Sales Insights: Sales accelerator
May28

Sales Insights: Sales accelerator

This is the final of a 6 part series on Sales Insights, where I attempt to walk through of the Sales AI functionality that is part of the suite. The other articles are listed here. Basic (Free) Setup – The “free” AI capabilities that can be added to any Sales Instance Assistant Studio – Full capabilities – The full suite of options for Insight Cards Productivity Intelligence –… Continue...

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Sales Insights: Predictive Models
May27

Sales Insights: Predictive Models

This is the fifth in the series on Sales Insights, were I attempt to walkthrough the Sales AI functionality that is part of the suite. The other articles are listed here. Basic (Free) Setup – The “free” AI capabilities that can be added to any Sales Instance Assistant Studio – Full capabilities – The full suite of options for Insight Cards Productivity Intelligence – Activity and… Continue...

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Launch (Self) – Check App permissions in Power Apps
May22

Launch (Self) – Check App permissions in Power Apps

On the Twitterverse yesterday, it was announced that you now have the ability to Launch an application to replace itself. Formulas: Launch to self and Self operator Some long awaited features for Power Apps canvas formulas! When run in a web browser, a canvas app can now replace itself with another canvas app or a web page. This has been a long running community ask and also came up when we were created the COVID-19 Hospital Emergency...

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Mockaroo and Flow: Perfect Demo data
May21

Mockaroo and Flow: Perfect Demo data

As a consultant, architect or just a blogger, you have to do a lot of demos. Recently, with my look at Sales Insights, the amount of data I needed was increasing. I had used Flow in the past to automate data entry, and it worked well, so I thought I would create some data for my environment using Flow, but first sourcing the data in Mockaroo. Mockaroo Mockaroo is a free data generator… Continue Reading ‘s Article on their...

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Sales Insights: Connection Insights
May18

Sales Insights: Connection Insights

This is the fourth in a series walking through the Sales Insights add-on application. The series list is below for your reference. Basic (Free) Setup – The “free” AI capabilities that can be added to any Sales Instance Assistant Studio – Full capabilities – The full suite of options for Insight Cards Productivity Intelligence – Activity and Contact suggestions as well as Notes… Continue...

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Sales Insights: Productivity Intelligence
May14

Sales Insights: Productivity Intelligence

This is the third instalment of my review/walkthrough of the Dynamics 365 Sales Insights application. Part 1 detailed the free features, with Part 2 detail the first of the premium features, Assistant Studio, including custom Insight cards and how to prioritise them. This time, the blog is about Productivity Intelligence. This encompasses Auto capture (automatically bringing in content… Continue Reading LinkeD365’s Article...

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Sales Insights: Assistant (full capabilities)
May11

Sales Insights: Assistant (full capabilities)

In my previous post, I walked through the configuration of the standard, “free” features of the Sales Insights offering for D365 Sales. This time, I am going to start on the premium features covered by the £37.70 per month license fee. If you look at the Sales Insights administration screen, the list of the capabilities is quite hefty. For this post, I will concentrate on the Assistant,… Continue Reading...

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ALM for Power Platform Dataflows – The story begins
May10

ALM for Power Platform Dataflows – The story begins

Today I was surprised and very happy when I found that we are now able to create a Power Platform Dataflow FROM WITHIN A SOLUTION! This is a game changer and a major improvement for Dataflows! From zero ALM to being able to manage Dataflows in solutions. I just had to give it a try. So many questions popped up into my mind. Are we now able to export Dataflows from one environment and import to… Continue Reading...

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Sales Insights: Basic set up
May05

Sales Insights: Basic set up

I have been working for quite a while on Customer Insights, running workshops and generally getting to know it, but I realised that there is a multitude of products in the Insights suite, Customer Insights, Customer Service Insights, Product Insights, Marketing Insights and Sales Insights. These tools each have their own niche, and I don’t know them at all well. So I thought I would educate… Continue Reading...

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Microsoft has got you covered #vitecherupp
Apr22

Microsoft has got you covered #vitecherupp

I usually write blog posts which are meant to be useful no matter where you live. This blog post however is mostly meant to help out in Sweden and it is released together with 10 video recordings about how to get started with Power Apps. The video recordings are in Swedish as well. The background for this blog post and the videos is an initiative in Sweden called #vitecherupp. Microsoft… Continue Reading carinamclaesson’s...

