Directions4Partners Days of Knowledge UK 2023
I will be speaking at the Days on Knowledge event on March 23rd in Birmingham. I have two sessions in the afternoon: Document automation with Microsoft Power Platform This session will investigate the automation of documents using Power Automate cloud flows, AI Builder, Power Automate Desktop (RPA), and document automation Build chatbots using Power Virtual Agents Learn how to create chatbots… Continue Reading Julian...
Power BI Summit March 2023
I am speaking at the Power BI Summit on March 6th on the topic of Microsoft Dataverse and Power BI. Power BI links to the rest of the Power Platform. In the session I will explain the different ways to use visualize Dataverse data including Direct Query, Dataflows, Azure Data Lake, and Azure Synapse Link. The session also provides best practice and guidance on using Dataverse and Power BI… Continue Reading Julian Sharp’s...
Power BI & Dataverse Solutions
With the recent announcement of Power BI being able to be included in Power Platform solutions, LOTS of people were celebrating. Finally there would be the ability to not only include Power BI reports within solutions, but we could then also automate (aka ALM) it as well! Celebrations all round….well, for the most part. See, although the documentation (see Power Platform solutions can now… Continue Reading...
Unable to install the Profiler. Unhandled Exception: System.InvalidCastException: Unable to cast object of type ‘Microsoft.Xrm.Sdk.Entity’ to type ‘CrmSdk.PluginType’ in Dynamics 365 / Dataverse
We might get the below error while trying to install the profiler in the Plugin Registration Tool. “Unable to Install the profiler” “Unhandled Exception: System.InvalidCastException: Unable to cast object of type ‘Microsoft.Xrm.Sdk.Entity’ to type ‘CrmSdk.PluginType’. at Microsoft.Crm.Tools.Libraries.OrganizationHelper.InstallProfiler(CrmOrganization org, String prtPath) at… Continue...
{How to} what is the impact of Delegated Email Approver security role in Dynamics 365 Customer Engagement }
Hello Everyone, Today i am going to show when, how and why we need to give “Delegated Email Approver” security role to the system administrator to approve email for active mailbox. Suppose you have a requirement to enable Dynamics 365 App for Outlook to the Dynamics 365 user, for that you need to approve the email for that user.. As a system administrator you login into Dynamics 365 Customer Engagement and Advanced...
Microsoft is named a Leader in the 2022 Gartner®︎ Magic Quadrant™︎ for B2B Marketing Automation
We are excited and honored that Gartner has recognized Microsoft as a Leader in the 2022 Gartner Magic Quadrant™ for B2B Marketing Automation.*Today's buyers value authentic engagements and expect the companies they buy from to know them an…(read more) Continue Reading Diana Hoffman’s Article on their blog Microsoft Dynamics Community We are excited and honored that Gartner has recognized Microsoft as a Leader...
How to “Do More With Less” with Microsoft
In 2022 Microsoft launched a new campaign theme, “Do More With Less“, in response to global economic challenges. These are the same four words that have been uttered screamed in this order by corporate leaders to their management, and management to their employees, since the beginning of time. Catchy Non-instructive catchphrases like Apple’s “Think Differently” are not particularly… Continue...
Schedule and Post Content on Social Media using Dynamics 365 Marketing
In this blog, we will learn how the marketing team can schedule advertising/marketing posts in Dynamics 365 Marketing module and post the same directly to the respective social media sites. Consider a scenario where your organization is about to conduct a Webinar in the month of March. You plan to start its marketing on all of your social media platforms a month prior so that a maximum number of members of your Target Group are aware...
How to – Handle single quote/apostrophe in Filter Rows in Power Automate (Dataverse)
Say for e.g. we have the below flow, which finds the lead having subject as “My Test’s Value” On running it we get the below error To make it work we can make use of replace function here. replace(variables(‘Subject’),””,”””) ‘ = to espace ‘ = special character...
How to Write a Modern RFP for CRM Implementation
I was talking to a prospective customer the other day who shared that they had created an extensive RFP for CRM implementation services and sent it out to multiple service providers, and not a single one responded. Not a peep! I thought this was worth exploring further. The RFP Legacy RFPs have been around for a very long time and have not changed much in all that time. It starts with wrong… Continue Reading Steve Mordue...
Arctic Cloud Developer Challenge
Earlier this month I was a judge at the Arctic Cloud Developer Challenge, also referred to as ACDC. When I was originally asked if I wanted to go to ACDC, of course I said yes, AC/DC is one of my favourite bands. However, instead of a Highway to Hell, I took a flight to Oslo (not quite the same ring to it…) From the website: ACDC stands for Arctic Cloud Developer Challenge. It is a… Continue Reading Nick Doelman’s...
Microsoft Cloud for Healthcare Updates in 2022 and 2023
Recent changes to the industry with a focus on value-based care and telehealth services have been the focus of MC4HC platform enhancements. We see several fundamental changes to the data model that enable providers to integrate frontline services more easily with the platform and user experience enhancements focused on care planning and service delivery. In this article, I go into some… Continue Reading Andrew Ly’s Article...
