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...
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...
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....
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....
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
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...
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...
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....
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
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...
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...
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
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....
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...
The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster!
The post The Lumberyard Revolution: How LMC Leverages Maps within Dynamics 365 to Deliver Forest Products Faster! appeared first on Blog | Maplytics. Source link
Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes
We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the most to them according to their business needs. Now, let’s explore the capabilities included in the latest feature:...
What will happen on changing the password of the user account used as the Owner of Cloud Flow and for Connection – Power Automate
Recently we had to change the password of the user account being used as an owner of the cloud flows as well as the used for connection/connection reference. So we tried it on a trial environment first, below is our flow that runs every 5 minutes and creates a contact record (Dataverse), sends an email … Continue reading “What will happen on changing the password of the user account used as… Continue Reading Nishant...
Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why
Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure Open AI, and Power Platform. Drawing from a pool of 150+ experts with 15+ years of experience, we provide rapid access to skilled developers, enabling businesses to augment teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered...
Customer Insight Journeys Real Time Dynamic Forms Loader
In a previous post I blogged about how to break down the Form script that was exported from CI-J (Real Time). As some customers asked me about making this into a script that was the same and was dynamic based on query string parameters (parameters in the URL), I worked a bit on that and thought I’d share it here; <div id=”formdiv”> </div> <script> function getQueryParam(name) { … Continue...
Copilot assistance for form fill in Model-Driven Apps
Believe it or not, I have actually received requests in the past where prospects wanted the system to automatically create records in Dataverse or Dynamics 365, which of course is kind of crazy! We always need to integrate with another system, or have someone either enter data manually or import the data into Dynamics 365 (or Dataverse) (for example rows like accounts, contacts, opportunities,… Continue Reading Dian...
Copilot Assistance for Form Fill in Model-Driven Apps – YouTube
Copilot Assistance for Form Fill in Model-Driven Apps Ever wanted your model driven app to help populate data in a form? Learn all about this new feature that is no generally available! Related Article: https://d365goddess.com/copilot-assistance-for-form-fill-in-model-driven-apps Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ Ever wanted your model driven app to...
Removing Issues With Mobile Phone Numbers On Realtime Forms
There can be challenges when capturing a mobile phone number from a Realtime Marketing form in Customer Insights – Journeys (D365 Marketing). Some of these issues you might not even be aware of. Jake Chen detailed the problems in a recent blog post walking through what happens when turning off the built in validation on the mobile phone field, which can then prevent Contact Point Consent… Continue Reading Megan V....
How to Enable Tenant-level analytics for Power Automate and Power Apps?
Power Platform resources periodically emit telemetry data for various operations and user activities across environments and extensions. Tenant-level analytics allows admins to view and compare insights derived from the Platform telemetry data across environments they manage. Tenant admins can view reports containing analytics that apply to all environments within the tenant. Once this feature is enabled, it aggregates data from...
Using Focused view in Dynamics 365
Focused view in Dynamics 365 that allows users to view and manage all their records in one place, allowing them to be more productive, as they can stay on track and avoid getting sidetracked by switching between multiple screens to find the information they need. We can enable and disable it for all the records … Continue reading “Using Focused view in Dynamics 365” Continue Reading Nishant Rana’s Article...
Managing Work Orders based on Completion Status in Dynamics 365 Field Service
In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their status. From initiation to closure, work orders...
Work Order Lifecycle — Dynamics 365 Field Service
Work Order Lifecycle — Dynamics 365 Field Service What is a Work Order in the Microsoft Dynamics 365 Field Service Application, and what is its Lifecycle? What’s a Work Order? Think of Work Orders as the ‘beating heart’ of the Microsoft Dynamics 365 Field Service application. They sit right at the core and represent the jobs that an organisation needs to carry out. These… Continue Reading Adam Warder’s Article on their...
