Add Dataverse knowledge to a Custom Copilot using Copilot Studio

Not too long ago we saw a complete user interface refresh in Copilot Studio, and a lot of new features that were announced during Microsoft’s Build event. One of the things that was announced, was the ability to add knowledge sources to a custom Copilot. We already had some of this functionality, but it was very limited. For example we were able to add one or multiple links to publicRead… Continue Reading Dian...

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Webinar: Master CRM with Mind Maps and Kanban Boards: Smart Visualization Techniques for Dynamics 365!
Jun18

Webinar: Master CRM with Mind Maps and Kanban Boards: Smart Visualization Techniques for Dynamics 365!

Understanding complex Dynamics 365 CRM data can feel like navigating through a tangled web. With intricate relationships between records and a multitude of customer data, it’s easy to get lost in the details. To make it easier, we need ways to simplify it. We need clear visuals that show what’s important and how each record is related. This is where data visualization tools come in. They help turn confusing data into...

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Add (Dataverse) knowledge to Copilot using Copilot Studio – YouTube
Jun18

Add (Dataverse) knowledge to Copilot using Copilot Studio – YouTube

Add (Dataverse) knowledge to Copilot using Copilot Studio Not too long ago we saw lot of new features announced during Microsoft’s Build event. With Copilot Studio’s UI refresh also come a lot more options when it comes to configuring knowledge sources. This functionality allows businesses to connect Copilot to their enterprise data fairly easily, making it a lot quicker to get to the data without having to log into...

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Trigger Journey After Topic Is Opted In To
Jun18

Trigger Journey After Topic Is Opted In To

You might have several different forms that allow someone to opt in to specific Topics in Realtime Marketing. Perhaps you even have some of those Topics hidden and are opting people in automatically when the form is submitted. What if you want to have the person go through a Journey and send them a thank you email once opted in to a specific Topic but don’t want to have a separate Journey per… Continue Reading Megan V....

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The selected system job could not be deleted. Only completed system jobs can be deleted – Delete Recurring Bulk Deletion Jobs (Dynamics 365 / Dataverse)
Jun18

The selected system job could not be deleted. Only completed system jobs can be deleted – Delete Recurring Bulk Deletion Jobs (Dynamics 365 / Dataverse)

While trying to delete a Recurring Bulk Deletion Job we would get the below error. “The selected system job could not be deleted. Only completed system jobs can be deleted” The way we can delete them is first to Cancel them. Next is to update the recurrencestarttime column value to 9999-12-31 for it. We can … Continue reading “The selected system job could not be deleted. Only completed… Continue Reading Nishant...

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Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs
Jun17

Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs

In today’s fast-paced business environment, sales teams need real-time insights and a comprehensive view of their opportunities to make informed decisions and close deals faster. Microsoft’s Copilot for Sales addresses this need by integrating seamlessly with your connected CRM system, providing a unified platform for viewing the latest activities and related records. This blog post delves into the features and...

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Fixed – Action Failed: A record with matching key values already exists (DuplicateRecord)– Power Automate / Dataverse
Jun17

Fixed – Action Failed: A record with matching key values already exists (DuplicateRecord)– Power Automate / Dataverse

Recently while testing one of our old existing flows, we got the below error Action ‘Create_BOQ_Log_Record’ failed: A record with matching key values already exists. { “error”: { “code”: “0x80040237”, “message”: “A record with matching key values already exists.”, “@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionSourceKey”:...

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Power FX in Power Pages
Jun16

Power FX in Power Pages

The Microsoft team keeps adding new features and functionality to Power Pages. Just announced, the ability to use Power FX in Power Pages! See official announcement here: Use Power Fx in Power Pages for authoring dynamic content See documentation here: Use Power Fx in Power Pages (preview) Check out a short video of where I add some Power FX code to read Dataverse data and display… Continue Reading Nick Doelman’s Article...

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Start your Copilot Studio Trial
Jun15

Start your Copilot Studio Trial

Here’s how you can try out Copilot Studio for free first. Along with that, here’s the Copilot Studio Pricing – https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio#Pricing Copilot Studio Trial Here’s how you can start your own Copilot Studio Trial. Hope this was useful! Here are some Power Automate posts you want to check out – Thank you! Continue Reading priyeshwagh777’s Article on...

