How to – enable/disable the timeline highlights generated by generative AI – Dataverse / Model-drive Apps
With the Timeline highlights (Generative AI) feature, agents can quickly view the critical information (summary) about the different activities in the timelines, without the need for clicking/reading through each of the activities. We can enable and disable it at both the form level, app level and environment level. At the form level, we can check/uncheck … Continue reading “How to –… Continue Reading Nishant...
Utilize Power BI Semantic Model within Power BI Reports Builder
Microsoft provides Power BI Report Builder to design paginated reports within the Power BI ecosystem. Paginated reports can create highly formatted, pixel-perfect reports suitable for printing or sharing as PDFs. With Power BI Report Builder, users can design these reports with precise control over layout, formatting, and data presentation, complementing the interactive and exploratory capabilities of Power BI Desktop. Power BI Report...
Scary, dangerous, creepy tools 😱😬
…am I hacking your system? There are a bunch of completely awesome and can’t-live-without tools. Most are created by the community, like me. These tools can break your system. Completely. “Are these tools even legal??” Too often, I’ve heard CTOs and others say that these tools should be stopped! Either by thoroughly educating all users not to use them or simply by blocking these… Continue Reading...
European Power Platform Conference #EPPC24: Keynotes, sessions & top recommendations for Brussels!
The European Power Platform Conference (EPPC) this year is scheduled at the Square, Brussels from June 11-13. This year’s event promises to be an electrifying gathering of innovators, tech enthusiasts, and industry leaders, all converging to explore the latest Microsoft Innovation. Get the latest announcements on Power Platform, Copilot, and where Microsoft is leading. Join us at the European Power Platform Conference (EPPC),...
Inogic welcomes you at Booth 20 at #EPPC24 at the Square, Brussels from June 11-13!
Yes! You heard it right, Team Inogic, the parent of Maplytics will be exhibiting at the European Power Platform Conference 2024 or #EPPC24 at Booth #20 from June 11-13! The conference will be held at the Square, Brussels, with an amazing agenda. What’s special about #EPPC24 The European Power Platform Conference has been organized for the 3rd time in a row due to popular demand It will dive into Microsoft’s Power Platform stack and...
Power Automate – Input field Delete option is disabled
When I was working on Power Automate, I had to remove one of the parameters in it and when I clicked on the more options on the Input property and tried to delete it, the option is disabled. Then I checked the Power Automate flow thoroughly and understood that the parameter is being used in one of the condition. And I removed the parameter from the condition, then the Delete option is enabled and deleted the unnecessary field. Hope...
List solution details and their components using Power Automate Flow
As Microsoft is providing us more flexibility with Power Automate (MS Flow), now we can retrieve List of solution details and their components directly within Power Automate flows. Recently, we got a requirement to retrieve the list of solutions and their components from specific environments and store this information in an Excel file on SharePoint. We can achieve this using Solution and Solution Components entity records in Dynamics...
Power of integrated maps within Microsoft Dynamics 365 Field Service
The world of field service moves at a lightning speed and is cutthroat. Appointment Schedulers or Sales Managers are constantly juggling a complex web of tasks- assigning jobs, optimizing routes, ensuring timely customer service, accommodating ad hoc requests, and keeping field technicians in the loop. Traditional methods often relied on spreadsheets and manual route planning, leading to inefficiencies, frustrated or uninformed...
This password does not meet the length, complexity, age, or history requirements of your corporate password policy (Minimum Password Age)
We might get the below error even after specifying a new password having the appropriate length, complexity, age, etc. If you are also facing the same, it could be because of the Minimum password age policy setting. It specifies the duration for which the password must be used before it can be changed. It could … Continue reading “This password does not meet the length, complexity, age, or… Continue Reading Nishant...
Empowering Field Workforce with a Manual of Integrated Maps within Dynamics 365
The world of field operations is extremely demanding. Field sales reps and field service technicians are the backbone of many businesses, constantly on the move, forging relationships, closing deals, and resolving critical customer issues. However, the traditional methods of managing territories, planning routes, and accessing crucial information can be cumbersome and inefficient. This is where Maplytics, a leading geospatial solution...
