Button to send Email based on Templates in Dynamics 365 CE
Mar18

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....

Read More
Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo
Mar18

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...

Read More
Use Monitor to debug Model-driven apps remotely | Power Platform
Mar18

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...

Read More
Not able to Create Power Automate Flow in Custom Page in Model-Driven App?
Mar18

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...

Read More
Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!
Mar15

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...

Read More
How to Enable Inline Actions feature in Microsoft Canvas Apps?
Mar15

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...

Read More

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...

Read More
Navigating Businesses through Changing Climate within Dynamics 365
Mar14

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

Read More
How to Create Browser Profiles?
Mar14

How to Create Browser Profiles?

Source link

Read More
How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM
Mar13

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...

Read More
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)
Mar12

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...

Read More
Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments
Mar12

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

Read More
Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!
Mar12

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...

Read More

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...

Read More
Find Dynamics 365 Date in Outlook using mentions – YouTube
Mar12

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....

Read More
The ‘operationOptions’ property is not allowed on the trigger when the workflow contains actions of type ‘OpenApiConnection- Power Automate
Mar11

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...

Read More
Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM
Mar11

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...

Read More
Arun Potti’s YouTube Channel Started!!!
Mar11

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...

Read More
2024 March DC Chapter Meeting
Mar08

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...

Read More
Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release!
Mar08

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...

Read More
How to use /mention in Outlook web client for Dataverse records?
Mar08

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...

Read More
D365PPUG Birmingham – April 2024 Event
Mar07

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.

Read More
Rejoice Women Photographers the Maplytics Way!
Mar07

Rejoice Women Photographers the Maplytics Way!

The post Rejoice Women Photographers the Maplytics Way! appeared first on Blog | Maplytics. Source link

Read More
A Comprehensive Guide to Create and Edit Topics with Copilot
Mar07

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...

Read More
Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate
Mar06

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...

Read More
Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE
Mar06

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...

Read More
ILMerge / Dependent Assemblies in Plugin – System.IO.FileNotFoundException: Could not load file or assembly ‘System.Memory.Data’ – Dynamics 365 / Dataverse
Mar05

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...

Read More
Why Environment Variables don’t appear in Flows? | [Quick Tip]
Mar05

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? |…...

Read More
Pre-Export Step Required setting in Deployment Pipeline | Power Platform Pipelines
Mar05

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...

Read More
Dynamics 365 – Knowledge Base Filtering
Mar05

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...

Read More
Team Up Text SMS & Location Intelligence within Dynamics 365 CRM to Close More Deals!
Mar05

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

Read More

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...

Read More
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview) – YouTube
Mar05

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...

Read More
Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions
Mar05

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....

Read More
How to Enable Aggregation (preview) feature in Microsoft Power Apps?
Mar05

How to Enable Aggregation (preview) feature in Microsoft Power Apps?

The Power Apps grid control represents the next evolution of the Power Apps read-only grid control, allowing users to view, open, and edit records from views and sub grids. In addition to inline editing, this control provides other capabilities including a modern data browsing experience via infinite scrolling, allowing users to scroll indefinitely through data until they find the records they’re interested in, and an ability to...

Read More
Power Platform Pipelines | Blog Series
Mar04

Power Platform Pipelines | Blog Series

Here’s a blog series to get you up to speed on Power Platform Pipelines! Setting up and Running Power Platform Pipelines Here is what you need to get done in order to setup Power Platform Pipelines – Here’s official Microsoft Documentation on Power Platform Pipelines – https://learn.microsoft.com/en-us/power-platform/alm/pipelines?WT.mc_id=DX-MVP-5003911 Hope this was useful! Here are some… Continue...

Read More
Run a Power Platform Pipeline
Mar04

Run a Power Platform Pipeline

In case you setup your first Power Platform Pipeline and looking to test it out? This post is for you. Or if you haven’t yet configured your Power Platform Pipelines first, refer this post – Setup Power Platform Pipelines Now that you have your basic Power Platform Pipeline set in place, let’s run a created Pipeline! … Continue reading Run a Power Platform Pipeline Continue Reading priyeshwagh777’s...

Read More
Setup Power Platform Pipelines
Mar04

Setup Power Platform Pipelines

Given that you need to setup Power Platform Pipelines, here’s a post for you!This post will walk you through on how you can setup Power Platform Pipelines. Pre-Requisites Here’s what you need to setup in order to enable Power Platform Pipelines – Setting up Environments Here’s how you can setup your Environments in the – … Continue reading Setup Power… Continue Reading priyeshwagh777’s...

Read More
The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365
Mar04

The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365

Recently we got the below exception for one of our plugins. Message: The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code. Please refer to this document: https://go.microsoft.com/fwlink/?linkid=2189390Microsoft.Xrm.RemotePlugin.Grpc.ExceptionHandlers.SandboxFabricWorkerCommunicationException: Error communicating with… Continue Reading Nishant Rana’s...