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Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!
Jun14

Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!

Sales teams using Dynamics 365 CRM have to frequently create new sales orders and invoices based on existing ones. Manually replicating each sales order record, its related fields (products, price list, potential customer, etc.), and its related invoice records is time-consuming and prone to errors. Imagine having a tool that not only clones your primary records but also their related records seamlessly, saving you time and reducing...

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How NM&C Inc. leverages integrated maps within Dynamics 365 to Streamline Project Management
Jun14

How NM&C Inc. leverages integrated maps within Dynamics 365 to Streamline Project Management

In the dynamic world of construction, efficiency reigns supreme. National Maintenance & Construction Inc. (NM&C Inc.) understands this principle well. As a nationwide leader in facility maintenance and general construction, NM&C Inc. boasts over 50 years of combined senior management experience, specializing in the repair and remodeling of retail, restaurant, commercial, and industrial properties. Their...

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Omnichannel for Customer Service – Voice Upgrade
Jun14

Omnichannel for Customer Service – Voice Upgrade

Microsoft have recently started to roll out a MAJOR update to Omnichannel voice! In this post I will explain how to upgrade your phone numbers within the Dynamics 365 Contact Center. In this post I will explain the upgrade process and then I will explain how we create a voice enabled IVR BOT within Copilot Studio. (As after the upgrade any existing PVA classic IVR BOTs will need to be… Continue Reading Neil Parkhurst’s...

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Date Window Start and Date Window End fields missing on the Work Order form – Dynamics 365 Field Service
Jun13

Date Window Start and Date Window End fields missing on the Work Order form – Dynamics 365 Field Service

Recently we found that in one of the environments, the Date Window Start / End Dates was not showing up on the Work Order Forms, unlike the other environments. Check the forms below Well, the show and hide of the Date Window Start / End Date is controlled from Field Service Settings >> Fields Service … Continue reading “Date Window Start and Date Window End fields missing on the Work Order… Continue Reading...

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Automate Receipt Data Extraction and Entry into Excel with Power Automate AI Model
Jun13

Automate Receipt Data Extraction and Entry into Excel with Power Automate AI Model

Receipt processing is a prebuilt artificial intelligence model available in Power Automate. It’s designed to analyze receipts using cutting-edge optical character recognition (OCR) technology. This model can understand both printed and handwritten text on receipts. Once it reads a receipt, it extracts important information such as the store’s name and address, the transaction’s date and time, and a detailed list of...

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Power apps Business Rule Interview questions and answers
Jun13

Power apps Business Rule Interview questions and answers

Business Rule scenario based interview questions and answers – 1.When a business rule is used to set or change a field value, Does Javascript OnChange event handler triggered? A:When you set a field value by using a business rule, any OnChange event handlers for that field will not run. This is to reduce the potential… Continue reading Power apps Business Rule Interview questions… Continue Reading BIPIN KUMAR’s...

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Spring 2024 Release: Plot Locations and Routes on Maps within Power Pages Portal et al!
Jun12

Spring 2024 Release: Plot Locations and Routes on Maps within Power Pages Portal et al!

“What are you so engrossed in Jo?”, Ron asked his cubical mate with curiosity. “The Maplytics Team is out with its new quarterly release of feature updates and additions. This one is Power Pages Portal has had me hooked!”, Jo replied. “Power Pages? Really? What is it? I am working with those, currently, creating a Website for Michaels Stores”, Ron said with excitement. “Then you must read about this, buddy!”, encouraged Jo. Yes!...

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Enable / Disable (turn on / turn off) multiple cloud flows using Code – Power Automate
Jun11

Enable / Disable (turn on / turn off) multiple cloud flows using Code – Power Automate

Sharing a sample code through which we can Enable / Disable (turn on / turn off) multiple cloud flows using code. E.g. here we want to turn on the below Cloud Flows owned by a specific user. Table name – Workflow and Category – Modern Flow. Below is the sample code, code is straightforward, we … Continue reading “Enable / Disable (turn on / turn off) multiple cloud flows using Code –… Continue Reading Nishant...

