Secret weapon for HR! Dynamics 365, Copilot Studio & ServiceNow Hack!
This video shows a smart self-service solution for Microsoft Dynamics 365 HR, featuring a super-powered AI chatbot built with the dream team of Microsoft solutions: Dynamics 365 HR: Your central hub for all employee needs. Microsoft Copilot Studio: The AI whiz that bridges the gap between systems. ServiceNow: Your IT service management powerhouse. Here's the magic: Employees can… Continue Reading Ana Inés Urrutia’s...
Using the Deny Permission from the AOT in D365FO
The Deny permission in D365FO is a powerful piece of functionality that I’ve written about before. But if you want to utilize this feature from the AOT, there are some things to know about and keep in mind to ensure you are correctly configuring this access. In the AOT If you are setting up object access within the AOT and want to apply a Deny permission to an object you will need to go to the… Continue Reading...
Lists in emails in Customer Insights – Journeys
Customers have often asked me if they can’t list out different things in an email in Dynamics 365 Customer Insights – Journeys. For example; < ul> Different insurances the contact has registered Names of contacts registered on an account Products a customer has bought Passes or sessions a contact has registered for in an event Events a contact has registered for the past 3… Continue Reading Malin Martnes’s...
Webinar: A technical deep dive into How Copilot & Generative AI Can Transform Business Productivity
If you are one of the organizations enthusiastic about riding the Copilot wave but struggling to arrange the gear, this webinar by the Inogic Professional Services Division is for you. It would take you through the depths of the concept of Microsoft Copilot, Generative AI, Copilot Studio, and a live demo of a Copilot Application developed by the team experts. For decades, the Professional Services team has functioned as a reliable...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. If something catastrophic happens with your Business Central system, then it is possible to do a point in time restore of… Continue Reading Ian...
Combine Location Intelligence with Artificial Intelligence within Dynamics 365 CRM
The post Combine Location Intelligence with Artificial Intelligence within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Timeline Highlights (New feature) in Microsoft Power Apps
Microsoft has released a new feature to see the highlights of the activities in the Table record’s Timeline using Generative AI. Using this Agents, can efficiently absorb crucial information, enabling faster and more transparent interactions with customers. The highlights show relevant items in a clear and concise bulleted format, facilitating quick analysis and easy reference. The timeline highlights feature is available within...
Model-driven App – Cannot “See associate records” option in the sub grid?
I have placed a Cases Subgrid in the Account form and when I clicked on More Commands button on the Cases Subgrid, I cannot see the See associated records button, instead I can see the See all records button. Followed the below steps and resolved this issue. Step 1: Click on Settings. Step 2: Click on Advanced Settings. Step 3: Click on Settings and Click on Solutions. Step 4: Double click on the required solution (where you have...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. When you delete an environment, it is first soft deleted for a fourteen day period in which you can restore it, after which… Continue Reading Ian...
Understanding Key Phrase Extraction in Power Automate for Text Analysis
The key phrase extraction model identifies the main topics in a text document. For example, if you have a sentence like “The movie was entertaining and the acting was impressive!”, the model would extract key phrases such as “movie”, “entertaining”, and “acting”. This model helps to identify and list important themes or subjects from unstructured text. To utilize this prebuilt model...
Send Unique Event Registration Response With QR Code Using No Code
I’ve written about using the out of the box Marketing Event Registration Created trigger to create emails that can be used in one Journey and still make sure the information in those emails is unique and related to the Event that was registered for. This is a cool feature and great way to just set up a Journey that runs for all of your webinars or in person events should you choose to do so…. Continue Reading Megan V....
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. When you sign up for a Business Central trial, a production environment is created for you; if you sign up in other ways,… Continue Reading Ian...
6 User-Friendly steps to connect Dynamics 365 CRM with Mailchimp – Effortless Integration!
As a CRM user, you understand the importance of managing customer relationships effectively. But what about integrating your marketing efforts for a more holistic view of your audience? This is where Mailchimp integration becomes a game-changer. Introducing Marketing4Dynamics: Your Mailchimp Bridge to Productivity Marketing4Dynamics is an innovative app by Inogic that seamlessly connects your Microsoft Dynamics 365 CRM with Mailchimp....
