Partner Solution Showcase #MySummitNA | Reinvent Maps for Dynamics 365 CRM |Oct 15
This October, the Microsoft Dynamics Community is set to thrive at Community Summit North America 2024 in San Antonio, Texas. Bringing together industry professionals, partners, and Microsoft leaders from October 13-17 at the Henry B. Gonzalez Convention Center, the event offers an exciting mix of innovation, collaboration, and knowledge sharing. A key highlight is Inogic-Maplytics, the Platinum Sponsor, showcasing how geolocation can...
Show/Hide Buttons Based on Entity Permissions Using Power FX
Recently, we received a client requirement to show a button to users who have the Create permission for a specific entity. In the traditional approach, we would use the Ribbon Workbench in XrmToolBox to add buttons and write JavaScript code to check user permissions. While this method works fine, it can be a bit complex and technical. After doing some research and exploring Microsoft Docs, we found a Power Fx formula:...
Partner Solution Showcase | Reinvent Maps for Dynamics 365 CRM |Oct 15 | #MySummitNA
This October, the heart of the Microsoft Dynamics Community will beat louder than ever at the Community Summit North America 2024 in San Antonio, Texas. With thousands of industry professionals, partners, and Microsoft leaders gathering from October 13-17 at the Henry B. Gonzalez Convention Centre, the event promises a dynamic blend of innovation, collaboration, and knowledge transfer. And at the heart of this excitement is...
Microsoft Power Pages: Low-Code Website Builder with Seamless Payment, Maps & E-Signature Integrations!
Discover how to create stunning websites, implement no-code payment solutions, territory/ record search capabilities with Maps Integration and utilize advanced card gallery features to elevate your business operations with Power Pages. We’ve streamlined the details for you in these easy-to-read summaries. Each one captures the essence of our newest insights, helping you integrate these powerful tools seamlessly and enhance your...
Secured Masking Rules In Dataverse (Dynamics 365)
My good friend Jeroen Scheper wrote about the new column security profile experience that has been introduced with Wave 2 for Dynamics 365. When reviewing that, I noticed the new secured masking rules that could be added to your solution so I wanted to dig further in to how it all works. It took a bit of head scratching and searching online leading to a few blogs that also referred to… Continue Reading Megan V. Walker’s...
What datacenter is my dataverse instance in?
When you create an instance in dataverse you get to choose which region it is located in. However, you do not get to choose which exact datacenter you get. How is this important? Well, if you want to mirror data using Azure Synapse Link or Microsoft Fabric, then these resources have to be in the exact same datacenter to work. If you have several instances, there is a risk that some are in one… Continue Reading gustaf’s...
Use JavaScript to add onchange event to a field in the Business Process Flow
Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value selected we will make the Develop Proposal field mandatory. Below is the code we need to add for it. We can add it … Continue reading “Use JavaScript to add onchange event to a field in the Business Process Flow” Continue Reading Nishant...
Unified Routing – Agent Capacity / Availability Issues
Whilst using Microsoft’s Dynamics 365 Contact Center, Unified Routing is used to route conversations to agents. A process which needs to leverage the agents availability. From time to time, I have experienced an issue that the agent availability can become out of step with reality. The Issue The problem I have occasionally seen is that the agent has some (or all) of their availability… Continue Reading Neil Parkhurst’s...
World Mental Health Day 2024: Prioritize work-life integration with maps in Microsoft Dynamics 365
World Mental Health Day, celebrated every year on October 10th, reminds us of the importance of fostering mental well-being, especially in the workplace. In today’s fast-paced corporate environment, mental health can be affected by the pressures of unrealistic deadlines, constant connectivity to work through multiple devices, and the need to make super quick, data-driven decisions. However, technology can also be part of the solution...
The Power Automate Cloud Flows Best Practices Whitepaper is now LIVE!
Click on the link for the Power Automate Cloud flows Best Practices whitepaper PDF. Please like and share your valuable feedback on this video and follow my blog to get my articles to your Inbox. Click on the below image to navigate to my YouTube Channel. Below are my earlier articles that you can have a look. Error in Power Automate: There’s a problem that needs to be fixed to trigger this flow. To see more details,...
