Microsoft Ignite
Ignite starts on Wednesday for those attending virtually. Sign up at https://ignite.microsoft.com AI will be the focus this year. I’m not attending in person this year but will be moderating two sessions: BRK402LL – Learn Live: Generate images with Azure OpenAI Service https://aka.ms/learnlive-at-ignite-23-Ep2 BRK404LL – Learn Live: Build an AI-enabled chat w/ Azure OpenAI & Azure Cosmos… Continue Reading Julian...
Using Dataverse low-code plug-ins with Power Pages
One of the features currently in preview that I am #superexcited about is Dataverse low-code plug-ins. What are Dataverse low-code plug-ins? They allow you to build server-side business logic specifically for Dataverse. More of a video person? Here is the YouTube version of this blog post: Plug-ins are not new technology. In the early versions of Dynamics (version 3 and before),… Continue Reading Nick Doelman’s Article on...
Omnichannel for Customer Service – Agent Specific Capacity Profiles
Microsoft have recently released a change to capacity profiles within Unified Routing. As we can how have agent specific capacities. Meaning in Omnichannel for Customer Service one agent might be able to handle 3 conversations at once, while another agent in the same profile might be able to handle less. Why is this important? Well often in contact centers we might say that senior agents can… Continue Reading Neil...
Omnichannel For Customer Service – Identify Customers
Within Microsoft’s Omnichannel for customer service we can automatically identify customers based on their phone number. (Or email for web chat!) But what logic is used and how can we customize it? In this post I will try to answer this question. Say you are an agent using the voice channel …. often contact or account record will be automatically linked to the conversation based on the… Continue Reading Neil...
Document Management Showdown: Power Automate vs. Attach2Dynamics
Document management is a critical part of any business, but it can be a daunting task. There are so many different solutions in the market, and it can be difficult to know which one is right for you. With the rise in low-code no-code solutions, you might have been considering using Power Automate for your document needs. Power Automate is indeed a hot technology that has shown a lot of potential, but is it something that your...
Maplytics’ crackling Fireworks- Let’s boom geo-mapping!
A nip in the air indicates not just the change in seasons but also the advent of celebrations. Happier times are on the way and what better way than to celebrate them with family, friends, music, dance, food, lights, and love? Funnily, celebrations are also marked with a crack of something, viz, they go on till the crack of dawn, start with the cracking of champagne, lead to the cracking of joints the next day, and are accompanied by...
Exploring Cross-Environment Connectivity with the Microsoft Dataverse Connector
We know that Power Automate allows us to execute a variety of tasks by connecting our present environment to the platform through the Microsoft Dataverse connector. This connector establishes a link between our current environment and Power Automate, enabling us to automate various tasks within our existing environment. While we can efficiently carry out tasks within our current environment using Power Automate flows, there might be...
Plugins 4 Dummies – RegEx
Click here to view all Plugins 4 Dummies Videos In this next video, we cover how to work with RegEx. RegEx let’s us manipulate text variables in a way that standardizes output. Example could be to remove all names from “firstname.lastname@company.com” -> where the desired output would be “@company.com“. Go ahead and give it a try with the sample code I have on my GitHub page <div… Continue...
Segment Insights (Preview) feature using Differentiator and Overlap Analysis
In today’s competitive world, targeting a specific type of audience for marketing based on filtered criteria like demographic, firmographic, behavioral data, and other considerations is the key to success. Segments in “Customer Insights – Journeys” help you to create groups of audiences that you can target specifically. You can refer to this doc for more details. Let us take an example if you are running a campaign to provide some...
![[Issue Resolved] ReferenceError: Web resource method does not exist in Dynamics 365 CE Javascript Error](https://i0.wp.com/365community.online/wp-content/uploads/2023/03/dataverse_1600x1600.png?resize=240%2C240&ssl=1)
[Issue Resolved] ReferenceError: Web resource method does not exist in Dynamics 365 CE Javascript Error
Today, when I was Testing a feature in the Test Environment, found the below strange error in the Test environment and in the Dev environment there is no such issue in the code. ReferenceError: Web resource method does not exist: XYZ.Case.OnLoad. However the closest object we found is XYZ.Case that contains these properties: GetEnvironmentVariableValue,SwitchBPF,OnPostSave. Please verify this object is not corrupt and is not an object...
