List Rows, Select Columns, and Lookup field – Power Automate / Dataverse
Mar22

List Rows, Select Columns, and Lookup field – Power Automate / Dataverse

Suppose we want to retrieve the value of the source campaign lookup of the lead records. The schema name of Source Campaign is – campaignid To get its GUID in the Select columns of list rows we can specify it as _campaignid_value i.e. _lookupschemaname_value The other option is if we specify the schema name in … Continue reading “List Rows, Select Columns, and Lookup field – Power Automate… Continue Reading...

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Microsoft Release 2023 Wave 1: Form creation and management in Real-Time Marketing – Part 2
Mar21

Microsoft Release 2023 Wave 1: Form creation and management in Real-Time Marketing – Part 2

In our previous blog, we saw how we can create an advanced form in Real Time Marketing. This blog will be a continuation of the same. Here, we will see how we can manage a form. Edit a Live form:                          The Edit button on the top of the ribbon bar allows you to update a published form. Begin editing your live form and when you save, your changes will automatically be published. Unpublish your live form: Choosing the...

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Viva Sales: Administrator Settings

I wrote two articles about Viva Sales back in August of last year, when it first became available in preview. If you haven’t read those articles, you can read part 1 here and part 2 here. Viva Sales has been generally available since October of 2022. Since the release, there have been some enhancements to Viva Sales. Last week I wrote an article about the new suggested email replies… Continue Reading Dian Taylor’s...

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Viva Sales-Administrator Settings – YouTube
Mar21

Viva Sales-Administrator Settings – YouTube

Viva Sales-Administrator Settings In this video I will show you how to access the administration settings for Viva Sales. This will allow you to configure forms that are used in Viva Sales, make fields editable, etc. Related Article: Viva Sales: Administrator Settings I wrote two articles about Viva Sales back in August of last year, when it first became available in preview. If you haven’t read those articles, you can read part...

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Agents not receiving calls in Omnichannel Voice – Dynamics 365 Customer Service
Mar21

Agents not receiving calls in Omnichannel Voice – Dynamics 365 Customer Service

Recently we saw a few of our agents were not receiving the calls/notification for incoming conversations. Apart from checking the Routing Diagnostics, we can refer to the Omnichannel Ongoing Conversation Dashboard (available for the Omnichannel Supervisor role) In our case, we realized that the ongoing conversation was in Wrap-up status for the agent. And also … Continue reading “Agents not… Continue Reading Nishant...

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Using Focused View And Up Next In Model-Driven Apps
Mar20

Using Focused View And Up Next In Model-Driven Apps

Even if you don’t read the Wave 1 and Wave 2 release notes in full detail, it’s ALWAYS a good idea to pay attention to the areas that you and your team use regularly. There is one feature that might potentially go un-noticed but it will be pushed out to users automatically meaning you had better understand what it does and how it works before you start getting asked questions about it right?… Continue Reading Megan...

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Async onSave preventDefault with external call
Mar20

Async onSave preventDefault with external call

One of our current projects is the migration of an onPrem Dynamics 365 to the Cloud. Part of that is refactoring existing JavaScript implementation. The current implementation had an onSave function which prevented the save process based on a call to the WebAPI. It took me some time to migrate the function, therefore I thought it might be interesting for others to know how to write an async… Continue Reading Benedikt’s...

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Microsoft Power Platform URLs and IP address ranges
Mar17

Microsoft Power Platform URLs and IP address ranges

Microsoft Power Platform requires some of the URLs that are to be configured in the Firewalls or need to add them in your browser proxy settings to access them. If the endpoints are not configured properly, this will have an impact on accessing the Power Platform services or some features might not be loaded in Power Apps, Dataverse, Dynamics 365 etc. Follow the below links and configure to access all the resources without any issue...

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Your Power Apps user settings are probably wrong
Mar16

Your Power Apps user settings are probably wrong

Are the date, time, number and currency fields looking funny in your app that uses Dataverse? Here’s where to fix the settings & why managing them is so complex. Continue reading Your Power Apps user settings are probably wrong at Jukka Niiranen. Continue Reading Jukka Niiranen’s Article on their blog Your Power Apps user settings are probably wrong – Jukka Niiranen When you’re starting to use a brand new...

