2024 Wave 1 Release Notes –  Microsoft Copilot for Sales – YouTube
Jan30

2024 Wave 1 Release Notes – Microsoft Copilot for Sales – YouTube

2024 Wave 1 Release Notes – Microsoft Copilot for Sales In this video I will go over all the features that are part of the new Microsoft Copilot for Sales, which are mentioned in the 2024 Wave 1 Release notes. For more information: FAQ document on top asked questions: https://aka.ms/C4SFAQ Copilot for Sales adoption materials: https://aka.ms/C4SAdoption Updated UX Experience Article: https://aka.ms/C4SUserUpdates Related...

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The ‘Retrieve’ method does not support entities of type ‘fileattachment’ – Power Automate / Dataverse
Jan30

The ‘Retrieve’ method does not support entities of type ‘fileattachment’ – Power Automate / Dataverse

We were getting the below error on using the “Get a row by ID” action on the FileAttachments table. We were doing it to retrieve the details like the file name and the mime type for the Image Column. The ‘Retrieve’ method does not support entities of type ‘fileattachment’. MessageProcessorCache returned MessageProcessor.Empty. The solution here … Continue reading “The...

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WhatsApp vs Email: Boost Sales using the Right Communication Channel within Dynamics 365 CRM!
Jan30

WhatsApp vs Email: Boost Sales using the Right Communication Channel within Dynamics 365 CRM!

In the world of sales, the medium you choose for communication carries just as much weight as the message itself. Picking the right channel can make or break your connection with potential customers. Imagine trying to discuss a complex enterprise software solution over a quick text message or delivering a delicate sales pitch through an impersonal mass email. It simply wouldn’t resonate. Tailoring your communication medium to...

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2024 Wave 1 Release Notes – D365 Sales – YouTube
Jan30

2024 Wave 1 Release Notes – D365 Sales – YouTube

2024 Wave 1 Release Notes – D365 Sales This is my first video in the series of 2024 Release Wave 1. In this episode Lisa Crosbie joins me to discuss the new features that are part of Dynamics 365 Sales! Be sure to subscribe to Lisa’s YouTube channel as well: https://www.youtube.com/lisacrosbie Related Article: https://d365goddess.com/2024-wave-1-release-notes-d365-sales/ Blog: https://D365Goddess.com Twitter:...

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Jump! [A to Z a11y]
Jan30

Jump! [A to Z a11y]

Epic riffs and dancing Prime Ministers? Nope… Welcome to the J of the A to Z Accessibility: Power Platform Edition, and this one is all about Jump! Those who enjoy music or Christmas romantic comedies may be hearing epic riffs or picturing Hugh Grant dancing through No.10 Downing Street. If you are more O/G about […] The post Jump! [A to Z a11y] appeared first on Hart of the Midlands. Continue Reading Mike’s Article...

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Flow UI showing up blank – Power Automate
Jan29

Flow UI showing up blank – Power Automate

Recently on trying to open a cloud flow for editing, within the Power Apps Maker Portal, the screen appeared blank as shown below. This was in the Chrome browser, signing out and signing in again also didn’t help. The same was the case inside the Edge browser. Interestingly we were able to edit from within … Continue reading “Flow UI showing up blank – Power Automate” Continue Reading Nishant Rana’s...

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How to Embed Audit History on a Form in Model-Driven App
Jan29

How to Embed Audit History on a Form in Model-Driven App

This post will explain how you can embed an audit history on the form of a table using an iFrame control and JavaScript. If you do not want the users to click multiple times on Related tab and then Audit History, you can show it on the form directly or under a separate tab by adding an iFrame control and set the URL of the iFrame using JavaScript.

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Configure and Customize the Opportunity Pipeline view in Dynamics 365
Jan29

Configure and Customize the Opportunity Pipeline view in Dynamics 365

Opportunity Pipeline View visualizes the data and displays it in graphical formats based on the current pipeline phase of the records which helps the seller to find the records they want more quickly than the standard read-only grid. You can find more details regarding the look and feel of the same in the Pipeline View in the Microsoft Dynamics 365 blog. In this blog, you will see how we configure or customize the Opportunity Pipeline...

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Wave 1 2024 Customer Insights Journey Chat With Amey Holden
Jan26

Wave 1 2024 Customer Insights Journey Chat With Amey Holden

The release notes for Dynamics 365 Wave 1 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn’t necessarily thought… Continue Reading Megan V....