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Lock fields on Editable Grid using JavaScript in Dynamics 365 CRM
Jun11

Lock fields on Editable Grid using JavaScript in Dynamics 365 CRM

Here’s how you can lock fields on the Editable Grid in Dynamics 365 CRM. Continue Reading priyeshwagh777’s Article on their blog Lock fields on Editable Grid using JavaScript in Dynamics 365 CRM Here’s how you can lock fields on the Editable Grid in Dynamics 365 CRM. Blog Syndicated with priyeshwagh777’s...

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Empty Rich Text Fields Validation using Regular Expression in Dynamics 365
Jun11

Empty Rich Text Fields Validation using Regular Expression in Dynamics 365

In the pursuit of enhancing data management within Dynamics 365 CRM, we recently integrated a ‘Rich Text Editor Control‘ into the Description field of the Appointment entity, and inserting text into the description, we observed an unexpected behavior. Upon exporting the data from Dynamics 365 CRM, we noticed that the Description field stored the text along with HTML tags. Surprisingly, even when we cleared the text from...

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D365 Customer Service: Dialer Enhancements

The 2024 release wave 1 for Dynamics 365 brought us some awesome features for the Dynamics 365 CX apps. So far, this release packed a lot of cool and innovative stuff to make all of the different apps work better. In this article, I will discuss the new improvements that have been made to the dialer inside of Dynamics 365 Customer Service. If you’re not sure what the dialer is inRead… Continue Reading Dian...

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D365 Customer Service: Dialer Enhancements – YouTube
Jun11

D365 Customer Service: Dialer Enhancements – YouTube

D365 Customer Service: Dialer Enhancements If you haven’t seen the new enhancements to the dialer in Dynamics 365 Customer Service that are part of 2024 release wave 1, then this is the video for you to watch! Learn all about the new features and how to enable them! Related Article: https://d365goddess.com/d365-customer-service-dialer-enhancements/ Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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D365 Marketing Consent and Microsoft Bookings
Jun11

D365 Marketing Consent and Microsoft Bookings

I recently worked with a client who are using Microsoft Bookings to allow someone to book a demo via a link on their website. They are also then manually adding a new Lead (or Contact) in to Dynamics 365. As they’ve begun using D365 Marketing (Customer Insights Journeys), and the person is agreeing to terms and conditions when they book an appointment via Bookings, the question was, well how… Continue Reading Megan V....

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Fixed- Flow not getting triggered (Callback Registration)– Power Automate / Dataverse
Jun10

Fixed- Flow not getting triggered (Callback Registration)– Power Automate / Dataverse

Recently in one of our environments, the out the box flow – “Deserialization of Inspection Definition” wasn’t getting triggered even when it was in the On state. This was because the “CallbackRegistrationExpanderFilter” operation was failing with the below error. Unexpected failure during ValidateUserAccessCached. Ex:… Continue Reading Nishant Rana’s Article on their blog Fixed- Flow not getting triggered (Callback...

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Updating PCF Controls to support new UI
Jun10

Updating PCF Controls to support new UI

In this post, I will share my experience updating one “Lookup to Optionset” PCF control I developed a while ago. You can check the video and/or source code if you are unfamiliar with it. Let’s check Microsoft Learn Here are a few articles and examples you can check for educational purposes: https://learn.microsoft.com/en-us/power-apps/developer/component-framework/fluent-modern-theming… Continue Reading Andrew...

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Fixed – Resource not found for the segment action error  – Power Automate / Dataverse
Jun10

Fixed – Resource not found for the segment action error – Power Automate / Dataverse

Recently we got the below error for one of our flows – Resource not found for the segment ‘dow_ArtefactMoveNotesAttacmentToBlob’. The flow was running fine with no errors a couple of days back. On trying to edit the flow we can see it not listing the action in the Perform an unbound action step, instead giving … Continue reading “Fixed – Resource not found for the segment action error … Continue Reading Nishant...