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Using Coalesce Function to handle null value in Power Automate – Dataverse
Mar16

Using Coalesce Function to handle null value in Power Automate – Dataverse

Recently in one of our flows, we were getting the below error – InvalidTemplate. Unable to process template language expressions in action ‘List_rows_:_Region’ inputs at line ‘0’ and column ‘0’: ‘The template language function ‘replace’ expects its first parameter ‘string’ to be a string. The provided value is of type ‘Null’. Please see...

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Identify deprecated JS code in your Power Platform solution using Solution Checker
Mar15

Identify deprecated JS code in your Power Platform solution using Solution Checker

Here’s how you can identify deprecated code used in your Power Platform solution. Continue Reading priyeshwagh777’s Article on their blog Identify deprecated JS code in your Power Platform solution using Solution Checker Recently, you must’ve received an intimation from Microsoft saying that ODATA v2 is now deprecated. See this link:...

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How to – Configure Voicemail Workstream and Queue  – Dynamics 365 Customer Service
Mar15

How to – Configure Voicemail Workstream and Queue – Dynamics 365 Customer Service

When we configure the Voice demo, we can see 2 workstreams and queues created for Voicemail one for individuals other for voicemail of type group. The Default Group Voicemail Workstream has the following intake rule defined. And following Route to Queue Rule Configuring Voicemail… Continue Reading Nishant Rana’s Article on their blog How to – Configure Voicemail Workstream and Queue – Dynamics 365 Customer...

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Deliver personalized customer experiences with Copilot in Dynamics 365 Marketing and Customer Insights
Mar14

Deliver personalized customer experiences with Copilot in Dynamics 365 Marketing and Customer Insights

It's the dawn of a new era in customer experience where AI is transforming the way businesses connect with their audiences. Microsoft is proud to be at the forefront of this shift, using Azure OpenAI Service to empower marketers with new levels o…(read more) Continue Reading Jim Nakashima and Ryan Jones’s Article on their blog Microsoft Dynamics Community It’s the dawn of a new era in customer experience where...

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Viva Sales – Suggested Email Replies (preview) – YouTube
Mar14

Viva Sales – Suggested Email Replies (preview) – YouTube

Viva Sales – Suggested Email Replies (preview) In this video I will discuss the new suggested replies feature in Viva Sales, which allows sellers to quickly generate automatic email responses from Viva Sales using AI. Related Article: Viva Sales: Suggested Email Replies I am sure you’ve heard of Viva Sales, which was launched by Microsoft last year in October of 2022. If you haven’t heard of it, it’s definitely...

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Table Customisation Of Real-time Marketing Journeys
Mar14

Table Customisation Of Real-time Marketing Journeys

Creating and managing your Real-time Marketing Journeys just got easier. I’ve been asked many times about how to link Journeys to a Campaign or add additional details to provide different ways to sort and review them. If you are on the latest version (at least 1.92.2019.0, you can now edit the Journey table. You’ll need to look for the Journey table with the logical name of msdynmkt_journey to… Continue Reading Megan...

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Viva Sales: Suggested Email Replies

I am sure you’ve heard of Viva Sales, which was launched by Microsoft last year in October of 2022. If you haven’t heard of it, it’s definitely time you learned about it! Microsoft Viva Sales is an application that makes selling easier. It works with Microsoft Outlook and Microsoft Teams to automatically record and view information about customers in a customer relationship management (CRM)… Continue Reading...

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How to – Enable Desktop notifications when the app is in the background – Dynamics 365 Customer Service (Omnichannel – Voice)
Mar14

How to – Enable Desktop notifications when the app is in the background – Dynamics 365 Customer Service (Omnichannel – Voice)

Below is how the notification appears to the agents for the incoming conversation. In case the app is in the background the agent might miss the notification. To avoid this scenario we can enable Desktop notifications.       Navigate to Agent Experience >> Workspaces >> Notification Templates (Manage) in the Customer Service Admin center … Continue reading “How to – Enable Desktop… Continue...

