How to Enable Copilot for Model-Driven apps feature in Dynamics 365 CE Environment?
Feb19

How to Enable Copilot for Model-Driven apps feature in Dynamics 365 CE Environment?

Copilot for model-driven apps in Power Apps is a next-generation AI assistant for app users to get insights about the data in their apps through conversation in natural language. Copilot helps app users boost their productivity through AI-powered insights and intuitive app navigation. In this article, will explain you the step-by-step process to enable the Copilot feature in the Dynamics 365 CE Environment. Pre-Requisites: Click on...

Read More
[Resolved] Web resource method does not exist in Dynamics 365 CE JavaScript Error
Feb17

[Resolved] Web resource method does not exist in Dynamics 365 CE JavaScript Error

Recently, when I was opening a Case record and on onload, I got the below error message. One of the scripts for this record has caused an error. For more details, download the log file. Web resource method does not exist: executeOnload Session Id: 9764c944-5ec7-4ebc-bf6e-abd3219357ce Correlation Id: e59c7251-b39b-44bb-b642-f714de31eb25 Event Name: onload Function Name: executeOnload Web Resource Name:...

Read More
Keep Your Dataverse Solution Clean and Simple
Feb16

Keep Your Dataverse Solution Clean and Simple

Solutions are used to transport table metadata, apps, automations and other components from one environment to another in Dataverse or Power Platform projects. It is important to keep the solutions as simple as possible to improve the solution import time and to avoid unexpected behaviour in the target environment. The rule of thumb is to include only the components that are… Continue Reading Linn Zaw Win’s Article on...

Read More
Exploring Pascalcase Data Mask App for masking data for Dynamics 365 and Power Platform Environments
Feb16

Exploring Pascalcase Data Mask App for masking data for Dynamics 365 and Power Platform Environments

You have probably used the copy environment feature in the Microsoft Power Platform admin centre to copy data and customizations between environments. However, there is a crucial aspect to consider data privacy and security. When transferring data, especially to sandbox environments which typically have less stringent access controls, there is an inherent risk of sensitive … Continue reading… Continue Reading Nishant...

Read More
Omnichannel for Customer Service – Phone Number Formats
Feb16

Omnichannel for Customer Service – Phone Number Formats

When using Microsoft’s Omnichannel for Customer Service you may need to ensure phone numbers held on your accounts and contacts are in a specific format. In this post I will explain why and how I validate my numbers. There are several times when the phone number format may be significant. I will list a few examples below. Outbound CallsBelow you can see I have entered a phone number in… Continue Reading Neil...

Read More
Location-Driven Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users
Feb16

Location-Driven Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users

The post Location-Driven Referral Marketing Strategies for Microsoft Dynamics 365 CRM Users appeared first on Blog | Maplytics. Source link

Read More
How to Enable Blocking unmanaged customizations (Preview) feature in Dynamics 365 CE?
Feb16

How to Enable Blocking unmanaged customizations (Preview) feature in Dynamics 365 CE?

Blocking unmanaged customizations prevents anyone to update the Test, UAT or Production Dynamics 365 CE instances directly without any proper approvals or ALM life cycle, and hence this preview feature provides reliability, safety and auditing. Once the setting is enabled these restrictions will be imposed for the environment: Import of unmanaged solutions into the environment are blocked. Creation of new solution objects like apps,...

Read More
What’s in a Name? [A to Z a11y]
Feb15

What’s in a Name? [A to Z a11y]

Here we are in N – “what’s in a Name?”, part of the A to Z of Accessibility: Power Platform Edition. In this post we’ll be looking at the importance of Naming in what we develop and build. We’ll consider why naming is vital for accessibility and why it is just good dev practice. The post What’s in a Name? [A to Z a11y] appeared first on Hart of the Midlands. Continue Reading Mike’s...

