New Functionality In Microsoft Power Automate 2024 Wave 1: Generate Descriptions for Cloud Flows using AI
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 21st of the new functionality in the Cloud Flows section is generate descriptions for cloud flows using AI. Save time and effort managing your cloud flows with descriptions automatically generated… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Recommendations to Reassign Orphaned Cloud Flows
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 20th of the new functionality in the Cloud Flows section is recommendations to reassign orphaned cloud flows. Today, admins have difficulty finding and reassigning orphaned flows, and changing… Continue Reading Ian Grieve’s...
Indulge like an Expert with Maps Integrated within Dynamics 365 using #KnowYourMaplytics
Microsoft Dynamics 365 is a powerful CRM platform that helps businesses manage customer interactions, sales pipelines, and marketing efforts. The most powerful tool when coupled with location intelligence can benefit from effortless strategizing and data analysis. With this view, and suggestions from clients, Team Maplytics has come up with a tutorial series, ‘#KnowYourMaplytics’ to understand the working of the popular features of...
Mobile Offline Profile – Select columns to be downloaded (Dynamics 365 / Model-driven apps)
With this new feature (preview) now we can specify the columns to be downloaded on mobile devices for offline use. Select edit for the Model-driven app. Select Settings and select an existing offline profile or create a new profile. Select a new table or an existing table for the profile, we can see the Manage … Continue reading “Mobile Offline Profile – Select columns to be downloaded… Continue Reading Nishant...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot with French Language
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 19th of the new functionality in the Cloud Flows section is use Copilot with French language. Makers in French speaking countries like France and Canada can use their own native language to… Continue Reading Ian Grieve’s...
Visualizing Data Models with Copilot in an ERD View
Exploring the capabilities of Copilot Studio within Microsoft Dynamics and Power Platform opens up new avenues for enhancing business application development. A critical aspect of this process involves constructing intricate data models that often include multiple tables. The introduction of the innovative ‘Create New Tables (Preview)‘ feature in Copilot Studio transforms this procedure by enabling the seamless creation...
Auto Create and Draft Territories with Territory Management for efficient Field Services within Dynamics 365!
Maplytics has been a constant manufacturer of unique features that innovate the way marketing and sales approach field sales and field service. Territory Management is a leading example in defining Sales Territories by using Maplytics- the Certified Software of the Microsoft AppSource for Dynamics 365. These innovations and new-age thinking have led Maplytics to earn popularity, respect, and a wholesome family of loyal clients and...
Create a Custom Connector For Power Automate & Power Apps
This post will help you get around building your first Custom Connector in Power Platform and Power Apps! Continue Reading priyeshwagh777’s Article on their blog Create a Custom Connector For Power Automate & Power Apps This post will help you get around building your first Custom Connector in Power Platform and Power Apps! Blog Syndicated with priyeshwagh777’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Create AI Flows in Power Automate
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 18th of the new functionality in the Cloud Flows section is create AI flows in Power Automate. Copilot workflows enable much more sophisticated automation of business processes. AI flows can… Continue Reading Ian Grieve’s...
Dynamics 365 Business Central and Power Automate Connector: create, modify, delete triggers things to know.
Power Automate (and as I always say in this case, Azure Logic Apps too) has a great connector for Dynamics 365 Business Central that permits you to interact with triggers occurring on our favourite ERP and automate actions. In the Dynamics 365 Business Central connector, you have a set of triggers related to data changes in Dynamics 365 Business Central records: These triggers starts… Continue Reading demiliani’s Article...
HTTP Trigger Azure Function Authorization Types simplified | D365 Demystified
Here’ how you can quickly understand what are the different Authorization Levels to be set while working with HTTP Azure Functions. Continue Reading priyeshwagh777’s Article on their blog HTTP Trigger Azure Function Authorization Types simplified Here’ how you can quickly understand what are the different Authorization Levels to be set while working with HTTP Azure Functions. Blog Syndicated with...
Sending A Journey Using RSS Feeds & Topics In Realtime Marketing
Back at the start of 2022, when Realtime Journeys and Triggers were just getting started, I wrote a post all about D365 Real-time Marketing, RSS Feeds & Subscription Centres. It gave you a way to create a Journey that would send an email out when you posted a new blog on your website to all those people who had subscribed and were included in a Subscription List. Moving on from that, we no… Continue Reading Megan V....