Exploring Trades and Trade Coverages in Dynamics 365 Field Service
Microsoft has provided different suites of applications to align with customers’ business needs. The Dynamics 365 Field Service application is one of them to help organisations manage onsite services to their customers with work orders, incidents, agreements, etc. Recently, Microsoft has introduced various different features to incorporate different areas of improvements in Field Service. Whereas we have identified one of the...
Use JavaScript to enable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse
Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want to Identify Sales Team field to be Enabled only if the Propose stage is active, else we want to set it as read-only. We can use the … Continue reading “Use JavaScript to enable a field only if the Stage is Active in Business Process Flow – Dynamics 365… Continue Reading Nishant...
Move Email Attachments from Outlook to Cloud Storage using Dynamics 365
Corporate professionals depend heavily on Microsoft Outlook for communication, document sharing, and decision-making. While using Outlook, email attachments are often stored on the local machine, or consume CRM storage. Additionally, some professionals may rely on third-party cloud solutions like SharePoint, Azure Blob, Dropbox, etc. to migrate email attachments to cloud storage. This process often results in siloed data, raises...
Case handling time (Preview)
Organizations might have the need to track the total time agents spend on cases for several reasons. By monitoring time, managers can identify areas where agents excel and where improvements are needed, ensuring resources are allocated effectively. This data is crucial for performance evaluations, and it helps set benchmarks and goals. Understanding the time spent on cases allows organizations… Continue Reading Dian...
Case Handling Time (Preview) – YouTube
Case Handling Time (Preview) In this video I will discuss the Case Handling Time feature for Dynamics 365 Customer Service, that is currently in preview. Learn more here: https://learn.microsoft.com/en-us/dynamics365/customer-service/use/case-handling-time#automatic-time-tracking Related Article: https://d365goddess.com/ppcc-top-announcements/ Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/...
How to deal with the Calculated columns having Null values (Dynamics 365 / Dataverse)
Suppose we have the following whole number fields, where Field C is the calculated column and is the sum of Field A and Field B Field C calculated column – However, if any of the fields used for calculation is null, Field C will also show null. The way we can resolve it is to … Continue reading “How to deal with the Calculated columns having Null values (Dynamics 365 / Dataverse)” Continue Reading Nishant...
Create Lead Scoring Models in Real-time Marketing
Lead scoring models for Customer Insights – Journeys (D365 Marketing Real-time) has been around for a while now, but when it was first released it had a few ‘issues’ or ‘quirks’ shall we say. It’s taken me a while to write about it while waiting for those teething problems to work themselves out. Now, I will say I think it’s a valuable piece of functionality for those using Leads in...
How to work with connection References
In one of my older posts, I described how connections and connection references work. I still often get asked how one can properly work with connection references since a few problems always occur. In this post, I will explain everything you need to know about how to work with connection references in the area of flows. Recap Let’s first have a short recap of the mentioned blog post to… Continue Reading Benedikt’s...
Generate Summary with Copilot in Dynamics 365 Field Service Mobile App (Part II)
In the field service industry, timely and accurate information is essential for ensuring operational efficiency. The Dynamics 365 Field Service Mobile App equips field technicians with the ability to access critical work order data, real-time updates, and essential features directly from their mobile devices. With the addition of the Copilot feature, technicians can now benefit from AI-generated summaries, providing them with concise,...
Attending Community Summit, San Antonio? Meet Team Maplytics at Booth 1017!
The Tech ritual continues in 2024 and Team Inogic-Maplytics is back as the ‘Platinum Sponsor’ at #MySummitNA. The CRMUG Summit shall be held at Henry B. Gonzalez Convention Center, San Antonio, Texas from October 13-17 and Team Maplytics shall be present at Booth 1017! The product experts are thrilled to be present there and meet you all in person! What’s #SummitNA? It is the largest independent innovation, education, and training...
New Enhancements in your Microsoft Dynamics 365 Undo and Restore Process!
