How to improve Stripe payments in Power Pages (CloudMinded)
Jan09

How to improve Stripe payments in Power Pages (CloudMinded)

How to improve Stripe payments in Power Pages Continue Reading Olena Grischenko (she/her)’s Article on their blog How to improve Stripe payments in Power Pages (CloudMinded) Visit the post for more. Blog Syndicated with Olena Grischenko (she/her)’s...

Read More
How to improve Stripe payments in Power Pages
Jan08

How to improve Stripe payments in Power Pages

My recent post, Anatomy of the Stripe payments in Power Pages, got some interest. I looked under the hood of this out-of-the-box integration and raised a few points on the limitations that come with that. In this post, I want to show how you might work around some of these and improve Stripe payments in Power Pages. Specifically, I’ll show you how: Capture additional information about… Continue Reading...

Read More
Exploring AI Prompts within Power Automate
Jan08

Exploring AI Prompts within Power Automate

As generative AI builder tools are becoming more and more popular, it is worth learning and using them to get the most out of them. One of the exciting features among AI builder tools is “AI Prompts” which are now generally available. AI prompts are used as a guide for AI models to generate the output. If you compare AI prompts to the early days of search engines correct “Keywords” is the key to search precisely. If you put correct...

Read More
What is TypeScript, pros and cons and how it helps in Model Driven Apps
Jan05

What is TypeScript, pros and cons and how it helps in Model Driven Apps

Written by wilmeralcivar88@gmail.com In the quest for a fresh start this year, I’m going to create a series of blogposts that is a guide about TypeScript applied to Model Driven apps, inspired by my friend Ben den Blanken. Exploring TypeScript from the basics to practical examples, this first blogposts tries to explain the basics like what TypeScript is, its benefits and how it can help you in… Continue Reading...

Read More
Undo changes or Restore Deleted Dynamics 365 CRM Records in Bulk with the new Undo2Restore Tool!
Jan05

Undo changes or Restore Deleted Dynamics 365 CRM Records in Bulk with the new Undo2Restore Tool!

As we stand on the threshold of a new year, Team Inogic is delighted to share some exciting updates to your trusted Undo2Restore app—an indispensable solution for safeguarding your CRM data. Imagine a fresh start, where accidental deletions or unexpected data changes no longer send shivers down your spine. With these latest Undo2Restore updates, welcome to a simpler and more efficient way to navigate these unforeseen data disasters....

Read More
Upgrade Your Dynamic 365 CRM Call Transfers: Protect Data, Boost Efficiency, Impress Clients
Jan04

Upgrade Your Dynamic 365 CRM Call Transfers: Protect Data, Boost Efficiency, Impress Clients

Introduction Imagine you are working in a company that keeps records and transcription of phone calls for various reasons, like quality assurance or improvement purposes. Now, let’s say you need to transfer a call to someone outside the company, maybe a client or a partner. Previously, this transfer process might have involved a few steps, and the recording and transcription could continue even after the call was transferred....

Read More
For Dummies: creating an internal Microsoft Power Platform hub (from the template)
Jan04

For Dummies: creating an internal Microsoft Power Platform hub (from the template)

In my world being an expert in something and being a dummy in something else is pretty normal. No one knows everything. I am an expert in the Power Platform and Business Applications, but even that area is too big for me, so I continue learning every day. When I tried to deploy the Power Platform communication site template for my organisation, I encountered multiple issues. They look like… Continue Reading Olena Grischenko...

Read More
Generate Customer Voice Survey Invitations using Canvas Power Apps
Jan03

Generate Customer Voice Survey Invitations using Canvas Power Apps

Microsoft has provided Customer Voice Surveys which help an organization to design the Survey where users can provide feedback by answering the questions within the Survey. Customer Voice allows Survey Designers to design effective Survey using various types of Questions such as Text, Date, Rating, Likert, File Upload, etc. Once the customer voice survey is designed, one needs to generate the invitations to send to the user responding...

Read More
Customer Voice – Personalized variables within Survey Invitations using Power Automate Flow
Jan03

Customer Voice – Personalized variables within Survey Invitations using Power Automate Flow

Microsoft has provided Customer Voice Surveys which help an organization to design the Survey where users can provide feedback by answering the questions within the Survey. Customer Voice allows Survey Designers to design effective Survey using various types of Questions such as Text, Date, Rating, Likert, File Upload, etc. Once the customer voice survey is designed, one needs to generate the invitations to send to the user responding...

