How to get Microsoft 365 E3 Trial for 30 days?
Microsoft 365 E3 combines best-in-class enterprise productivity apps with core security and compliance capabilities. Improve productivity and foster a culture of collaboration with connected experiences. Transform how you manage your business and enhance customer relationships with integrated workflows. Proactively protect your employees, data, and customer information with intelligent security. In this article, will explain you the...
Beyond Pins & Routes: Unveiling the Power of Related Record Plotting on Maps within Dynamics CRM!
The post Beyond Pins & Routes: Unveiling the Power of Related Record Plotting on Maps within Dynamics CRM! appeared first on Blog | Maplytics. Source link
Conquer Dynamics 365 CRM Chaos with Copilot and Inogic Data Recovery App!
Ever feel like your Dynamics 365 CRM is a whirlwind of data updates? As a sales rep, you are juggling leads, opportunities, and customer data; every edit ripples through the system. And keeping track of it all is enough to make anyone’s head spin. Running into an urgent meeting and you need a quick summary of the lead? Or need the latest status of an opportunity? Or want to know quickly if you get any new leads assigned to you or not?...
How to Fix Button in Modern Command Bar Disappearing After Grid Item Selection
This post provides a resolution for the issue that the modern command button added to the Main Grid, Subgrid View or Associated View doesn’t appear as expected after one or more grid items are selected. In the following scenario, a Clone button is added to the Main Grid of the table before the Delete button using the modern commanding with the Visibility property to… Continue Reading Linn Zaw Win’s...
How to configure a trigger to handle both GET and POST requests effectively using Power Automate
I recently encountered a client requirement that necessitated handling both “GET” and “POST” HTTP requests. While Azure Function offers a straightforward solution for such scenarios, the concern was it should be handled within Dynamics CRM. Faced with these constraints, I explored alternatives that would allow us to meet the client’s needs within the preferred environment. Accommodating both...
Microsoft Dynamics 365 Field Service – An Approach to Data Migration of Work Orders from External Systems
If you are transitioning to Microsoft Dynamics 365 Field Service for the first time from a legacy system and have scheduled work orders and bookings that need to be migrated, there are a lot of considerations in regard to the generation of service tasks, billing products/services, durations, and pricelists. In this article, I will detail one approach that aims to simplify the process and… Continue Reading Andrew Ly’s...
Exploring Detail Map Control enhancements to travel smartly on the Field with Dynamics 365 Maps Integration!
The post Exploring Detail Map Control enhancements to travel smartly on the Field with Dynamics 365 Maps Integration! appeared first on Blog | Maplytics. Source link
One Size Fits One
Step inside to O2 tailoring where we know that One Size Fits One. This is an extra post for the letter O in the A to Z Accessibility: Power Platform Edition. The post One Size Fits One appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog One Size Fits One – Hart of the Midlands Step inside to O2 tailoring where One Size Fits One. This is a bonus post for O in the A to Z Accessibility: Power...
Master Microsoft Power Platform Development: A Developer’s Cheat Sheet in 2024
A common software development hurdle is the scarcity of time. While it’s widely acknowledged that merely increasing the number of developers doesn’t necessarily boost productivity, the inclination toward adopting new tools and technologies persists. The goal is to minimize code writing, expedite the development process, reduce susceptibility to bugs, and adhere to standards, especially in terms of security. Microsoft Power...
The Future of Social Housing: A Radical Reform and Microsoft Solutions
In the ever-evolving landscape of the 21st century, one sector that stands at the precipice of significant change is social housing. A recent white paper by Kate Davies, a luminary in the field, titled “Social Housing: Radical Reform Through Better Collaboration, Interdependent Working and Technological Innovation,” provides a comprehensive overview of the current challenges and potential… Continue Reading Chris Roberts’s...
Dynamics 365 Business Central : What’s New – Spring 2024 Wave 1
Manage work orders in Field Service, invoice them in Business Central General Availability Date: Apr 2024 Description: Seamlessly manage work orders and consumption in Field Service, then efficiently invoice and fulfill them in Business Central. This integration streamlines service operations, enhances financial management, and elevates operational efficiency. Use virtual tables to… Continue Reading Pete Murray’s Article...