Dynamics 365 Business Central: Edit in Excel and Long Running SQL queries
Dynamics 365 Business Central has (from a long time) a nice feature for the end user called Edit in Excel. With the Edit in Excel action, you can make changes to Business Central records in Excel and then publish the changes back to Business Central. The Edit in Excel action requires that the Business Central add-in is installed in Excel: Despite I personally always try to discourage… Continue Reading...
Maplytics becomes the first Geolocation solution to earn the Prestigious ‘Solution Partner with Certified Software’ Designation on Microsoft AppSource
The post Maplytics becomes the first Geolocation solution to earn the Prestigious ‘Solution Partner with Certified Software’ Designation on Microsoft AppSource appeared first on Blog | Maplytics. Source link
🚀New Video: Chat Copilot, ¿Se cumplen las expectativas en Business Central?🪂
Nuevo Video en mi canal de YouTube. Recientemente he publicado sobre que debemos esperar de Copilot en Business Central ( aquí podéis leer el post). En el video que os comparto doy una vision de lo que podemos hacer y no podemos hacer , desde mi punto de vista, con Chat Copilot en Business Central. Os leo en los comentarios y espero que os sea de utilidad. < h2 class=”wp-block-heading”> Mantente...
Seamless Transition: Convert C/AL Customization to AL Extension with txt2al.
Hi, This video explains the right way to convert C/AL Customization to AL Extension code right way. #txt2al, #caltoal, #extension. Regards,Saurav Dhyanihttps://bit.ly/SubscribeSauravYouTube Continue Reading Saurav Dhyani’s Article on their blog Seamless Transition: Convert C/AL Customization to AL Extension with txt2al. msdyn365bc, #txt2al, #caltoal, #codeupgrade, #upgrade Blog Syndicated with Saurav Dhyani’s...
Portal does not load and displays “Server Error” or shows “Getting set up.. This might take a while” message -Portal Startup Issue (PowerApps Portal)
While trying to create a Website with Template – Partner Portal, we observed the provisioning stuck at – Getting set up… Also, it was showing the below error on checking the Site Health. “URL of the Dynamics 365 organization connected to this portal has been changed.” Which wasn’t the case as the URL of the … Continue reading “Portal does not load and displays “Server Error” or… Continue Reading Nishant...
Automate Creating Customer Voice Survey Invitations using Canvas Power Apps
In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in which users will have the capability to generate Customer Voice Survey...
Innovación en la Gestión de Almacenes con Dynamics 365
En la era actual, donde la eficiencia y la personalización son claves para el éxito operativo, Dynamics 365 Supply Chain Management está transformando la experiencia laboral de los trabajadores de almacén. Con la implementación de la IA generativa en la aplicación móvil de Gestión de Almacenes, se está revolucionando la manera en que los trabajadores interactúan con sus tareas… Continue Reading Juan Bravo’s Article on...
Omnichannel for Customer Service – Test Speaker / Microphone
Agents using Microsoft’s Omnichannel for Customer for voice calls can now test their speaker / microphone. I explain how in this post. Until recently agents could select the devices to use for speaker and microphone but they couldn’t test them directly in the customer service workspace app. I am really pleased that we have this feature …. In my setup (for example) I have multiple… Continue Reading Neil Parkhurst’s Article...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. Deleting companies in Business Central is quite easy to do and reinforces why security in Business Central should limit… Continue Reading Ian...
Omnichannel for Customer Service – Call Quality Surveys
We have a new feature in Omnichannel for Customer Service, the ability to collect feedback from agents on call quality. In this post I will explain this new feature. Monitoring call quality might be useful to spot any trends connected with how effectively your environment is performing. Before you can enable the surveys, some setup will be required. The concept here is that we first… Continue Reading Neil Parkhurst’s...
Improved email attachment experience in D365 Customer Service
Here is another set of features that kind of snuck into Dynamics 365 Customer Service without anyone noticing! At least I didn’t notice until I opened an email message in Dynamics 365 Customer Service and saw some different options available for me! I (or any other admin) didn’t need to enable anything, these features just showed up out of the blue! It’s hard to pinpoint which release wave… Continue Reading...