Extend D365 Customer Service Copilot with Prompt Plugins (preview)
The preview feature that I am writing about today is a feature that a lot of us have been waiting for! I am super excited that it’s finally here, and I think this will be a game changer for service organizations! If you are familiar with Dynamics 365 Customer Service, than you most likely have seen the Copilot for agents (this is what I call it) that lives inside ofRead More Continue Reading Dian Taylor’s Article on their...
Extend Copilot in D365 Customer Service with Prompt Plugins – YouTube
Extend Copilot in D365 Customer Service with Prompt Plugins The preview feature that I am discussing in this video is something that a lot of us have been waiting for! I am super excited that it’s finally here, and I think this will be a game changer for service organizations! If you are familiar with Dynamics 365 Customer Service, than you most likely have seen the Copilot for agents that lives inside of Dynamics 365 Customer...
Ribbon Editor Updates: Hide/Show Buttons and Customize NEW Button
Since my last post Advanced Settings Facelift was about old things getting a facelift, I thought I would be ok to continue on another similar post. This time it’s about the good old ribbon. It’s no news that the ribbon is possible to edit in the make.powerapps view, but we all know that the functionality there has been so poor that you mostly end up customizing the buttons in the good old
Copilot – Create Knowledge Articles From Resolved Cases
There is a new feature in Dynamics 365 Customer Service that will aid the creation of knowledge articles, agents can now use copilot to generate a suggested knowledge article based on the case content. In this post I will explain how this new feature operates. Setup First off, you will need to enable this option. You do that in your “Customer Service Admin Center” app. You will find… Continue Reading Neil Parkhurst’s...
This operation cannot be performed because there is an active lifecycle operation on the environment – Dataverse / Power Platform
While trying to enable Admin Mode for one of our Dataverse Environments, we got the below error “This operation cannot be performed because there is an active lifecycle operation on the environment” This was because we had a copy operation going in the background, we were copying that particular environment to another environment. After the … Continue reading “This operation cannot be… Continue Reading Nishant...
Creating Model Driven Apps Side Panels like a boss
If you use model-driven applications regularly you might notice a “Copilot” Side Pane that appears immediately after your app (Sales/Service/Marketing/Something Else) is loaded: I decided to investigate and share how to create a similar functionality in this blog post. Approach There are 3 components that make this solution complete: Html/JS webresource that will be shown … The post Creating… Continue Reading...
Integrate Business Central with Microsoft Dataverse using Virtual Table
In modern business applications, integrating data from multiple sources is crucial for streamlined operations. Microsoft Dataverse provides a unified data platform, making it easier to connect Business Central with other Dynamics 365 applications. One powerful feature facilitating this integration is Business Central Virtual Tables. These tables act as bridges between Business Central and the Microsoft Power Platform, enabling...
Strong Spas Heats Field Service Efficiency with integrated maps & Dynamics 365
Strong Spas, a leading manufacturer of innovative hot tubs since 1994, prides itself on craftsmanship and exceptional customer service. With a global presence spanning over 40 countries, ensuring efficient service for their extensive network of dealers and customers can be a logistical challenge in the long run and affect field productivity and profits. However, Strong Spas have found a powerful ally in Maplytics, a geo-analytical...
Webinar: Send WhatsApp Messages Directly from Dynamics 365 CRM – A Complete Walkthrough
Did you know that globally, WhatsApp messages have an open rate as high as 95%, compared to the average email open rate of just 23%! But how do you leverage WhatsApp if you and your team use CRM? Enter WhatsApp4Dynamics by Inogic – the application that seamlessly bridges WhatsApp and your CRM! WhatsApp4Dynamics, is set to transform how businesses interact with their clients. This powerful integration enables sales, service, and...
Sending Emails with Dynamics 365 Sales
IncludesSetting up Dynamics to send and receive emailsHow to compose a simple email Using Email Templates PersonalisationMeasuring engagement with your emailsSend Dynamics emails on behalf of another userSend bulk emailsFind old emailsAutomationOutlook integration Setting up Dynamics to send and receive emails Before you start sending emails through Dynamics you’ll need to set up your… Continue Reading Pete Murray’s...