Read More
Open New Record Form with Pre-populated Fields Using Xrm.Navigation.navigateTo
Mar04

Open New Record Form with Pre-populated Fields Using Xrm.Navigation.navigateTo

This post will explain how you can pre-populate fields with various data types (lookup, partylist, etc.) when a new table form is opened using the Xrm.Navigation.navigateTo method. There is a navigateTo (Client API reference) in the Microsoft Learn but it lacks a code example for the implementation of data object parameter to set the default values to the fields when a form is… Continue Reading Linn Zaw...

Read More
Pass Entity parameter from Power Automate Flow to an Action
Mar04

Pass Entity parameter from Power Automate Flow to an Action

Let’s say that you want to run a Power Automate Flow on a set of Dataverse records and those records will be referenced in your C# Plugins. And the next steps is you’ll create an Action for this and register it in the Plugin Registration Tool. In case you are new to plugins in CRM, … Continue reading Pass Entity parameter from Power Automate Flow to an Action Continue Reading priyeshwagh777’s Article on...

Read More
Power Apps – Some components of this app require you to sign in. If you don’t sign in, part of the app may not work.
Mar04

Power Apps – Some components of this app require you to sign in. If you don’t sign in, part of the app may not work.

Got the below error while opening the Microsoft Power Apps form in Google Chrome. Some components of this app require you to sign in. If you don’t sign in, part of the app may not work. Solved the issue by following the below steps. Step 1: Click on Browser’s Vertical dots and Click on Clear browsing data. Or Click on Ctrl +Shift + Del. Step 2: Choose Time range as All time and Select only Cookies and other site data....

Read More
Only notes are available in Offline mode. Please check your internet connection to view other timeline records – Dataverse / Dynamics 365
Mar02

Only notes are available in Offline mode. Please check your internet connection to view other timeline records – Dataverse / Dynamics 365

We were recently exploring the Dynamics 365 Field Service mobile app, we saw that for the users with a mobile offline profile configured – Add the user to an offline profile, when they go offline they will see the below message – “Only Notes are available in offline mode. If you would like to view … Continue reading “Only notes are available in Offline mode. Please check your internet… Continue Reading...

Read More
Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
Mar01

Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales

Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new enhancement enables users to group...

Read More
How to Enable the SQL Server stored procedures (preview) feature in the Power Apps?
Mar01

How to Enable the SQL Server stored procedures (preview) feature in the Power Apps?

Microsoft has released a new feature to call the SQL stored procedure from the Canvas Apps using Power Fx. Customers can add a SQL Server Database object to their data sources and then access Stored Procedures actions off of the database object. In this article, will explain step-by-step process to enable the SQL stored procedure preview feature in the Canvas Apps. Pre-Requisites: Click on the below article link and create a Microsoft...

Read More
Fixed – Duplicate records in Azure Synapse Link (Dataverse)
Feb29

Fixed – Duplicate records in Azure Synapse Link (Dataverse)

Recently for some of our Dataverse environments, we found duplicate records getting created (same GUID) for Notes and Work Order Incident tables in the corresponding CSV files. Here we were using In place update – In-place updates vs. append-only writes This was causing the Power BI reports built on top of it to fail. On … Continue reading “Fixed – Duplicate records in Azure Synapse… Continue Reading...

Read More
Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM
Feb29

Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM

The post Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM appeared first on Blog | Maplytics. Source link

Read More
Unable to see “Enable Managed Environments” button?
Feb29

Unable to see “Enable Managed Environments” button?

Recently, my colleague was asked to Enable the managed Environment feature for one of the Dataverse Environment from the Power Platform admin center (PPAC) and when he navigated to PPAC, he could not be able to see the “Enable Managed Environments” button for the selected Environment. Followed the below steps and resolved the issue. Step 1: Click on the below link to Microsoft 365 admin center and provide your credentials....

Read More
Fixed – System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb (Dataverse / Dynamics 365 )
Feb28

Fixed – System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb (Dataverse / Dynamics 365 )

Recently we got the below exception for one of our plugins Message: System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb. Below is the code where we were getting the error. We were retrieving the notes records associated with the inspection response/inspection attachments. (Dynamics 365 … Continue… Continue Reading Nishant...

Read More
Utilize a model for work classification based on sentiment prediction in Dynamics 365
Feb28

Utilize a model for work classification based on sentiment prediction in Dynamics 365

Introduction Work items can be routed using artificial intelligence (AI)-based sentiment predictions in Microsoft’s Unified Routing for Dynamics 365. Let’s say the user begins a customer service conversation via the customer service admin center and notices that the customer is really unhappy. By using this feature, the user could direct the customer to a particular queue that might be manned by representatives who are...

Read More