Read More
Streamlining Integration: Using Azure Managed identities in Power Apps and Power Automate to access Microsoft Graph API – Part 3
Jan02

Streamlining Integration: Using Azure Managed identities in Power Apps and Power Automate to access Microsoft Graph API – Part 3

In both Part 1  and Part 2 of the blog series, I’ve covered the utilization of Managed Identities in Power Apps and Power Automate for secure access to Microsoft Graph API. This included a deep dive into setting up and configuring the Azure API Management service with the Microsoft Graph permissions for the managed identity. In Part 2, I’ve explored the process of exporting the API as a… Continue Reading Mohamed Ashiq...

Read More
Streamlining Integration: Using Azure Managed identities in Power Apps and Power Automate to access Microsoft Graph API – Part 2
Jan01

Streamlining Integration: Using Azure Managed identities in Power Apps and Power Automate to access Microsoft Graph API – Part 2

In Part 1 of the blog series on using Managed identities in Power Apps and Power Automate to access Microsoft Graph API securely, I have delved into the setup and configuration of the Azure API management service with the necessary Microsoft Graph permissions for the managed identity. Building upon that foundation, Part 2 aims to take it further your integration journey in making the API’s… Continue Reading Mohamed Ashiq...

Read More
Streamlining Integration: Using Azure Managed identities in Power Apps and Power Automate to access Microsoft Graph API – Part 1
Dec31

Streamlining Integration: Using Azure Managed identities in Power Apps and Power Automate to access Microsoft Graph API – Part 1

Using Microsoft Graph in Power Apps and Power Automate offers several advantages for streamlining integration with various Microsoft 365 services and applications. Additionally, securing these integrations with Azure Managed Identities significantly enhances the overall security of the solution. Azure Managed Identities enable applications and services to authenticate with Azure services… Continue Reading Mohamed Ashiq...

Read More
Resolution Revolution: Optimize Your 2024 with Inogic’s CRM-driven Fireworks Display!
Dec28

Resolution Revolution: Optimize Your 2024 with Inogic’s CRM-driven Fireworks Display!

The crispness in the air, the clinking of glasses, the sounds of joy, and the smells of roasts are a sign that not only has the season changed but the year is changing soon and the celebrations are on the way. Happier times are ahead, and what better way to celebrate than with family, friends, music, dance, food, lights, and love? Funnily, celebrations are also accompanied by a crack of something, viz, they go on till the crack of...

Read More
Get working days and holidays of the CRM Service calendar in Power Automate Flow
Dec27

Get working days and holidays of the CRM Service calendar in Power Automate Flow

With Microsoft providing us more flexibility with Power Automate (MS Flow), we can now retrieve working days and holiday details of the CRM Service Calendar directly within Power Automate flows. Previously we used Plugins or JavaScript to get Calendar’s working days and holiday details, but now they can be directly retrieved through the Power Automate (flow) as well. Recently, we got a requirement to check whether a specific date is a...

Read More
Microsoft Entra ID Security Groups Management
Dec26

Microsoft Entra ID Security Groups Management

As we all know, Microsoft renamed Azure Active Directory (AAD) to Microsoft Entra ID back in November 2023. The reason for this move is explained in detail in this Microsoft doc. This is just a product name change and all of the existing features and capabilities are still available in the Microsoft Entra ID. This blog will have a quick walkthrough of the Microsoft Entra ID security group and team members’ management. Managing team...

Read More
Dynamics 365 Sales Alerts: Native Notifications vs. Alerts4Dynamics – Which one is Right for You?
Dec22

Dynamics 365 Sales Alerts: Native Notifications vs. Alerts4Dynamics – Which one is Right for You?

For an effective sales process, it is crucial to be up-to-date with important sales events. By staying abreast of these crucial moments, you gain a vital edge, allowing you to tailor outreach, craft timely offers, and strike while the iron’s hot. Imagine the missed sales deal and loss of revenue if you remained oblivious to new leads entering the CRM or subscription renewals. Conversely, consider the doors that swing open when...