Extend and optimize your customer outreach with custom channels
In this fast-paced world, customers expect to be able to interact with brands in ways that extend beyond traditional channels. Brands are constantly competing for the attention of customers who are deluged with messages daily. Text messages and messa…(read more) Continue Reading Georgios Alexandros Balafoutis’s Article on their blog Microsoft Dynamics Community In this fast-paced world, customers expect to be able to...
MCT Connect Virtual Conference
The Microsoft Certified Trainer Connect conference is on March 8th and 9th. I am involved in three sessions: New MCT – What to do next with Dwayne Natwick You have just become a new MCT and there are so many things to find out and nowhere to go. This session will guide you around the MCT program and resources and allow you to discover all the official and unofficial sources of information… Continue Reading Julian...
DP-100 Certified Azure Data Science Associate
I recently passed he DP-100 exam which is about machine learning in Azure. Now I have worked with Azure machine learning over the years and I teach both the AI-900 fundamentals and AI-102 cognitive services courses but there was still a lot for me to learn. Here are the Microsoft resources I used: < ul> Microsoft Learn modules https://aka.ms/dp100-v2 Hands-on labs
Transfer online files to a local device using ‘Download function’ in Power Apps
Recently Microsoft announced a powerful feature -“Download function in Power Apps”. This feature allows us to easily download online files from the web to the local device. Let’s see how to use this feature in everyday life. Suppose our organization wants to create an App (Canvas or Model Driven App) in Dynamics CRM. We have a file on the web that we want to enable our users to download regularly through our App. This would get them...
How to – Configure Voicemail in Omnichannel Voice Channel – Dynamics 365 Customer Service
For voice mail to work, make sure Unified Routing is provisioned. Next, we need to create a new Agent experience profile. Navigate to Agent Experience >> Workspaces and select Manage for Agent experience profiles. Create a new record. Add the users to it. One user can be part of only one Agent experience profile record. … Continue reading “How to – Configure Voicemail in Omnichannel Voice… Continue...
Capgemini taps into GOV.UK-style Power Pages templates
Image by Ian Kelsall The central government of the United Kingdom provides services to all British citizens. Whether it is to book a driving test, log an import of a product, request a grant, or report their taxes, these services adhere to a common standard, look, and feel. The applicable standards are part of the Government Digital Service (GDS), which establishes requirements for the… Continue Reading Carl Cookson...
Power Apps Developer Plan environments | Power Platform
Here’s how Devs can have their own Developer Environment in your tenant! Continue Reading priyeshwagh777’s Article on their blog Power Apps Developer Plan environments | Power Platform Here’s how Devs can have their own Developer Environment in your tenant! Blog Syndicated with priyeshwagh777’s...
Read-only nested editable grid
One of my colleagues recently approached me regarding a requirement she had. In one of our customer projects, we needed to show a subgrid with information from a table two relations away. In this blog post, we will learn how to create a read-only nested editable grid in dataverse. Problem As mentioned one customer had the requirement to show information from a table two relationships… Continue Reading Benedikt’s Article on...
Authorize multiple resources while working with OAuth2 request
Recently, I had a requirement where I had to grant access to a user to use SharePoint as well as CRM using Azure App. While working on this, I came across an OAuth2 request that would allow us to get access tokens & refresh tokens using the scope of required resources (here, CRM & SharePoint). Since multiple scopes were being accepted, I went ahead and passed scopes of CRM SharePoint in the same request. The request was...
How to – assign a personal phone number to agents in Voice Channel (Omnichannel)– Dynamics 365 Customer Service
The reason we would assign a personal phone number to the agents is that they can use that number to make an outbound call to the customers or in some scenarios, the customer wants to directly call the specific agent for direct follow-up on a particular case. Let us first add a new phone number. … Continue reading “How to – assign a personal phone number to agents in Voice Channel… Continue Reading Nishant...
2023 Release Wave 1: D365 Customer Service | Part 2
On January 25, 2023 the release notes for 2023 Release Wave 1 were made public, so I took the opportunity to thoroughly review the documentation to provide you with a comprehensive understanding of the upcoming features. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at some point in time, and others might get added so I would… Continue Reading Dian...
Connect Voice Channel to using an existing Azure Communication Services (ACS) Resource – Dynamics 365 Customer Service
We had earlier configured Voice Channel in our Dev environment using ACS Direct Routing. Please refer to this blog post on how to set up a voice channel using a new ACS. https://nishantrana.me/2022/10/17/how-to-set-up-omnichannel-voice-using-azure-communication-service-acs/ Recently while configuring the UAT environment, we thought of reusing the same ACS resource configured earlier…. Continue Reading Nishant Rana’s...
Resolved – Request to XRM API failed with server error:
We were getting below Timeout error while trying to save our Power Automate flow. Request to XRM API failed with server error: ‘Message: Timeout occurred when calling the XRM api’ Code: InnerError: Type: System.Threading.Tasks.TaskCanceledException Message: A task was canceled. It could be because of some issues at the product end – some outage or server … Continue reading “Resolved –… Continue Reading Nishant...