You’re in the middle of a hectic workday, and amid a rush of clicks and decisions, you accidentally delete a crucial record from your CRM. Panic sets in as you realize the impact this mistake could have on your workflow. Studies show that 30% of users admit to accidentally deleting important records in their CRM systems at least once a month. Fortunately, this is where Inogic’s Undo2Restore app comes to the rescue, transforming your...
Using Microsoft Copilot Studio to create Copilot for Teams channel with Dataverse as Knowledge source – Copilot / Dataverse
Below are the quick steps to create a copilot with Dataverse as the Knowledge source and Teams as the channel Open the Microsoft Copilot Studio site https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio Select the Try free option to get started. Select the appropriate environment and click on New copilot option (Create+) Select Create Here we have renamed the Copilot, next… Continue Reading Nishant...
Generate Work Order Summary with Copilot in Dynamics 365 Field Service (Part I)
A Work Order in Dynamics 365 Field Service is a critical document that outlines the specifics of a service request or job assigned to a technician. It encompasses all the necessary information, including the issues that need addressing, details about the customer, the tasks that must be completed, the parts required for the job, the location where the service will be performed, the schedule and booking arrangements, and any pertinent...
Power Platform Community Conference Top Announcements
This year I attended the Power Platform Community Conference for the third year in a row. The event took place in Las Vegas, Nevada which was the same place the conference took place last year and the same place where it will be held next year. The conference is always a hub of innovation, collaboration, and learning, showcasing the latest advancements in the Power Platform ecosystem. The… Continue Reading Dian Taylor’s...
Power Platform Community Conference Top Announcements – YouTube
Power Platform Community Conference Top Announcements In this video I take you through the top announcements that were made in Las Vegas during the Power Platform Community Conference of 2024. Related Article: https://d365goddess.com/ppcc-top-announcements/ Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/ In this video I take you through the top announcements that were made in Las Vegas during...
Use Copilot to generate knowledge articles from resolved cases – Dynamics 365 Customer Service
To enable the feature of generating knowledge articles through Copilot, navigate to Customer Service Admin Center >> Agent Experience >> Knowledge >> Knowledge Creation Agree to the terms and select Opt-in Set it up by checking the options With this feature enabled, now when we resolve the case, we will get the option to create … Continue reading “Use Copilot to generate knowledge...
Error in Customer Insights – Data
Not a long blog post, but something that may come in handy for some people! I was recently playing around with Customer Insights – both the Data & Journeys side of thing for a Proof of Concept I was creating for a customer. It’s definitively interesting to see how Microsoft have been evolving the product over the last year or so (which was the last time I played around with it). One of… Continue Reading...
Inogic at Community Summit Booth #1017: Your Gateway to Microsoft Dynamics, AI & Power Platform Innovation!
As summer winds down and we embrace the back-to-school energy, it’s time to look forward to the most exciting event in the Microsoft Business Applications world—the Community Summit 2024! This year, the summit takes place in San Antonio, Texas, from October 13-17, and we are thrilled to announce that Inogic is returning as a Platinum Sponsor. What is the Community Summit? The Community Summit is the largest independent event for...
Losing track of all the housing reports you need to bring yourself up to date with?
I just loaded this housing ombudsman report into Googles https://notebooklm.google and the results were great. It generated:An AI Generated Conversation to listen to on the go!And an FAQ:Sanctuary Housing Association Case 2022193281. What was the nature of the complaint against Sanctuary Housing Association?The complaint centred around two key issues:Handling of damp and mould: The resident… Continue Reading Chris...
Blue Green Deployment with Azure App Service Deployment Slots using Azure DevOps
AI generated Image — Microsoft DesignerIn the ever-evolving world of software development, ensuring smooth deployments while minimizing downtime and risk is crucial. One effective strategy that has gained traction is Blue-Green Deployment. When in conjunction with Azure Web App’s Deployment Slots, this strategy can enhance your deployment process significantly. Let’s explore how to… Continue Reading Sahitya Pai’s Article...