Create a table in Dynamics 365 CRM from the SharePoint List
In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards. This is where table creation from the SharePoint list comes into the picture to fill the gap. By...
Fixed – The system could not log you on. This could be because your user record has been disabled in Microsoft Dynamics 365 error when trying to create or save a record
Recently in one of our environments, we were getting the below error on trying to create/update a contact or account record. Exception Message: The user with SystemUserId=08b9fcec-8c8f-ee11-be36-0022489338d1 in OrganizationContext=33679242-8c8d-ee11-8174-0022489425ce is disabled. Disabled users cannot access the system. Consider enabling this user for the action to succeed.. User… Continue Reading Nishant Rana’s Article on...
Use Dataverse Elastic Tables in Power Automate Cloud Flows
In this blog post, I will guide you through overcoming common challenges encountered during CRUD operations on elastic tables in Dataverse using Power Automate cloud flow. While I was working with cloud flow run history in Dataverse, I experienced an unusual issue. In my cloud flow, I use a “List Rows” action to retrieve the data from Flow Run … Continue Reading Linn Zaw Win’s Article on their blog Use...
Microsoft Build 2024 Highlights: Announcements for Copilot, Power Platform, Azure AI Services, and more!
Highlights from Microsoft Build 2024 As the tech world buzzes with excitement, Microsoft Build 2024 has once again set the stage for ground-breaking innovations and advancements. The annual developer conference, held last week (May 2024), is a focal point for Microsoft’s latest announcements and updates. This year, the spotlight shone brightly on enhancements to Power Platform and (you guessed it) Copilot and Copilot Studio,...
Configurable Copilot Summaries for D365 Field Service
If your organization is using Dynamics 365 Field Service, then you probably have seen the summarization feature for bookings and work orders. This feature is currently in public preview and it uses artificial intelligence to generate a recap for a work order or a booking record in Dynamics 365 Field Service. This summary contains information about the work order and related data, such as work… Continue Reading Dian...
Send Session Reminder Email After Event Check-in For In-Person Events
Back with another post that focuses on Event Management and different approaches you can take. This one was inspired by a question from a reader on one of my blogs, and also a recent reminder from Malin Martnes on one of her posts about using Lists in emails. The reader wanted to know if when someone checked in, you could provide them with a list of the sessions they had registered for (thanks… Continue Reading Megan V....
Configurable Copilot Summaries for D365 Field Service – YouTube
Configurable Copilot Summaries for D365 Field Service In this video I will show you how you can configure copilot summaries in work orders and bookings for Dynamics 365 Field Service. This feature is currently in preview. Related Article: https://d365goddess.com/configurable-copilot-summaries-for-d365-field-service Blog: https://D365Goddess.com Twitter: https://twitter.com/D365Goddess LinkedIn: https://www.linkedin.com/in/diantaylor/...
Dates and values are displayed in your time zone. Because the project could take place in a different time zone, the project schedule may appear incorrect message in the Project entity/table – Dynamics 365
We might get the below message/notification on opening the Project form – Dates and values are displayed in your time zone. Because the project could take place in a different time zone, the project schedule may appear incorrect. This message will appear if the Project’s timezone differs from the logged-in user’s timezone. The project’s timezone … Continue reading “Dates and values are… Continue Reading Nishant...
Recipient of type ‘Contact’ with ID is marked as non-emailable
Got the below error while working on Power Automate and could not able to send the email to the Contact. Recipient of type ‘Contact’ with ID ‘7e4d5e3a-ac18-ef11-840a-002248920412’ is marked as non-emailable Then, I have opened the Contact and checked the value of Email under Contact Preferences, which is set to Do Not Allow. Updated it to Allow and saved the record. Ran the flow again and it sent the email....
Copilot – Filters
Within the Dynamics 365 Customer Service apps we can search knowledge articles using copilot. This is a great feature but what if you want to filter the results. Recently Microsoft have added the ability for us to define filters that agents can use to tailor copilot answers. Maybe you only want results to include published articles or possibly you want to ensure only the latest version… Continue Reading Neil Parkhurst’s...