Improved email attachment experience in D365 Customer Service – YouTube
Improved email attachment experience in D365 Customer Service Microsoft has improved the email attachment experience in Dynamics 365 Customer Service! In this video I will tell you all about it, and as a bonus I will show you how to enable this control on your email forms! Related Article: https://d365goddess.com/improved-email-attachment-experience-in-d365-customer-service Blog: https://D365Goddess.com Twitter:...
Send Unique Event Registration Response Emails For Each Event Using No Code
Back in June 2022, I wrote a blog showing how you could create a custom trigger, and build a couple of flows in Power Automate to generate one journey for ALL of your Events if you wanted to. The challenge otherwise was there was no way to get a unique ics file for each person that registered for the event. So if you followed this blog post, you might have built it. This is NO LONGER NEEDED,… Continue Reading Megan V....
Data Upgrade from NAV 2016 to Business Central 14 C/AL.
Regards,Saurav Dhyanihttps://bit.ly/SubscribeSauravYouTube Continue Reading Saurav Dhyani’s Article on their blog Data Upgrade from NAV 2016 to Business Central 14 C/AL. dataupgrade, #nav2016, #datamigration, #businesscentral14 Blog Syndicated with Saurav Dhyani’s...
Versioning and Drafts for Solution-based Cloud Flows – Power Automate
We now have the version support for Cloud Flows in Power Automate. This feature is only available in the new editor. Let us start by creating a simple flow, the creation part will happen in the existing editor. Let us save the flow, and select Edit >> Details in a new tab to open it … Continue reading “Versioning and Drafts for Solution-based Cloud Flows – Power Automate” Continue Reading Nishant...
Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM
The post Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (May-Jul 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...
D365 Debug Tutorial #2
In this second D365 debug tutorial, learn new techniques and gain practice in debugging and solving error messages. Practice reading x++ code, using ‘find all references’, and navigating the Application Explorer in Visual Studio. When an error message is unclear, these steps will show you how to determine where in the system you need to… Continue Reading → The post D365 Debug Tutorial #2… Continue Reading...
Building a Custom AI Text Editor using Microsoft’s Azure OpenAI
In today’s world, the demand for intelligent applications that can analyze and transform text is increasing rapidly. AI-powered text editors are becoming popular for generating content as well as data restructuring tools for many developers and businesses. For any business, it is important to have data stored in the CRM system consistently and according to business standards. Users need to be trained to follow these standards or...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. I am doing some work implementing Business Central for a company which will be changing their name before too long and… Continue Reading Ian...
Data Upgrade from Business Central 14 to Business Central 2023 using Customer License.
Continue Reading Saurav Dhyani’s Article on their blog Data Upgrade from Business Central 14 to Business Central 2023 using Customer License. msdyn365bc, #youtube, #2023ReleaseWave2, #preview, #upgrade, #customerlicense Blog Syndicated with Saurav Dhyani’s...
Streamlining Acceptance Testing with In-Client Page Scripting Tool #msdyn365bc
Regards,Saurav Dhyanihttps://bit.ly/SubscribeSauravYouTube Continue Reading Saurav Dhyani’s Article on their blog Streamlining Acceptance Testing with In-Client Page Scripting Tool #msdyn365bc Whatsnew, #inclientpage, #acceptancetesting, #businesscentral24 Blog Syndicated with Saurav Dhyani’s...
2024 April DC Chapter Meeting
The crew at the 2024 April DC Chapter Meeting. Ready to swim into an ocean of Power Automate! If you are sad to have missed the 2024 April DC Chapter Meeting – don’t be! I have the recordings for you! Check out the awesome presentations and details below! Power Automate Best Practices Matt Collins-Jones (LinkedIn) kicked the evening off with a deep dive into Cloud Flow best practices… Continue Reading Kylie...
🤖Chat Copilot para Business Central : No te quedes mirando el dedo… mira la luna.
Y llego, llego la primavera y con ella nos llego (en preview y en ingles) las tan esperadas nuevas funcionalidades de Copilot en Business Central. Si, llego Chat Copilot (en adelante ChatBC) y con el las grandes expectativas . Pues bien ,si estáis esperando el Santo Grial que os solucione todo vuestros problemas en Business Central, os digo que os vais a llevar una gran… Continue Reading Javier.Armesto’s Article on their...
Multiline Text Migration: Using Configuration Packages in Business Central 24!
