDescriptionalertStringsObjectYesThe strings to be used in the alert dialog. The object contains the following values:– confirmButtonLabel:...
Dynamics 365 Business Central v25: what’s coming for developers.
Microsoft has publicly announced today the plans for the 2024 Wave 2 release of their Dynamics 365 and Power Platform products. Lots of interesting features are coming also for Dynamics 365 Business Central on every aspect and to know more I encourage you to check this link. In this post I want to emphasize some of my favourite developer-related features that will be available on Dynamics… Continue Reading demiliani’s...
Set an app (Model-driven or Canvas App) as a startup app – Power Apps Mobile
Microsoft has introduced a new feature, through which we can now specify a particular app as a start-up app, that will open up when we launch the Power Apps mobile, instead of waiting for the home page / or selecting it from favorites. Below we can select the option Open at Startup to specify the … Continue reading “Set an app (Model-driven or Canvas App) as a startup app – Power… Continue Reading Nishant...
Comparing Security Between D365FO Versions
With Microsoft on a true ‘one version’ solution for Dynamics 365, it can become extremely important to ensure change management practices are followed during updates. I have previously released a tool that could potentially help with this process and I wanted to walk through how this can be done. Extract Configuration Settings Because of my work, I normally have multiple versions of D365FO… Continue Reading...
2024 Wave 2: Dynamics 365 Sales
Well, folks, Microsoft is at it again! They’ve just dropped some serious coolness with the 2024 wave 2 release notes, hot off the press just 90 minutes ago! I’m stoked to bring you a new series of articles covering all the juicy details for Dynamics 365 Sales, Customer Service, Field Service, and more! In this kick-off article, we’re going to explore all the exciting stuff coming up for… Continue Reading Dian Taylor’s...
Release wave 2 2024 – Customer Insights – Data
Release wave 2 2024 is out, let’s take a look at the features that’ll come until March 2025 for Customer Insights – Data. PP is Public Preview and GA is General Available. I’ve also written a post about the release wave for Customer Insights – Journeys. Accelerate time to insights with data in Delta Lake format PP August ’24 / GA October ’24 Do you or your customer have lots and…...
Release wave 2 2024 – Customer Insights – Journeys
It’s that time of the year again, release wave 2 2024 is out! There are several things that originally was in the wave 1 release, but been pushed to this release. A lot of cool things are coming, one of the biggest things is the new campaign feature with Copilot! PP is Public Preview and GA is General Available. I’ve also written a post about the new stuff in Customer Insights –… Continue Reading Malin...