Preferred Solution | New feature | Microsoft Dataverse
Click on the below image to navigate to my YouTube Channel. 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 look. New and Retired Microsoft Dynamics 365 Certifications Environment settings behavior (Preview) feature in Model-driven Apps Error while connecting to Dataverse environment in XrmToolBox Power Fx...
A User Guide for Dynamics 365 Admins to boost productivity with integrated maps!
As a Dynamics 365 CRM Administrator, you understand the importance of streamlining workflows, maintaining security compliance, and empowering users. But what if you could unlock a hidden layer of location within data that could boost productivity across departments? That’s where Maplytics, a leading geospatial solution for Dynamics 365, comes in. By integrating maps with your CRM data, Maplytics empowers you to transform static...
Use Co-pilot AI to Develop Your Perfect Color Theme: A Step-by-Step Guide
Introduction: With Co-pilot, theme generation for app development will be simplified, accelerated, and made more intuitive. Thanks to various AI-powered features, your theme ideas can come to life in ways you never would have imagined. Co-pilot with Al may produce theme colors, components, schemas, or whole pages. You could improve the following UI visual elements, for instance: To establish product branding, alter the navigation...
Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!
Findango Finance, provides financial services to small and midsize firms having trouble getting money from regular banks in Spain. They offer services such as lines of credit, loans, and discounted products, presenting alternatives to the conventional credit options available through traditional banks. Data Dilemma: Balancing Growth with Document Security As Findango Finance’s business grew, so did the need to securely store...
Bypass execution of specific plugin (step) using BypassBusinessLogicExecutionStepIds parameter – Dynamics 365 / Dataverse
The BypassBusinessLogicExecutionStepIds optional parameter or request header value allows us to bypass a specific plugin step by passing its GUID, irrespective of whether it is synchronous or asynchronous, unlike the other optional parameters – BypassCustomPluginExecution and BypassBusinessLogicExecution that will bypass all the custom synchronous and/ or asynchronous logic (plugins and… Continue Reading Nishant Rana’s...
Streamlined Text and Document Categorization with Entity Extraction in Power Automate
The tools of AI Builder help you find important information in text. They organize this info into categories that make sense for your business needs. There are two types: prebuilt and custom. Prebuilt ones are ready to use without any extra work. They’re great for lots of common tasks. Custom ones need you to train them with your data and settings. This way, you can make a model that’s perfect for what you need. Practical...
Optimizing Field Rep Productivity in Life Sciences using optimized maps within Dynamics 365 for Data Sciences International!
Data Sciences International (DSI) is a powerhouse in the medical field, boasting over 110 years of experience. They serve a wide range of industries, from pharmaceuticals and academia to government and biotechnology companies. Their mission? Simply to provide cutting-edge technologies, products, and services that propel life science research forward. One of DSI’s key strengths lies in its dedicated team of field representatives....
Predefined Placeholder Access In Customer Insights – Journeys
One of the cool things you can use in Emails in Realtime Marketing (in the Customer Insights – Journeys) app is personalisation. Accessing data is pretty simple, and Microsoft have even provided a list of pre-defined values for you such as Full Name and First Name to add to your emails. You can also add in new placeholders for you and other users to access quickly too. But what if someone on… Continue Reading Megan V....
Using BypassBusinessLogicExecution Parameter (Preview) to bypass Custom Sync and Async Logic (Plugin and Workflow) – Dataverse / Dynamics 365
Using the new BypassBusinessLogicExecution parameter we can bypass both sync as well as asynchronous custom logic (i.e. sync / async custom plugin and custom workflow registered), unlike the BypassCustomPluginExecution parameter which applied to only the synchronous custom logic. Let us see it in action with a simple example. We have the following Plugin registered against … Continue reading… Continue Reading Nishant...
Route Optimization using maps with Dynamics 365 for Field Reps – Save Time, Fuel, and probably a client!
Being punctual for a client meeting is one of the most crucial goals for sales and service field reps. It is a common business problem that field reps spend more time in traffic and traveling than in meetings and appointments with clients or leads. The key to increased productivity of a frontline worker is to reach more clients with a pre-planned appointment schedule, optimized travel time, reduced mileage consumption, and fuel cost....