Discover the Latest 2024 Updates to Dynamics 365 Lead Qualification
In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently. Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead. Now with the new experience administrators can: Decide whether sellers or the system...
Maximizing Dynamics 365 Impact with Video Tutorials on Integrated Maps
Maplytics is a powerful, location-based tool that enhances the capabilities of Dynamics 365 CRM by offering deep insights through map visualizations. This series of tutorials introduces a variety of ways to master its features, benefiting field service, sales teams, and more. Below is a comprehensive summary of the Maplytics video guides, explaining how to effectively use its features to increase productivity and streamline CRM...
Customer Service Workspace – Multiple Browsers
Have you tried loading Microsoft’s, customer service workspace in multiple browsers? If you are working with Dynamics 365 Contact Center and haven’t tried recently you might want to experiment with it! In the past, if an agent loaded customer service workspace in a second browser, they would see a “friendly” yellow notification bar warning them that it was open in multiple places…. Continue Reading Neil Parkhurst’s Article...
Exploring Integrated Maps with A Video Guide to Maximize Dynamics 365 Impact
Maplytics is a powerful tool for enhancing the capabilities of Dynamics 365 CRM through location-based insights and map visualizations. Below is a summary of each tutorial from two Maplytics video series, explaining how you can master its various features for field service, sales, and more! Tutorial 1: Visualizing Dynamics 365 Data on an Integrated Map The first tutorial of the series #KnowYourMaplytics introduces users to the basics...
Configuring Copilot by using Different End User Authentication for Actions
Copilot in Microsoft Dynamics 365 helps to streamline the sales process and close deals faster by reducing the time they spend usually on critical tasks. Copilot provides AI assistance to boost the productivity of the business, generative AI capabilities can be utilized for the summarization of records and email content generation. You can find more details about copilot in this Microsoft doc. In this blog, let’s understand how...
How to remove contact and customer validation on Cases– Dynamics 365
By default, we can only specify the contact associated with the customer for the case record. If we try specifying a contact record that is not associated with the Customer selected, we will get the below error message. Invalid Contact – The specified contact doesn’t belong to the account selected as the customer. Specify a … Continue reading “How to remove contact and customer validation on… Continue...
Visualize, Prioritize, and Track Tasks with ease – Kanban Board’s New Features for Dynamic 365 CRM!
Imagine a workspace where complex workflows are transformed into a visually intuitive, easily manageable process. Kanban Board by Inogic offers just that, providing a dynamic way to visualize and manage your Dynamics 365 and Dataverse data. By converting your data into a clear, card-based view, Kanban Boards bring unprecedented clarity and control to your CRM environment. Survey data shows that 88% of Kanban users see better project...
Create Segments From Marketing Lists In Realtime Marketing
Now this one is something I tend NOT to suggest but it is definitely a request that comes up A LOT. How can I create a segment of people I can just add by picking people myself, or based on an upload file. If there isn’t any filtering criteria, you can use the Include Members feature when building your segment, but that has limits of 100 records that can be added in this way. Marketing Lists… Continue Reading Megan V....
Use the new Associated Grid Control to display details of other tables in subgrids – Model-driven App / Dynamics 365
With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and cleaner form layout, with ease of navigation. Below we are adding the Associated Grid Control component to the Contact’s form. Here we have specified the Subgrid Tables and Views to begin with. For … Continue reading “Use the new Associated Grid Control to display details… Continue Reading Nishant...
Unified Routing – Queue Priority
I’m using Microsoft’s Dynamics 365 Contact Center to route cases and I have multiple queues …. but what if I want one queue to have priority over another? This requirement has been expressed in several of my projects! And until recently I would have explained that routing based on queue priority was not possible. As we could prioritize work items within a queue, but we had no ability… Continue Reading Neil Parkhurst’s...
Step-By-Step Guide to Use Brand Profiles in Emails: Enhancing Engagement in Customer Insights
In today’s digital landscape, email remains one of the most powerful tools for brand communication. Whether you’re reaching out to potential customers, engaging with loyal clients, or nurturing leads, your emails serve as a direct reflection of your brand. Therefore, it’s essential to ensure that your email communications are not only consistent but also a true embodiment of your brand identity. In this blog, we’ll explore how to...