Read More
Maplytics on Mobile – A pocket guide to Field Sales Management App within Dynamics 365
Feb14

Maplytics on Mobile – A pocket guide to Field Sales Management App within Dynamics 365

The post Maplytics on Mobile – A pocket guide to Field Sales Management App within Dynamics 365 appeared first on Blog | Maplytics. Source link

Read More
Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)
Feb14

Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)

Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned to me” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the … Continue reading “Use Sales Copilot to see the leads...

Read More
Advisor matching in your organization by using Power Apps integrated virtual agent
Feb14

Advisor matching in your organization by using Power Apps integrated virtual agent

Introduction In this blog post, we aim to provide guidance to beginners and new users of Power Apps. Our focus is on helping individuals enhance their knowledge of the platform by engaging with experienced advisors. We will cover the process of connecting with internal maker resources and utilizing integrated virtual agent chatbots in Power Apps. Additionally, we will discuss how admins can set up internal resources and manage...

Read More

Breaking down form script in Customer Insight Journeys

When creating a form in Customer Insight Journeys (real time) one option is to embedd it in an existing page. A customer asked me if it was possible to get this script from the API some how. Turns out that you don’t have to. It has a logical build-up and you can generate it yourself with a script. First of all, let’s have a look at the generated script; <div data-form-id=’

Read More
Balancing Life With Your Microsoft Supplier and Ensuring Smooth Dynamics/PowerApps Project Management
Feb14

Balancing Life With Your Microsoft Supplier and Ensuring Smooth Dynamics/PowerApps Project Management

If you find yourself grappling with your Microsoft Dynamics/PowerApps supplier, fear not! I’ve got some insights to share. Deploying, updating, or upgrading Dynamics/powerapps can be a rollercoaster ride. You start with high hopes, but suddenly find yourself in the “messy middle.” Picture this: Client: “This isn’t what I expected.” Partner: “We’ve delivered exactly… Continue Reading Chris Roberts’s Article on their blog...

Read More
Microsoft Power Apps Developer Environment
Feb14

Microsoft Power Apps Developer Environment

Follow my earlier articles to know more about Microsoft Power Apps Developer Environments. What is Microsoft Power Apps Developer Plan? Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days How to create Microsoft Power Apps Developer Plan Environment? Please like and share your valuable feedback on this article and follow my blog to get my articles to your Inbox. Below are my earlier articles that you can have a...

Read More
2024 Release Wave 1: D365 Customer Service – YouTube
Feb13

2024 Release Wave 1: D365 Customer Service – YouTube

2024 Release Wave 1: D365 Customer Service This is my 3rd video in my series of 2024 Release Wave 1. In this video I will discuss features that are part of Dynamics 365 Customer Service, mentioned in the 2024 Wave 1 Release notes. Related Article: https://d365goddess.com/2024-wave-1-release-notes-d365-customer-service Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

Read More

2024 Wave 1 Release Notes: D365 Customer Service

As you all know, the release notes were published not too long ago. As I do every year, I have been writing several articles about the functionality that is part of the 2024 Wave 1 notes for Dynamics 365 CX! In the first article I wrote in this series, I discussed everything exciting and new that is coming for Dynamics 365 Sales, followed by an article about the new SKURead More Continue Reading Dian Taylor’s Article on their...

Read More
Use Sales Copilot to see the pipeline (Dynamics 365)
Feb13

Use Sales Copilot to see the pipeline (Dynamics 365)

Using the “Sales Copilot” we can get the list of opportunities assigned to us. For this, we can use the “Show my pipeline” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled. To … Continue reading “Use Sales Copilot to see the pipeline… Continue Reading...

Read More
Menus [A to Z a11y]
Feb13

Menus [A to Z a11y]

Welcome, honoured guest, to the midway point in the A to Z Accessibility: Power Platform Edition. Today we are looking at Menus. I’m talking hamburgers, stacks, waffles, and more. Are you drooling like Homer Simpson yet? The post Menus [A to Z a11y] appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog Menus [A to Z a11y] – Hart of the Midlands Welcome to the midway point in the A to Z...