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Workflows on Calendar Events in Teams and Outlook
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 17th of the new functionality in the Cloud Flows section is use workflows on calendar events in Teams and Outlook. You can boost productivity with calendar-related templates to get ideas for… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Generative AI to Achieve a Process in AI Flows
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 1st of the new functionality in the AI Flows section is use generative AI to achieve a process in AI flows. AI flows use generative AI reason over unstructured content and determine what steps and… Continue Reading Ian Grieve’s...
Cleaning up Media Orphans with the Data Administration tool in Business Central
Did you ever wonder how to delete Media Orphans in Business Central? Even more – did you know that Media Orphans are a real thing – and can consume a great deal of your database capacity? It is a thing – and you should be aware! Well – here’s a story that made me dive into an undocumented part of Business Central… Database Capacity Data Capacity is something we (customer/partners)…...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. So, in the article I discussed how to stop people posting to a closed year, but I started thinking about why you would want to… Continue Reading Ian...
Replace the copilot added to the site with another copilot available in Microsoft Copilot Studio
Power Pages Site Copilot offers quick and efficient assistance to your site visitors and users, resolving issues and answering questions directly on your website. In today’s digital world, businesses often run several websites for different parts of their operations. Managing customer interactions on all these sites can be tough, especially when trying to give a smooth and consistent experience. To solve this problem, companies...
MVP renewed again, #9 in a row!
“Aloha my dear MVPs!Today is the day of your MVP renewals, and I’m excited like you and especially for you!” MVP renewed again, #9 in a row! …the MVP blue crystal column is almost full!#MVPBuzz #MVPs #Microsoft #BusinessApplications #MSDYN365BC Thanks Microsoft! Thanks Business Central Team. Continue Reading rs’s Article on their blog MVP renewed again, #9 in a row! “Aloha my dear MVPs!Today is the...
Perform Age calculation using Formula Columns in Dataverse / Dynamics 365
Below we have created a new field of Data Type Formula and Formula Data Type as Whole Number Specify the following formula. RoundDown(DateDiff(birthdate, UTCNow(), TimeUnit.Days) / 365.25, 0) Below we see the field in action. UTC current date is 10th Wednesday July 2024 for the below example. Also checkout the helpful video – and the … Continue reading “Perform Age calculation using Formula… Continue Reading...
Create your first custom Copilot for Customer Service Hub – Part 2 | Authentication
This is second part to the blog to create your first customer Copilot for Customer Service Hub. Continue Reading priyeshwagh777’s Article on their blog Create your first custom Copilot for Customer Service Hub – Part 2 | Authentication This is second part to the blog to create your first customer Copilot for Customer Service Hub. Blog Syndicated with priyeshwagh777’s...
Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)
In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant integrated into your CRM system, providing real-time guidance and support as you work. Let’s explore how this powerful feature can transform your sales...
How To Use A Recurring Integration Endpoint
How To Use A Recurring Integration Endpoint 07/10/24 Integration How to use a recurring Integration Endpoint for importing data Recurring Integration Endpoints for Finance and Operations are an interesting option for integrations. From the Microsoft docs, it looks like it’s meant for an input/output scenario where we have an inbound message and… Continue Reading Nathan Clouse’s Article on their blog How To Use A...
How to use a recurring Integration Endpoint to Import Data
How to use a recurring Integration Endpoint to Import Data 07/10/24 Integration How to use a recurring Integration Endpoint for importing data Recurring Integration Endpoints for Finance and Operations are an interesting option for integrations. From the Microsoft docs, it looks like it’s meant for an input/output scenario where we have an inbound… Continue Reading Nathan Clouse’s Article on their blog How to use a...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. Being fairly new to Business Central (compared to the 19 years I worked with Microsoft Dynamics GP), I’ve been a bit surprised… Continue Reading...
Prevent prompt injections in your Azure OpenAI and Copilots implementations.
If any of you have ever developed Windows or Web applications connected to a SQL database in C# or other similar languages, you will surely have heard of sql injection. SQL injection is a web security vulnerability that allows an attacker to interfere with the queries that an application makes to its database. This can allow an attacker to view data that they are not normally able to retrieve… Continue Reading demiliani’s...
Power Pages DevTools extension
Microsoft Power Pages allows you to build powerful web applications using a variety of components, tools and development languages. However, building websites using server-side markup languages like Liquid sometimes can be very time consuming to debug and test. I was looking up something else in the Microsoft documentation and stumbled upon a new tool that will greatly assist in debugging… Continue Reading Nick Doelman’s...
