{How to } generate ribbon metadata in Dynamics 365 CE Apps
Hello Everyone, Today i am going to show how to generate ribbon metadata in Dynamics 365 CE Apps. Let’s get’s started. Suppose you have requirement of issue ribbon command bar often casused by missing or incorrect ribbon metadata. A button on the command bar is hidden when it should be visible. A button on the command bar is visible when it should be hidden. A button on the command bar is not working correctly. A command...
Microsoft Artificial Intelligence enhancing Customer Experiences
Image created with Midjourney A recent Gartner poll of over 2,500 executives, showed that 38% saw customer experience and retention as the primary purpose of their generative artificial intelligence (AI) investments. Significantly ahead of revenue growth (26%), cost optimization (17%) and business continuity (7%). With that in mind, let’s look at the history of Microsoft’s commitment to AI… Continue Reading Paul Harrison’s...
How to show the Power Automate complete Expressions?
By default, whenever we work on Expressions in the Power Automate, it will not show the complete expression, unless you hover on it or clicked on the Expression to see in the Expression window. This will definitely kill our time to understand the expressions on hovering it or copying and pasting the expression to a Notepad. I found a beautiful way to overcome and show the complete expression on load of browser page and will explain...
Installing Updates For D365 Marketing AKA Customer Insights Journeys
Quick little post for you on a few changes when you manage and are installing updates for D365 Marketing (yes, I know, Customer Insights Journeys but I still can’t let go of it yet). The process is pretty much the same, but the screens are definitely different, AND there is now a place to manage ALL environments which is great for a System Administrator wanting to keep all environments up to… Continue Reading Megan V....
Step by step – Deleting an existing plugin from Plugin Assembly (Dataverse)
Recently we had a requirement to remove an existing plugin, as that was no more required. Of course, we can simply disable the step here, but then going forward we might end up with too many such plugins and we will always have an overhead to make sure those steps are disabled, whenever we deploy … Continue reading “Step by step – Deleting an existing plugin from Plugin… Continue Reading Nishant Rana’s Article...
Use Dataverse search Suggestions API of Microsoft Dynamics 365
Dataverse Search has been a prominent feature in the Microsoft Dynamics 365 CRM environment, offering access to advanced search capabilities. The earlier “Relevance Search” has been upgraded to “Dataverse Search” with some interesting additional enhancements. Previously, we demonstrated how to utilize the Relevance Search API in Power Automate and Canvas Apps. Today, let’s explore the enhancements. Configuring...
{How to} see sales usage reports on Dynamics 365 Sales Hub
Hello Everyone, Today i am going to show how to see the sales usage report on Dynamics 365 Sales Hub. Let’s get’s started. Login into Sales Hub. Choose the Sales from settings. Under the Sales Analytics click on Sales Usage Reports. Opportunity Usage Reporting: Opportunity record operations over time, Users Contributing to Opportunity record operations. Top users creating Opportunity records, Top users updating Opportunity...
Filtering Attributes for Create message – Plugin (Dataverse / Dynamics 365)
While registering a plugin step, found that we can now specify Filtering Attributes for Create message. Check the below post for more details – Continue Reading Nishant Rana’s Article on their blog Filtering Attributes for Create message – Plugin (Dataverse / Dynamics 365) While registering a plugin step, found that we can now specify Filtering Attributes for Create message. Check the below post for more details...
Use Query Assist Copilot to create Segments (Dynamics 365 Marketing)
Using Query Assist Copilot we can create segments easily through its Natural Language Processing (NLP) capability. Create a new Segment from Real-Time Marketing >> Audience >> Segments Specify the segment name and the target audience (either contact or lead) Now in Query Assist, we can specify the details of the segment It also provides us … Continue reading “Use Query Assist Copilot to create…...
Developer Environment Routing!
Recently I talked about the wider vision that organisations would be able to use, for helping users get access to the right environments (Default Environment – How to handle? » The CRM Ninja). As part of this, I discussed the Microsoft vision of having environment routing in place, to move users automatically to specific environments. At the point of writing, there wasn’t anything that I… Continue Reading...