How to- Enable Microsoft Team chats in Dynamics 365 Apps
Enabling Microsoft Team chats inside Dynamics 365 allows the agents/sellers to start a new chat from a record or connect an existing chat to a record from within the application itself. We can enable it from the Power Platform Admin Center or the corresponding Sales, Customer Service, Marketing, and Field Service applications. Inside Power Platform … Continue reading “How to- Enable Microsoft… Continue Reading...
The Future of Location Intelligence and AI: Trends and Predictions
The Global Location Intelligence Market is Anticipated to grow with a CAGR of 15.5% during the period from 2023 to 2032, as per a report by Acumen Research and Consulting. The winds of change have been lightly brushing the acceptance of location intelligence in businesses. Location intelligence Affecting lives The sensitivity towards locations and places can be witnessed even in the marketing strategies followed by the businesses....
Sending Emails From Contact And Lead Owners In Realtime Marketing
This isn’t a new thing but I am surprised by how often people aren’t sure how to do this, so this post is about how you can send your marketing emails in Customer Insights Journeys (D365 Marketing) from the owner of a Contact or Lead. You could also apply this to other customer fields such as an Account Manager field, or Support Rep field or anywhere else you have a user lookup field. In this… Continue Reading Megan...
SharePoint Security Sync: No more security jump scares for your Dynamics 365 documents stored in SharePoint
Halloween is over, but some horrors still linger, especially when it comes to the security of your data. If you use Dynamics 365 CRM and SharePoint, you know how vital it is to integrate them securely and make the most of their features without risking any mishaps. Security breaches on your SharePoint can be more terrifying than any Halloween costume you have ever seen, trust me on that. Some examples of these security concerns are:...
Use tag parameter to add a shared variable to the plugin – Dataverse / Dynamics 365
We can use the tag parameter in the request to pass any additional information to the plugin. This is added as a shared variable to the plugin execution context. Below we are creating a lead record and passing the tag parameter in the CreateRequest And below is our plugin, that gets the tag parameter passed … Continue reading “Use tag parameter to add a shared variable to the plugin –… Continue Reading Nishant...
Use RetrieveDuplicates request to check for duplicates before creating/updating a record – Dataverse / Dynamics 365
In the previous post, we saw how we can use the SuppressDuplicateDetection parameter to throw errors in case of duplicates when creating or updating a record. Here instead of relying on exception, we can make use of the RetrieveDuplicatesRequest message to detect the duplicates. Let us take the “Leads with the same e-mail address” duplicate … Continue reading “Use RetrieveDuplicates request to… Continue...
![Dataverse Low-Code Plugins | Dataverse Accelerator | [Preview]](https://i0.wp.com/365community.online/wp-content/uploads/2023/11/Dataverse-Low-Code-Plugins-Dataverse-Accelerator-Preview.png?resize=240%2C240&ssl=1)
Dataverse Low-Code Plugins | Dataverse Accelerator | [Preview]
So by now, you must’ve come across Dataverse Low Code Plugins quite a lot if you’re following Dynamics 365 Wave Updates. Here’s a post that demystifies and summarizes what Low Code Plugins are all about and how you can start implementing the same. Note: Please note that this is in Preview at the time of … Continue reading Dataverse Low-Code Plugins | Dataverse Accelerator… Continue Reading...
Enhanced Case Experience in Customer Service Workspace within Dynamics 365 CRM
The new Enhanced case experience will help agents easily interact with customers regarding the case in the Customer Service Workspace app, and it is available in the Customer Service Workspace app only. How to Enable it? Open the Customer Service Admin Center app and click on Miscellaneous under Operations group, and then click on Manage to see New and Upcoming features. Check the Enhanced case experience for the Main Form and...
Dataverse “When an action is performed” trigger doesn’t fire – what to do
I always considered myself a pro-developer so I don’t work with Canvas Apps or Powerautomate Flows on a daily basis like all citizen developers but this week I had an interesting experience playing with the “When an action is performed” trigger of the Powerautomate. I learned 2 lessons that I wanted to share with you, … The post Dataverse “When an action is performed” trigger doesn’t fire...
Using Browser Session Storage To Add Referrer and UTM Parameters To Leads
I’ve written about getting UTM Parameters from the URL when someone visits your website, then using them to add to hidden fields on a form and passing them through to a Lead record in D365. This is a great way to figure out where your Leads are coming from. However, thanks to Ferdinand Ganter, a reader of my blog, I had to rethink things. What about someone that comes to your site with a link… Continue Reading Megan V....