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Creating effective custom AI Prompts (Preview) within Dynamics 365
Jan26

Creating effective custom AI Prompts (Preview) within Dynamics 365

In the previous blog, we have already explored prebuilt AI prompts that are offered by Microsoft which can be integrated further with Power Automate to make our lives easy. In this blog let us focus on how we can create custom AI prompts as per our need which can be used further in Power Automate to achieve specific requirements by referring to the above provided blog link. Custom prompts provide the flexibility to create our prompt...

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2024 Wave 1 Release Notes: Dynamics 365 Sales

Microsoft has done it again! They’ve unleashed a fresh wave of awesomeness with the 2024 wave 1 release notes that were published an hour and a half ago! I will be writing another series of articles about the 2024 wave 1 for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! You probably noticed that I am usually publishing on Tuesdays, but I couldn’t wait… Continue Reading Dian...

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Timestamp Frequency (Field Service Settings) in Dynamics 365 Field Service
Jan25

Timestamp Frequency (Field Service Settings) in Dynamics 365 Field Service

The Timestamp frequency defines when the Booking Timestamp record should be created from the Bookable Resource booking record. By default, it is Per Field Service Status Change, in this case, the Booking Timestamp will be created on the change of Field Service Status. Let us update a Bookable Resource Booking record’s status from In Progress … Continue reading “Timestamp Frequency (Field… Continue Reading...

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Maplytics Reviews – Add them on Microsoft AppSource or G2.com!
Jan25

Maplytics Reviews – Add them on Microsoft AppSource or G2.com!

The post Maplytics Reviews – Add them on Microsoft AppSource or G2.com! appeared first on Blog | Maplytics. Source link

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Setting Default Values For Unmapped Fields When Using Realtime Form Capture
Jan25

Setting Default Values For Unmapped Fields When Using Realtime Form Capture

I wrote about using the new preview (as of time of writing this) feature on Realtime Marketing forms with form capture. This gives you the ability to map submissions from 3rd party forms but still create the new/updated Contact or Lead record in D365. In that post, I wrote about the process of mapping the fields on your other form to fields on your form in the marketing app. That all works… Continue Reading Megan V....

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Offline Capabilities in the Canvas App within Dynamics 365 – Part 2
Jan25

Offline Capabilities in the Canvas App within Dynamics 365 – Part 2

In our previous blog, we discussed how to enable the Canvas App for offline use and work offline with canvas app, which helps those users who need continuous access to data even in the absence of a stable internet connection. In this blog, we will explore how to use files and images offline in canvas app. To enable the offline feature for images and files, the following prerequisites must be fulfilled: Set the maximum size, i.e.,...

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2024 January DC Chapter Meeting

Let’s do a quick recap of the 2024 January DC Chapter Meeting featuring Charles Channon talking about Canvas Apps in Teams! Canvas Apps in Teams Meeting Charles Channon (LinkedIn) presented a Canvas App-based Sprint Retrospective app for Teams Meetings. The app demonstrated responsive design, context-aware content, theming, getting your apps into Teams, personal side panel experiences… Continue Reading Kylie Kiser’s...

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Fixed – To start using cloud flows, update to the latest package in the admin center (Power Pages)
Jan24

Fixed – To start using cloud flows, update to the latest package in the admin center (Power Pages)

Recently while trying to implement the below feature – How to: Integrate Power Automate cloud flow with a Power Pages site We were getting the below error – “To start using cloud flows, update to the latest package in the admin center.” However, we could not find any portal package to apply the update. We … Continue reading “Fixed – To start using cloud flows, update to the latest package in…...

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AI Invasion: Will Robots Replace Your Housing Officers?
Jan24

AI Invasion: Will Robots Replace Your Housing Officers?

As we stand on the brink of a technological revolution, one question looms large: Will Artificial Intelligence (AI) replace housing officers in the next five years?  Housing officers are the backbone of the housing sector, juggling multiple responsibilities from property repairs to arrears management. However, their work often involves manual data entry across various applications, making… Continue Reading Chris Roberts’s...

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Use Git Version Control to develop a Canvas App in network mode
Jan24

Use Git Version Control to develop a Canvas App in network mode

In this blog post, we’ll explore the process of allowing multiple users to collaborate on “The Canvas App” simultaneously from anywhere. By leveraging this functionality, we can connect our Canvas App to Git, enabling other users to collaborate on the same app. In this scenario, Git serves as a repository, it allows you to create, store, change, merge, and collaborate on files or code. Any member of a team can access the Git...