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MB-400: Power Apps + Dynamics 365 Developer Associate Exam
Apr18

MB-400: Power Apps + Dynamics 365 Developer Associate Exam

This week, I am on holiday, meant to be in Egypt watching the kids swim in the Red Sea, drinking as much beer as I can & getting pink. As this didn’t happen, I decided to fit in an exam instead. Why not get another qualification instead? MB-400, the new developer exam, was the one I was dreading, more so than MB-600 I did a couple of weeks back, as my hands-on development has really ground… Continue Reading...

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Changing working habits – WFH isn’t easy
Apr09

Changing working habits – WFH isn’t easy

As a departure from my usual posts, I wanted to share my thoughts on coping during the biggest change to our professional life: COVID-19. Social distancing rules have meant that a lot more of us are having less social contact with our colleagues, family and friends. This leads to stress and anxiety, exhibited in numerous ways, and if not tackled, depression. Further, our professional… Continue Reading LinkeD365’s Article...

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3 Minute Features: Episode 10: Keys
Apr07

3 Minute Features: Episode 10: Keys

When I started this series, my intention was to create a series of videos to guide a user in the fundamentals of the Power Platform, starting with Entities and working my way through each of the parts. The trouble with video is that it takes a long while to edit and prepare. Each video was taking 4-6 hours to produce. This, I am well aware, is most likely down to my lack of skill, but it… Continue Reading LinkeD365’s...

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MB-600 : Microsoft Power Apps + Dynamics 365 Solution Architect (beta)
Apr04

MB-600 : Microsoft Power Apps + Dynamics 365 Solution Architect (beta)

Last week I sat the MB-600 exam, which for any aspiring Solution Architect in our world is the pinnacle qualification. Still in beta, so not sure how I got on, but thought I would share my thoughts while I still remember. As part of my learning, I create mindmaps, it helps me focus my understanding and is quicker for me to review later for last-minute cramming sessions. With the rest of… Continue Reading LinkeD365’s...

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Quick Approvals – Send with Options
Apr02

Quick Approvals – Send with Options

As I digitally transform the club I am involved with, stardiving.org I come across ways in Power Automate that are pretty useful. I have previously talked about Adaptive Cards for approvals and this works great, but only for internal use. Same with Approvals, they are perfect for what I wanted to achieve, but limited to internal users. Send Email with options is a great way of getting… Continue Reading LinkeD365’s Article...

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Combining information from multiple data sources with Power Platform Dataflows
Mar19

Combining information from multiple data sources with Power Platform Dataflows

Power Platform Dataflows can be used to load data either into the Common Data Service or into an Azure Data Lake Storage Gen 2 resource, both for utilizing the data in your Dynamics 365 apps or your custom Power Apps and for analytical scenarios. I have written about Dataflows earlier, even before the feature was called Dataflows. Last year Data Integration in Maker Portal was rebranded into… Continue Reading...

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Incident App (Part 2)
Mar18

Incident App (Part 2)

In the first part of this series, here I established an application I wrote to improve incident management at the club I am proud to chair. Requirements Centralised, secure list of incidents – (Part 1)Ability to add divers to list for trials or competitions (Part 1)Data entry must be easy and not time-consuming (Part 1)Weekly notification of all incidents to the welfare officerEmail to… Continue Reading Cooky’s...

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Alexa, Field Service and Me (Part 5) – Using Azure Service Bus
Mar13

Alexa, Field Service and Me (Part 5) – Using Azure Service Bus

In my previous post I walked through swapping out Power Automate with Azure Functions for responding to Alexa in our Field Service scenario. This post is about finalising the code by using Service Bus function to create the Work Order. In the Power Automate version I used a child flow call to allow the response to happen quickly, without waiting for the numerous calls to establish data… Continue Reading Cooky’s Article on...

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Scottish Summit 2020 – Deep Space in Power Platform
Mar12

Scottish Summit 2020 – Deep Space in Power Platform

It has now been almost two weeks since the sound of bagpipes and the sight of kilts. I can still feel the excitement and passion which filled the air at the University of Strathclyde on that Saturday, when we were all united because of the passion for what we do. As usual it gave me so much inspiration and positive energy just to meet with like-minded enthusiasts, all with different… Continue Reading carinaclaesson’s...

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Alexa, Field Service and Me (Part 4) – Using Azure Funtions
Mar09

Alexa, Field Service and Me (Part 4) – Using Azure Funtions

I was lucky enough to be given a speaking slot at Summit Europe in Barcelona on this Alex subject. Unfortunately this event is now postponed until June, but I set myself the challenge to replace the Flow in this solution with a more capable (quicker) response time. Power Automate is great, don’t get me wrong. I love that a low code alternative to connecting applications is available. I… Continue Reading Cooky’s...