![Enable App Auto-Updates in Power Platform Admin Center | [Preview]](https://i0.wp.com/365community.online/wp-content/uploads/2023/11/Enable-App-Auto-Updates-in-Power-Platform-Admin-Center-Preview.png?resize=240%2C240&ssl=1)
Enable App Auto-Updates in Power Platform Admin Center | [Preview]
Sometimes, Apps need to be up to date in order for some features to run effectively. Power Platform Admin Center now allows you to select Third-Party Publishers for an Environment to allow automatic App Updates in your defined Maintenance Window slots. Enable Auto-Updates Here’s how you turn on Auto-Updates for certain Publishers in your environment … Continue reading Enable App Auto-Updates… Continue Reading...
Missing XrmToolBox.PluginsStore – read and fix it here!
After some excellent updates to XrmToolBox, a few things have moved around in the backend code, which means some existing tools break down hard. If you get an error message similar to this anywhere in XrmToolBox: Fix it like this Download either of these links, whatever works for you: XrmToolBox.PluginsStore.dll XrmToolBox.PluginsStore.zip (unpack the DLL) Continue Reading Jonas Rapp’s Article on their blog Missing...
Connecting Microsoft Outlook to model-driven Power Apps
One of the great and long standing features of Dynamics 365 Customer Engagement (aka CRM) is the integration with Microsoft Outlook. Using the Dynamics 365 App for Outlook you can synchronize contacts, link meetings and appointments and track emails against records so they will show up in the timeline. What about Power Apps? Did you know that this feature/functionality also exists for… Continue Reading Nick Doelman’s...
Outsourcing: 5 Secrets to a More Productive and Balanced Life in 2024 and Beyond!
Gerard had mastered the art of outsourcing since the raw age of 8 when he would pass on his English homework to his elder sister, Grace whilst he pulled in some extra minutes of practice at the field. In return, he smuggled cupcakes into the house for her, sold at his field’s canteen. Although he did not know the name of this arrangement back then, today, as the founder of a sports gear manufacturing company, he practiced the same by...
Merging Customer Insights Journeys and Data within Dynamics 365
Recently when I had a client requirement for implementing segmentation within outbound marketing, I referred to our previous blog and started implementing the same but surprisingly came to know that there is no outbound marketing within Marketing which was there before. Then I started exploring more related to this and realized that in a recent announcement, Microsoft revealed its plan to merge Dynamics 365 Marketing and Customer...
Understanding Realtime Marketing Form Themes And CSS
Brand consistency is important, and getting your Realtime Marketing Forms to look good and fit in with your website look and feel is key for a seamless experience. The forms have a fantastic theme panel providing you with the ability to set the colour palette, background, h1, h2, h3, paragraph and other components on your form. Although that is all there on a form by default, you might have a… Continue Reading Megan V....
ISV Packaged Solutions vs Power Automate: Which One is Better for Your Dynamics 365 CRM Needs?
If you are a Microsoft Dynamics 365 CRM user, you might be wondering whether you should choose an ISV-packaged solution or a custom development for your business needs. Both options have their pros and cons, but which one is more suitable for your specific scenario? In this blog, we will compare and contrast ISV packaged solutions and custom development, and show you why ISV packaged solutions are often a better choice for your...
Use SuppressDuplicateDetection parameter of Request to throw an exception in case of duplicates – Dataverse / Dynamics 365
We can make use SuppressDuplicateDetection optional parameter of the Request if we want the configured duplicate detection rules to run and throw an exception while creating or updating the record. We will use the below out-of-the-box duplicate detection rule, that checks for lead having same email address. Below is our code and we can see … Continue reading “Use SuppressDuplicateDetection… Continue Reading Nishant...
How to bookmark activities on the timeline in Dynamics 365 CRM
Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks is allowed in the timeline. In Timeline, we have an option called filter. Users can set a particular set of...
Preferred Solution (preview) in Dataverse / Dynamics 365
With the preferred solution (preview), now we can specify a solution to which all our changes, that are made outside of the context of the unmanaged solution, should get automatically added. To enable it, navigate to Settings >> Features >> Preferred solution (Preview) Inside the Maker Portal, now we can see a new section added, … Continue reading “Preferred Solution (preview) in Dataverse /…...
