Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes!
Messaging is a powerful tool for customer engagement, with 90% of messages read within the first three minutes of delivery. This immediacy makes SMS an effective component of a sales communication strategy, leading to quicker responses from leads. However, without integrating your texting system with your CRM, efficiency drops as you toggle between systems to access information. The solution lies in SMS and CRM integration, which...
Error querying Synapse Link
A short one for today! I stumbled upon this while configuring the new Azure Synapse Link for Dataverse feature for an environment. Most of the time, when I’m configuring resources on Azure, I do it as a subscription or resource group owner. This means I’m working in god-mode all the time, and I won’t be… Continue Reading Error querying Synapse Link Continue Reading Adrià Ariste Santacreu’s Article on...
How to Create Microsoft Power Apps Trial 30 days?
Please check the below video and like, share and subscribe to my YouTube Channel. Arun Potti Hello Everyone, Welcome to My YouTube Channel. Myself Arun Potti, I am the Microsoft Certified Trainer and C-Sharp corner MVP. I have total 13+ years of Technical experience in Microsoft .Net, SQL Server, Microsoft Dynamics CRM, Power Platform and Azure. Started this channel to share my knowledge to all the Power Platform learners’ in...
How to – use booking rules for validation checks in Dynamics 365 Field Service
Through booking rules, we can specify custom JavaScript methods, that can be used to run validation checks, before creation or update of a bookable resource booking record. Based on the result of the validation checks we can either warn the user or cancel the booking create or update event. Booking rules are triggered when a … Continue reading “How to – use booking rules for validation… Continue Reading Nishant...
Button to send Email based on Templates in Dynamics 365 CE
Great blog below by Vidit to demonstrate how you can use ribbon buttons in Dynamics 365 Sales to send emails based on Templates. Continue Reading priyeshwagh777’s Article on their blog Button to send Email based on Templates in Dynamics 365 CE Great blog below by Vidit to demonstrate how you can use ribbon buttons in Dynamics 365 Sales to send emails based on Templates....
Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo
I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details. After assessing the requirement, it became clear that manually copying information from one email to...
The 2nd edition of “Mastering Dynamics 365 Business Central” is here…
More than one year of work, many updates and reviews, lots of energies spent. But now I’m proud to announce that the second edition of our best seller “Mastering Dynamics 365 Business Central” book is here: We wrote this second edition of the book with a clear goal: we want to create a great and practical guide for Dynamics 365 Business Central developers, a book that can stay near you… Continue Reading...
Use Monitor to debug Model-driven apps remotely | Power Platform
Monitor is one feature that comes in super handy when end-users complain about an issue which is difficult to ask end users to send across logs from the browser. And here’s where Monitor comes in handy! Let’s see how this works through this simple blog post!! Capture events from Monitor in Model Driven Apps Here’s … Continue reading Use Monitor to debug Model-driven apps remotely |… Continue Reading...
Not able to Create Power Automate Flow in Custom Page in Model-Driven App?
Recently when I was working on a Custom Page in Model-Driven App and trying to create a Power Automate Flow from it and faced the below issue in Microsoft Edge browser. I can see that it is trying to open the flow page, but it was showing as loading always and also tried to close the page, but it was not closing at all. Then, I logged into Microsoft Power Apps in Google Chrome and tried to check the same issue and surprisingly it...
Add Power Apps to Dynamics 365 Human Resources.
I love this feature, and chances are that you have already seen it. However, let me share one of my favorite Dynamics 365 Human Resources tips. There are cases where D365HR fits short or the existing features do not accommodate your or your client’s needs. Maybe you don’t want to implement the whole project piece included in the ERP, so you could – for example – follow these steps to add a… Continue...
Does Specifying Columns in Select Statements Matter?
Submitted by Nathan Clouse on 03/16/24. Last modified: 03/17/24 Tags: performance Lets find out if specifying columns in our SELECT statements has any performance impact. The Setup In order to test if specifying column names in a select matter, we’ll have to select several records from the same table where we have not selected that specific… Continue Reading Nathan Clouse’s Article on their blog Does...