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Alexa, Field Service and Me (Part 4) – Using Azure Functions
Mar09

Alexa, Field Service and Me (Part 4) – Using Azure Functions

I was lucky enough to be given a speaking slot at Summit Europe in Barcelona on this Alex subject. Unfortunately this event is now postponed until June, but I set myself the challenge to replace the Flow in this solution with a more capable (quicker) response time. Power Automate is great, don’t get me wrong. I love that a low code alternative to connecting applications is available. I… Continue Reading LinkeD365’s...

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Scottish Summit – A Review
Mar07

Scottish Summit – A Review

The extra day a year only comes around every 4 years and it seemed appropriate that a lot of the Power Platform community came together to celebrate in Glasgow. Scottish Summit 2020 was sponsored by Avanade and myself and several colleagues went along to enjoy the event, cement Avanade in the community, share our knowledge and learn from others. With over 1000 people descending on the… Continue Reading Cooky’s Article on...

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Scottish Summit 2020 – Kilts, bagpipes and a new little ⭐
Mar07

Scottish Summit 2020 – Kilts, bagpipes and a new little ⭐

It was last year in October at Power Platform Saturday Sweden that I first heard of the Scottish Summit. Several people said to me that the Scottish Summit is going to be THE event of the year 2020. I heard that it was going to be huge and that it had this amazing list of speakers. Coming home and still having all that positive energy that came from the Swedish event, I knew that the Scottish… Continue Reading...

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3 Minute Feature : Episode 9 : Dashboards
Mar05

3 Minute Feature : Episode 9 : Dashboards

A common staple of the Model driven app experience, my 9th video runs you through creating single and multi stream dashboards Episode 9 : Dashboards Transcript Dashboards have 2 variants, those that are connected to an entity and those that are not. An entity dashboard, called Single Stream previouly, are designed for support desk users or similarly focused indviduals.  The… Continue Reading Cooky’s Article on their...

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Virtual Entities – How to put the pieces together
Feb27

Virtual Entities – How to put the pieces together

This is the last blog post in a series of four about Virtual Entities. We have reached the moment where we will put all the pieces together in order to get a working example of Virtual Entities. In my previous blog posts I have given an introduction to Virtual Entities and showed how to create and register a Custom Data Provider which can be used to display SpaceX Rocket Launches in a… Continue Reading carinaclaesson’s...

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3 Minute Feature : Episode 8 : Charts
Feb27

3 Minute Feature : Episode 8 : Charts

Charts in a model app are a great tool for customisers to visualise data Episode 8 : Charts Transcript Charts in D365 allow a visualisation of the data from a view. We discussed views earlier in the series so won’t go into that. Starting at the Entity in your solution, you navigate to charts, select Add Chart The new chart display comes up We will begin with a simple… Continue Reading Cooky’s Article on their blog 3...

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Incident App (Part 1)
Feb23

Incident App (Part 1)

Most of you won’t know this, but to keep me busy (as if work, blogging, presenting & community isn’t enough) I am the chair of my local platform diving club, Star Diving. Give them a look at http://stardiving.org/ if you or your son or daughter want to learn a great sport that pushes you to control your body & keep fit. My youngest son is part of the Skills squad (very proud parent) and he… Continue Reading...

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3 Minute Features : Episode 7 : Forms Pt2
Feb20

3 Minute Features : Episode 7 : Forms Pt2

This is the second part of the Forms feature, highlighting some useful tips & where to start when Business rules is not enough. Episode 7: Forms Pt2 Transcript With forms, if business rules don’t meet your requirements, you may have to resort to Javascript. These little code snippets allow you to do pretty much anything on a form that is not possible in business rules, but be… Continue Reading Cooky’s Article on...

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2020 Release Wave 1: Improved Email
Feb19

2020 Release Wave 1: Improved Email

Part of the 2020 Wave 1 were some changes to the Email functionality, namely contextual email communication & Easier selection of email templates. I have already been through enabling the Wave 1 release here, so won’t do that again. Easier selection of Email templates Previously, in an email, you can select the Template box, and it just gives you a selection of the templates. < div...

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2020 Release Wave 1 : Kanban board
Feb16

2020 Release Wave 1 : Kanban board

On 3rd February, early access to the Kanban board for Opportunities was made available, and as an avid user of Kanban like boards, I thought I would give it a spin. Kanban is a method of visualising and planning activities by their status. In the standard model app you can apply a process to any record, having a step by step guide to your business process. < h2>Enabling the Wave 1 Early… Continue Reading Cooky’s Article...

