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...
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...
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...
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...
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...
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...
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...
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...
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...
Exploring list view in the new mobile experience for Microsoft Dynamics 365 Field Service
The field service mobile app can be viewed with a completely new enhanced fresh look, This new mobile user experience (UX) feature allows technicians to use all the information they need at their fingertips and hence boost productivity. Field service admin can quickly enable the new mobile experience feature from a web browser, This new UX feature setting is app-specific, hence admin needs to open the appropriate app (E.g. Field...
Utilizing Copilot for AI-Generated Text in Power Pages
As a developer, I frequently undertake projects involving the development of Power Pages websites. One of the challenges I encounter involves sourcing high-quality content, particularly when creating sites for clients such as real estate agencies. These projects often entail compiling property listings, neighborhood guides, and insightful blog posts on current real estate trends. However, acquiring this content, whether from the...
Maplytics earns the First-Ever ‘Certified Software’ Badge for Dynamics 365 CRM Maps Integration!
Excitement fills the air at Team Maplytics HQ! They’ve achieved another significant milestone – Maplytics is not only one of the first software applications but also the very first geolocation application, to be recognized as a “Solution Partner with Certified Software” on Microsoft AppSource. This prestigious badge signifies quality and expertise. These designations distinguish a software solution’s specific...
Design Mobile and Browser Layout view within Power BI
Power BI Desktop empowers users to craft visually compelling dashboards and reports adaptable for both desktop and mobile interfaces. Its intuitive interface facilitates seamless transitions between designing for desktop and mobile platforms, guaranteeing optimal viewing experiences across various devices. A standout feature of Power BI Desktop is its mobile layout view, which enables users to fine-tune their reports and dashboards...
Extend your customer outreach with WhatsApp marketing within Dynamics 365 Customer Insights
The Power of WhatsApp Marketing for Brands: A Game Changer Today, brands constantly bombard customers with emails, calls, and social media ads. It can be hard to stand out from the noise and connect with customers in a meaningful way. But what if there was a way to reach customers directly on a platform they already use and love? Enter WhatsApp marketing. With a staggering 85% of customers preferring to receive brand updates and...
Power Apps – Work with JSON
In this article, let’s see how we can work with JSON format in our Canvas App. What JSON is? JavaScript Object Notation (JSON) is a lightweight format for exchanging data. It is based on JavaScript syntax, but is language independent and is commonly used for the transmission of structured data. JSON’s foundation is two structures: A collection of name/value pairs An ordered… Continue Reading Angelo’s Article on...
Webinar: A technical deep dive into How Copilot & Generative AI Can Transform Business Productivity
If you are one of the organizations enthusiastic about riding the Copilot wave but struggling to arrange the gear, this webinar by the Inogic Professional Services Division is for you. It would take you through the depths of the concept of Microsoft Copilot, Generative AI, Copilot Studio, and a live demo of a Copilot Application developed by the team experts. For decades, the Professional Services team has functioned as a reliable...
Understanding Key Phrase Extraction in Power Automate for Text Analysis
The key phrase extraction model identifies the main topics in a text document. For example, if you have a sentence like “The movie was entertaining and the acting was impressive!”, the model would extract key phrases such as “movie”, “entertaining”, and “acting”. This model helps to identify and list important themes or subjects from unstructured text. To utilize this prebuilt model...
6 User-Friendly steps to connect Dynamics 365 CRM with Mailchimp – Effortless Integration!
As a CRM user, you understand the importance of managing customer relationships effectively. But what about integrating your marketing efforts for a more holistic view of your audience? This is where Mailchimp integration becomes a game-changer. Introducing Marketing4Dynamics: Your Mailchimp Bridge to Productivity Marketing4Dynamics is an innovative app by Inogic that seamlessly connects your Microsoft Dynamics 365 CRM with Mailchimp....
Automate Creating Customer Voice Survey Invitations using Canvas Power Apps
In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in which users will have the capability to generate Customer Voice Survey...
Building a Custom AI Text Editor using Microsoft’s Azure OpenAI
In today’s world, the demand for intelligent applications that can analyze and transform text is increasing rapidly. AI-powered text editors are becoming popular for generating content as well as data restructuring tools for many developers and businesses. For any business, it is important to have data stored in the CRM system consistently and according to business standards. Users need to be trained to follow these standards or...
Get ready for Microsoft Build (online) – BizApps Edition
May is approaching and do you know what that means!? Microsoft Build is around the corner! In case you have not registered yet, navigate to the event site, Microsoft Build, and get it done. It’s a hybrid event with possibilities to attend live in Seattle (to a cost) or online (free of charge). The session planner is available so you can already start browsing and planning what sessions to… Continue Reading...
CRM User Adoption Simplified: A Guide to Using Dynamics 365’s User Adoption Monitor
CRM is essential for an effective sales process. It helps businesses streamline workflow, maintain data quality, boost sales productivity and performance, eliminate manual tasks, etc. But to get the most out of your CRM investment, it is essential to ensure high levels of user adoption. Low user adoption can lead to ineffective CRM implementation, lost revenue, and increased technology costs. To ensure high levels of user adoption in...
Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App
In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently, we got a requirement to create a record of the related entity (e.g., “Suggestion”) from the Canvas App embedded in the Appointment entity form. There was a subgrid of the “Suggestion” entity added next to the Canvas App on the Appointment form. After creating the suggestion entity record, we should see the...
Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes
We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the most to them according to their business needs. Now, let’s explore the capabilities included in the latest feature:...
Outsource your Dynamics 365 CRM and Power Platform Development: 3 Reasons Why
Inogic specializes in outsourced development for Microsoft technologies like Dynamics 365 CRM, Azure Open AI, and Power Platform. Drawing from a pool of 150+ experts with 15+ years of experience, we provide rapid access to skilled developers, enabling businesses to augment teams or meet deadlines cost-effectively. Inogic’s Outsourced Development Services offer specialized Microsoft skills without overhead, delivered...
Harnessing Host Form Data with PCF Controls in Model-Driven Applications
Introduction This tutorial delves into integrating PowerApps Component Framework (PCF) controls with host form data within Microsoft Power Platform’s model-driven apps. This article will guide you through the necessary scripting to expose and consume formContext and globalContext from a custom table called new_Competitor. Aimed at enhancing both custom and Microsoft Form Component PCF… Continue Reading Rick A. Wilson...
Managing Work Orders based on Completion Status in Dynamics 365 Field Service
In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their status. From initiation to closure, work orders...
5 Benefits of In-App Notifications for Microsoft Dynamics 365 CRM users
For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won, incoming leads, etc. Wish you never missed important updates in Microsoft Dynamics 365 CRM and received automated notifications for important sales updates? Alerts4Dynamics app by Inogic enables users to create, schedule, and manage in-app notifications for Microsoft Dynamics 365 CRM entities (OOB or...
How to revert the managed solution’s version in case of an erroneous upgrade (Using CLI) in Dynamics 365?
In Dynamics 365, managed solutions play a crucial role in deploying customizations and extensions across environments. However, managing solution versions can sometimes be challenging, especially when dealing with updates, dependencies, and compatibility issues. Recently, while working on a solution update, we needed to clone the solution and provide it to the client. However, during this process, the default version was set to 9.1,...
Microsoft Business Applications Launch Event April 2024
This week the Microsoft Business Applications Launch Event for 2024 Release Wave 1 was held. A launch event marks the start of the roll out of a new wave. New features are presented in demos and customer stories are showcased. I watched it late evening here in Sweden, after it was sent (happy to be able to do so). In case you missed it, you can watch it on-demand now as well. <span… Continue Reading carinamclaesson’s...
Enhancements to ‘Focused View’ and its usage within Dynamics 365
Introduction: In the dynamic landscape of sales and marketing, the ability to effectively manage leads is a cornerstone of success. Yet, as businesses grapple with a multitude of tasks and data streams, maintaining clarity and focus in lead management can prove to be a daunting challenge. This is where the concept of a “Focused View” steps in as a game-changer. In this blog post, we will start on a journey to explore the...
Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
Knowledge is power, and sharing that knowledge unlocks boundless possibilities! At Maplytics, exploration, visualization, and innovation are in our DNA. We’re constantly pushing the boundaries and building exciting new features to empower all, as, the real joy is in sharing and empowering others with the acquired knowledge. Join our Webinar and explore more! Webinar: Supercharge Field Sales Team with Maps integrated within...
Utilize the Power of Prebuilt Business Card Reader Model in Microsoft Power Automate
AI Builder in Microsoft Power Automate makes tasks easier for everyone. It lets you use prebuilt AI models to understand forms, recognize things in pictures, sort out text, make guesses, and understand people’s feelings from what they write. It’s like having a smart assistant that does tough jobs for you. So, even if you’re not a tech pro, you can still use AI to get your work done faster and simpler. Utilize the...
SecurePay in Power Pages
This post explains how to integrate with SecurePay (Asutarlia’s payment gateway) in a Power Pages site. It’s based on the similar architecture pattern explained in the post Power Pages Paypal integration. If you are interested in this topic, you may also want to check out my posts on the Anatomy of the Stripe payments in Power Pages and How to improve Stripe payments in Power Pages. Please… Continue Reading...
A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships
Businesses using Dynamics 365 CRM for managing their sales processes amass a lot of customer information in CRM. However, raw data is only as valuable as our ability to understand it. This is also true in the case of understanding the intricate web of relationships between records in Dynamics 365 CRM. With accounts, contacts, opportunities, and a plethora of other entities, keeping track of how they’re all connected can feel...
Using ‘ready-to-use’ AI functions in the Canvas App
Recently, we were working on a customer’s requirement where they used a custom entity to store the feedback regarding their products using an integration. The customer used a canvas app to view all the feedback on their mobile apps. They also wanted to get the summaries of the comments that were posted. While working on the requirement, we found other AI features as well that can be used in canvas apps or model-driven apps in Power...