Dynamics 365 Sales : What’s New – Spring 2024 Wave 1
What’s happening in Spring 2024 with Dynamics 365 Sales Elevate your sales pitch using Copilot email assistance General Availability Date: Apr 2024 Description: This feature introduces an AI assistant, named Copilot, that offers email writing help. By selecting a predefined category or entering your own text, Copilot suggests content using specific prompts and actions, speeding… Continue Reading Pete...
How to Know Browser and OS Details in Power Apps using Host Object
Recently, I was working on a project where we created a Login form in the Canvas App compatible with iPhone systems only. Throughout the development phase, we faced challenges in determining the client’s specifics like browser type or device, especially since our app needed to function across specific browsers and on iPhones. Upon conducting online research, we discovered the Host Object within Power Apps. This object proved...
2024 Wave 1 Release Notes: D365 Field Service
Like every year, I’ve been writing several articles about the features included in the 2024 Wave 1 release for Dynamics 365 CX! In the first article of this series, I explored all the additions and enhancements for Dynamics 365 Sales. Following that, I wrote a piece about the new SKU Microsoft Copilot for Sales; you can catch up on it here if you haven’t gotten a chance to do soRead… Continue Reading Dian...
2024 Release Wave 1 – D365 Field Service – YouTube
2024 Release Wave 1 – D365 Field Service This is the 4th video in my series about 2024 Release Wave 1. In this video I will discuss and explain features that are part of Dynamics 365 Field Service, as described in the 2024 Wave 1 Release notes. Related Article: https://d365goddess.com/2024-wave-1-release-notes-d365-field-service Links to the videos mentioned : – The enhanced mobile experience for Field Service(preview):...
Internal Notification Emails For Event Forms In Realtime Marketing
I’ve previously written about creating internal notification email for Realtime Marketing Form Submissions. This post is an extension of that, and covers the scenario of someone submitting a Realtime form that is actually an event Registration form. You can use just one form for events, and link it to multiple events. If you get form submission notification emails, the name of the form would… Continue Reading Megan V....
Overflowing with content
Howdy reader and welcome to the first O in the A to Z Accessibility: Power Platform Edition. In this article we are Overflowing with content, or rather talking about what to do when we are. The post Overflowing with content appeared first on Hart of the Midlands. Continue Reading Mike’s Article on their blog Overflowing with content – Hart of the Midlands Welcome to the 1st O in the A to Z Accessibility: Power Platform...
How to invoke Low-code plug-ins using Power Automate Cloud Flow
In the previous blog post, we talked about low-code plugins using the Dataverse Accelerator App where we created an instant plug-in to calculate Billing Details. In this blog, we will be integrating the same Instant Plug-in in the Microsoft PowerAutomate Flow. How to invoke Instant Plug-in in the Microsoft PowerAutomate Flow? Log into your Power Apps Maker Portal > select the environment > from the left side panel > click on...
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...
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[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:...
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...
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...
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...
Is Business Central Right For My Company?
What’s great about Business Central is its versatility. Whether you’re a small business or a larger enterprise, Business Central adapts to your specific needs. The flexibility of Business Central goes beyond its features. You can customise the system to match your particular requirements, making sure that it aligns perfectly with your business processes. Which industries is Business… Continue Reading Pete...
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
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,...
![What’s in a Name? [A to Z a11y]](https://i0.wp.com/365community.online/wp-content/uploads/2024/02/Whats-in-a-Name-A-to-Z-a11y.png?resize=240%2C240&ssl=1)
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...
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
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...
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...
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=’
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...
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...
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:...
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...
How Do I Set Up a New Company in Business Central?
Why set up a new company in Business Central? You may want to set up a new company in Business Central as your company grows into new locations or countries. Many organisations setup new companies for each physical location they have. When you set up a new company in Business Central, you’ll be given 3 choices of data setup for your new company. Think about what you need before you set… Continue Reading Pete Murray’s...
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...
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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...
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...
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....
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
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...
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...
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...
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...
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...
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...
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...
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...
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...