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3 Minute Features : Episode 6 : Forms Pt1
Feb13

3 Minute Features : Episode 6 : Forms Pt1

There is a lot you can do with forms in the Modal driven app, so this topic is split into two Episode 6: Forms Pt 1 Transcript In the solution, select our entity, then forms Select the main form. Once the form opens, you can see the fields I have already added. I am going to a new tab, then add sections. Sections allow you to add controls linked to the primary record. Each… Continue Reading Cooky’s Article on their blog 3...

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Virtual Entities – Registering a Custom Data Provider
Feb12

Virtual Entities – Registering a Custom Data Provider

This is the third blog post in a series of four about Virtual Entities. In my previous blog post I went through an example of how to develop a Custom Data Provider. In this one we will look at the steps needed in order to register the Custom Data Provider. In the last blog post I will put the pieces together, set up a Virtual Entity and use the Custom Data Provider that was created in the… Continue Reading carinaclaesson’s...

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3 Minute Features : Episode 5 : Views
Feb06

3 Minute Features : Episode 5 : Views

In the fifth installment of this series, I look at views. How to design them and where they are used. Episode 5: Views Transcript Starting on the entity, go to Views This lists all the system views that are associated with our entity. These are generated when you create an entity. Some of them are normal, views that represent data to the user when they view lists. Some have… Continue Reading Cooky’s Article on their blog...

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How to implement a multilingual Canvas App?
Jan30

How to implement a multilingual Canvas App?

Since Canvas Apps have been around for a long time, and especially since their usefulness for answering simple business use cases has been proven, they do not have language management implemented OOB. When we look at model-driven apps and what they allow us to do to translate the application, we are still a little bit dreamy to have the same functionality within Canvas Apps. The purpose of… Continue Reading Allan De...

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Virtual Entities – How to create a Custom Data Provider
Jan30

Virtual Entities – How to create a Custom Data Provider

This is the second blog post in a series of four blog posts about Virtual Entites. In this one I will let you in on how to create a Custom Data Provider. As mentioned in my previous blog post, Virtual Entities provide a possibility to display and work with data (display in views, make advanced finds, show the records etc.) without having the data stored in the Common Data Service. I… Continue Reading carinaclaesson’s...

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3 Minute Features : Episode 4 : Business Rules
Jan30

3 Minute Features : Episode 4 : Business Rules

Wearing ties is a rule that is just bonkers, and not allowing working from home. Thankfully those in CDS are a little more understandable. Welcome to the 4th video in the 3 minute feature series, on Business Rules Episode 3 : Business Rules Transcript Starting from the Entity, select Business Rules, Add Business Rule At the top is some tools which we will use later The… Continue Reading Cooky’s Article on their blog 3...

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3 Minute Features : Episode 3: Relationships
Jan23

3 Minute Features : Episode 3: Relationships

Relationships are difficult, will she go out with you? Are you good enough? Does he want to propose? Those in CDS are a little less complicated, but only just. My next 3 minute feature tries to give you an understanding of relationships Episode 3: Relationships Transcript First, lets explain a relationship The simpliest relationship there is in the Common data service… Continue Reading Cooky’s Article on their blog 3...

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Virtual Entities – A forgotten feature which is still alive
Jan19

Virtual Entities – A forgotten feature which is still alive

Virtual Entities have been on my radar since it was released back in July 2017. I have not used it in any customer project yet though and you do not hear so much about it nowadays (as indicated in the title of this blog post). However, last year in October there was a session at eXtreme 365 where Matt Barbour said “Virtual Entities are not dead”. My friend Jonas was there to witness it… Continue Reading carinaclaesson’s...

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3 Minute Features : Episode 2 : Fields
Jan16

3 Minute Features : Episode 2 : Fields

This is the 2nd installment of my 3 minute feature videos, going into detail about the different field types, how they appear on the interface and some other useful stuff. Episode 2: Fields Transcript Starting with the new entity I created last time, select new then field. This pops up a form to the right, which has a display name and field name for you to enter the detail…. Continue Reading Cooky’s Article on their blog 3...

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3 Minute Features : Episode 1 : Entities
Jan09

3 Minute Features : Episode 1 : Entities

My hiatus from blogging is due to my lack of creativity around thinking about problems and how to solve them and this got me thinking about a ready source of material that which would give me a infinite number of things to write about. As I always want to learn, and envy those that do these things, rather than a blog, I have started a video series which does a show and tell on a subject, in… Continue Reading Cooky’s...