Microsoft Power Automate Copy and Paste Action in New Designer
Today, when I was working on Power Automate, observed the Copy and Paste Action in the Power Automate New Designer to make the developers life easier in doing the repetitive things using simple clicks. Will explain this feature step by step. Follow the below steps. Step 1: Open any existing Power Automate flow or Create a New Power Automate flow. Step 2: Right Click on the required Action and Click on the Copy Action. Or Select the...
No More Dynamics 365 For Phones & Tablets From April 2024
There is SO much information in the Power Platform it’s hard to keep up with everything. Sometimes Microsoft makes announcements that we miss, and just happen to find later. This is one of those things, and I figure if it passed me by, it’s likely the same for others. So sharing just in case you aren’t already aware, the Dynamics 365 for Phones & Tablets is deprecated as of April 2024, or… Continue Reading...
How to Setup Multi-Factor Authentication for your Microsoft Power Apps environment?
When you create Power Apps 30 days trial environment, for the first 14 days, the system will show us a prompt to configure MFA on your account and you can skip this step, but after the 14th day, the system will mandate you to setup the MFA to see your environment. In this article, will explain you the process to set up MFA step by step. Follow the below steps. Step 1: Click on Next. Step 2: Click on Download now to download the...
5 Benefits of In-App Notifications for Microsoft Dynamics 365 CRM users
For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received automated notifications for important sales updates? Alerts4Dynamics app by Inogic enables users to create, schedule, and manage in-app notifications for Microsoft Dynamics 365 CRM entities (OOB or...
Microsoft Power Apps | Modern Themes | Preview feature
Watch the below video to understand about the Microsoft Power Apps Modern Themes Preview feature. Below are my earlier articles that you can have a look. How to Download and Install the .NET Framework? How to Create a SharePoint Site Online? How to add and use Copilot answer control (Preview) in Microsoft Power Apps? Dark Mode in Microsoft Power Apps How to create Microsoft 365 E3 Trial for 30 days? Refreshed look of solution...
How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?
In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this process, the default version was set to 9.1,...
Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM
The post Field Service Revolution: Unleashing Efficiency with Integrated Maps within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization
The post Heidelberg Materials leverages Integrated Maps within Dynamics 365 for Sales Optimization appeared first on Blog | Maplytics. Source link
Enhancements to ‘Focused View’ and its usage within Dynamics 365
Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View” steps in as a game-changer. In this blog post, we will start on a journey to explore the...
How to Download and Install the .NET Framework?
Microsoft .NET Framework is a Windows-only version of .NET for building client and server applications. In this article, will explain the steps to download and install .NET Framework on your PC. Follow the below steps, Step 1: Click here to navigate to .NET Framework downloads page. Step 2: Scroll down to Supported versions. Step 3: Click on the required .NET Framework Version. Step 4: Click on Download .NET Framework 4.7.1 Developer...
Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
The post Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM appeared first on Blog | Maplytics. Source link
Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
Knowledge is power, and sharing that knowledge unlocks boundless possibilities! At Maplytics, exploration, visualization, and innovation are in our DNA. We’re constantly pushing the boundaries and building exciting new features to empower all, as, the real joy is in sharing and empowering others with the acquired knowledge. Join our Webinar and explore more! Webinar: Supercharge Field Sales Team with Maps integrated within...
Environment Grouping
One of the main ‘complaints’ that Power Platform administrators have is around how policies are applied to environments. Within Azure, it’s possible to set up security policies and apply them in bulk, or group together components under a single set of policies. However when it comes to Power Platform, this has not been possible – each environment has needed to be configured on its own. I’m… Continue...
Associate activities (Email) with multiple related records – Dataverse / Dynamics 365
This new feature allows associating an activity record with multiple related records or related parties. For E.g. we might want to associate an email with multiple cases, or with case as well as account and contact records. It is still in the public preview (April 24) and is only available for Email Activity. To see … Continue reading “Associate activities (Email) with multiple related records… Continue Reading...