Read More
Want to track your fitness goals using an app?
Dec21

Want to track your fitness goals using an app?

Learn how I created a data model and built a fitness tracker app to track my workouts and weight, that’s responsive and supports dark mode! The post Want to track your fitness goals using an app? appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog Want to track your fitness goals using an app? | Hardit Bhatia: The Power Addict Learn how I created a data model and built...

Read More
Custom Actions with Power Automate Desktop Flows
Dec21

Custom Actions with Power Automate Desktop Flows

Introduction A custom action in desktop flow is a feature designed to automate repetitive tasks seamlessly. This blog provides a comprehensive guide on designing and leveraging custom actions in the desktop version of Power Automate flows. The journey starts with a step-by-step procedure to create these custom actions, offering a detailed walkthrough of the process to upload them within the desktop Power Automate flows environment....

Read More
Calculation Groups in Power BI
Dec19

Calculation Groups in Power BI

Power BI, Microsoft’s Data Analytical tool works with data and provides an enhanced view of data to take further actions for customer business improvement. Microsoft has provided lots of features to be used within Power BI which will help design effective and advanced Power BI reports and dashboards to have data overview at a single glance. Recently, we came across one of its new features called Calculation Groups. This feature...

Read More
Santa’s “Ho Ho Ho” message to welcome  good 😀 Makers (Managed Environments)
Dec18

Santa’s “Ho Ho Ho” message to welcome good 😀 Makers (Managed Environments)

Extending a warm welcome to the Makers starting on the environment is a wonderful idea, especially as Christmas is approaching. We won’t miss the opportunity to send them some heartfelt greetings. It’s very easy to do for Managed Environments. If you are not familiar with the concept, this is the idea: Managed Environments is a suite of premium capabilities that allows admins to manage… Continue Reading Olena...

Read More
Design Canvas App using the Figma UI kit
Dec18

Design Canvas App using the Figma UI kit

In today’s digital age, user experience is of utmost importance, and design plays a crucial role in creating compelling and user-friendly applications. Figma has emerged as a powerful design tool for teams, making collaboration and design iteration easier than ever before. If you’re building a canvas app, integrating Figma can allow you to seamlessly bridge the gap between design and development. In this blog, we’ll...

Read More
How to add any font to Power Pages site
Dec16

How to add any font to Power Pages site

The Power Pages Design Studio makes it easier for users to change out-of-the-box colours and fonts and even manage custom CSS files. However, if you work with specific customer requirements, you can quickly discover that the required brand font (for example, Lato, Proxima, or other) is unavailable in the Design Studio! This is quite disappointing, as most customers are likely to have fonts… Continue Reading...

Read More
Low-code plug-ins using the Dataverse Accelerator App (Preview)
Dec15

Low-code plug-ins using the Dataverse Accelerator App (Preview)

In today’s blog, we are talking about low-code plugins using the Dataverse Accelerator App, which means no coding is required. To perform complex actions on Dataverse table plugins are used. However, previously, we needed to write and register a plugin. To overcome this, Microsoft has introduced Low-code plug-ins, using Power Fx formulas, stored in the Dataverse database and can be integrated into power apps and power automation....

Read More
Ramp Up Holiday sales with Gamification within Microsoft Dynamics 365 CRM
Dec14

Ramp Up Holiday sales with Gamification within Microsoft Dynamics 365 CRM

The holiday season is upon us, a time for twinkling lights, warm cheer, and… booming sales! But in this competitive landscape, how can you stand out and jingle all the way to the bank? Enter gamification within Microsoft Dynamics 365 CRM, the secret weapon to turbocharge your holiday sales strategy. Why Gamification? The Magic Numbers: 37% increase in sales performance 50% improvement in employee engagement 70% higher adoption...

Read More
Copilot in Project Operations
Dec12

Copilot in Project Operations

Dynamics 365 Project Operations serves as a comprehensive platform tailored for efficient project planning, expense tracking, and time management. It facilitates resource booking and allocation while providing tools to identify and manage project estimates, streamlining processes, and enhancing overall work quality. In this blog, we will explore the ways Copilot in Project Operations has enhanced efficiency, empowering organizations...

