Replace the copilot added to the site with another copilot available in Microsoft Copilot Studio
Jul11

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...

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Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)
Jul10

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...

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Transform Your CRM Strategy: Outsource Dynamics 365 Development to Industry Experts!
Jul08

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...

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Personalize Your Power Pages Portal with Custom Sign-Out Redirects
Jul05

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...

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Create Multiple Cases from an Email Sent to Multiple Mailboxes in Dynamics 365 CRM
Jul04

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...

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Webinar: CRM Duplicate Data Cleaning Done Right with Phonetic Fuzzy Matching and Much More!
Jul03

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...

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Utilize Copilot for Extracting Answers from SharePoint Sales Documents
Jul01

Utilize Copilot for Extracting Answers from SharePoint Sales Documents

As I am part of a technical startup’s sales team, getting quick information is crucial for client meetings. Recently, during a presentation, a potential client asked, “Can you provide details about the new features in your latest laptop model, the Tech Book?”. Previously, getting this information involved navigating through a large number of files stored on SharePoint. Each file had to be opened individually and...

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Automating Customer Enquiry Handling with Dynamics 365 and Power Platform Connectors in Copilot Studio
Jun28

Automating Customer Enquiry Handling with Dynamics 365 and Power Platform Connectors in Copilot Studio

In today’s digital age, providing a seamless and efficient way for customers to submit enquiries or complaints via a company’s website is essential for maintaining customer satisfaction. Integrating this process with Dynamics 365 using Power Platform connectors in Copilot Studio can automate the creation of records, ensuring no customer query is overlooked. This blog post will delve into a specific use case where a company automates...

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Empower Healthcare CRMs with Streamlined Dynamics 365 Data & Better Patient Care with Click2Clone
Jun27

Empower Healthcare CRMs with Streamlined Dynamics 365 Data & Better Patient Care with Click2Clone

Healthcare organizations are increasingly turning to Microsoft Dynamics 365 CRM to enhance their operational efficiency and patient care capabilities. CRM offers a robust platform for managing patient information, streamlining administrative processes, and facilitating better communication across departments. However, one of the greatest hindrances to the healthcare industry’s productivity when managing their processes with CRM...

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Convert speech to text using Azure Speech service in Power Automate Flow
Jun26

Convert speech to text using Azure Speech service in Power Automate Flow

Azure provides Speech Services that let developers add advanced speech features to achieve complex functionality, including Speech-to-Text. With Azure Speech Services, we can convert speech to text.  In this blog post, let us check how the conversion from speech to text using Azure Speech Service in a Power Automate flow is done. The following steps can help achieve this requirement. Recently, we got a requirement to transcribe audio...

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Custom Document Validation using AI Builder within Power Pages
Jun25

Custom Document Validation using AI Builder within Power Pages

Power Pages is a component of Microsoft’s Power Platform, designed to enable users to build, manage, and host modern, secure, and responsive business websites with minimal coding. It integrates seamlessly with other Power Platform tools like Power Automate, Power Apps, and Microsoft Dataverse, providing a comprehensive suite for developing and deploying business solutions. Let’s consider a scenario as Employee Portal Document...

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Overcoming OpenAPI 2.0 `multi` CollectionFormat Challenges in Power Automate Custom Connectors
Jun24

Overcoming OpenAPI 2.0 `multi` CollectionFormat Challenges in Power Automate Custom Connectors

Integrating APIs into Power Automate flows often requires creating custom connectors, a process that can encounter challenges with certain API specifications. Specifically, the OpenAPI 2.0 specification allows array and multi-value parameters to be passed in various formats, including the multi collection format. This format is particularly troublesome for Power Automate’s Custom Connector… Continue Reading Rick A. Wilson...

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European Power Platform Conference (EPPC) 2024 Highlights: Announcements, Updates and Brussels!
Jun24

European Power Platform Conference (EPPC) 2024 Highlights: Announcements, Updates and Brussels!

This time, let’s do things differently! We are thrilled to announce that we are back at one of the biggest yearly Power Platform events for the amazing Power Platform Community as a Gold Sponsor! Usually, we share what was announced during events, but this time, let’s go easy and take it one step at a time, most importantly, from our perspective. This year marked the third European Power Platform Conference (EPPC), held in...