Sally in HR has a Business Problem – Part 4
In our last episode, Sally was concerned that building an app may be more complicated than she thought. Sally and Art from IT agreed to explore having their partner build it. The next day, Art calls Rupert, the CIO, for budget approval. “Hi Art”, Rupert answered, “What’s… Continue Reading Steve Mordue MVP’s Article on their blog Sally in HR has a Business Problem – Part 4 – Steve Mordue...
{Did you know} Modern security role editor experience in the Power Platform admin center
Hello Everyone, Today i am going to share how to use the Modern security role editor experience in the Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the environment and then settings; New window will be displayed with all the security roles and some noticable changes like display only parent security roles to toggle turn ON by default where you can be...
Omnichannel for Customer Service – Assignment Priorities
Within Omnichannel for Customer Service we use Unified Routing to assign conversations to agents. Out of the box we have several assignment methods including round robin, highest capacity and longest idle. We’ll typically assign work items in the order they arrive based on one of these methods. But what if you want to prioritize certain conversations? In this post I will explain how we can use… Continue Reading Neil...
Use Sales Copilot to get the latest news for customers/accounts through Bing (Dynamics 365)
Sales Copilot can be used to get the latest news for the company or account, from Lead, Opportunity, Contact, or Account form. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we have already enabled it, we can manage the features provided … Continue reading “Use Sales Copilot to get the latest news for...
Sally in HR has a Business Problem – Part 3
In our last episode, the CIO, Rupert, questioned whether Sally understood the Spreadsheet she was trying to replace with an app. It seems there were some formulas in the spreadsheet that Sally conceded she did not understand. Rupert had agreed that Art from IT should work… Continue Reading Steve Mordue MVP’s Article on their blog Sally in HR has a Business Problem – Part 3 – Steve Mordue MVP Sally continues her...
{How to} refresh Power BI Report Datasets on Power BI Service
Hello Everyone, Today i am going to show how to refresh the Power BI Report datasets on Power BI Service. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the the Power BI Then you will land on POWER BI Workspace and select the report and click on refresh icon. That’s it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY) #365BlogPostsin365Days Source...
Smart Email Validation for Dataverse(preview)
You might remember that I wrote an article about the email validation feature which went into public preview back in October of 2022. (Yes it is still in preview today!). This feature allowed us to validate email addresses for leads (and now also contacts) in Dynamics 365 Sales. As you might or might not know, leads and contacts have several email address columns; ‘emailaddress1‘,… Continue Reading Dian...
Smart Email Validation(preview) for Dataverse – YouTube
Smart Email Validation(preview) for Dataverse In this video I will discuss the Smart Email Validation for Dataverse(preview) which is different from the email validation feature for leads and contacts! Related Article: https://d365goddess.com/smart-email-validation-for-dataverse Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I will discuss the...
Pin Activities in Timeline – Dynamics 365
With the 2023 Release Wave 2, as per Microsoft Documentation, we can pin activities such as records to the top of the timeline. We could see that option available for the Notes in the timeline. It also shows the number of records pinned. To unpin it, we need to click the icon again, and the … Continue reading “Pin Activities in Timeline – Dynamics 365” Continue Reading Nishant Rana’s Article on their blog...
Sally in HR has a Business Problem – Part 2
In our first episode, Sally identified a business problem and worked toward solving it with the Power Platform. We left off with Sally asking Art in IT for an explanation of Multiplexing. Sally asked Art again, “Well, can you explain multiplexing to me or not?”. “I’ll have to… Continue Reading Steve Mordue MVP’s Article on their blog Sally in HR has a Business Problem – Part 2 – Steve...
{How to} to set Focused View for tables in Dynamics 365 Sales
Hello Everyone, Today I am going to show how to set Focused View for tables in Dynamics 365 Sales App. Let’s get’s started. Login into Sales Hub. Select the table like Lead , Opportunity, Account, Contact. Click on account table and then click on the Focused view. Now you have the visibility of the table and stay focused on the tables you are working. That’s it for today. I hope this helps Malla Reddy...