Copilot for F&O is here in Preview
Submitted by Nathan Clouse on 03/16/24. Last modified: 03/16/24 Tags: AI Copilot Copilot is here for F&O. Let’s check it out. I setup Copilot for F&O just to see what it can do. Below is a set of interactions. I thought I’d start with a simple question and ask how to switch legal entities that I’m transaction in. I was… Continue Reading Nathan Clouse’s Article on their blog Copilot for...
Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!
The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting up SharePoint and Dynamics 365 CRM integration. You can...
How to Enable Inline Actions feature in Microsoft Canvas Apps?
Microsoft introduced the new inline actions for Power Apps Canvas Apps – a new way to perform the most common authoring tasks directly inline on the canvas. Using this feature, it will be easier to add the required actions easily using the Action bar by reducing both cognitive load and mouse travel, also we can use Copilot from the new inline action bar. In this article, will explain step by step to enable the Inline Actions and...
Extend a generated Word Template from Dataverse
Hello everyone, Today, I had an interesting challenge from one of my client. Here is the use case : < blockquote> “We want to keep using the Word template provided by the Dataverse because it’s easy to configure the data mapping between the Tables and the word template. But we also want to integrate values from another system”, and the solution must be as integrated as it is today for the… Continue Reading...
Navigating Businesses through Changing Climate within Dynamics 365
The post Navigating Businesses through Changing Climate within Dynamics 365 appeared first on Blog | Maplytics. Source link
Azure security best practices
The purpose of Azure security best practices is to ensure that Azure cloud environments are adequately protected against security threats and vulnerabilities. These practices help organizations implement robust security measures to safeguard their data, applications, and infrastructure hosted on the Azure platform.By following these best practices, businesses can mitigate risks, maintain… Continue Reading AnithaEswaran’s...
Release of D365FO Environment Comparison Utility
Building off the latest release of the D365FO Admin Toolkit, I am excited today to announce the first version of the D365FO Environment Comparison solution. This solution allows you to export data / configurations from a source environment and compare it to the data / configurations in a destination environment. It then exports an Excel file with the findings of what has been added, removed,… Continue Reading Alex’s...
Dynamics 365 Business Central: introducing the Page Scripting tool
If someone of you have ever worked with web applications development, probably you have earned about Playwright. Playwright is an open-source automation library for browser testing and web scraping developed by Microsoft and launched on 31 January 2020, which has since become popular among programmers and web developers. Playwright provides the ability to automate browser tasks in Chromium,… Continue Reading demiliani’s...
How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM
Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just passing the expression. Let’s enable this feature first by following the below steps: Login to Power Platform Admin Center...
Fixed – The input is not a valid Base-64 string as it contains a non-base 64 character, more than two padding characters, or an illegal character among the padding characters exception in Plugin (Dataverse / Dynamics 365)
Recently for one of our plugins, that moves attachments to the Azure Blob Storage, we got the below exception. BlobFileName: WFU000069107_Inside Install – CFC__2024_03_03_12_24_05_179_temp.jpgCaught Exception: The input is not a valid Base-64 string as it contains a non-base 64 character, more than two padding characters, or an illegal character among the padding… Continue Reading Nishant Rana’s Article on their blog...
Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments
The post Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments appeared first on Blog | Maplytics. Source link
Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!
Sarah, a bright-eyed sales associate at Peck Packaging, felt a familiar pang of frustration. A potential client, Miss Atkins, had mentioned budget concerns in their last email, but the details were buried amongst a sea of technical specifications. Sarah knew she needed to address this concern but had no time to skim through the entire conversation. That’s where Inogic Professional Services’ innovative application of Keyword...
Find Dynamics 365 Data in Outlook using mentions
Today I stumbled across a feature that is pretty new! This feature was just released on March 6th and I have to say I am loving it! Apparently, it has been in preview, so I am not sure how I missed it, but I guess with so many new features being pushed out on a regular basis, it is to be expected that some features slip through the cracks! First,Read More Continue Reading Dian Taylor’s Article on their blog Find Dynamics 365...