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Create Brand Profiles in Customer Insights – Journeys to Create Cohesive Brand Experiences
Jun21

Create Brand Profiles in Customer Insights – Journeys to Create Cohesive Brand Experiences

In this blog, we will learn about one of the new features introduced by Microsoft in Dynamics 365 in 2024 Release Wave 1, i.e., the creation of Brand Profiles. Each company has a specific Colour code, Logos, Style, Fonts, etc. which will be very specific to that company. Maintaining these guidelines every time in an email is very hard. To overcome this, Brand Profiles come into the Picture. Brand Profiles help us reuse the themes that...

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New in Spring 2024: Map Routing and Visualization for Power Pages Portals
Jun20

New in Spring 2024: Map Routing and Visualization for Power Pages Portals

“Morning Jo, what is the Tea this morning?”, Josh asked as he rushed into the office. “Well, Maplytics is now available in Power Pages Portals”, Jo exclaimed. “It lets you add maps and routing directly to your portals!”, he added. Yes, Mapheads! Maplytics can now integrate with Power Pages. Let us have a look at it and a lot more upgrades from the Maplytics June 2024 Release! PCF Control in Portal/ Power Pages Microsoft Power Pages...

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Exploring Access Management using Power Automate Flows in Dynamics 365
Jun19

Exploring Access Management using Power Automate Flows in Dynamics 365

In Dynamics, managing access to sensitive data is handled through security measures such as role-based permissions. Security roles and access management play a significant role in ensuring that the right individuals have access to the appropriate information. To grant access to particular records, users with Share permissions typically navigate to the respective record and click on the “Share” button as shown below. A...

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Webinar: Master CRM with Mind Maps and Kanban Boards: Smart Visualization Techniques for Dynamics 365!
Jun18

Webinar: Master CRM with Mind Maps and Kanban Boards: Smart Visualization Techniques for Dynamics 365!

Understanding complex Dynamics 365 CRM data can feel like navigating through a tangled web. With intricate relationships between records and a multitude of customer data, it’s easy to get lost in the details. To make it easier, we need ways to simplify it. We need clear visuals that show what’s important and how each record is related. This is where data visualization tools come in. They help turn confusing data into...

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Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs
Jun17

Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs

In today’s fast-paced business environment, sales teams need real-time insights and a comprehensive view of their opportunities to make informed decisions and close deals faster. Microsoft’s Copilot for Sales addresses this need by integrating seamlessly with your connected CRM system, providing a unified platform for viewing the latest activities and related records. This blog post delves into the features and...

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Installing PowerShell Modules in Firewalled and Air-Gapped Systems
Jun14

Installing PowerShell Modules in Firewalled and Air-Gapped Systems

Managing IT environments with limited or no internet access, such as firewalled systems or air-gapped setups, presents unique challenges. One of the critical tasks in such environments is the installation and usage of PowerShell modules, which often require internet access for download and updates. This guide provides a method to facilitate the offline installation of PowerShell modules using… Continue Reading Rick A. Wilson...

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Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!
Jun14

Clone Dynamics 365 CRM Sales Order Records along with their Related Invoice Records!

Sales teams using Dynamics 365 CRM have to frequently create new sales orders and invoices based on existing ones. Manually replicating each sales order record, its related fields (products, price list, potential customer, etc.), and its related invoice records is time-consuming and prone to errors. Imagine having a tool that not only clones your primary records but also their related records seamlessly, saving you time and reducing...

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Automate Receipt Data Extraction and Entry into Excel with Power Automate AI Model
Jun13

Automate Receipt Data Extraction and Entry into Excel with Power Automate AI Model

Receipt processing is a prebuilt artificial intelligence model available in Power Automate. It’s designed to analyze receipts using cutting-edge optical character recognition (OCR) technology. This model can understand both printed and handwritten text on receipts. Once it reads a receipt, it extracts important information such as the store’s name and address, the transaction’s date and time, and a detailed list of...

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Empty Rich Text Fields Validation using Regular Expression in Dynamics 365
Jun11

Empty Rich Text Fields Validation using Regular Expression in Dynamics 365

In the pursuit of enhancing data management within Dynamics 365 CRM, we recently integrated a ‘Rich Text Editor Control‘ into the Description field of the Appointment entity, and inserting text into the description, we observed an unexpected behavior. Upon exporting the data from Dynamics 365 CRM, we noticed that the Description field stored the text along with HTML tags. Surprisingly, even when we cleared the text from...