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How to – enable/disable the timeline highlights generated by generative AI – Dataverse / Model-drive Apps
Jun10

How to – enable/disable the timeline highlights generated by generative AI – Dataverse / Model-drive Apps

With the Timeline highlights (Generative AI) feature, agents can quickly view the critical information (summary) about the different activities in the timelines, without the need for clicking/reading through each of the activities. We can enable and disable it at both the form level, app level and environment level. At the form level, we can check/uncheck … Continue reading “How to –… Continue Reading Nishant...

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Utilize Power BI Semantic Model within Power BI Reports Builder
Jun10

Utilize Power BI Semantic Model within Power BI Reports Builder

Microsoft provides Power BI Report Builder to design paginated reports within the Power BI ecosystem. Paginated reports can create highly formatted, pixel-perfect reports suitable for printing or sharing as PDFs. With Power BI Report Builder, users can design these reports with precise control over layout, formatting, and data presentation, complementing the interactive and exploratory capabilities of Power BI Desktop. Power BI Report...

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Scary, dangerous, creepy tools 😱😬
Jun09

Scary, dangerous, creepy tools 😱😬

…am I hacking your system? There are a bunch of completely awesome and can’t-live-without tools. Most are created by the community, like me. These tools can break your system. Completely. “Are these tools even legal??” Too often, I’ve heard CTOs and others say that these tools should be stopped! Either by thoroughly educating all users not to use them or simply by blocking these… Continue Reading...

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European Power Platform Conference #EPPC24: Keynotes, sessions & top recommendations for Brussels!
Jun07

European Power Platform Conference #EPPC24: Keynotes, sessions & top recommendations for Brussels!

The European Power Platform Conference (EPPC) this year is scheduled at the Square, Brussels from June 11-13. This year’s event promises to be an electrifying gathering of innovators, tech enthusiasts, and industry leaders, all converging to explore the latest Microsoft Innovation. Get the latest announcements on Power Platform, Copilot, and where Microsoft is leading. Join us at the European Power Platform Conference (EPPC),...

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Inogic welcomes you at Booth 20 at #EPPC24 at the Square, Brussels from June 11-13!
Jun07

Inogic welcomes you at Booth 20 at #EPPC24 at the Square, Brussels from June 11-13!

Yes! You heard it right, Team Inogic, the parent of Maplytics will be exhibiting at the European Power Platform Conference 2024 or #EPPC24 at Booth #20 from June 11-13! The conference will be held at the Square, Brussels, with an amazing agenda. What’s special about #EPPC24 The European Power Platform Conference has been organized for the 3rd time in a row due to popular demand It will dive into Microsoft’s Power Platform stack and...

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Power Automate – Input field Delete option is disabled
Jun06

Power Automate – Input field Delete option is disabled

When I was working on Power Automate, I had to remove one of the parameters in it and when I clicked on the more options on the Input property and tried to delete it, the option is disabled. Then I checked the Power Automate flow thoroughly and understood that the parameter is being used in one of the condition. And I removed the parameter from the condition, then the Delete option is enabled and deleted the unnecessary field. Hope...

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List solution details and their components using Power Automate Flow
Jun05

List solution details and their components using Power Automate Flow

As Microsoft is providing us more flexibility with Power Automate (MS Flow), now we can retrieve List of solution details and their components directly within Power Automate flows. Recently, we got a requirement to retrieve the list of solutions and their components from specific environments and store this information in an Excel file on SharePoint. We can achieve this using Solution and Solution Components entity records in Dynamics...

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Power of integrated maps within Microsoft Dynamics 365 Field Service
Jun05

Power of integrated maps within Microsoft Dynamics 365 Field Service

The world of field service moves at a lightning speed and is cutthroat. Appointment Schedulers or Sales Managers are constantly juggling a complex web of tasks- assigning jobs, optimizing routes, ensuring timely customer service, accommodating ad hoc requests, and keeping field technicians in the loop. Traditional methods often relied on spreadsheets and manual route planning, leading to inefficiencies, frustrated or uninformed...