![Validate Email address on Email field in Model-Driven Apps | [Preview]](https://i0.wp.com/365community.online/wp-content/uploads/2023/10/Validate-Email-address-on-Email-field-in-Model-Driven-Apps.png?resize=240%2C240&ssl=1)
Validate Email address on Email field in Model-Driven Apps | [Preview]
As part of various implementations, often you’ll need to ensure that the field validation is in place. Note: Please note that this feature is still in Preview at the time of writing this post. Enable Data Validation in Power Platform Admin Center Here’s how you can enable Data Validation for Email fields in Power Platform … Continue reading Validate Email address on Email field in Model-Driven… Continue Reading...
Travel Smart with Smart Routes planned within Microsoft Dynamics 365
‘Knock Knock Knock Knock’, Jerry knocked on Tom’s door panting and dashed inside on hearing his voice. “Boss, we got to schedule for tomorrow. They are hijacking the office for a Halloween Party in the next 30 minutes”, Jerry said, breathlessly. “I know Jerry. Breathe. I have the Detail Map Control open. Let’s schedule using it”, Tom said. “What? Why Detail Map?”, Jerry questioned. “We have a selected view of records in this. Plus...
Use plugin actions in Power Virtual Agents (preview)
If you read last week’s article than you know that Microsoft announced a couple of new features during the Microsoft Power Platform Conference that took place in Las Vegas the first week of October. Last week I wrote about the ability to upload documents for generative answers which is in preview today, which allows us to upload one or multiple documents to be used in generative answers in… Continue Reading Dian...
D365 Org Charts & Relationship Health
Back in June 2023, Microsoft introduced a new preview of a fancier looking org chart for users to update in Dynamics 365. At that time, it needed to be switched on by an Administrator to see it, but now it’s out of preview, and likely more users will stumble across it, so figured it was a good time to raise more awareness or remind people it’s there! This post will walk you through the… Continue Reading Megan V....
Meet Whatsapp4Dynamics – the latest BFF for WhatsApp and Microsoft Dynamics 365 CRM
WhatsApp is not just a messaging app. It is a powerful platform for any businesses, as it offers convenience, versatility, and familiarity to both businesses and customers. However, many start-ups, organizations, and sellers are not fully utilizing WhatsApp’s potential and are missing out on golden opportunities. With a low retention rate and fierce competition, it is crucial to leverage WhatsApp’s features to engage and...
Pover Virtual Agents: Plugin Actions(preview) – YouTube
Pover Virtual Agents: Plugin Actions(preview) Plugin actions for Power Virtual Agents are currently in preview. In this video I will show you how you can use an existing connector to create a plugin action. I will also show how to use the available variables and use PowerFX to perform a calculation. After that, I will show you how you can call a plugin action from a topic. Related Article:...
How to – Connect Dynamics 365 records and views to Microsoft Team channels – Dynamics 365
To enable the feature that allows linking existing Dynamics 365 records and views to a Team channel, we need select the environment and navigate to Settings >> Team Integration Settings Select Yes for the “Turn on the linking of Dynamics 365 records to Microsoft Teams channels” and save it. Now back in Microsoft Teams, from … Continue reading “How to – Connect Dynamics 365 records and views...
![[Issue Resolved] Subcomponent cannot be added to the solution because the root component Template is missing in Dataverse](https://i0.wp.com/365community.online/wp-content/uploads/2023/07/dataverse.png?resize=240%2C240&ssl=1)
[Issue Resolved] Subcomponent cannot be added to the solution because the root component Template is missing in Dataverse
Today, when I was trying to add an existing Email Template to a solution, I got the below error message. Subcomponent 12722212-7477-Dd11-8139-00223293369c cannot be added to the solution because the root component Template is missing. Followed the below steps and resolved this issue. Step 1: Open the Default solution and Search for the Email Template. Step 2: Click on the record to open it. Step 3: Email Template was opened in Classic...
Co-presence in Power Pages
Introduction Co-presence in Power Pages is a powerful feature that optimizes collaboration and communication in the web design and development process. It provides a visual representation of users, facilitates direct communication through Microsoft Teams, and offers a streamlined overview of who is working on specific web pages. This feature promotes a more efficient and productive working environment. Business Use Case Especially in...