![Dataverse Error: Cannot start the requested operation [EntityCustomization] because there is another [PublishAll] running at this moment.](https://i0.wp.com/365community.online/wp-content/uploads/2023/03/dataverse_1600x1600.png?resize=240%2C240&ssl=1)
Dataverse Error: Cannot start the requested operation [EntityCustomization] because there is another [PublishAll] running at this moment.
Got the below error, after updating a field in Dynamics 365 CE. Cannot start the requested operation [EntityCustomization] because there is another [PublishAll] running at this moment. Use Solution History for more details. — The solution installation or removal failed due to the installation or removal of another solution at the same time. Please try again later. One of my Team members started the Publish All on the...
How to use – User Multiplexing to get better performance for Data Migration /Integration using KingswaySoft Integration Toolkit for Dynamics 365 (Dataverse / SSIS)
Let us see how we can make use of User Multiplexing to get better performance. Below is our SSIS Package, which uses Data Spawner to create sample records, 20 K in this case, and CDS Destination to create those records (contact). Data Spawner is used to create the 20000 contact record. The CRM Connection is … Continue reading “How to use – User Multiplexing to get better performance for Data… Continue Reading Nishant...
What do you mean by Microsoft Entra ID in Power Platform
Hello Everyone, Today i am going to share what is Microsoft Entra ID in Power Platform. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Enlarge the Admin Centers and you will see the Microsoft Entra ID. You may be wondering what is all about Microsoft ID – otherwise known as Azure Active Directory 😁 A new name for Azure Active Directory, you can continue to use the Azure AD without any...
How to configure Power Apps Assets within Power Apps Admin Center
Hello Everyone, Today i am going to share what is the significance of Power Apps Assets in Power Apps. Let’s get’s started. Normally when working with Power Apps you can get stuck in a problem and with the help of AI, you can get some answers. But in some critical cases bot fail to give accurate answers for you. To over come situation Microsoft introduced Power Apps Assets. As the name itself is advisors, so it lets...
2023 September DC Chapter Meeting
Great attendance at the 2023 September DC Chapter Meeting! Let’s quickly recapt the 2023 September DC Chapter Meeting that happened recently featuring Neil Benson! Neil Benson (LinkedIn, YouTube) joined us to talk about a common Dataverse / Dynamics 365 problem where Contacts work at multiple organizations or have different roles between accounts. Check out the video of the whole… Continue Reading Kylie Kiser’s...
More with Pipeline in Power Platform
Hello Everyone, Today i am going to share my thoughts on pipeline, we can do more with it. Let’s get’s started. Pipeline in Power Platform typically refer to data integration pipeline created using Power Automate or Power Apps. These pipelines allow you to automate workflows and integrate data across various Microsoft and third party applications. To do more with Pipelines in Power Platform, you can explore the following...
Sally in HR has a Business Problem
Sally’s problem: the onboarding process for new hires at Acme Corp. Sally inherited the current process from her predecessor, consisting of a Master spreadsheet and a New Recruit spreadsheet. After a new applicant accepts an offer, she emails the New Recruit Spreadsheet to the new recruit. It is fairly straightforward on the surface, appearing to the recruit to be one page of questions. Bob,… Continue Reading Steve Mordue...
Dynamics 365 Field Mappings to Quote, Order and Invoice
In Dynamics 365 it might be common to add custom fields to opportunity products, quotes lines, order lines and invoice lines. As we progress from an opportunity into a quote, or a quote into order etc, we’d want these custom fields to carry forward. But the relationship between these tables is (for some crazy reason) hidden. In this post I will explain how to resolve this challenge. I’m… Continue Reading Neil...
How do you know your Dynamics 365 Apps have updates available
Hello Everyone, In my previous post i have shown how to do update of Dynamics 365 Apps.Today i am going to show how to find out your Dynamics 365 Apps have updates available ?Login into www.admin,powerplatform.microsoft.comChoose the Environment and click on Dynamics 365 Apps and look for Dynamics 365 for Field Service as as an example.Click on Update available for Dynamics 365 Field Service and Confirm the update.Update intitiated...