Read More
Building Better Tables – A patterned approach to using autonumber columns and alternate keys to drive efficiency in Dataflows
Dec11

Building Better Tables – A patterned approach to using autonumber columns and alternate keys to drive efficiency in Dataflows

Introduction Navigating the complexities of dataflows in Microsoft’s Power Platform, especially when dealing with Dataverse, can present unique challenges. One significant hurdle is efficiently setting up and using lookup values. This article introduces a straightforward design pattern I’ve developed, emphasizing the use of autonumber fields and alternate keys in entity creation to… Continue Reading Rick A. Wilson (RAW)’s...

Read More
How to integrate existing Power Page sites into a new environment effortlessly using Command-Line Interface (CLI) – Part 2
Dec11

How to integrate existing Power Page sites into a new environment effortlessly using Command-Line Interface (CLI) – Part 2

Introduction: In our previous blog, we discussed how to create and integrate Power Pages websites into a solution and how to configure them. Now, in this blog, we will guide you through the process of transferring existing website configurations from one environment to another and exporting solutions using the Command-Line Interface (CLI). To begin, let’s identify the existing Power Page site and its relevant details: Site name:...

Read More
CoE Starter Kit: Efficient Testing Strategy for Inactivity Processes – Admin Simulations for Maker Clean-Up Approvals
Dec11

CoE Starter Kit: Efficient Testing Strategy for Inactivity Processes – Admin Simulations for Maker Clean-Up Approvals

As a Power Platform Admin, I would like to efficiently test the CoE Starter Kit Inactivity Processes, so I understand how it works and confirm it meets my requirements without spamming users and makers. Olena Introduction During our initial setup of the CoE Starter Kit, we encountered difficulties in finding a way to disable notifications and automatic emails. Despite configuring some… Continue Reading Olena Grischenko...

Read More
Tackle Duplicate Dynamics 365 CRM Data with ease this Holiday Season!
Dec08

Tackle Duplicate Dynamics 365 CRM Data with ease this Holiday Season!

As the festive season approaches, businesses are gearing up for a period of increased activity and heightened data demands. From managing customer interactions and inventory levels to tracking holiday shipments and ensuring timely delivery, businesses rely heavily on their data to navigate the holiday rush. However, the accumulation of data, especially during peak periods, can lead to a host of challenges. The Data Dilemma The...

Read More
Use solutions with Power Pages Through Power Apps- Part 1
Dec07

Use solutions with Power Pages Through Power Apps- Part 1

Introduction In the dynamic landscape of digital solutions, staying ahead of the curve is paramount for businesses striving to make a mark. One such revolutionary tool that has been gaining traction is Power Pages. But what exactly are Power Pages, and how can they be harnessed to their full potential? In this blog, we’ll explore the transformative capabilities of Power Pages and delve into how they can be employed to create...

Read More
Power Pages payments with Stripe (ft. CloudMinded)
Dec06

Power Pages payments with Stripe (ft. CloudMinded)

Anatomy of the Stripe payments in Power Pages Continue Reading Olena Grischenko (she/her)’s Article on their blog Power Pages payments with Stripe (ft. CloudMinded) Visit the post for more. Blog Syndicated with Olena Grischenko (she/her)’s...

Read More
WhatsApp + Dynamics 365 CRM: Your Secret to Christmas Marketing Success
Dec06

WhatsApp + Dynamics 365 CRM: Your Secret to Christmas Marketing Success

The holiday season is a busy time for businesses, and Christmas is no exception. With so much competition for consumers’ attention, it’s important to find effective ways to reach your target audience. That’s where WhatsApp4Dynamics comes in. WhatsApp4Dynamics integrates WhatsApp and Dynamics 365 CRM and allows businesses to connect with their customers on a more personal level right from within their CRM. With...

Read More
Anatomy of the Stripe payments in Power Pages
Dec06

Anatomy of the Stripe payments in Power Pages

Just a few weeks ago, as I write this, Microsoft announced online payments with Stripe in Power Pages in preview. As I wrote a few posts on payment integration in Power Apps (with Stripe and Braintree) and Power Portals, I couldn’t help but roll up my sleeves and look at what’s behind the scenes of this integration. You can find the basics in the official documentation on this feature… Continue Reading...