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Free Practice Assessments for Microsoft Certifications
Mar13

Free Practice Assessments for Microsoft Certifications

Microsoft has released the below Practice Assessments for the Microsoft Certifications and more exams to come soon for Practice. Click on the links to start the practice Assessment before taking the actual exam to gain more confidence. SNOPractice Assessment1AI-900: Microsoft Azure AI Fundamentals2AZ-104: Microsoft Azure Administrator3AZ-204: Developing Solutions for Microsoft Azure4AZ-305: Designing Microsoft Azure Infrastructure...

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How to Create Dynamics 365 Marketing 30 Days Trial Version Online?
Mar13

How to Create Dynamics 365 Marketing 30 Days Trial Version Online?

Dynamics 365 Marketing elevates customer experiences, allowing you to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty. In this article, will explain about creating Dynamics 365 Marketing 30 days trial version online. Pre-Requisites: Click on the below article link and create a Microsoft Edge or Google Chrome Profile.Create a Profile in Microsoft Edge and Google Chrome Click on the...

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Omnichannel Voice – Phone Number Setup
Mar12

Omnichannel Voice – Phone Number Setup

In this post I will explain how I initially connected Microsoft’s Dynamics 365 Omnichannel for Customer Service to Azure Communication Services and configured the voice channel. I’d already installed Dynamics 365 Omnichannel and enabled the voice channel. So now is time to end the related trial subscription and provision a phone number using Azure Communication Services! Maybe I am just slow,… Continue Reading Neil...

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Demystifying forms in Power Pages
Mar12

Demystifying forms in Power Pages

One of the key features of Power Pages is to allow users to interact directly with information stored in Microsoft Dataverse. Makers can easily create web pages with list and form components to allow site visitors to be able to create, read, update or even delete Dataverse records. However, sometimes new users get a bit tripped up when adding a form of Dataverse data to a webpage, as… Continue Reading Nick Doelman’s...

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Not be able to see Dynamic Content and Expression Pop-up in Power Automate?
Mar11

Not be able to see Dynamic Content and Expression Pop-up in Power Automate?

If you are not able to see Dynamic Content and Expression Tab in Power Automate when you do an Action like the below. Then, follow any one of the below 2 Tips to see the Dynamic Content and Expression Pop-up. Tip 1: Click on Browser Settings and Zoom Out the page by 10%. Zoom Setting is now 90%. You can see the Dynamics Content and Expression Pop-up. Tip 2: Click on Power Apps Hamburger Icon to collapse the Menu. Menu is collapsed and...

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🎥Recording Content using Microsoft Stream!
Mar11

🎥Recording Content using Microsoft Stream!

I recently had a client ask about creating video content that provided a “Tik-Tok” like experience. After some digging, I came across the new recording functionality available in Microsoft Stream! Instead of writing a blog, I decided to create a quick video using Stream on how to use Stream! #Inception! Continue Reading MxEmDarcy’s Article on their blog 🎥Recording Content using Microsoft Stream! I recently had a...

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2023 March DC Chapter Meeting
Mar10

2023 March DC Chapter Meeting

Yesterday we had the 2023 March DC Chapter Meeting featuring discussions about Power BI and ALM for Power Platform! Check out the details below to connect with speakers and watch the presentations. Group of cool kids at the 2023 March DC Chapter Meeting Tips to Improve Power BI Visualizations Chibueze Obasi (LinkedIn, Twitter) joined us from Nigeria to talk about his Power BI journey…. Continue Reading Kylie Kiser’s...

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SLA – Recalculate on reactivation of cases
Mar10

SLA – Recalculate on reactivation of cases

I have blogged a few times about capabilities around service level agreements (SLAs) within Dynamics 365 Customer Service! This time I plan to cover a specific requirement that frequently arises …. as we often need to understand the impact on our SLA when re-opening a resolved case. Obviously, we’d like to think our agents always fully resolve all issues on their first attempt! But in the… Continue Reading Neil...