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This password does not meet the length, complexity, age, or history requirements of your corporate password policy (Minimum Password Age)
Jun04

This password does not meet the length, complexity, age, or history requirements of your corporate password policy (Minimum Password Age)

We might get the below error even after specifying a new password having the appropriate length, complexity, age, etc. If you are also facing the same, it could be because of the Minimum password age policy setting. It specifies the duration for which the password must be used before it can be changed. It could … Continue reading “This password does not meet the length, complexity, age, or… Continue Reading Nishant...

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Empowering Field Workforce with a Manual of Integrated Maps within Dynamics 365
Jun04

Empowering Field Workforce with a Manual of Integrated Maps within Dynamics 365

The world of field operations is extremely demanding. Field sales reps and field service technicians are the backbone of many businesses, constantly on the move, forging relationships, closing deals, and resolving critical customer issues. However, the traditional methods of managing territories, planning routes, and accessing crucial information can be cumbersome and inefficient. This is where Maplytics, a leading geospatial solution...

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Extend D365 Customer Service Copilot with Prompt Plugins (preview)

The preview feature that I am writing about today is a feature that a lot of us have been waiting for! I am super excited that it’s finally here, and I think this will be a game changer for service organizations! If you are familiar with Dynamics 365 Customer Service, than you most likely have seen the Copilot for agents (this is what I call it) that lives inside ofRead More Continue Reading Dian Taylor’s Article on their...

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Extend Copilot in D365 Customer Service with Prompt Plugins – YouTube
Jun04

Extend Copilot in D365 Customer Service with Prompt Plugins – YouTube

Extend Copilot in D365 Customer Service with Prompt Plugins The preview feature that I am discussing in this video is something that a lot of us have been waiting for! I am super excited that it’s finally here, and I think this will be a game changer for service organizations! If you are familiar with Dynamics 365 Customer Service, than you most likely have seen the Copilot for agents that lives inside of Dynamics 365 Customer...

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Copilot – Create Knowledge Articles From Resolved Cases
Jun04

Copilot – Create Knowledge Articles From Resolved Cases

There is a new feature in Dynamics 365 Customer Service that will aid the creation of knowledge articles, agents can now use copilot to generate a suggested knowledge article based on the case content. In this post I will explain how this new feature operates. Setup First off, you will need to enable this option. You do that in your “Customer Service Admin Center” app. You will find… Continue Reading Neil Parkhurst’s...

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This operation cannot be performed because there is an active lifecycle operation on the environment – Dataverse / Power Platform
Jun03

This operation cannot be performed because there is an active lifecycle operation on the environment – Dataverse / Power Platform

While trying to enable Admin Mode for one of our Dataverse Environments, we got the below error “This operation cannot be performed because there is an active lifecycle operation on the environment” This was because we had a copy operation going in the background, we were copying that particular environment to another environment. After the … Continue reading “This operation cannot be… Continue Reading Nishant...

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Creating Model Driven Apps Side Panels like a boss
Jun03

Creating Model Driven Apps Side Panels like a boss

If you use model-driven applications regularly you might notice a “Copilot” Side Pane that appears immediately after your app (Sales/Service/Marketing/Something Else) is loaded: I decided to investigate and share how to create a similar functionality in this blog post. Approach There are 3 components that make this solution complete: Html/JS webresource that will be shown … The post Creating… Continue Reading...

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Integrate Business Central with Microsoft Dataverse using Virtual Table
May31

Integrate Business Central with Microsoft Dataverse using Virtual Table

In modern business applications, integrating data from multiple sources is crucial for streamlined operations. Microsoft Dataverse provides a unified data platform, making it easier to connect Business Central with other Dynamics 365 applications. One powerful feature facilitating this integration is Business Central Virtual Tables. These tables act as bridges between Business Central and the Microsoft Power Platform, enabling...

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Strong Spas Heats Field Service Efficiency with integrated maps & Dynamics 365
May30

Strong Spas Heats Field Service Efficiency with integrated maps & Dynamics 365

Strong Spas, a leading manufacturer of innovative hot tubs since 1994, prides itself on craftsmanship and exceptional customer service. With a global presence spanning over 40 countries, ensuring efficient service for their extensive network of dealers and customers can be a logistical challenge in the long run and affect field productivity and profits. However, Strong Spas have found a powerful ally in Maplytics, a geo-analytical...