Read More
Duplicate Data Management in Dynamics 365 CRM – OOB Duplicate Detection vs Inogic’s Data DeDuplication App!
Feb13

Duplicate Data Management in Dynamics 365 CRM – OOB Duplicate Detection vs Inogic’s Data DeDuplication App!

Duplicate data is an inherent aspect of any database operation. It is crucial to take steps to prevent the creation of duplicate records, promptly identify them if present, and eliminate them swiftly within your Dynamics 365 CRM system. Consider a scenario where one team member updates Record A with vital information while another team member concurrently inputs data into its duplicate, Record B. This results in incomplete information...

Read More
Providing Security Access To Users For Realtime Form Ownership
Feb13

Providing Security Access To Users For Realtime Form Ownership

Using Realtime Marketing Forms from Customer Insights Journeys on your website provides a quick and seamless way to have new Leads and Contacts created automatically in Dynamics 365. It’s good to know that when a new record is created, the owner of that record will be whomever owns the Marketing Form. Rather than giving Sales people an out of the box security role for Marketing (which I have… Continue Reading Megan V....

Read More
Navigating Dynamics 365 Maps with Ease: The Power of the Lasso Tool for Geo-Mapping!
Feb13

Navigating Dynamics 365 Maps with Ease: The Power of the Lasso Tool for Geo-Mapping!

The post Navigating Dynamics 365 Maps with Ease: The Power of the Lasso Tool for Geo-Mapping! appeared first on Blog | Maplytics. Source link

Read More
How to create Microsoft Power Apps Developer Plan Environment?
Feb13

How to create Microsoft Power Apps Developer Plan Environment?

In my earlier articles, I had explained about the, Microsoft Power Apps Developer Plan Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days And in this article, will explain about the creation of Microsoft Power Apps Developer Plan environment. Pre-Requisite: Click on the below link and create a Microsoft Edge or Google Chrome Profile and go to the below Steps. How to login multiple CRM accounts in Microsoft Edge and...

Read More
Omnichannel for Customer Service – Change Agent Presence
Feb12

Omnichannel for Customer Service – Change Agent Presence

Within Microsoft’s Omnichannel for Customer Service agents can manually change their presence / status to be available, do not disturb etc. Supervisors can also change this status for individuals from the real-time conversations dashboard. But what-if you wanted to quickly change the status of multiple agents. In this post I will explore the challenge of updating the status on all… Continue Reading Neil Parkhurst’s...

Read More

Unleashing the Power of ‘isDefaultPrevented()’ method in Dynamics 365

Introduction Dynamics 365 forms offer a powerful platform for customizing user interactions and logic using JavaScript. One often overlooked gem in this toolbox is the isDefaultPrevented() method. This little powerhouse is key to unlocking intricate control over your form’s save behavior, leading to smoother workflows and enhanced user experiences. The isDefaultPrevented() method is available on event objects in both standard...

Read More
What is a CRM system?
Feb12

What is a CRM system?

Introduction Are you feeling overwhelmed by the myriad of CRM options out there? Fear not! In this guide, we’ll demystify the world of CRMs and help you find the one that aligns perfectly with your business needs. Whether you’re a small housing association or a larger enterprise, we’ve got you covered. What is a CRM system? A Customer Relationship Management (CRM) system is a… Continue Reading Chris Roberts’s Article on...

Read More
Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days
Feb12

Microsoft Power Apps Developer Plan vs Power Apps Trial 30 days

In my earlier article, I have explained about the Microsoft Power Apps Developer Plan and in this article, will explain about the differences between Developer Plan vs Power Apps Trial 30 days. These 2 can be created for free, but for a different purpose, will see them below. Microsoft Power Apps Developer PlanMicrosoft Power Apps TrialUnlimited number of days.Only for 30 days, but can be extended 2 times, up to 90 days.For...