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Utilize Power BI Semantic Model within Power BI Reports Builder
Jun10

Utilize Power BI Semantic Model within Power BI Reports Builder

Microsoft provides Power BI Report Builder to design paginated reports within the Power BI ecosystem. Paginated reports can create highly formatted, pixel-perfect reports suitable for printing or sharing as PDFs. With Power BI Report Builder, users can design these reports with precise control over layout, formatting, and data presentation, complementing the interactive and exploratory capabilities of Power BI Desktop. Power BI Report...

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European Power Platform Conference #EPPC24: Keynotes, sessions & top recommendations for Brussels!
Jun07

European Power Platform Conference #EPPC24: Keynotes, sessions & top recommendations for Brussels!

The European Power Platform Conference (EPPC) this year is scheduled at the Square, Brussels from June 11-13. This year’s event promises to be an electrifying gathering of innovators, tech enthusiasts, and industry leaders, all converging to explore the latest Microsoft Innovation. Get the latest announcements on Power Platform, Copilot, and where Microsoft is leading. Join us at the European Power Platform Conference (EPPC),...

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List solution details and their components using Power Automate Flow
Jun05

List solution details and their components using Power Automate Flow

As Microsoft is providing us more flexibility with Power Automate (MS Flow), now we can retrieve List of solution details and their components directly within Power Automate flows. Recently, we got a requirement to retrieve the list of solutions and their components from specific environments and store this information in an Excel file on SharePoint. We can achieve this using Solution and Solution Components entity records in Dynamics...

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Integrate Business Central with Microsoft Dataverse using Virtual Table
May31

Integrate Business Central with Microsoft Dataverse using Virtual Table

In modern business applications, integrating data from multiple sources is crucial for streamlined operations. Microsoft Dataverse provides a unified data platform, making it easier to connect Business Central with other Dynamics 365 applications. One powerful feature facilitating this integration is Business Central Virtual Tables. These tables act as bridges between Business Central and the Microsoft Power Platform, enabling...

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Webinar: Send WhatsApp Messages Directly from Dynamics 365 CRM – A Complete Walkthrough
May30

Webinar: Send WhatsApp Messages Directly from Dynamics 365 CRM – A Complete Walkthrough

Did you know that globally, WhatsApp messages have an open rate as high as 95%, compared to the average email open rate of just 23%! But how do you leverage WhatsApp if you and your team use CRM? Enter WhatsApp4Dynamics by Inogic – the application that seamlessly bridges WhatsApp and your CRM! WhatsApp4Dynamics, is set to transform how businesses interact with their clients. This powerful integration enables sales, service, and...

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Create a table in Dynamics 365 CRM from the SharePoint List
May29

Create a table in Dynamics 365 CRM from the SharePoint List

In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards.  This is where table creation from the SharePoint list comes into the picture to fill the gap. By...

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Microsoft Build 2024 Highlights: Announcements for Copilot, Power Platform, Azure AI Services, and more!
May28

Microsoft Build 2024 Highlights: Announcements for Copilot, Power Platform, Azure AI Services, and more!

Highlights from Microsoft Build 2024 As the tech world buzzes with excitement, Microsoft Build 2024 has once again set the stage for ground-breaking innovations and advancements. The annual developer conference, held last week (May 2024), is a focal point for Microsoft’s latest announcements and updates. This year, the spotlight shone brightly on enhancements to Power Platform and (you guessed it) Copilot and Copilot Studio,...

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Microsoft Build 2024 Highlights
May24

Microsoft Build 2024 Highlights

This week Microsoft Build 2024 was held. I made a blog post a few weeks ago with a top 10 list of interesting sessions from a Power Platform perspective. I’m still catching up with the sessions I outlined, but here is a post which describes some of the highlights from what I’ve seen so far. How will AI shape your future? This was the overall message on the event page. How will it shape… Continue Reading...

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Use Co-pilot AI to Develop Your Perfect Color Theme: A Step-by-Step Guide
May24

Use Co-pilot AI to Develop Your Perfect Color Theme: A Step-by-Step Guide

Introduction: With Co-pilot, theme generation for app development will be simplified, accelerated, and made more intuitive. Thanks to various AI-powered features, your theme ideas can come to life in ways you never would have imagined. Co-pilot with Al may produce theme colors, components, schemas, or whole pages. You could improve the following UI visual elements, for instance: To establish product branding, alter the navigation...

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Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!
May22

Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!