New Release of D365FO Admin Toolkit v1.6
We’ve had some great community contributions to get us to v1.6 of the D365FO Admin Utility! D365FO Admin Toolkit v1.6 D365O Admin Toolkit v1.6 Release D365FO Admin Toolkit GitHub Note: This release has been built against a 10.0.39 version of D365FO. Let’s look at the new features and functionality and bug fixes in this release! New Features Adding support for having an automatic expiration… Continue Reading Alex’s...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. Being fairly new to Business Central (compared to the 19 years I worked with Microsoft Dynamics GP), I’ve been a bit surprised… Continue Reading...
Resolving the Generic SQL Error on Column Definition Update in Dataverse
Recently, I encountered a frustrating error while trying to modify the length of a text field in Dataverse. The error message was: “Sql error: Generic SQL error. CRM ErrorCode: -2147204784 Sql ErrorCode: -2146232060 Sql Number: 5074“ Initially, I checked for any dependencies related to my field but found none. After several hours of investigation, I decided to turn to the classic… Continue Reading Mehdi El...
Using Homogenous Batch / Bulk operation messages for improved performance – Data Migration / Dataverse
As we all are aware Microsoft has introduced Bulk Operation messages in the platform. Now we could use the same in our SSIS Package that uses KingswaySoft’s SSIS Integration Toolkit for Microsoft Dynamics 365 by using the Homengeneous Batch Operation Messages option in the CDS / CRM Destination Component Editor. Let us first use the … Continue reading “Using Homogenous Batch / Bulk operation… Continue Reading Nishant...
Create your first custom Copilot for Customer Service Hub – Part 1
Here’s how you can create your first Copilot for Customer Service Hub Continue Reading priyeshwagh777’s Article on their blog Create your first custom Copilot for Customer Service Hub – Part 1 Here’s how you can create your first Copilot for Customer Service Hub Blog Syndicated with priyeshwagh777’s...
How To Create A YouTube Video
As part of writing articles, I typically create a YouTube video that covers the same content. I have found that some people like to read articles while others like to watch videos. Creating content in both of these formats can help reach a wider audience. In this article and video, learn all of the tips… Continue Reading → The post How To Create A YouTube Video appeared first on Dynamics 365… Continue Reading...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. Being fairly new to Business Central (compared to the 19 years I worked with Microsoft Dynamics GP), I’ve been a bit surprised… Continue Reading...
Unified Routing – Capacity Profiles and Work Classification
I recently had a requirement to route conversations differently to agents based on the skills we’d classified for the work item. In this post I will explain this concept. There may be many scenarios when you’d like to apply the logic I am going to explain. A few are below; Maybe live chats requiring a particular skill take more concentration. Meaning agents can handle up to 3 regular… Continue Reading Neil...
Transform Your CRM Strategy: Outsource Dynamics 365 Development to Industry Experts!
Firstly, it’s obvious that customer relationship management (CRM) is a “must-have” component for success. Dynamics 365 CRM by Microsoft offers a comprehensive suite of applications designed to streamline operations, enhance customer engagement, and drive business growth, now with AI capabilities thanks to the integration of Copilot. In this blog we will explore the nuances of Dynamics 365 CRM, focusing on the benefits, in-house or...
Database Inserts – Code Table Comparison
Submitted by Nathan Clouse on 07/07/24. Last modified: 07/07/24 Tags: performance Database Inserts – Primary Table Comparison between dev box and Sandbox Environment In a previous article, I wrote about the fastest ways to insert data but only looked at it from a development VM ( In Azure ) perspective. I thought it would be worthwhile to… Continue Reading Nathan Clouse’s Article on their blog Database...
The Book of Batch Jobs
I created a collection of articles on Finance and Operations (F&O) batch jobs to have a comprehensive resource for understanding and optimizing batch processing. This compilation includes guides on configuring and scheduling batch jobs, troubleshooting common issues, and best practices for performance tuning. Each article delves into specific aspects, such as leveraging the RunBaseBatch… Continue Reading Nathan...
Personalize Your Power Pages Portal with Custom Sign-Out Redirects
Recently, we had a requirement regarding the Power Pages Portal where the website was a customer website and there were multiple Web Pages present. So, whenever the user logs out of any web page and again tries to sign in to the same site on the same browser, then the portal by default redirects the user to the web page where they signed out. So, the user wanted to be redirected to a specific page after signing in to the same portal...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. in an earlier article, I covered the only mandatory step to close a period in Business Central which is to set the allowed… Continue Reading Ian...