Read More
A Guide for Monitoring and Resolving Issues with Automated Record Creation Rules in Dynamics 365 CRM
Dec05

A Guide for Monitoring and Resolving Issues with Automated Record Creation Rules in Dynamics 365 CRM

Introduction Microsoft’s Automated Record Creation (ARC) rule was added in the most recent edition. Its purpose is to generate or update systems or custom activities based on actions like emails, social media, or custom activities. This feature’s primary goal was to identify occurrences and fix them, which made it easier for administrators to find emails or tasks that involved case conversions over the previous seven days...

Read More
Will AI pass my aviation exam?
Dec03

Will AI pass my aviation exam?

I’m both a technology geek and a pilot. Not surprisingly, when I got my hands on the Azure OpenAI service (in preview) and Azure AI Studio, I wanted to try it out on the aviation topic. Aviation is a highly regulated area of human activity, and many legislative documents define the operations. As I’m studying now for the CPL Air Law exam, I naturally decided to do a quick experiment to see if… Continue Reading...

Read More
Season 2: Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this Holiday Season!
Dec02

Season 2: Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this Holiday Season!

As the winter embraces us and the magic of the Christmas season fills the air with joy, we recognize the importance of streamlining and automating your business processes, especially as you gear up for a well-deserved holiday break. We understand that the pre-Christmas hustle is real. The holiday spirit touches every aspect of our lives, including our workspaces. With the enchanting touch of Microsoft Dynamic 365 CRM solutions,...

Read More
Manage Dynamics CRM records along with their associated activities on the same page using Focused view – Part 2
Dec01

Manage Dynamics CRM records along with their associated activities on the same page using Focused view – Part 2

We learned in the last blog, how the focused view feature lets users handle their records and activities more efficiently. It saves time by avoiding switching between screens and boosts productivity. In this blog, we will explore the customization options that enable users to access the most important information of the record in the focused view. To save time and access the most frequently used information in the records list, users...

Read More
How to reset the people picker control?
Nov29

How to reset the people picker control?

Learn how to reset the modern Fluent UI people picker control from the Creator Kit with no Reset property and the Reset function not working! The post How to reset the people picker control? appeared first on Hardit Bhatia: The Power Addict. Continue Reading Hardit Bhatia’s Article on their blog How to reset the people picker control? | Hardit Bhatia: The Power Addict Learn how to reset the modern Fluent UI people picker control...

Read More
Copilot and Power Platform: Highlights from Microsoft Ignite 2023 and What They Mean for You!
Nov29

Copilot and Power Platform: Highlights from Microsoft Ignite 2023 and What They Mean for You!

This year we experienced a surge in new ways to work day to day all thanks to new Advancements in AI. With various brands and tech giants put up their version of AI for public use cases, back in June Microsoft unveiled their take on AI enabled system, the infamous – Copilot, a collaborative tool designed to reduce digital debt and enhance productivity, freeing up people to focus on tasks that require a uniquely human touch. With...

Read More
Improved Work order experience in Dynamics 365 Field Service
Nov27

Improved Work order experience in Dynamics 365 Field Service

A new work order management interface is included in Dynamics 365 Field service release wave 2 of 2023. The new interface makes it easier to generate, manage, and schedule work orders. It also offers more information at a glance, forms with easily updated fields, and more. Also, you can give customers timely updates, make sure frontline staff has the information they need for on-site service, and simply track high-priority work with...

Read More
Prevent and Remove Duplicates in Dynamics 365 CRM: 5 Benefits of Data Hygiene App DeDupeD
Nov24

Prevent and Remove Duplicates in Dynamics 365 CRM: 5 Benefits of Data Hygiene App DeDupeD

In sales, success hinges on data – its accuracy and relevance. For businesses using Dynamics 365 CRM, data quality is important for informed decision-making and strategic planning. Duplicate, inaccurate, or incomplete records can turn the CRM into a liability rather than an asset. Duplicate Dynamics 365 CRM records can lead to confusion among sales representatives. They may not be sure which record contains the most recent or accurate...