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Fix – Forbidden. There’s a problem with the flow’s trigger. Fix the trigger (Power Automate / Flow / Dataverse)
Jan23

Fix – Forbidden. There’s a problem with the flow’s trigger. Fix the trigger (Power Automate / Flow / Dataverse)

Recently we got the below error “Forbidden” for one of our flows that was using the Dataverse connection. After some analysis, we found the root cause of the error. The Dataverse connection reference was created using the Service Principal but it was not added as an Application User (with appropriate security role) in that environment. … Continue reading “Fix – Forbidden. There’s a problem… Continue...

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New SMS Integration arrives in Dynamics 365 CRM – Revolutionize Customer Communication!
Jan23

New SMS Integration arrives in Dynamics 365 CRM – Revolutionize Customer Communication!

In recent times, we’ve witnessed a noticeable shift in user behaviors and strategies for capturing customer attention. This transition has moved from calls to emails and currently involves embracing social media as a communication channel with an exceptionally large user base. Given its nature, text messaging services like SMS have emerged as a significantly convenient means for direct, personalized communication. Let’s look at...

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Passing D365 Customer Service data to Copilot Studio

In today’s article I will talk about Copilot Studio, but I am not discussing any new features. Instead, I am going to discuss some very important things that are happening in Copilot Studio when you integrate with Dynamics 365 Customer Service! Things you might not be aware of, I know I wasn’t! I will also talk about how we can bring additional data from Dynamics 365 Customer Service into… Continue Reading Dian...

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Passing D365 Customer Service data to Copilot Studio – YouTube
Jan23

Passing D365 Customer Service data to Copilot Studio – YouTube

Passing D365 Customer Service data to Copilot Studio In this video I will discuss how Copilot Studio automatically captures data from Dynamics 365 Customer Service, after you’ve connected the two applications! Yes this is different from how it worked in Power Virtual Agents! I will also discuss what the problem can be if you are no longer getting values from Dynamics 365 Customer Service in Copilot Studio! Related Article:...

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Display Download Button After Realtime Marketing Form Submission
Jan23

Display Download Button After Realtime Marketing Form Submission

When submitting a Realtime Marketing form, there are two options available in terms of the end user experience for the submitter. You can either display a thankyou message, or redirect them to another page. I’ve written previously about how to display a message and then redirect, and also how to change the default image that gets shown. In this blog, I’ll show how you can display a message and… Continue Reading Megan...

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Omnichannel for Customer Service – Role Persona Mapping
Jan22

Omnichannel for Customer Service – Role Persona Mapping

When using Microsoft’s Omnichannel for Customer Service or Unified Routing “Role Persona Mapping” can come into play. In this post I will explain how and why. If I’m completely honest, until recently I hadn’t given persona mapping much thought! And therefore, I admit I hadn’t fully appreciated why I might amend these settings or considered the implication of the persona! You will find…...

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Invoke webhook from a plugin – Dataverse / Dynamics 365
Jan22

Invoke webhook from a plugin – Dataverse / Dynamics 365

The content describes invoking a Webhook from a custom Azure-Aware Plugin, registered through a plugin registration tool. It includes code to invoke the Webhook using the IServiceEndPointNotificationService interface and a sample code snippet. The process involves updating a case record and provides guidance on the execution context and handling exceptions. Continue Reading Nishant Rana’s Article on their blog Invoke webhook...

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Mastering Maplytics: Live Q&A and First Look at Exciting New Features
Jan22

Mastering Maplytics: Live Q&A and First Look at Exciting New Features

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

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PL-100 Power Platform App Maker is retiring
Jan21

PL-100 Power Platform App Maker is retiring

Microsoft will be retiring the PL-100 certification and course in June 2024. You will be able to renew the certification before the end of June, and the exam and certification will remain valid for a further year beyond the date you took or renewed the certification. The App Maker exam has always been a little bit of a strange exam as it overlapped some of the other Power Platform exams and… Continue Reading Julian Sharp’s...

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Link Activities with multiple records (Preview) in Dynamics 365
Jan19

Link Activities with multiple records (Preview) in Dynamics 365

In this blog post, we will explore a new feature introduced by Microsoft, that enables the effortless linking of activities with multiple records. With the introduction of this feature, the Activity records can now be linked to additional records such as Accounts, Contacts, Leads, Opportunities, and Users using the new party list attribute. Note: As this feature is currently in preview, it exclusively supports Email entity records at...

