Customer Service Insights
Jun04

Customer Service Insights

Following on my series of posts about Sales Insights, I thought I would learn more about Customer Service Insights. Sales Insights, in my view, is all around making the sales process more effective reducing the time spent editing data, highlighting activities that a sales user should be doing and tracking activity with your customer. Sales Insights includes forecasting and predictions as… Continue Reading ‘s Article on...

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Using Power Automate to generate Data
Jun02

Using Power Automate to generate Data

Previously, I have used Mockaroo and Flow to generate data, but the data I required for demoing the Customer Services Insights functionality has to be linked from existing data to be valid. In this post, I will guide you through the methods I have used to randomise and create demonstration data that fits the requirements for Customer Service Insights, just using Power Automate and an… Continue Reading ‘s Article on their...

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Exploring the ModelDrivenFormIntegration control in embedded Canvas Apps
May30

Exploring the ModelDrivenFormIntegration control in embedded Canvas Apps

I have written about the use cases for embedded Canvas Apps before as well as given different examples of how to create an embedded Canvas App. Take a look here for an example of how to implement one of the use cases. In my presentation Deep Space in Power Platform I also have a detailed description about how to create an embedded Canvas App. There is one part of the app that requires some… Continue Reading...

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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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Enhanced performance for hidden controls
May28

Enhanced performance for hidden controls

A detailed description of a new Power Apps setting that can help improve performance but surprise you at the same time Continue Reading Hardit Bhatia’s Article on their blog Enhanced performance for hidden controls ALERT: If you are not interested in my story behind this post, jump straight to the Super Mario Story! (yes, you will have to read at least one of the two stories, both would be ideal!) Blog Syndicated with Hardit...

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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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Setting a lookup field to blank
May22

Setting a lookup field to blank

A hack to set lookup fields in CDS to blank Continue Reading Hardit Bhatia’s Article on their blog Setting a lookup field to blank After spending close to 2 hours (starting midnight!) trying to figure out why my code wasn’t setting a lookup field in CDS to blank, I finally figured out who the culprit was! I felt relieved but at the same time wanted to share this with the community before I went to bed! Blog Syndicated with...

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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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Upgrading to the new CDS connector
May11

Upgrading to the new CDS connector

A quick guide to overcome challenges while upgrading to the new CDS connector Continue Reading Hardit Bhatia’s Article on their blog Upgrading to the new CDS connector The new CDS connector offers several benefits like: Significant speed gains Increased reliability Access to Common Data Service views and File and Image field attributes Entities suggestion for CDS Enhanced data source selection Apps created prior to November 2019...

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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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Move from using Xrm.Page to formContex in UCI form based PowerApps WebResources
May05

Move from using Xrm.Page to formContex in UCI form based PowerApps WebResources

The usage of Xrm.Page is currently deprecated, still available due to it’s high usage, but still deprecated. When will it go away, we don’t really know yet. How then can we use it’s formContext replacement within a web resource. Well Microsoft recently added a the getContentWindow() function to the context which allows us to get the actual content of a web resource. By adding an onload… Continue Reading Rick A. Wilson...

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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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Sparse Checkout with Git To Reduce Confusion
May04

Sparse Checkout with Git To Reduce Confusion

If you would like to make updates to the Xrm types or any others in the DefinitelyTyped project on github you can find that cloning all the types can be a real pain. This is because a typical git clone will bring down everything and having over 6 thousand directories in this project can make thigns a bit slow. Startign with Git version 2.25.0 a new feature was introduces called… Continue Reading Rick A. Wilson (RAW)’s...

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Multilingual Support For PCF Calendar Control
May01

Multilingual Support For PCF Calendar Control

Multilingual support has been added to the Calendar component I recently shared. This works in both Canvas and Model apps. The following languages are now supported. English (default)GermanFrenchSpanishItalianDutchRussian Click Here to download the latest release of the component.Click Here to get the source code for this component. Check out these videos on how to get the control working in a… Continue Reading Rick A. Wilson...

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Gotchas for PCF Code Components in Canvas Apps
Apr24

Gotchas for PCF Code Components in Canvas Apps

PCF Code Components allow developers to create their own custom interfaces utilizing Typescript and/or React. To learn more about the PCF Component Framework check out this article. Building these controls has been great in Model app but only recently could we also start re-using them in our Canvas apps. If you want to learn more about how to add your PCF Code component to a Canvas App check… Continue Reading Rick A. Wilson...