Find Dynamics 365 Date in Outlook using mentions – YouTube
Find Dynamics 365 Date in Outlook using mentions In this video, I’m going to show you a feature that just because generally available, which makes this process much easier. It allows us to “mention” a Dynamics 365 record directly from within the Outlook web client. This means that the link to the Dynamics 365 record is embedded into the email, and the recipient can click the link straight from the email message....
The ‘operationOptions’ property is not allowed on the trigger when the workflow contains actions of type ‘OpenApiConnection- Power Automate
Recently while trying to save one of our cloud flows having a “When a HTTP request is received” trigger, we got the below error message after adding the “List Rows” (Dataverse) action Request to XRM API failed with error: ‘Message: Flow client error returned with status code “BadRequest” and details...
Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM
Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing data confidentiality and security...
Arun Potti’s YouTube Channel Started!!!
Hello everyone, started my Arun Potti – YouTube Channel today and request you all to have a look at this Introduction video. Please Subscribe my YouTube channel and Like, Share and Comment on this video. Going forward will share my knowledge on my Blog and YouTube channel as well. Thank you so much for all your encouragement and support these many years on my blog and would like the same on my YouTube Channel as well. Thank you...
2024 March DC Chapter Meeting
Great group of attendees for the 2024 March DC Chapter Meeting We are back with the 2024 March DC Chapter Meeting! This meeting featured 2 great presentations. Let’s jump right in! Low-Code Plugins Mike Ochs taught us about Instant Plugins, the new low-code way to add custom logic to Dataverse, Canvas App, and Power Automate. It’s cutting-edge stuff and one of the final areas for… Continue Reading Kylie Kiser’s...
MB-260: Configure incremental refresh
You can configure the incremental refresh after you’ve transformed the data in Power Query, you can also do this by editing the source after you’ve finished. Maybe you’ve set it up ready, but after reading about incremental refresh, you realise how smart it is and you want to edit your data source refresh. Microsoft Power Query (MPQ) To be able to use incremental refresh with MPQ you… Continue Reading Malin...
Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release!
Data cleaning, a crucial process in data management, involves identifying and addressing inconsistencies, missing values, and duplicates within a dataset. According to a study by Dun & Bradstreet, up to 30% of data in CRMs can be duplicated, highlighting the significance of effective data hygiene practices. When it comes to Microsoft Dynamics 365 CRM, basic deduplication needs can be met using the built-in duplicate detection...
How to use /mention in Outlook web client for Dataverse records?
One of the most common scenarios that business has in day-to-day life is, sharing the information of Dataverse applications with your colleagues on an email. In general, you need to jump out of Outlook web experience and open your Dataverse record and then copy and paste the link of the record into your email. This is possible now with a simple configuration in the Power Platform admin center. You can quickly access the records they...
D365PPUG Birmingham – April 2024 Event
We have another amazing free Dynamics 365 / Power Platform event planned for April! Our next in-person meeting will take place on Thursday 11th April from 18:00 at the Wesleyan Building in Birmingham. You can register on meetup.com here. Regular attendees will already know that parking is available close by at the B4 Car Park or it’s a short walk from any city centre train station.
Rejoice Women Photographers the Maplytics Way!
The post Rejoice Women Photographers the Maplytics Way! appeared first on Blog | Maplytics. Source link
A Comprehensive Guide to Create and Edit Topics with Copilot
Normally, in Microsoft Copilot Studio, you can make and change topics. Now, Microsoft added a neat feature called “Create and Edit from Description”. With this, you can just tell it what you need, and it will help you make and improve topics. This saves time because you do not have to do it all by hand. The AI understands your instructions and creates a topic with various elements and conversational replies automatically. With...
Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate
For Microsoft 365 Group we can use – List Group members action of Office 365 Group connector. Also check – https://nishantrana.me/2022/06/23/how-to-force-user-sync-power-platform-dynamics-365/ Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate...
Business Central 2024 wave1 Preview is released
Business Central 2024 wave1 Preview is released As always, the preview release was distributed in the 2 usual modes: Docker and Cloud <img class=”wp-image-43287″ src=”https://365community.online/wp-content/uploads/2024/03/Business-Central-2024-wave1-Preview-is-released.png” alt=”Immagine che contiene logo, Elementi grafici, Carattere, simbolo Descrizione generata automaticamente”...