Regards,Saurav Dhyanihttps://bit.ly/SubscribeSauravYouTube Continue Reading Saurav Dhyani’s Article on their blog Multiline Text Migration: Using Configuration Packages in Business Central 24! WhatsNew, #BusinessCentral24, #2024ReleaseWave1 Blog Syndicated with Saurav Dhyani’s...
How Do You Track Everything a System Administrator Does in Dynamics 365 for Finance & Operations? You Don’t.
The request to track everything a user assigned the SysAdmin role is something I see quite often; the problem is that this request is not feasible in the way that it is in other ERPs. Let’s explain where this request normally comes from, why it not feasible, and what we can do to address this. Where This Request Comes From Normally this type of request comes from an internal/external… Continue Reading Alex’s Article on...
MADIC dynamics Knowledge Hub Webinars: Jet Reports & Business Central
In our most recent webinar here at MADIC dynamics, we took a look at Jet Reports & Business Central. If you want to catch up on this webinar, you can do so here. Introduction Available Functions Fast Financials Jet Function (Jfx) Report Wizard Browser Table Builder Conclusion Introduction ^ In this webinar we took a look at Jet Reports & Business Central. Jet Reports is (probably) the… Continue Reading Ian...
Transforming Business Travel with maps integrated within Dynamics 365 CRM
The post Transforming Business Travel with maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. One thing I wasn’t initially aware of when you create a company in Business Central, is that the company actually has two… Continue Reading...
CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor
CRM is essential for an effective sales process. It helps businesses streamline workflow, maintain data quality, boost sales productivity and performance, eliminate manual tasks, etc. But to get the most out of your CRM investment, it is essential to ensure high levels of user adoption. Low user adoption can lead to ineffective CRM implementation, lost revenue, and increased technology costs. To ensure high levels of user adoption in...
Bookmark the Important Dynamics 365 URLs
Found an interesting article about the Microsoft Dynamics 365 important URLs bookmark, which was done by András Fördős – . Follow the below steps and bookmark on your required browser (Microsoft Edge and Google Chrome) and in the required browser profile. Step 1: Click on the link to open the below Github page. Step 2: Click on the bookmarks folder. Step 3: Click on the d365_bookmarks.html file. Step 4: File has been opened....
Platform Testfield Issues Resolved with #msdyn365bc 24!
Regards,Saurav Dhyanihttps://bit.ly/SubscribeSauravYouTube Continue Reading Saurav Dhyani’s Article on their blog Platform Testfield Issues Resolved with #msdyn365bc 24! whatsnew, #BC24, #testfield, #platform Blog Syndicated with Saurav Dhyani’s...
How to Remove Email from the Suppression list in Dynamics 365 Customer Insights Journey (Preview feature)
I was working on Customer Insights Journey and sent an email to one of the Contacts from a Journey and it got bounced due to the wrong email address. Found that the email moved to the Suppression list. And I followed the below steps and removed the email from the suppression list by enabling the new preview feature. Step 1: Open Customer Insights – Journeys App. Step 2: Click on Change Area and Click on Settings. Step 3: Click...
Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App
In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to the Canvas App on the Appointment form. After creating the suggestion entity record, we should see the...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. A while ago, in this series, I covered how to use list pages in Business Central and also posted some links to advanced… Continue Reading Ian...
🚀New Video: Colaboración en Dynamics 365 , empezando con los enjambres.
Nuevo Video en mi canal de YouTube. Recientemente he publicado sobre lo interesante que me parece la colaboración en Dynamics 365 Customer Service. En concreto sobre la funcionalidad llamada enjambres (aun en preview) ,os dejo el link al articulo introductorio ,Enjambres en Dynamics 365Customer Service: https://techspheredynamics.com/2024/04/12/enjambres-en-dynamics-365-customer-service/… Continue Reading Javier.Armesto’s...
Business Central 2024 Release Wave 1 – Archiving Projects for Enhanced Efficiency
Regards,Saurav Dhyanihttps://bit.ly/SubscribeSauravYouTube Continue Reading Saurav Dhyani’s Article on their blog Business Central 2024 Release Wave 1 – Archiving Projects for Enhanced Efficiency msdyn365bc, #whatsnew, #projects, #job, #businesscentral24, #bc24 Blog Syndicated with Saurav Dhyani’s...