Model Driven App Advanced Settings – New look
We all knew it was a matter of time before the old UI would be replaced, and soon we are one major step closer to being rid of everything old UI. The old Advanced Settings that so many people are used to navigating is about to get a new look, and this time as a separate APP. APP you say… Well, yes.. Just like the Sales HUB configuration, lots of parameters are not typical records in a… Continue Reading Thomas...
How to Convert a Personal Dashboard to a System Dashboard
In any CRM implementation, it is not uncommon for team managers and experienced users to begin creating their own dashboards for their team. However, this kind of personal dashboard poses problems, such as those points mentioned below:Each dashboard and its underlying views and charts must be individually shared with team members. Once the manager leaves the organization, the dashboards may… Continue Reading...
New and Retired Microsoft Dynamics 365 Certifications
I have posted an article related to the Microsoft Dynamics 365 Certifications long back and now Microsoft has shared the new update on these certifications. Below are the updates related to New and Retired (soon) certifications on Microsoft Dynamics 365. New certifications: Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate: This certification is going to be released in late September 2024. This certification is...
Customize Copilot using Advanced Features within Dynamics 365 CRM
Microsoft has provided Power Virtual Agents, which help users create powerful Copilots for a range of requests, from providing simple answers to common questions to resolving issues requiring complex conversations. Power Virtual Agent allows the design of effective Copilots using various types of features like Generative Answers, Live Agents, and Actions (Power Automate Flow). In this blog, we’ll explore how to customize the...
A Manager’s Guide to Location Intelligence in Microsoft Dynamics 365 / Dataverse!
The life of a manager is a constant balancing act. You juggle team performance, handle client needs, and strategize for the future, all while ensuring efficiency and maximizing results. But what if there was a tool that could streamline your workflow, provide valuable insights, and empower you to make data-driven decisions? Enter Maplytics, the powerful Dynamics 365 and maps integration application and Certified Software on Microsoft...
Tools can always be improved
While working on the next release, I realized I had to make this tool look better, nicer, and cleaner. I was working to add a few new features, so why take on the extra work to deliver a tiny new interface? Because I can. And we all know: UI + UX = AO Where we came from There are a few points in this main window that have made me sleep badly for years. Those red marks… Continue Reading Jonas Rapp’s Article on their blog...
Webinar ☁ Elevate Document Management with New SharePoint Security Sync & Attach2Dynamics features!
Are you ready to take your Dynamics 365 CRM experience to new heights? Inogic’s upcoming webinar promises to revolutionize the way you manage documents and security within your CRM system. Don’t miss this opportunity to grow your business without worrying about storage limits! Inogic’s innovative Document Management and Security Integrations have been designed to optimize CRM performance and save storage costs/space...
WordPress Mobile App Issue – Username Password Isn’t Associated With This Site
Very off-brand with this post, but as usual, if this is something that I had an issue with and took me a while to figure out, I guess it could be the same for someone else. So if it is a help to anyone, that’s great! I use WordPress for my website which I love, but this is about a WordPress mobile app issue. I enjoy getting in to the PHP and adding new functionality, or adjusting the CSS to… Continue Reading Megan V....
Fixed – Dependency Calculation – There was an error calculating dependencies for this component. Missing component id {GUID} – Dataverse / Dynamics 365
Recently while trying to create a new 1-n relationship between 2 newly created custom tables, we got the below error. “There was error calculation dependencies for this component” System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: The dependent component Attribute (Id=676fb834-d94a-47cc-9bee-2963ef589b83) does not exist. Failure trying to associate it with… Continue Reading Nishant Rana’s...
Understanding Privilege Check and Shared Access in Dataverse / Dynamics 365
Let us understand this with a simple example. We have the following 2 custom tables having a 1 – N relationship. Project (1-n) Artefact. The relationship behavior is Custom with Cascade All for all the actions except Delete. User 1 is the System Administrator and Test User 1 has the Field Service Admin role but … Continue reading “Understanding Privilege Check and Shared Access in Dataverse… Continue Reading Nishant...