Power Pages in a day walkthrough
One of the number one questions I get is “how do I getting started with Power Pages”? Of course, being a trainer that delivers Power Pages training, I would normally say to attend one of my classes or one of my sessions. However, everyone’s learning style, requirements, and budget differ. Thankfully there is a lot of learning resources both from the community and from Microsoft. One… Continue Reading Nick...
Use Sales Copilot to get the summary of a lead and opportunity (Dynamics 365)
Sales Copilot can generate a quick summary of a lead and opportunity record, based on the fields defined in a view. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we have already enabled it, we can manage the features provided along … Continue reading “Use Sales Copilot to get the summary of a lead and opportunity…...
Power Automate Error: You should specify a contact or account.
Got the below error when I was trying to update the Out of the box Case in Power Automate Flow. Error: {“error”: {“code”: “0x80044410”,“message”: “You should specify a contact or account.”,“@Microsoft.PowerApps.CDS.ErrorDetails.HttpStatusCode”: “400”,“@Microsoft.PowerApps.CDS.TraceText”: “[Microsoft.Dynamics.Service.Plugins:...
{How to} update Power Apps App Copilot App in Environments
Hello Everyone, Today i am going to show how to update the Dynamics 365 Apps in Environment. In this example i am i will show how to update the Power Apps App Copilot App . Login into Power Platform Admin Center. Click on the environments and choose the environment that you would like to update the App, choose the Dynamics 365 Apps. Choose the Power Apps App Copilot App and click on the “…” and choose the...
How to Download Dynamics CE Developer Tools using Power Platform Tools in Visual Studio Code?
Follow the below articles to download the Microsoft Dynamics 365 CE Developer Tools using Power Platform Tools in Visual Studio Code. Plugin Registration Tool Configuration Migration Tool Package Deployer Tool Below are my earlier articles that you can have a look. How to get the Choice Text and Value in the Dataverse using JavaScript? Microsoft Dataverse Low Code No Code Plugins How to convert the Number String to...
Birmingham D365 and Power Platform User Group – September 2023
Our next Dynamics 365 / Power Platform user group meeting is fast approaching! On 21st September, if you are in Birmingham why not come and join us? As always, our event will be free and open to all. Our next in-person meeting of the year will take place on Thursday 20th July from 18:30 at the Wesleyan Building. Parking is available close by at the B4 Car Park or it’s a short walk from… Continue Reading Neil...
Cleaning up the ActivityPointBase to free up storage– Dataverse / Dynamics 365
In one of our environments, the ActivityPointBase table was occupying nearly 20 GB. It was earlier 40 GB, and we then deleted email records to bring it down to 20 GB. On downloading the table details, we did not get a clear idea of what activity-type table was occupying that much space. So we raised … Continue reading “Cleaning up the ActivityPointBase to free up storage– Dataverse /… Continue Reading Nishant...
{How to } enable show emails as conversation on timeline
Hello Everyone, Today i am going to show how to enable show emails as conversation on timeline. Let’s get’s started. Sign in to Sales Hub. Click on settings and then Personalization Settings. This displays the Set Personal Options dialog box so you can use the following steps to enable the email view on timeline. Select the Email tab. Select the Show emails as conversation on timeline check box. Select OK. The...
Reparent relationship cascading behavior in Dynamics 365 / Dataverse
Check out the below articles explaining in detail the Reparent behavior. About the reparent action Continue Reading Nishant Rana’s Article on their blog Reparent relationship cascading behavior in Dynamics 365 / Dataverse Check out the below articles explaining in detail the Reparent behavior. https://woodsworkblog.wordpress.com/2012/09/02/crm-2011-parental-relationship-behaviour-the-reparent-action-in-practise/...
Profitability Analysis on a Project Service Quote | Project Operations
Here’s how the Profitability Analysis numbers are calculated for Project Operations! Continue Reading priyeshwagh777’s Article on their blog Profitability Analysis on a Project Service Quote | Project Operations Here’s how the Profitability Analysis numbers are calculated for Project Operations! Blog Syndicated with priyeshwagh777’s...