Read More
More work ➡️ More features
Feb11

More work ➡️ More features

During the last few months, I’ve been working more than ever (well, most after my little stroke issue three years ago), and more work apparently creates more needs, more features, more improvement – just more! A few new features, a lot of improvements Why do I create new features and maybe a brand-new tool?90% of those times because I simply need it. When I’m working for customers,… Continue Reading Jonas...

Read More
Shape the Future of Maplytics: Add your reviews on Microsoft AppSource or G2.com
Feb10

Shape the Future of Maplytics: Add your reviews on Microsoft AppSource or G2.com

Over the years, Maplytics has basked in the warm glow of incredible client reviews. These weren’t just pats on the back, but powerful testaments to our efficiency and top-notch service. And let’s be honest, who would’ve known about it all without their amazing words? As a top-rated and preferred app on Microsoft AppSource for years, boasting a constellation of 5-star ratings and glowing comments, Maplytics shines...

Read More
Incorporating Start and wait for an approval of text action for the AI generated response
Feb09

Incorporating Start and wait for an approval of text action for the AI generated response

In the previous blog we have already explored the AI prompt integration with Power Automate using the “Create text with GPT using a prompt” action, At that time while designing the Power Automate we didn’t add any Approval process where humans could review the AI-generated response. Human review through the approval process is important and recommended which ensures the quality of output generated by the GPT model. You can review this...

Read More
Omnichannel for Customer Service – v2.0 Chat Widget Customizations
Feb09

Omnichannel for Customer Service – v2.0 Chat Widget Customizations

I recently explained how we can customize the appearance of chat widgets within Microsoft’s Omnichannel for Customer Service using data tags. In this post I will expand on that theme by looking how with the v2 chat widget code snippet we have additional customizations options. You can read my post about data tags here. Data tags are great! They are simple to use and offer a quick way to… Continue Reading Neil...

Read More
Mastering Dynamics 365 Maps integration: Live Q&A and First Look at Exciting New Features
Feb09

Mastering Dynamics 365 Maps integration: Live Q&A and First Look at Exciting New Features

The post Mastering Dynamics 365 Maps integration: Live Q&A and First Look at Exciting New Features appeared first on Blog | Maplytics. Source link

Read More
2024 February DC Chapter Meeting
Feb08

2024 February DC Chapter Meeting

Great group of attendees at the 2024 February DC Chapter Meeting Let’s jump right into the content from the 2024 February DC Chapter Meeting! Optimizing Power Platform COE for Success Douglas Hubbard (LinkedIn) joined us to discuss The Care and Feeding of a Power Platform COE When Demand Inevitably Outstrips Capacity. He shares his experience building a Center of Excellence in his… Continue Reading Kylie Kiser’s...

Read More
MVP Diaries and Mental Health
Feb08

MVP Diaries and Mental Health

A short while ago I was invited by Angeliki Patsiavou to take part in an amazing blog series she is doing. The series asks MVPs questions about their MVP journeys and about them as people, along with some fun questions in there as well. The post MVP Diaries and Mental Health appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog MVP Diaries and Mental Health – Hart of the Midlands I was...

Read More
Power Pages: How to Track Changes by Contact (Portal User) in Dataverse Auditing
Feb08

Power Pages: How to Track Changes by Contact (Portal User) in Dataverse Auditing

Introduction Power Pages sites, connected to Dataverse, serve as a powerful tool for modern website development. Dataverse, acting as a versatile database, offers security features, analytics, and automation. However, Dataverse auditing, which logs changes to customer records, initially poses a challenge as it records actions under the application/system user, rather than the actual contact (portal user) making the changes. The...

Read More
Omnichannel for Customer Service – Data Tags and Chat Widgets
Feb08

Omnichannel for Customer Service – Data Tags and Chat Widgets

When we create a chat widget using Microsoft’s Omnichannel for Customer Service we can customize its appearance in several ways. In this post I will explain how “data tags” can be useful (and simple). When we create a chat channel, we can customize several aspects of the widget. (As shown below.) Including some control over colours, position and more. These customization options are… Continue Reading Neil...