Read More
How to convert Power Page Portal into a Progressive Web App (PWA) & App Package
Nov23

How to convert Power Page Portal into a Progressive Web App (PWA) & App Package

You can transform your Power Pages portal into a Progressive Web App (PWA) through Power Apps Portals Studio, giving it a native app-like feel and appearance. This PWA approach ensures multiplatform support, making your portal accessible on Android, iOS, Windows, and Chromebooks, across different devices like mobiles, desktops, and tablets. PWAs offer users a seamless experience akin to native apps, and users can easily install them...

Read More
A Roadmap for Supercharging Online Sales with Maps Integration within Microsoft Dynamics 365!
Nov22

A Roadmap for Supercharging Online Sales with Maps Integration within Microsoft Dynamics 365!

After a grueling day of work, Bree sank into her living room couch, exhausted from the demands of her sales career. While she thrived on the thrill of negotiation, the relentless travel and extended periods away from her family had begun to wear her down. Seeking a new direction, she impulsively posed a question to her voice assistant, “Alexa, what’s the better choice, online sales or offline sales?” Alexa’s...

Read More
Modern Controls and themes within the Canvas App
Nov21

Modern Controls and themes within the Canvas App

Microsoft Power Apps gives us the capability to construct a business app with low-code ease based on our business processes. We can design screens in Canvas apps by utilizing various controls provided to automate the process, thereby improving productivity. This enables us to work more efficiently. Recently, Microsoft has released modern controls and themes that improve the unified interface for forms built with Canvas Apps. This...

Read More
Modify Microsoft Entra ID Connector (Standard) to meet your security requirements
Nov21

Modify Microsoft Entra ID Connector (Standard) to meet your security requirements

Some time ago I wrote the post: https://wordpress.com/post/msolenacrm.blog/4767 In the post, I was talking about the standard Microsoft connector not meeting my client’s security requirements. Pretty much, I was blocked and searching for a solution. The only “security appropriate” solution was a custom connector but I didn’t know where to start. I asked my partner to investigate the… Continue Reading...

Read More
Enhanced User Experience with Dynamics 365 Field Service Mobile App (Preview)
Nov20

Enhanced User Experience with Dynamics 365 Field Service Mobile App (Preview)

Microsoft’s Dynamics 365 Field Service Mobile application allows users to work on tasks and resolve issues directly from their mobile devices and web browser applications. Microsoft recently launched a new user interface for the Dynamics 365 Field Service Mobile App, which is more user-friendly and visually appealing. It provides an easy and efficient way to manage field service tasks from your mobile device. This feature...

Read More
Secure Microsoft Entra ID connector
Nov20

Secure Microsoft Entra ID connector

I needed to create a Power Automate flow to create Microsoft Entra ID (previously Azure Active Directory) security groups and assign members to them. I was going to use the provided standard Microsoft Entra ID connector until I found that it requires application permissions scope to be “Directory.ReadWrite.All“. This gives the application access to any operation on the directory – including… Continue Reading...

Read More
Document Management with Microsoft Teams streamlined with Dynamics 365 CRM Integration!
Nov18

Document Management with Microsoft Teams streamlined with Dynamics 365 CRM Integration!

In every business, effective communication with clients and potential customers, along with real-time access and management of pertinent documents and data, is essential. Microsoft Teams serves as a robust solution, facilitating smooth collaboration and communication among team members and external collaborators. However, specific attention is required for file management within Microsoft Teams. Built upon SharePoint capabilities,...

Read More
Microsoft Ignite 2023 – my reflections
Nov17

Microsoft Ignite 2023 – my reflections

This week Microsoft gathered what I can imagine to be an enthusiastic audience to attend Microsoft Ignite in-person in Seattle. In this world of possibilities the event could also be seen online, live as well as on-demand. Not all, but lots of session. In this post I’ll let you in on my reflections after watching on-demand content from the event. Before we look at highlights from my… Continue Reading...

Read More
Set Your Preferred Solution in Power Apps for Enhanced Customization
Nov17

Set Your Preferred Solution in Power Apps for Enhanced Customization

In the world of Power Apps, managing your tables, flows, components, and other assets is key to a successful project. However, when you create these elements outside the context of an unmanaged solution, they automatically find their home in the Default Solution or the Common Data Services Solution. As a Developer working on a project, I always create an unmanaged solution and then create a unique Publisher so that a unique prefix can...

Read More