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Concurrency Control – Apply to each for improving performance (Power Automate / Dataverse)
Jan18

Concurrency Control – Apply to each for improving performance (Power Automate / Dataverse)

Let us fetch 5000 contact records using List Rows, and then update it using Apply To Each. It took around – 37 minutes Now let us enable concurrency control for Apply To Each action, and let it run under 20 (default) degree of parallelism. This time it took around 4 minutes. Let us increase it … Continue reading “Concurrency Control – Apply to each for improving performance (Power Automate… Continue Reading Nishant...

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Microsoft Copilot recommends Maplytics to enhance field efficiency in Dynamics 365 CRM!
Jan18

Microsoft Copilot recommends Maplytics to enhance field efficiency in Dynamics 365 CRM!

The post Microsoft Copilot recommends Maplytics to enhance field efficiency in Dynamics 365 CRM! appeared first on Blog | Maplytics. Source link

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Merge Duplicates, Choose the Right Master Record, and Much More with DeDupeD’s New Release
Jan18

Merge Duplicates, Choose the Right Master Record, and Much More with DeDupeD’s New Release

Detecting and cleaning up duplicate records in Dynamics 365 CRM is both time consuming and costly. The fact that the average duplicate rate in any database is 20%-30% makes it evident that it is very common for duplicate data to accumulate in databases. According to a study by  SiriusDecisions, verifying a record upon entry costs $1, cleansing and deduplicating it costs $10, and if duplicate customer data is not taken care of, it can...

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Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps
Jan18

Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps

Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps Continue Reading Nishant Rana’s Article on their blog Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps Visit the post for more. Blog Syndicated with Nishant Rana’s...

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Date and time columns in Dataverse
Jan17

Date and time columns in Dataverse

Creating date and time columns (aka fields) in Microsoft Dataverse is a really straightforward process, however, you really should take a pause to make sure you are configuring the right type of date and time column. Check out the companion video for this post, where not only will you learn about date and time columns, but also some fun facts about Sir Sandford Fleming. When… Continue Reading Nick Doelman’s Article on...

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Fix – Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600 (Power Automate / Dataverse)
Jan17

Fix – Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600 (Power Automate / Dataverse)

We might below error in our flow – BadRequest. Http request failed as there is an error: ‘Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600.’. This is because of the 100 MB Message Size limits in Power Automate. We can enable Allow chunking option if supported by the action. Or … Continue reading “Fix – Cannot write more bytes to the buffer than the…...

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Understanding Your Unassigned Data In GA4 With Custom Channels
Jan17

Understanding Your Unassigned Data In GA4 With Custom Channels

If you are using Google Analytics (GA4), and are reviewing any of the acquisition reports, you’ll likely have seen some of that traffic showing up as unassigned. If Google doesn’t recognise where the traffic came from and there is no logical source or medium available, your website traffic will be tagged as Unassigned for the channel when looking at any of the standard reports. This channel is… Continue Reading Megan...

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Mobilise your Team with Power Apps Mobile
Jan17

Mobilise your Team with Power Apps Mobile

Did you know that if you are you currently using Microsoft Dynamics 365 or #MicrosoftPowerApps you have access to a FREE app that can help you mobilise your teams? Here’s how to install and use it within minutes. Simply visit your app store, install it on your device  Sign in using your work credentials Find the app you need  When you create an app, or someone shares… Continue Reading Chris Roberts’s...

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Visual Formatting Using On-Object (Preview) Feature in Power BI
Jan17

Visual Formatting Using On-Object (Preview) Feature in Power BI

Microsoft Power BI is an interactive tool to visualize the data. Using Power BI, users can interact with the data in order to develop business reports and make business-level decisions. Power BI visuals are tools, and they are picture illustrations of data. Microsoft introduced the on-object feature, i.e., an easy way to construct and setup visuals. On-object is an easy approach to constructing and setting up the visual. The on-object...

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Enable Copilot for Dynamics 365 Sales environment
Jan16

Enable Copilot for Dynamics 365 Sales environment

Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment. It is recommended to do this in your Sandbox instances first. Enable Copilot for Dynamics 365 Sales Given that you have the … Continue reading Enable Copilot for Dynamics 365 Sales environment Continue Reading priyeshwagh777’s...

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Copilot in the enhanced mobile experience for D365 Field Service(preview)

Having a well-designed mobile app for frontline workers is crucial for many reasons, as it directly contributes to streamlined operations, improved communication, enhanced efficiency, and ultimately, a more empowered and productive workforce. Last week I wrote an article about the exciting features that are part of the new enhanced mobile experience for Dynamics 365 Field Service, which is… Continue Reading Dian Taylor’s...