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Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid
Mar10

Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid

Originally posted on Crm Minds: Form notifications are useful when you want to prevent the user saving the form if the form fields do not meet the conditions. Say you have 2 date fields called “Start Date” and “End Date”. You want the records can only be saved if the “End Date” is bigger than… Continue Reading Nishant Rana’s Article on their blog Dynamics 365 – Different Ways of...

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Fixed – Automated messages not working in Voice Channel – Dynamics 365 Customer Service
Mar09

Fixed – Automated messages not working in Voice Channel – Dynamics 365 Customer Service

Recently we were facing an issue with a customized automated message that we had configured for one of our voice channels. The message was not getting played and in fact, the default message was also not getting played for our customer. After some testing, we realized it was because the message had a “&” character … Continue reading “Fixed – Automated messages not working in Voice Channel… Continue...

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Using HTTP Status Codes to Improve Your Custom APIs – Dynamics Ninja
Mar09

Using HTTP Status Codes to Improve Your Custom APIs – Dynamics Ninja

Introduction Custom APIs are becoming increasingly important in Dynamics 365 development. To ensure that they meet the highest standards, it’s important to be able to send appropriate HTTP status codes in response to client requests. Recently, a client asked me if it was possible to send specific HTTP status codes from a Custom API in Dataverse. After some research, I discovered that it is… Continue Reading Dynamics...

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How to – Set Default value for the combo box in Canvas Apps (Dataverse)
Mar09

How to – Set Default value for the combo box in Canvas Apps (Dataverse)

Suppose we have the following Combo Box named Status bind to one of the choice fields of Dataverse. Items = Asset Status option set field of table Product. Now if we want Available to be the default selected value for it, we can use the DefaultSelectedItems property of the combo box. DefaultSelectedItems = Filter(Choices(Products[@’Asset Status’]), … Continue reading “How to – Set Default… Continue...

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Enable Sound Notifications in Omnichannel (Voice and other channels) – Dynamics 365 for Customer Service
Mar07

Enable Sound Notifications in Omnichannel (Voice and other channels) – Dynamics 365 for Customer Service

By default, this is how the notification appears for the agent when he is logged in to the app and is available. There is no sound notification. However, we enable sound notification here. This can be helpful in case the app is in the background and/or the agents are working on something else. Navigate to … Continue reading “Enable Sound Notifications in Omnichannel (Voice and other channels)… Continue Reading...

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D365 Business Central : An environment with the same name already exists
Mar07

D365 Business Central : An environment with the same name already exists

Have you recently encountered an error message when trying to create a new sandbox environment after deleting the old one and recreating it with the same name? If yes, then you’re not alone. I recently had two people asking me why they were getting this error message. An environment with the same name already exists. Note that the desired name may also be in use by a currently… Continue Reading thatnavguy’s Article...

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🤖Power Virtual Agents: Boost Conversational Coverage with Azure OpenAI.
Mar07

🤖Power Virtual Agents: Boost Conversational Coverage with Azure OpenAI.

The future is here! Microsoft announced yesterday their latest functionality that utilises Conversational AI technology to help get things done faster! We can now feed a website to Power Virtual Agents to scrape data from the site and surface up answers to questions, super fast. It’s currently in preview mode, so cannot be used with production bots, but it’s a great idea to get your hands… Continue Reading...

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Power Virtual Agents: Conversation Booster(preview)

Microsoft announced a new amazing preview feature for Power Virtual Agents yesterday, which you can try out today! If you are aware of how Power Virtual Agents (and most chatbots) work, then you know that usually, when a chatbot encounters a question or response that it doesn’t know how to answer, it can only ask the user to rephrase or connect to a human agent. But now, with the newRead… Continue Reading Dian...

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PVA Conversation Booster – YouTube
Mar07

PVA Conversation Booster – YouTube

PVA Conversation Booster In this video I will tell you all about the new PVA preview feature Conversation Booster! Related Article: Power Virtual Agents: Conversation Booster(preview) Microsoft announced a new amazing preview feature for Power Virtual Agents yesterday, which you can try out today! If you are aware of how Power Virtual Agents (and most chatbots) work, then you know that usually, when a chatbot encounters a question or...