Using New Bulk Operation Messages in the Plugin
Make your developers’ lives easy with yet another feature added to Microsoft Dynamics where they can perform operations using new plug-in messages that have been Introduced for bulk operations as below. Let’s dig into this preview feature! CreateMultiple: Creates multiple records of the same type of entity in a single request. Example: UpdateMultiple: Updates multiple records of the same type of entity in a single request. Example:...
New Microsoft Certifications Path for Power Platform and Dynamics 365
Hello Everyone, Today i am going to show Microsoft Certification path for Power Platform and Dynamics 365. May be you are new to Microsoft Domain or New to Power Platform or Dynamics 365 or Azure or Microsoft 365 and you would like to start your certification journey. Then this blog is for you. Please click here to see the certification path. That’s it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY)...
Unlocking Efficiency with Copilot Control in Canvas Apps
In the dynamic world of app development, finding ways to streamline processes, enhance user experiences, and boost productivity is a constant pursuit. As businesses evolve and user expectations continue to rise, developers need innovative tools and features to stay ahead of the curve. One such groundbreaking addition to the Power Apps arsenal is the Copilot control. In todays blog, we’re… Continue Reading Rehan...
{How to} Simplify address entry with smart autocomplete using Bing Maps Dynamics 365
Hello Everyone, Today i am going to show how to enabel email address suggestions with smart autocomplete using Bing Maps Dynamics 365. Let’s get’s started. Suppose you are entering the address in the address field and you can see the suggested addresses as they type. So it minimize manual input and saving valuable time. This leads to increased productivity, enabling users to focus on core selling tasks and customer...
{How to} Hide + button on global ribbon menu in Dynamics 365
Hello Everyone, Today i am going to show how to hide the global ribbon button “+” on Dynamics 365. Let’s get’s started. Suppose you had a requirement to hide the + sign button on Global Ribbon on Dynamics 365 from your organisation business stakeholders, then how do you do that? Hiding the “+” (New Record) button on the global ribbon in Dynamics 365 involves modifying the Ribbon Workbench or using a...
Dataverse Custom API – Key Articles / Tool
Thanks to David Rivard for the wonderful articles and XrmToolBox Plugin Custom API Manager on Custom API Custom API Test (XrmToolBox plugin) by Jonas Rapp – https://www.xrmtoolbox.com/plugins/Rappen.XrmToolBox.CustomAPITester/ Also check the other interesting articles on Custom API – https://xrmdynamicscrm.wordpress.com/tag/dynamics-crm-custom-api/… Continue Reading Nishant Rana’s Article on their blog...
{How to} lock the records listed with editable grid in a view on Dynamics 365 Sales
Hello Everyone, Today i am going to show how to lock the fields on editable grid when on list view of the dynamics 365 sales record. Let’s gets’s started. Scenario: There is a requirement to lock some of the fields which are locked at record level but they are editable when on editable grid of the dynamics 365 sales record. So now we need to lock those locked fields on the editable grid as well. Also that...
Edge profiles switching?
This is not a CRM post, but a post about being a consultant and problems that might occur. If you updated to the most recent version of Edge (September 2023) you might be jumping between profiles in Edge when entering different sites like:admin.powerplatformportal.azuremake.powerapps ETC There is actually a setting in EDGE where you can turn this off. Having way too many customer profiles,… Continue Reading Thomas...
{How to } Set Forecast Manager Security Role in Dynamics 365 Sales
Hello Everyone, Today i am going to share how to configure the Forecast Manager Security Role and what is the purpose of the Forecast Management. Let’s get’s started. How to add Forecast Manager security role to the user? Login into Sales Hub, Settings > Security Roles > User > Assign the FORECAST MANAGER ROLE. What is Forecast Management? It helps sellers can track performance against targets and identify...
DocuSign integration with Power Pages
If you have ever needed to sign a contract, agreement, or any other legal binding document, you may have received the document via email from a service called DocuSign, where you can provide an “e-signature” instead of having the physically go somewhere to provide a “wet signature” on a document. In the TV series “The Big Bang Theory”, the character Sheldon Cooper was notorious for creating…...