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Looking back at 2019 – it was all about Community
Dec30

Looking back at 2019 – it was all about Community

The year is coming to an end and a new year with new possibilities is ahead of us. There will be new Release Waves to embrace and new Release Plans to dig into. There will be new challenges, i.e. new possibilities to grow as a professional and as a person. But before we jump into the next year with excitement for where it will take us, let us do a recap of this past year. In this blog… Continue Reading carinaclaesson’s...

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Deep dive into Power Apps Component Framework – Part 4 : Walkthrough to create your first PCF (based on a field)!
Dec27

Deep dive into Power Apps Component Framework – Part 4 : Walkthrough to create your first PCF (based on a field)!

In this new episode, we will simply build step by step a PCF bound to a field! Before continuing to read this article, I advise you to read the four latest articles: Prelude : Getting started with PowerApps Component Framework Episode 1: First Steps! Episode 2: Focus on … Control Manifest file! Episode 3: Focus on … Architecture & Component’s life cycle! The objective will therefore to… Continue Reading...

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Using embedded Canvas Apps to display external data in Model-Driven Apps
Dec21

Using embedded Canvas Apps to display external data in Model-Driven Apps

This is the second blog post in a series of two about embedded Canvas Apps. My previous blog post was all about the concept of embedded Canvas Apps. If you want to know the difference between Canvas Apps and Model-Driven Apps (both together being the building blocks of Power Apps) and find out when you can combine those and utilize an embedded Canvas App on a form in a Model-Driven App, go… Continue Reading...

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Getting started with embedded Canvas Apps
Dec08

Getting started with embedded Canvas Apps

Canvas Apps is one of the two building blocks of Power Apps, the second being Model-Driven Apps. I have written about both these concepts before and I have also mentioned that you can combine the two by embedding a Canvas App on a form in a Model-Driven App. This is the first blog post in a series of two. In this first blog post I will give examples of use cases for embedded Canvas Apps and in… Continue Reading...

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Deep dive into Power Apps Component Framework – Part 3 : Focus on … Architecture & Component’s life cycle!
Dec01

Deep dive into Power Apps Component Framework – Part 3 : Focus on … Architecture & Component’s life cycle!

In this new episode, we will go into a little more detail on the design of a component. Before continuing to read this article, I advise you to read the three previous ones: Prelude : Getting started with PowerApps Component Framework Episode 1: First Steps! Episode 2: Focus on … Control Manifest file! The objective will therefore be to study the functioning and life cycle of the… Continue Reading Allan De Castro’s...

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How to make use of the response information from an HTTP request the Power Automate way
Dec01

How to make use of the response information from an HTTP request the Power Automate way

In my previous blog post I explained how to use Power Automate (previously known as Microsoft Flow) and set up an automated flow which triggers when an Account is created or a certain field is updated and then makes an HTTP request using OAuth 2.0 as authentication method and includes some data from the Account in the request. I also mentioned that you might want to do something with the… Continue Reading carinaclaesson’s...

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Dynamics Power! Paris 365
Nov27

Dynamics Power! Paris 365

On November 22nd, the first French event of Dynamics Power! 365 Paris took place! During this event a multitude of speakers were able to make the trip, which surprised me because it must be acknowledged that the community in France is not very developed! About that, I launched a group around the Power Platform in Paris where we meet informally to discuss, you can join us on MeetUp and

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Using Power Automate to trigger on Create or Update in the CDS and make HTTP requests with OAuth 2.0 authentication
Nov24

Using Power Automate to trigger on Create or Update in the CDS and make HTTP requests with OAuth 2.0 authentication

In my previous blog post I mentioned that Microsoft Flow has been rebranded to Power Automate. We still create flows though and this week I created a flow. Then I thought to myself, why not share it, perhaps someone might benefit from it and the next thing I knew this blog post was written and ready to be published. In this blog post I will let you in on how to make HTTP requests with a flow,… Continue Reading...

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Exploring Power Virtual Agents

This week was an exciting week from a Power Platform point of view. At Microsoft Ignite the existing Microsoft Flow was rebranded into Power Automate and a new type of flow was introduced. We will still create flows as we have done in the past but in comes a completely new concept called UI flows. UI flows provides Robotic Process Automation (RPA) capabilities to Power Automate. It allows you… Continue Reading...

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D365 Org DB Settings – Other
Nov03

D365 Org DB Settings – Other

This is the second of a series where I try to document all the rarely used settings available to your Dynamics organisation to tweak the standard behaviour. If you want to tweak your settings, see my previous post, or if you want to use a canvas app, see this post. ActivityConvertDlgCampaignUnchecked Default ValueTrueTypeBooleanDescription Controls the default value of the Record… Continue Reading Cooky’s Article on their...

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