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Webinar: Send WhatsApp Messages Directly from Dynamics 365 CRM – A Complete Walkthrough
May30

Webinar: Send WhatsApp Messages Directly from Dynamics 365 CRM – A Complete Walkthrough

Did you know that globally, WhatsApp messages have an open rate as high as 95%, compared to the average email open rate of just 23%! But how do you leverage WhatsApp if you and your team use CRM? Enter WhatsApp4Dynamics by Inogic – the application that seamlessly bridges WhatsApp and your CRM! WhatsApp4Dynamics, is set to transform how businesses interact with their clients. This powerful integration enables sales, service, and...

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Sending Emails with Dynamics 365 Sales
May29

Sending Emails with Dynamics 365 Sales

IncludesSetting up Dynamics to send and receive emailsHow to compose a simple email Using Email Templates PersonalisationMeasuring engagement with your emailsSend Dynamics emails on behalf of another userSend bulk emailsFind old emailsAutomationOutlook integration Setting up Dynamics to send and receive emails Before you start sending emails through Dynamics you’ll need to set up your… Continue Reading Pete Murray’s...

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Create a table in Dynamics 365 CRM from the SharePoint List
May29

Create a table in Dynamics 365 CRM from the SharePoint List

In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards.  This is where table creation from the SharePoint list comes into the picture to fill the gap. By...

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Fixed – The system could not log you on. This could be because your user record has been disabled in Microsoft Dynamics 365 error when trying to create or save a record
May28

Fixed – The system could not log you on. This could be because your user record has been disabled in Microsoft Dynamics 365 error when trying to create or save a record

Recently in one of our environments, we were getting the below error on trying to create/update a contact or account record. Exception Message: The user with SystemUserId=08b9fcec-8c8f-ee11-be36-0022489338d1 in OrganizationContext=33679242-8c8d-ee11-8174-0022489425ce is disabled. Disabled users cannot access the system. Consider enabling this user for the action to succeed.. User… Continue Reading Nishant Rana’s Article on...

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Use Dataverse Elastic Tables in Power Automate Cloud Flows
May28

Use Dataverse Elastic Tables in Power Automate Cloud Flows

In this blog post, I will guide you through overcoming common challenges encountered during CRUD operations on elastic tables in Dataverse using Power Automate cloud flow. While I was working with cloud flow run history in Dataverse, I experienced an unusual issue. In my cloud flow, I use a “List Rows” action to retrieve the data from Flow Run … Continue Reading Linn Zaw Win’s Article on their blog Use...

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Microsoft Build 2024 Highlights: Announcements for Copilot, Power Platform, Azure AI Services, and more!
May28

Microsoft Build 2024 Highlights: Announcements for Copilot, Power Platform, Azure AI Services, and more!

Highlights from Microsoft Build 2024 As the tech world buzzes with excitement, Microsoft Build 2024 has once again set the stage for ground-breaking innovations and advancements. The annual developer conference, held last week (May 2024), is a focal point for Microsoft’s latest announcements and updates. This year, the spotlight shone brightly on enhancements to Power Platform and (you guessed it) Copilot and Copilot Studio,...

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Configurable Copilot Summaries for D365 Field Service

If your organization is using Dynamics 365 Field Service, then you probably have seen the summarization feature for bookings and work orders. This feature is currently in public preview and it uses artificial intelligence to generate a recap for a work order or a booking record in Dynamics 365 Field Service. This summary contains information about the work order and related data, such as work… Continue Reading Dian...

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Send Session Reminder Email After Event Check-in For In-Person Events
May28

Send Session Reminder Email After Event Check-in For In-Person Events

Back with another post that focuses on Event Management and different approaches you can take. This one was inspired by a question from a reader on one of my blogs, and also a recent reminder from Malin Martnes on one of her posts about using Lists in emails. The reader wanted to know if when someone checked in, you could provide them with a list of the sessions they had registered for (thanks… Continue Reading Megan V....

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