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Understanding Overflow handling – Work item limit exceeds in Voice Channel – Omnichannel (Dynamics 365 Customer Service)
Mar06

Understanding Overflow handling – Work item limit exceeds in Voice Channel – Omnichannel (Dynamics 365 Customer Service)

Say for one the Advanced Queue of type Voice we have the following Overflow handling defined (the queue has only 1 user assigned to it). i.e. Condition = Work item limit exceeds 1 Action = Voicemail And it also has an Out of operation hours condition defined. Now, if the customer calls during working hours … Continue reading “Understanding Overflow handling – Work item limit exceeds in Voice… Continue Reading Nishant...

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Timeline Control – Sort Order
Mar06

Timeline Control – Sort Order

The Timeline Control is a highly customizable control for displaying activities relating to a record on a model-driven app form. You can configure which types of activities you want to be visible on the timeline and display activities from related […] The post Timeline Control – Sort Order appeared first on Joe Gill. Continue Reading Joe Gill’s Article on their blog Timeline Control – Sort Order – Joe...

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PL 100 Microsoft Power Platform App Maker -Microsoft Learn Collection
Mar04

PL 100 Microsoft Power Platform App Maker -Microsoft Learn Collection

Hello Everyone, Today i am going to share the Microsoft Learn Collection for PL 100 Microsoft Power Platform App Maker syllabus. Here is the link for Microsoft Learn: Microsoft Power Platform App MakerHere is the link for the Microsoft Power Apps Community Plan( environment for practise the scenarios)  Here I hope this helps Malla Reddy(aka @uk365guy) Source link

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D365 Business Central : Enable Job Queue in Docker Container
Mar03

D365 Business Central : Enable Job Queue in Docker Container

If you’re running the Job Queue in a Docker container for Microsoft Dynamics 365 Business Central and you notice that it’s not doing anything, it could be because the Task Scheduler isn’t enabled in the container. This issue can be resolved by running the following PowerShell command to enable the Task Scheduler and restart the container. Invoke-ScriptInNavContainer -containername BC21… Continue Reading...

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Dynamics 365 and Power Platform Birmingham – 22nd March 2023
Mar02

Dynamics 365 and Power Platform Birmingham – 22nd March 2023

I love Dynamics 365 and the Power Platform but I admit keeping up-to-date with all the latest developments can be a constant challenge. I’ve been very busy recently! So I haven’t given the next release enough attention. Meaning I am really looking forward to our next Birmingham user group …. we plan to focus on all the exciting features expected in the next release. If you are involved with… Continue Reading Neil...

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Get Entity Colors in PowerApps Component Framework
Mar02

Get Entity Colors in PowerApps Component Framework

Introduction PowerApps Component Framework has numerous methods that are useful to developers in several ways. In developing one of my PCF controls, I ran across a case in which entity colors were required in our control. I obtained this using the conventional method of calling the getEntityMetadata() for the respective entity and obtaining the EntityColor from it. let metadata = await...

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Enhanced UI for improved New User Experience while using Power Apps
Mar01

Enhanced UI for improved New User Experience while using Power Apps

In the recent Microsoft update, PowerApps UI has been enhanced. The Left Navigation pane of Power Apps has a new look. There are various options available that you can use on the Power Apps home page, such as creating your apps, viewing apps that others have created, and performing related tasks. Let’s explore the new UI enhanced of the Left navigation pane of Microsoft Power Apps. Now you can customize your left navigation items. In...

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Calculated Column inside Plugin? – Dataverse / Dynamics 365
Mar01

Calculated Column inside Plugin? – Dataverse / Dynamics 365

Recently while working on a plugin, we realized that for a particular column, we were not getting value in the context (on Post Create), the same was the case for Post Update and Post Image. Also using Retrieve and RetrieveMultipleto fetch its value inside the Plugin didn’t work Eventually, we realized it was a calculated … Continue reading “Calculated Column inside Plugin? – Dataverse /… Continue Reading...

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Directions4Partners Days of Knowledge UK 2023
Feb28

Directions4Partners Days of Knowledge UK 2023

I will be speaking at the Days on Knowledge event on March 23rd in Birmingham. I have two sessions in the afternoon: Document automation with Microsoft Power Platform This session will investigate the automation of documents using Power Automate cloud flows, AI Builder, Power Automate Desktop (RPA), and document automation Build chatbots using Power Virtual Agents Learn how to create chatbots… Continue Reading Julian...