Webinar: Empower your Field Operations with integrated maps in Dynamics 365 & Power Pages!
“Success happens when preparation meets opportunity” As Team Maplytics, we’ve embraced this philosophy for years, continuously improving our solutions to keep pace with the evolving demands of field operations. For more than a decade now, we have unveiled noteworthy innovations in integrated mapping within Dynamics 365, Dataverse, PowerApps, and even Power Pages! Join us for an exclusive webinar to experience some of...
Techtember Webinars: Exclusive Preview of Inogic’s Innovations at Community Summit NA!
In the competitive landscape of sales and customer relationship management, leveraging smart business solutions is essential for gaining an edge. By streamlining sales communication through integrations with platforms like WhatsApp, SMS, and live chat, along with effective document storage and management, you can significantly enhance your Dynamics 365 CRM experience. These integrations not only improve efficiency but also create...
New-but-not-new feature
Using Bulk Data Updater can be a bit scary… Which records did I update? Which fields did I change? What did really happen?? I have a soft spot in my heart, and the spot is logging… I’m not a big fan of logs , but I’m a fan of logs . If you have read about Canary, you know. The Bulk Data Updater can do many things, doing it in milliseconds and without any rollback. Scary,… Continue Reading Jonas...
Streamlining E-Signatures in Multi-Step Forms with Power Pages and DocuSign Integration
The integration between Power Pages and DocuSign simplifies the inclusion of e-signatures in multi-step forms using a low-code Studio interface. By utilizing a Microsoft Power Automate Flow with a DocuSign connector, users can easily view and sign documents. This allows you to seamlessly add a digital signature step to your forms, streamlining the signing process. Scenario Imagine you are managing a student housing portal built on...
Use OptionSet Wrapper component to show color-coded options on the form – Model-driven apps/ Dynamics 365
We can make use of the OptionSet Wrapper component to show color-coded options on the form for the choices or option set fields. Below we have added the Option Set wrapper component to the Rating field of the lead in the Lead (Main) form. We can see the field added but do not see any … Continue reading “Use OptionSet Wrapper component to show color-coded options on the form – Model-driven… Continue Reading Nishant...
5 Steps to Transform Field Productivity Using Maps Integrated within Dynamics 365 CRM
In today’s fast-paced business world, maximizing field productivity is a top priority. Field teams, whether they are in sales, service, or delivery, need tools that not only help them complete their tasks efficiently but also enhance their overall performance. One of the most powerful geo-mapping tools for boosting productivity is Maplytics, a geo-analytical solution for Microsoft Dynamics 365 / Dataverse / PowerApps. With...
Transforming Your Business with Microsoft Power Platform: A Guide to App Building & Modernization
Today’s rapid-evolving digital landscape, demands staying competitive means embracing technological solutions that streamline business operations, improve collaboration, and enable rapid innovation. One of the most effective ways businesses can achieve this is through app building and modernization. With Microsoft Power Platform, organizations can create custom apps and update legacy systems quickly and efficiently—whether you are a...
New Lead Qualification Experience – Dynamics 365 Sales
To enable the new lead experience, navigate to App Settings >> Lead + opportunity management in the Sales Hub App. On enabling it, we get the option to specify whether the Account, Contact, and Opportunity records are created automatically or the user (seller) has the option to specify which record to create. We also see … Continue reading “New Lead Qualification Experience – Dynamics… Continue...
Dynamics 365 Contact Center – Voice Upgrade Date
Are you using the voice channel of Microsoft’s Dynamics 365 Contact Center (aka Omnichannel for Customer Service)? If you are … you need to be aware that you must upgrade your voice channel by 31st Dec 2024. Below you can see that Microsoft is sending confirmation of the need to upgrade to all customers using the voice channel. Until recently customer’s would have been… Continue Reading Neil Parkhurst’s Article on their...