Findango Finance, provides financial services to small and midsize firms having trouble getting money from regular banks in Spain. They offer services such as lines of credit, loans, and discounted products, presenting alternatives to the conventional credit options available through traditional banks. Data Dilemma: Balancing Growth with Document Security As Findango Finance’s business grew, so did the need to securely store...

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Streamlined Text and Document Categorization with Entity Extraction in Power Automate
May21

Streamlined Text and Document Categorization with Entity Extraction in Power Automate

The tools of AI Builder help you find important information in text. They organize this info into categories that make sense for your business needs. There are two types: prebuilt and custom. Prebuilt ones are ready to use without any extra work. They’re great for lots of common tasks. Custom ones need you to train them with your data and settings. This way, you can make a model that’s perfect for what you need. Practical...

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Route Optimization using maps with Dynamics 365 for Field Reps – Save Time, Fuel, and probably a client!
May20

Route Optimization using maps with Dynamics 365 for Field Reps – Save Time, Fuel, and probably a client!

Being punctual for a client meeting is one of the most crucial goals for sales and service field reps. It is a common business problem that field reps spend more time in traffic and traveling than in meetings and appointments with clients or leads. The key to increased productivity of a frontline worker is to reach more clients with a pre-planned appointment schedule, optimized travel time, reduced mileage consumption, and fuel cost....

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Customize Copilot using Advanced Features within Dynamics 365 CRM
May17

Customize Copilot using Advanced Features within Dynamics 365 CRM

Microsoft has provided Power Virtual Agents, which help users create powerful Copilots for a range of requests, from providing simple answers to common questions to resolving issues requiring complex conversations. Power Virtual Agent allows the design of effective Copilots using various types of features like Generative Answers, Live Agents, and Actions (Power Automate Flow). In this blog, we’ll explore how to customize the...

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Webinar ☁ Elevate Document Management with New SharePoint Security Sync & Attach2Dynamics features!
May16

Webinar ☁ Elevate Document Management with New SharePoint Security Sync & Attach2Dynamics features!

Are you ready to take your Dynamics 365 CRM experience to new heights? Inogic’s upcoming webinar promises to revolutionize the way you manage documents and security within your CRM system. Don’t miss this opportunity to grow your business without worrying about storage limits! Inogic’s innovative Document Management and Security Integrations have been designed to optimize CRM performance and save storage costs/space...

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Effectively manage site security from the Power Platform Admin Center
May15

Effectively manage site security from the Power Platform Admin Center

Introductions: Security is crucial for any website, portal, or application. With the Power Platform Admin Center, you can manage websites within your tenant and access key information. This includes details such as the remaining days before a trial website expires also metrics like the number of sites without Web Application Firewall (WAF) protection or those utilizing external authentication. By checking these insights regularly,...

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Dataverse REST Builder and the Hidden Gems
May14

Dataverse REST Builder and the Hidden Gems

Written by wilmeralcivar88@gmail.com The Dataverse REST Builder, a crucial tool in XRMToolbox, enables creating and executing requests against the Dataverse Web API endpoint, invaluable for consultants who need to call Custom APIs from various parts of the platform, such as ribbon buttons. To use it, you connect to your environment, create a new collection and request, select the Custom… Continue Reading...

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Simplify ‘Multilingual Support’ using Dataverse and AI-Translate in Canvas Apps
May14

Simplify ‘Multilingual Support’ using Dataverse and AI-Translate in Canvas Apps

As I work on an enterprise canvas app designed for multiple geographies, translation becomes a crucial aspect due to its support for multiple languages. Initially, I followed the method outlined in Microsoft documentation to create translation components and translate label texts for each language, which turned out to be time-consuming. The method is described aptly in Microsoft Docs. As the project expanded and more components got...

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Maximize Dynamics 365 CRM Data Quality with New Features of Inogic’s de-duplicate App!
May13

Maximize Dynamics 365 CRM Data Quality with New Features of Inogic’s de-duplicate App!

Duplicate records in Dynamics 365 CRM can lead to problems like data inconsistency, confusion among users, poor customer experience, and inaccurate reporting and analytics. Therefore, organizations must implement robust deduplication strategies to defeat duplicates in your CRM and ensure the integrity and reliability of CRM data. Dynamics 365 CRM comes with native duplicate detection rules to help users deal with duplicate records in...

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Revisiting Custom Connectors by Carina M. Claesson
May08

Revisiting Custom Connectors by Carina M. Claesson

In my Power Platform dev life I use custom connectors a lot. One of the latest use cases is limiting a standard Microsoft Entra ID connector to meet the least privilege principle. Custom connectors could be very useful. However, there are some tricks and catches in the implementation and the deployment. A new post from Carina M. Claesson is the first one in the series of articles about a… Continue Reading Olena Grischenko...

