Dynamics 365 Customer Engagement
Customer Service Workspace – Macro to open an email based on template
Recently a customer of mine needed to have an agent script in their customer service workspace that opens an email using a template. I…
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Dynamics 365 Customer Engagement
Ribbon button visibility based on a null value in field in Dynamics 365 | Ribbon Workbench
Here’s how you can toggle visibility based on the field having data or is blank! Continue Reading priyeshwagh777’s Article on their blog Ribbon button…
Dynamics 365 Customer Engagement
{Power 2021} Clear and Update Custom queue field on Case based on Queue items related to the case
Originally posted on MSDYNAMICSBLOG BY DEEPESH: Pre-requisites: Should have “Customer Service Hub” app installed in your tenant Add out of box “Case” entity in…
Dynamics 365 Customer Engagement
{Dataverse} Restrict Delete of Entity Record based on Parent Field value
Requirement Permit has lookup of Permit Type. Permit Type has field “Type” with options apple, orange. Now, when Permit record is deleted you should…
Dynamics 365 Customer Engagement
Automatically Create SharePoint Folder Structure Based on Specific Table in Dataverse Using Cloud Flow (Part 3 of 6)
This is the third post in a series of Automating SharePoint Integration with Dataverse using Power Automate. You can check out the other posts…