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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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PowerApps Calendar Control
Apr22

PowerApps Calendar Control

This calendar control was built off of React Big Calendar. The calendar can be used to display events with or without related resources. This control has been designed to work in both Canvas and Model apps. Because of the differences in those types of applications there are some differences in how you utilize them in each app. Canvas If you want to utilize resources in Canvas you will need to… Continue Reading Rick A. Wilson...

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Converting a date time from 24 hour to 12 hour format
Apr20

Converting a date time from 24 hour to 12 hour format

A guide to convert a date time field from 24 hour format to 12 hour format Continue Reading Hardit Bhatia’s Article on their blog Converting a date time from 24 hour to 12 hour format Date time fields in Power Apps are displayed, by default, in a 24 hour format. I was working on a project a few days ago where the customer wanted the time displayed in 12 hour format both while creating a new record and updating/viewing an...

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Excel-like filtering for text fields
Apr19

Excel-like filtering for text fields

A guide to implement excel-like filtering for text fields Continue Reading Hardit Bhatia’s Article on their blog Excel-like filtering for text fields As has happened multiple times in the past, this was another question that was asked on the Power Apps community. The question was if it was possible to implement excel-like filtering capabilities in Power Apps. I opened excel and looked at all the filtering capabilities for text...

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Case sensitivity of string comparisons
Apr18

Case sensitivity of string comparisons

A quick guide to case sensitive and case insensitive string comparisons in Power Apps Continue Reading Hardit Bhatia’s Article on their blog Case sensitivity of string comparisons Different types of string comparisons work differently – some are case sensitive while some are case insensitive. A question came up on the Power Apps community (yes, almost all of them start there!) where someone wanted to implement a login...

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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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Google Material Design Text Input Component
Apr17

Google Material Design Text Input Component

A component version of text input control inspired by Google’s Material Design Continue Reading Hardit Bhatia’s Article on their blog Google Material Design Text Input Component A few months ago, I had shared a revamped text input control inspired by Google’s Material Design. I presented this, for the first time, to an audience on April’s session (recording can be found here) for the Houston Power Apps and...

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iPhone style slide gesture for navigation
Apr17

iPhone style slide gesture for navigation

A step-by-step guide to implement an iPhone style slide gestures that can be used from navigating from one screen to another Continue Reading Hardit Bhatia’s Article on their blog iPhone style slide gesture for navigation A user on the community had added a slider control at the bottom of the screen to navigate from one screen to another and back. Because more often than not, we use the OnSelect of a button/label or use the...

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Choosing default keyboard for text input fields
Apr16

Choosing default keyboard for text input fields

A guide to add visibility into a property that allows different keyboards to show up for text input fields Continue Reading Hardit Bhatia’s Article on their blog https://thepoweraddict.com/choosing-default-keyboard-for-text-input-fields/?utm_source=rss&utm_medium=rss&utm_campaign=choosing-default-keyboard-for-text-input-fields Blog Syndicated with Hardit Bhatia’s Permission

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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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Bing Maps PCF Control
Mar24

Bing Maps PCF Control

Bing Maps PCF Control Overview This PCF control allows you to display information for a view that contains latitude and longitude information within Bing Maps. The Info Box for each pushpin that is created on the map also gives you the ability to open the selected record. Additional Features Map will default to a bounding box defined by the location data being shown.Will work with dataset that… Continue Reading Rick A. Wilson...

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Utilize Customized npm Package from GitHub Branch
Mar24

Utilize Customized npm Package from GitHub Branch

Utilize Customized npm Package from GitHub Branch When working with npm libraries there are times you find bugs or want to add functionality to a library. You could just modify the files locally and run the application but this gets tricky when you go to deploy an application and it does an npm install which doesn’t include your changes. If the project is out there on GitHub there is a better… Continue Reading Rick A. Wilson...

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Azure Maps PCF Control
Mar22

Azure Maps PCF Control

Azure Maps PCF Control Overview This PCF control allows you to display information for a view that contains latitude and longitude information within Azure Maps. The Popup Box for each point that is created on the map also gives you the ability to open the selected record. Additional Features Utilizes a central configuration entity for authentication which means not having to update multiple… Continue Reading Rick A. Wilson...

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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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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.