Unlocking Snowflake Data Integration in Power Platform: Out of the box Snowflake connector – Part 3
In both Part 1 and Part 2 of this blog series, we explored integration techniques using the Snowflake REST API through a custom connector. There is a Snowflake connector in Preview for an extended period, featuring actions for submitting, monitoring status, and cancelling SQL statements. In this post, we’ll delve into how you can leverage this connector within a Power Automate flow to execute… Continue Reading Mohamed...
Unlocking Snowflake Data Integration in Power Platform: Manipulating Snowflake REST API response in Custom Connector – Part 2
In Part 1 of the blog series, we covered the setup and configuration necessary for Snowflake integration using the Snowflake REST API with a custom connector. The API response isn’t directly usable in Power Apps if the action is directly called within Power Apps instead of Power Automate flow leveraging Data operations (Select) connector. In this blog post, let’s explore how to manipulate the… Continue Reading...
Unlocking Snowflake Data Integration in Power Platform: Using Custom Connector with Snowflake REST API – Part 1
In today’s data-driven world, businesses rely on integration between their data sources and analysis platforms to derive insights and make informed decisions. One such powerful combination is leveraging Snowflake, a leading cloud-based data warehousing platform, alongside Microsoft Power Platform. In this blog series, we’ll delve into the options of integrating Snowflake data sources into… Continue Reading Mohamed...
How to choose between the different types of Power Apps
There are so many app types in the Power Platform. How do you go about picking the right one? What are the pros & cons of each? The post How to choose between the different types of Power Apps appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to choose between the different types of Power Apps There are so many app types in the Power Platform. How do you go about...
Eliminate Dynamics 365 CRM Duplicates with Master Record Selection and Fuzzy Merging Logic to boost sales productivity!
Accurate data is the lifeblood of any successful CRM system and sales process. But let’s face it, duplicate records are a persistent problem. They create confusion, clutter your database, and ultimately sabotage your sales and marketing efforts. And not all duplicates are created equal. Sometimes, you encounter partially similar records. These might have variations in names, addresses, or phone numbers, making them difficult to...
A Guide to Integrating Google re-Captcha in Power Pages
As we know, Google’s re-CAPTCHA service incorporates various mechanisms, including advanced risk analysis and adaptive challenges, to differentiate between legitimate users and potential bots or malicious actors. By analysing user behaviour and various risk factors, captcha aims to provide a seamless experience for genuine users while effectively blocking automated bots and other abusive activities on websites. This approach...
Art of Emojis & Images in SMS Marketing – with Microsoft Dynamics 365 Integration
Are you using SMS for Support? Updates? Promotion? We all know SMS messaging is one of the best communication sources when it comes to open rates. A whopping 98% of SMS are opened, and 90% are read within just 3 mins! But let’s face it, plain text SMS can be mellow and easily ignored. Imagine entering a communication like these Without images, emojis, or any emotional rudiments — just simple SMS — I am confident they appear...
Maximizing User Engagement with Adaptive Cards in Microsoft Copilot Studio
Adaptive Cards are like little info boxes you can add to bots in Microsoft Copilot Studio. These cards can also be shared with other apps and services. You make them using a special code called JSON. With Adaptive Cards, you can put in text, pictures, and buttons to make your bot conversations more interesting. They work on different platforms, so you can customize them easily. You can create Adaptive Cards using a special Adaptive...
How to make Power Apps more accessible?
Learn what is accessibility, why is it relevant in Power Apps, and how to make each control in Power Apps more accessible! The post How to make Power Apps more accessible? appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to make Power Apps more accessible? Learn what is accessibility, why is it relevant in Power Apps, and how to make each control in Power Apps more...
How to make a Power Apps gallery accessible
Galleries are used to display records from a table in a list form. Learn how with a few simple steps, you can make galleries accessible! The post How to make a Power Apps gallery accessible appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to make a Power Apps gallery accessible Galleries are used to display records from a table in a list form. Learn how with a few...
How to make a Power Apps HTML control accessible?
HTML controls are used to show text and convert HTML tags to formatting. Learn how accessible they are and how to improve accessibility! The post How to make a Power Apps HTML control accessible? appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to make a Power Apps HTML control accessible? HTML controls are used to show text and convert HTML tags to formatting. Learn...
How to make a Power Apps timer accessible
Timers are used to record times in an app to perform actions when the set time ends. Learn how to make timers in Power Apps accessible! The post How to make a Power Apps timer accessible appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to make a Power Apps timer accessible Timers are used to record times in an app to perform actions when the set time ends. Learn how to...
How to make a Power Apps icon accessible
Icons are used to represent shapes, actions etc.. Learn a few simple steps to make icons in Power Apps accessible! The post How to make a Power Apps icon accessible appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to make a Power Apps icon accessible Icons are used to represent shapes, actions etc.. Learn a few simple steps to make icons in Power Apps accessible! Blog...
How to make a Power Apps add picture control accessible?
Add picture controls are used to allow users to click new or upload existing pics. Learn how to make add pictures in Power Apps accessible! The post How to make a Power Apps add picture control accessible? appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to make a Power Apps add picture control accessible? Add picture controls are used to allow users to click new or...