Read More
What is Microsoft Power Apps Developer Plan?
Feb08

What is Microsoft Power Apps Developer Plan?

The Power Apps Developer Plan gives us the free development environment to build and test with Power Apps, Power Automate, and Microsoft Dataverse. This enables us to, Create Microsoft Power Apps and Power Automate Flows without writing code, using the development tools and can easily share and collaborate the solutions with other developers. Connect to any data source by using Power Platform connectors or by creating your own custom...

Read More
Refresh Main Form When New Child Row is Added in Subgrid via Quick Create Form in Model-Driven App
Feb07

Refresh Main Form When New Child Row is Added in Subgrid via Quick Create Form in Model-Driven App

This post will explain how you can refresh all the data of the main form when the user adds a new row to the child table by clicking on the + Add New button from the subgrid and adding one from the Quick Create Form of the child table. When the user adds a new row to the child table from the subgrid and Save and Close the Quick Create Form, the subgrid (from which… Continue Reading Linn Zaw Win’s...

Read More
Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)
Feb07

Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)

Using Copilot’s theme assistant we can fetch the styles from a website and apply it to our email. Microsoft strongly recommends using Theme Assistant only on websites owned and not on 3rd party websites. To use this feature, open an existing email record, enter the Website’s URL in the theme assistant section, and click on … Continue reading “Use the theme assistant Copilot to style emails… Continue...

Read More
Live Webinar – First Look of New SMS Integration for Dynamics 365 CRM with TextSMS4Dynamics!
Feb07

Live Webinar – First Look of New SMS Integration for Dynamics 365 CRM with TextSMS4Dynamics!

Effective communication is the cornerstone of success in today’s dynamic business landscape. For businesses utilizing Microsoft Dynamics 365 CRM, integrating SMS messaging will be a game-changer, redefining sales, customer support, promotions, and marketing campaigns. That’s why TextSMS4Dynamics is the perfect solution providing seamless SMS messaging integration directly within Dynamics 365 CRM, eliminating the hassle of...

Read More
6 Proven Ways to Boost Dynamics 365/PowerApps Adoption in the Housing Sector
Feb07

6 Proven Ways to Boost Dynamics 365/PowerApps Adoption in the Housing Sector

User adoption is a critical factor in the success of Customer Relationship Management (CRM) systems. However, research has shown that CRM implementations have consistently high failure rates, ranging from 30% to 70%. This can be a cause of concern for potential adopters, especially considering the cost of CRM systems. Microsoft Dynamics 365/PowerApps are great, but do they have the… Continue Reading Chris...

Read More
Copilot Studio – Hide Fields in Adaptive Cards
Feb07

Copilot Studio – Hide Fields in Adaptive Cards

I have recently been experimenting with adaptive cards within my Copilot Studio BOTS. (Previously known as Power Virtual Agents!) In this post I will explore how we can hide (and show) fields based on variables passed into the cards. In my previous posts I have already tackled several challenges (I guess this is turning into a mini series of adaptive card post!) … Toggle… Continue Reading Neil Parkhurst’s Article on their...

Read More
Fixed – InvalidStateError: Failed to read the ‘responseText’ property from ‘XMLHttpRequest’: The value is only accessible if the object’s ‘responseType’ is ” or ‘text’ (was ‘arraybuffer’).
Feb06

Fixed – InvalidStateError: Failed to read the ‘responseText’ property from ‘XMLHttpRequest’: The value is only accessible if the object’s ‘responseType’ is ” or ‘text’ (was ‘arraybuffer’).

Recently we got the below error when we tried to download and zip the files from within CRM’s Web Resource. The files were stored in Azure Blob Storage. We were using JSZipUtils for it. Access to XMLHttpRequest at ‘https://dlnznon…..’ from origin ‘https://dnzutl-dev-abc.crm6.dynamics.com&#8217; has been blocked by CORS policy: No ‘Access-Control-Allow-Origin’ header is present on the …...