Azure Spring Clean: Deploying Azure OpenAI in the enterprise world.
This post is my contribution to the Azure Spring Clean 2024 event, an initiative to promote well managed Azure tenants. Azure OpenAI Service provides REST API access to OpenAI’s powerful language models including the GPT-4, GPT-4 Turbo with Vision, GPT-3.5-Turbo, and Embeddings model series. These models can be easily adapted to your specific task including but not limited to… Continue Reading demiliani’s Article on...
Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE
Activity records like emails, appointments, tasks, and calls can be associated to additional activity participants (parties) such as accounts, contacts, leads, and opportunities through a new partylist attribute. Previously, it wasn’t possible to associate an activity record to additional related party records. With this feature, users will be able to associate activity records with additional related parties, such as an email...
ILMerge / Dependent Assemblies in Plugin – System.IO.FileNotFoundException: Could not load file or assembly ‘System.Memory.Data’ – Dynamics 365 / Dataverse
Recently in one of our Plugins, which was using Azure.Storage.Blobs and Azure.Storage.Common libraries to move attachments from notes to Azure Blob Storage suddenly started throwing the below exception. The Plugin had been working fine and had been deployed long back to the production environment. System.TypeInitializationException: The type initializer for ‘Azure.Response’ threw an exception…. Continue Reading...
Why Environment Variables don’t appear in Flows? | [Quick Tip]
At times, if you are new to working with Environment Variables and you’re looking to use them in your Flows but don’t see them? Here’s why! Flows Outside Solutions If you are creating Flows from the My Flows section, let’s see if you can access Environment Variables or not – Flows in Solutions [Default and … Continue reading Why Environment Variables don’t appear in Flows? |…...
Request to recruit
You want to pay attention to this post. It will become quite important for the future of Dynamics 365 Human Resources, and not a very far future. At the moment there are two recruitment experiences we can enable within Dynamics 365 Human Resources. Today we will work with HR Recruitment, you will notice that after enabling this HR experience in the parameters the Recruitment management module… Continue Reading Ana Inés...
Pre-Export Step Required setting in Deployment Pipeline | Power Platform Pipelines
Now that you must’ve already setup your basic Power Platform Pipeline as yet and are looking to explore how to extend the Power Platform Pipeline to do more advanced operations, this post is for you!In case you are still looking to first setup your Power Platform Pipeline, you can check this Blog Series which this … Continue reading Pre-Export Step Required setting in Deployment Pipeline |… Continue Reading...
Dynamics 365 – Knowledge Base Filtering
I was recently asked how we can control the filters available to agents when using the knowledge articles. I needed to research this feature; in this post I explain the filtering options. We can search the knowledge base from several points in Dynamics 365. You might, for example, be using the customer service hub and search for solutions directly from the case form. Or you maybe using the… Continue Reading Neil...
Dynamics 365 – Power BI reporting – Do NOT
Here is a super quick guide for what NOT to use as base line information when building reporting: Do NOT create reporting on data originating from Sales Table and Sales Lines. These data change a lot, and are not permanent. Think of Sales Table and Sales Lines as a “journal”, that have little value after … Continue reading Dynamics 365 – Power BI reporting – Do NOT Continue Reading Kurt Hatlevik’s Article...
Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals!
The post Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals! appeared first on Blog | Maplytics. Source link
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)
I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There is a Copilot for Dynamics 365 Customer Service, which helps customer service agents by searching through knowledge sources like SharePoint sites, internal websites, and knowledge bases to help solve customer issues. On the other… Continue Reading Dian...
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) – YouTube
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) Learn all about how to extend M365 Copilot with Dynamics 365 Data using plugins! Related Article: https://d365goddess.com/extend-copilot-for-microsoft-365-with-dynamics-365-data-preview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ Learn all about how to extend M365 Copilot with Dynamics 365 Data...
Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions
I’m hoping this helps people who have scratched their head for ages wondering why their Leads or Contacts are not being created when someone submits a Realtime Marketing Form. This has actually occurred for two different clients in a given week, so time for a post about. All you see is that the form submission for someone has failed, and the failure description shows ‘Error while creating… Continue Reading Megan V....