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Power BI Summit March 2023
Feb28

Power BI Summit March 2023

I am speaking at the Power BI Summit on March 6th on the topic of Microsoft Dataverse and Power BI. Power BI links to the rest of the Power Platform. In the session I will explain the different ways to use visualize Dataverse data including Direct Query, Dataflows, Azure Data Lake, and Azure Synapse Link. The session also provides best practice and guidance on using Dataverse and Power BI… Continue Reading Julian Sharp’s...

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Power BI & Dataverse Solutions
Feb28

Power BI & Dataverse Solutions

With the recent announcement of Power BI being able to be included in Power Platform solutions, LOTS of people were celebrating. Finally there would be the ability to not only include Power BI reports within solutions, but we could then also automate (aka ALM) it as well! Celebrations all round….well, for the most part. See, although the documentation (see Power Platform solutions can now… Continue Reading...

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Unable to install the Profiler. Unhandled Exception: System.InvalidCastException: Unable to cast object of type ‘Microsoft.Xrm.Sdk.Entity’ to type ‘CrmSdk.PluginType’ in Dynamics 365 / Dataverse
Feb28

Unable to install the Profiler. Unhandled Exception: System.InvalidCastException: Unable to cast object of type ‘Microsoft.Xrm.Sdk.Entity’ to type ‘CrmSdk.PluginType’ in Dynamics 365 / Dataverse

We might get the below error while trying to install the profiler in the Plugin Registration Tool. “Unable to Install the profiler” “Unhandled Exception: System.InvalidCastException: Unable to cast object of type ‘Microsoft.Xrm.Sdk.Entity’ to type ‘CrmSdk.PluginType’. at Microsoft.Crm.Tools.Libraries.OrganizationHelper.InstallProfiler(CrmOrganization org, String prtPath) at… Continue...

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{How to}  what is the impact of Delegated Email Approver security role in  Dynamics 365 Customer Engagement }
Feb27

{How to} what is the impact of Delegated Email Approver security role in Dynamics 365 Customer Engagement }

Hello Everyone, Today i am going to show when, how and why we need to give “Delegated Email Approver” security role to the system administrator to approve email for active mailbox. Suppose you have a requirement to enable Dynamics 365 App for Outlook to the Dynamics 365 user, for that you need to approve the email for that user.. As a system administrator you login into Dynamics 365 Customer Engagement  and Advanced...

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Microsoft is named a Leader in the 2022 Gartner®︎ Magic Quadrant™︎ for B2B Marketing Automation
Feb27

Microsoft is named a Leader in the 2022 Gartner®︎ Magic Quadrant™︎ for B2B Marketing Automation

We are excited and honored that Gartner has recognized Microsoft as a Leader in the 2022 Gartner Magic Quadrant™ for B2B Marketing Automation.*Today's buyers value authentic engagements and expect the companies they buy from to know them an…(read more) Continue Reading Diana Hoffman’s Article on their blog Microsoft Dynamics Community We are excited and honored that Gartner has recognized Microsoft as a Leader...

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How to “Do More With Less” with Microsoft
Feb27

How to “Do More With Less” with Microsoft

In 2022 Microsoft launched a new campaign theme, “Do More With Less“, in response to global economic challenges. These are the same four words that have been uttered screamed in this order by corporate leaders to their management, and management to their employees, since the beginning of time.  Catchy Non-instructive catchphrases like Apple’s “Think Differently” are not particularly… Continue...

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Schedule and Post Content on Social Media using Dynamics 365 Marketing
Feb27

Schedule and Post Content on Social Media using Dynamics 365 Marketing

In this blog, we will learn how the marketing team can schedule advertising/marketing posts in Dynamics 365 Marketing module and post the same directly to the respective social media sites. Consider a scenario where your organization is about to conduct a Webinar in the month of March. You plan to start its marketing on all of your social media platforms a month prior so that a maximum number of members of your Target Group are aware...

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