Here’s why customers should pay for more for customizations!
A LinkedIn post led me to a blog article entitled “Here’s why customers should stop paying for customizations!“. In it, the author, Guus Krabbenborg suggests that organizations using Microsoft Dynamics 365 would be much better off if they used out-of-the-box capabilities and did not resort to customizations. Although I greatly respect Guus, I could not disagree with him more on this one.<span… Continue Reading...
Power Automate: Share Record using Unbound Action
Originally posted on MG : Sharing Records in CDS/ Dynamics CDS automatically based on a specific action??!!! we used to write Custom Workflow Activity or some kind of plugin to Achieve it which may take some hours to develop deploy and Fix. Well ! NO CODE 1 Step workflow can achieve this! By using the Common… Continue Reading Nishant Rana’s Article on their blog Power Automate: Share Record using Unbound Action Reblogged...
Microsoft Dataverse information in Power Pages – offline!
Before I dive into the details of this blog, you will notice that in 2022, I only published twice. My day job involves creating content for Microsoft Learn, but I also have a backlog of blog ideas that really don’t fit into Microsoft Learn, so hoping that in 2023 I hope to have a good run of community content on my own personal blog site. Progressive Web Apps and Power Pages One of the… Continue Reading Nick...
Plugin registration profile record not getting created – Dataverse / Dynamics 365
Recently while trying to debug a plugin with Persist to Entity mode on the update step, we didn’t find any profile record getting created. One option is to try to reinstall the profiler. This could happen when we are using a different version of the plugin registration tool and it has the Profiler already installed/configured … Continue reading “Plugin registration profile record not getting… Continue Reading...
How do I move from Dynamics 365 on prem to online?
Many organisations are looking to move from Dynamics on prem to Dynamics online. A big task with lots of moving parts, here are some steps you can take to make the move a little more seamless. Read on for more detail about each step. A checklist to make your move from on prem to online as smooth as possible. Assess your current system Identify your current system: Identify… Continue Reading Chris Roberts’s Article on their...
Power Pages: Display the contact that submitted a form.
I’ve been playing around with Power Pages for a while now and always got stuck on one simple thing – how on earth do I see who submitted a form on my portal? After a few hours of playing around with settings, it finally dawned on me and I decided to share my findings with you! Authenticated users have a contact record in Dataverse. In my example, I have a portal that allows my logged in… Continue Reading...
How to – Enable inbox for agents in Dynamics 365 Customer Service Workspace / Omnichannel
Inbox view in the agent workspace allows agents to quickly perform a preliminary assessment of the service requests coming from different channels for a timely response. Agents can view cases, conversations, and activities assigned in the inbox tab. To enable inbox for the agents, inside the Customer Service admin center Navigate to Agent Experience >> … Continue reading “How to – Enable… Continue Reading...
2023 Release Wave 1: D365 Customer Service | Part 1
It’s that time of year again! On January 25, 2023 the release notes for 2023 Release Wave 1 were made public, so I took the opportunity to thoroughly review the documentation to provide you with a comprehensive understanding of the upcoming features. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at some point in time, and… Continue Reading Dian...
🧰 Setting up the CoE Starter Kit Part Three: Using the Setup Wizard.
If you’ve completed steps one and two, then you’re ready for the fun part. Thankfully our friends at Power CAT have made setting up the key components of Core a breeze with their handy new setup wizard. The wizard is still in preview, so you may experience the odd bump or two (and I will detail the issues I came across in this post) but the team are very responsive and for the most part… Continue Reading...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Change the default view on the lookup window of the associated sub-grid table using JavaScript
Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View 2). Now, we want to open the view based on App-specific from the Add Existing Contact Button which is present on the associated...
Manage Custom Presence – Dynamics 365 Customer Service (Omnichannel)
To manage presences, navigate to Customer Service Admin Center >> Agent Experience >> Productivity >> Custom Presence Out of the box we have the following presences. Only the below presences will be available for the agents to select. The inactive and offline statuses will be automatically set by the system. Although we can deactivate the … Continue reading “Manage Custom Presence –...
UTM Parameters Tracking in D365 Marketing
One of the new features from Wave 1 of the Dynamics 365 release notes that relates to Marketing is the ability to have UTM Parameters added to your email links automatically. At the time of writing this, the feature is in preview with it target to be generally available in April 2023. You can turn it on now and start reviewing, so it’s not difficult to use, but in this post I will explain how… Continue Reading Megan V....
Synapse – SQL User
The most secure method for protecting your data in Synapse is through the use of Azure AD. To query data stored in the data lake through a Synapse Serverless endpoint, the AD account must possess the necessary permissions for both […] The post Synapse – SQL User appeared first on Joe Gill. Continue Reading Joe Gill’s Article on their blog Synapse – SQL User – Joe Gill The most secure method for protecting...