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Custom Actions missing in the “Perform Action” step of the workflow (Dataverse / Dynamics 365)
Jan16

Custom Actions missing in the “Perform Action” step of the workflow (Dataverse / Dynamics 365)

We might see some of the custom actions not appearing in the Actions list inside the Perform Action step of the workflow. This is because the Custom Action would be using one of the following parameter types, which is not supported for Perform Action like E.g. we have the following actions defined few are bound … Continue reading “Custom Actions missing in the “Perform Action” step of the… Continue Reading Nishant...

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High CRM Adoption Rates – Importance, challenges, and strategies
Jan16

High CRM Adoption Rates – Importance, challenges, and strategies

In a world driven by customer relationships, the stakes are high, and relying on scattered information in spreadsheets, bundles of files, and desktop folders just won’t cut it. You understood the need for change, brought in your technology and operations experts, and implemented a robust Customer Relationship Management (CRM) system – Microsoft Dynamics 365 CRM. But that’s not where it ends. To get a high ROI over your CRM...

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Organize smart Marketing Campaigns in 2024 with Maplytics
Jan16

Organize smart Marketing Campaigns in 2024 with Maplytics

The post Organize smart Marketing Campaigns in 2024 with Maplytics appeared first on Blog | Maplytics. Source link

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Copilot in the enhanced mobile experience for D365 Field Service – YouTube
Jan16

Copilot in the enhanced mobile experience for D365 Field Service – YouTube

Copilot in the enhanced mobile experience for D365 Field Service In my last video I showed you the new mobile experience for Dynamics 365 Field Service. Part of the new mobile app is Copilot, which this video is all about. Related Article: https://d365goddess.com/copilot-in-the-enhanced-mobile-experience-for-d365-field-servicepreview Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn:...

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Offline Capabilities in the Canvas app within Dynamics 365 – Part 1
Jan15

Offline Capabilities in the Canvas app within Dynamics 365 – Part 1

Canvas Apps, a pillar of Power Platform, allows users to design apps with a focus on user experience and functionality. The “Mobile Offline” feature extends the capabilities of Canvas Apps by enabling offline usage. Users can now interact with Canvas Apps seamlessly even in environments with limited or no internet connectivity. The app synchronizes data when a connection is available, ensuring uninterrupted productivity....

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Hierarchy Settings in Dynamics 365 CE | Power Platform Admin Center
Jan15

Hierarchy Settings in Dynamics 365 CE | Power Platform Admin Center

You must have seen Security Roles, Field Level Security, Access Teams etc. as a way to access records in Dynamics 365 CE (or CRM). Here’s what Hierarchy Security is all about – There are 2 types of Hierarchy Settings in Dynamics 365 CE and what they mean in a short explanation – Configure Hierarchy Settings … Continue reading Hierarchy Settings in Dynamics 365 CE | Power Platform… Continue Reading...

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Position Hierarchy Settings in Dynamics 365 CE
Jan15

Position Hierarchy Settings in Dynamics 365 CE

In this post, you’ll learn how to configure Position Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Positions of the Users the intended data. Scenario Let’s consider the below scenario on … Continue reading Position Hierarchy Settings in Dynamics… Continue Reading...

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Manager Hierarchy Settings in Dynamics 365 CE
Jan15

Manager Hierarchy Settings in Dynamics 365 CE

In this post, you’ll learn how to configure Manager Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Managers the intended data. Scenario Let’s consider the below scenario on who reports to … Continue reading Manager Hierarchy Settings in Dynamics… Continue Reading...

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Omnichannel for Customer Service – Copilot Studio, Transfers to Agent Message
Jan15

Omnichannel for Customer Service – Copilot Studio, Transfers to Agent Message

Whilst using a Copilot Studio BOT with Omnichannel for Customer Service I recent had a problem adding variables into the transfer message. I will explain the challenge and how I resolved it in this post. I guess you might know that we now have two authoring experiences for CoPilot Studio BOTS! The original approach is now called “Classic”. You can see below that with my classic BOT, I have… Continue Reading Neil...

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Kickstart Power Platform Development: Your Portal to Building the Future of Business in 2024.
Jan13

Kickstart Power Platform Development: Your Portal to Building the Future of Business in 2024.

Welcome to the Kickstarter guide for Microsoft Power Platform by Inogic! Given the immense popularity and swift advancements in Power Platform, combined with its integration with Microsoft Copilot, adopting Power Platform for your business is now a “must-have”. Whether you’re a seasoned developer, a tech enthusiast, or a citizen developer, worry not! As we’ve entered 2024, I’ve got the perfect starting point for you....

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