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The ALM story for Custom Connectors
May08

The ALM story for Custom Connectors

This post is a part of a series of posts about custom connectors. In this post we will look at ALM for custom connectors. That story starts with the concept of Dataverse solutions. Here are my findings after working with custom connectors in solutions! There is a certification process you can go though in order to get a new connector to be available in the platform among the other… Continue Reading carinamclaesson’s...

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Exported Custom Connector, where’s my client secret setting?
May08

Exported Custom Connector, where’s my client secret setting?

This post is part of a series of posts about custom connectors. In this post I’ll let you in on an issue I encountered recently. It has now been solved and might be good for you to know this was a bug and should be fixed soon (might already be ok in your region). In this post I will share my findings from that journey. In my previous post, I mentioned that nowadays it is required to… Continue Reading...

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Unique Redirect URL for OAuth 2.0 Custom Connectors
May08

Unique Redirect URL for OAuth 2.0 Custom Connectors

This post is part of a series of posts about custom connectors. In this post I’ll remind you about the fact that you might have some old custom connectors that you need to take care of in case you created them using the common redirect URL, which earlier was the default option! February 17, 2024 was an important date, but if you did not pay attention to this then, it is not too late to do it… Continue Reading...

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Using OAuth 2.0 in Custom Connectors
May08

Using OAuth 2.0 in Custom Connectors

This post is part of a series of posts about custom connectors. In this post we’ll look at custom connectors configured with OAuth 2.0 as authentication type. It’s assumed that you are already familiar with how to create a custom connector. If you are not, there are plenty of tutorials in the official documentation as well as from the community. You can also take a look at my old post (yes,… Continue Reading...

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Revisiting Custom Connectors
May08

Revisiting Custom Connectors

Recently I encountered an issue with a custom connector configured with authentication type OAuth 2.0. It’s solved now and I realize that I have learned a lot since the last time I wrote about custom connectors. It’s time to take this subject, dust it off, and make a new series of posts, let’s revisit custom connectors! Why create a Custom Connector? Either you are just trying out… Continue Reading...

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Simplify managing multi-environment Power Platform with Environment Groups
May08

Simplify managing multi-environment Power Platform with Environment Groups

Managing a Power platform with multiple Dynamic 365 Environments can be difficult, especially for large enterprise organizations with a large number of environments. This is where “Environments Group” comes into the picture. By using this, you can categorize multiple environments into a single Group. Thus, it is easy for users and administrators to find their respective environments. Let’s say there is an organization with a...

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What is WhatsApp Business API – 2024 Guide to Integrate with Microsoft Dynamics 365 CRM!
May07

What is WhatsApp Business API – 2024 Guide to Integrate with Microsoft Dynamics 365 CRM!

Introduction Hey there! WhatsApp Business API is a fascinating topic to discuss and we all know that, that’s why we have created an ‘only essential’ walkthrough that you need to know to make the most of this awesome tool – WhatsApp Business API. Whether you’re a total newbie to messaging APIs or you’re already a pro, this guide has something for you. So, grab your favorite drink, get cozy, and let’s dive into the...

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Improve Team Communication within Power Pages Design Studio by Adding Comments on the Web Pages
May06

Improve Team Communication within Power Pages Design Studio by Adding Comments on the Web Pages

In today’s blog, we will be talking about the Power Pages in-build feature Adding comments to Pages or specific elements in Design Studio. This feature gained our attention while we were working on the Power App Portal. As my team and I were simultaneously working on Power Pages, the interdependency of tasks created confusion; however, implementing a system of adding comments clarified the process and streamlined our collaboration. In...

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Webinar: Connect Mailchimp with Dynamics 365 CRM to improve Marketing and Sales Collaboration!
May03

Webinar: Connect Mailchimp with Dynamics 365 CRM to improve Marketing and Sales Collaboration!

Syncing Mailchimp data with Dynamics 365 CRM is crucial because it breaks down information silos between your marketing and sales teams. This unified view allows sales reps to see which leads or contacts have interacted with marketing campaigns (opens, clicks, etc.) directly from within CRM. Mailchimp and CRM integration fosters better collaboration, as sales can target leads nurtured by marketing campaigns and marketing can tailor...

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