60 Tips in 60 Minutes App
Heidi Neuhauser and I prepared our 60 Tips in 60 Minutes session recently for Community Summit and I presented with Mallory Lawhorne. This year we wanted to make it even more exciting by presenting our tips at random! We had a bank of almost 150 tips! I built a Canvas Power App that displayed a random tip for 45 seconds then would switch to the next tip. Let’s walk through how this was built… Continue Reading Kylie Kiser’s...
Webinar: DeDupeD – Our New App to Detect, Prevent, and Merge Duplicate Dynamics 365 CRM Records!
Are you tired of grappling with the challenges of managing duplicate records in your Microsoft Dynamics 365 CRM system? You’re not alone if you’re nodding your head in agreement. Many organizations face the uphill battle of maintaining a clean CRM database, particularly when it comes to dealing with redundant and junk data due to duplicate records entering the system from different sources. Microsoft Dynamics 365 CRM does...
Simplify Form Design using Associated Grid Control
The newly introduced Associated Grid Control allows us to enhance the form’s simplicity and readability by showcasing related record details up to four subgrids. This Associated Grid Control is available for all tables. Steps to configure the Associated Grid Control, Navigate to https://make.powerapps.com Select the environment that contains your solution and select Table > Forms > open the form on which you want to add...
Plugins 4 Dummies – Currency
Click here to view all Plugins 4 Dummies Videos In this next video, we cover how to work with Currencies. While you may think it’s similar to Integers, it’s surprisingly quite different. Luckily all of this code is premade so you can copy/paste it from my GitHub page. Again using the A + B = C example. Continue Reading Thomas Sandsør’s Article on their blog Plugins 4 Dummies – Currency The provided content is a...
Maplytics’ Spook-tacular Halloween Party – let’s get mapped!
Boo! Spooky! Witchy! Creepy! Chilly! Eerie! Batty! Scary! Ghostly! Yup! You guessed it right. Halloween is right around the corner and there are several invites for Halloween parties. Being a long Weekend, it is gonna be 3 days of bliss. Thank God I use Maplytics on my mobile. Can easily bounce from one party location to another using Route Optimization! Anyway, deciding on a Halloween costume is just so difficult! It is more...
Plugins 4 Dummies – Integers
Click here to view all Plugins 4 Dummies Videos This will be the first visual plugin for the end user. Here we will learn how to work with integers that are added together. A + B = C. It’s a simple yet powerful understanding of how the logic of a backend code works. Continue Reading Thomas Sandsør’s Article on their blog Plugins 4 Dummies – Integers The content discusses the first step in understanding plugins,...
Redirect D365 Marketing Forms After Displaying Thank You Notification
I wrote about how to make changes to the default image that shows if you are using the thank you notification instead of the redirect option for your Realtime Marketing forms. I then had a question from someone wondering if you could use both, and redirect D365 Marketing Forms after the thank you message and image are displayed. The answer is yes! This post is quick and easy to show you how… Continue Reading Megan V....
Inogic’s Highlights from Community Summit North America 2023!
Welcome to Tech-tober, the month of exciting technological advancements, events, and product launches! This year, we were thrilled to attend the Community Summit North America 2023, held in Charlotte, North Carolina, from October 15 to 20. With over 5,500 attendees, and 234 exhibitors showcasing their tech, it was one of the most epic Community Summits ever! The buzz was electric, with consultants, systems integrators, and ISVs...
Integrate and customize SharePoint forms with PowerApps
Recently, we were tasked with a client requirement to customize SharePoint forms, specifically the SharePoint file properties form within a document library. The client needed us to add and modify fields by changing control types. To meet this requirement, we successfully leveraged PowerApps. In this blog post, we will detail the steps we took to achieve this customization. Microsoft has already introduced the capability to...
Why is Maplytics the perfect partner for Dynamics 365 CRM?
Choosing a partner is not an easy task and especially if you are picking one for life, there are a million boxes to check. She sat at the table for a decisive meeting. It was today or never. “Are you a good adopter to change considering it will be a new environment, new people”, she quizzed. “Well, my existence has kept me on tenterhooks. My folks say that change is the only constant and I have to accept it to be better. Besides, with...
Plugins 4 Dummies – Alerts
Click here to view all Plugins 4 Dummies Videos The very first running plugin will be the alert. I chose this because of the very important lesson of knowing what data you are working with. Once you master alerts you have the tools you need to create more advanced functions. Continue Reading Thomas Sandsør’s Article on their blog Plugins 4 Dummies – Alerts The content discusses the first step in understanding plugins,...