Read More

Unable to delete table due to entityanalyticsconfig

Working on a new environment recently I had to remove a few tables. However, after removing all normal dependencies, it complained finally about a dependency to the table: entityanalyticsconfig. Never heard about it. After some googling on Microsoft Learn I found that it is about the sync to datalake, which was funny as we hadn’t set up any sync. I think it might be the new Microsoft Fabric… Continue Reading gustaf’s...

Read More
Building and Editing Power Automate Flows with Copilot’s Help
Feb06

Building and Editing Power Automate Flows with Copilot’s Help

If you’ve already experienced creating a Power Page with Copilot, great! If not, click here to get started. This blog will now explore how Copilot collaborates with Power Automate and outline the necessary configurations or settings to enable Copilot in your environment. In our daily routines, automation has emerged as an essential component, offering time savings and process optimization. Microsoft Power Automate stands out as...

Read More
Laying it all out [A to Z a11y]
Feb06

Laying it all out [A to Z a11y]

Big Box, Little Box, Cardboard Box What’s in the Box? I just had to get that reference in there somehow! It is quite relevant here though. In this A to Z a11y post we look at Layout Containers. How they can be an aid, or a hinderance, to accessibility. We also look at how laying […] The post Laying it all out [A to Z a11y] appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog Laying it...

Read More
Copilot Studio – Adaptive Cards Toggle Visibility
Feb06

Copilot Studio – Adaptive Cards Toggle Visibility

I have recently been experimenting with adaptive cards with my Copilot Studio BOTS. (Previously called Power Virtual Agents!) In this post I will explore how to toggle the visibility of fields within my cards. In my previous posts I have already tackled several challenges, including … Dynamic Choices Variables Using a card as a pre-chat survey My latest challenge has… Continue Reading Neil Parkhurst’s Article on their blog...

Read More
Using Additional Matching Strategies On Realtime Marketing Forms
Feb06

Using Additional Matching Strategies On Realtime Marketing Forms

For your Realtime Marketing Forms, there are two options out of the box for determining what happens when someone fills out the form. You can either have a new record created every single time, or you can try and find a matching existing record via the email address field to update it if one exists (otherwise, create a new record). Did you know you can add other options, and set a different… Continue Reading Megan V....

Read More
Fixed  – Invalid type. Expected Integer but got Number (Power Automate)
Feb05

Fixed – Invalid type. Expected Integer but got Number (Power Automate)

In one of our Cloud Flows, for Parse JSON action, we got the below error – ValidationFailed. The schema validation Failed. “Invalid type. Expected Integer but got Number” The generated schema had data type defined as integer instead of number type for certain properties, and the response was having decimal value to it. So replacing … Continue reading “Fixed – Invalid type. Expected Integer…...

Read More
Automate Solution Deployments with approvals using Power Platform Pipelines
Feb05

Automate Solution Deployments with approvals using Power Platform Pipelines

In the dynamic landscape of technology, organizations are constantly seeking efficient ways to deploy solutions seamlessly. Power Platform Pipelines emerge as a powerful tool to automate solution deployments, providing a streamlined approach to managing and delivering applications. It helps ensure consistency, time efficiency, and maintaining version control. Firstly, you need to install the “Power Platform Pipelines” application in...

Read More
Dataverse Long Term Data Retention
Feb04

Dataverse Long Term Data Retention

What is Dataverse Long Term Data Retention? Currently in Public Preview (Q1 2024), Dataverse Long Term Data Retention allows your organisation to archive data to long term storage. But what exactly does this mean? This means that you can achieve a number of goals: Reduce your overall Dataverse Database Capacity (more on this later) Have more control over data that will only primarily be used… Continue Reading Andrew Ly’s...

Read More