Microsoft Dynamics GP vs. Microsoft Dynamics 365 Business Central
I worked with Microsoft Dynamics GP for just over 19 years before I decided that the writing on the wall had become too large to ignore. With the announcement of the new cloud ERPs by Microsoft a few years ago, it became apparent that the focus from Microsoft was on these ERP, rather than the old on premises ones. Unfortunately, from a Dynamics GP perspective, the new ERP were based on… Continue Reading Ian Grieve’s...
Create Multiple Cases from an Email Sent to Multiple Mailboxes in Dynamics 365 CRM
We recently encountered a requirement where the client utilized multiple queues in CRM (such as service team queue, product team queue, tech team queue, etc.) with configured email addresses. When customers send emails to multiple queues in a single email (e.g., sending one email to Support and Product queues), the CRM’s email tracking system creates multiple new cases based on the ARC rules for each queue. Since only one case...
How To Drag and Drop Email Attachments in Dynamics
We’re used to dragging and dropping files on to emails in Outlook, or to move files in File Explorer. Dynamics never supported this out of the box, until now. Add an attachment to an email Once you’ve enabled drag drop attachments, it’s easy to do Compose a new email in Dynamics. There are many ways to do this Click the + icon on any timeline in Dynamics Click the E-mail icon on… Continue Reading Pete...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. In the last article, I covered how to close a period, which prevents users from posting into the closed period. However, it is… Continue Reading Ian...
Hope for Animal Victims: How UWARF and Maplytics are Making a Difference
The continued state of war in Ukraine has brought unimaginable devastation, impacting not just people, but the country’s beloved animal companions as well. Countless dogs and cats have been displaced, abandoned, or left injured amidst the chaos. Thankfully, organizations like the Ukraine War Animals Relief Fund (UWARF) are stepping up to help these vulnerable creatures. UWARF is a non-profit organization run by passionate animal...
Webinar: CRM Duplicate Data Cleaning Done Right with Phonetic Fuzzy Matching and Much More!
Maintaining a clean and accurate database is a fundamental challenge for any organization. Databases can get cluttered with duplicate records, which can cause errors and inefficiencies. This issue is particularly troublesome in CRM systems, where duplicate data can undermine customer relationship management, disrupt sales processes, and compromise data integrity. For organizations using Microsoft Dynamics 365 CRM, basic deduplication...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. While you do create fiscal years and accounting periods in Business Central, it is not a period based system, but a date based… Continue Reading Ian...
Power Automate – Flow is not running on Trigger condition
I was working on a flow and added a Trigger Condition which has 2 conditions in OR clause. @or(equals(triggerOutputs()?[‘body/statecode’], 1), greaterOrEquals(triggerOutputs()?[‘body/closeprobability’], 80)) The flow is working as expected with the above conditions. And then after some days, I added an extra condition in the OR clause as per new requirement....
Community Event in Faisalabad: App Development with Power Platform🚀
On June 29, 2024, I had an awesome time hosting two sessions at Birdview Logic Business Hub in Faisalabad on “App Development with Power Platform.” We covered Power Apps, Power Automate, and Copilot in these intro sessions, aimed at fresh graduates and IT pros looking to get into low-code/no-code development. A big shoutout to Shaheer Ahmad and Aqeel Khalid, 365 Connect Community… Continue Reading Yawer Iqbal’s...
Agent for HR joiners using Copilot Studio
Recruitment processes are one of the first activities that new HR hires need to get up to speed. Recruiters are hired to create a robust pipeline of candidates and to cover all vacancies across the organization. I was thinking about this scenario and my issues when hiring people: Which questions should I ask for an entry-level position? Which questions I should never ask? How do I… Continue Reading Ana Inés Urrutia’s...
Extend D365 Customer Service Copilot: Ask questions about your data(verse)
Earlier this month I posted an article on how you can extend the Copilot that sits inside of Dynamics 365 Customer Service by using Prompt Plugins. If you haven’t had a chance to read that article yet, then you can do so here. In the article I explained how you can create prompt plugins in Copilot Studio which are then surfaced inside of Dynamics 365 Customer Service as a PluginRead More Continue Reading Dian Taylor’s...