Add Personalisation To Form Pro Survey
Apr18

Add Personalisation To Form Pro Survey

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. We’ve got our survey set up, and we have an email that’s sent once a case is closed. Great that we can add their first name to personalise it a bit, but how about providing more details on which case the survey is referring to? What about showing which Support Rep helped them so they know… Continue Reading Megan V. Walker’s Article on...

Read More
Adding Personalisation To Surveys – Microsoft Forms Pro – YouTube
Apr18

Adding Personalisation To Surveys – Microsoft Forms Pro – YouTube

If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will most likely be a cost associated in the future, but for now it’s something that can be tried and tested at no cost. Being...

Read More
Send Forms Pro Survey On Case Closure
Apr16

Send Forms Pro Survey On Case Closure

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One of the most common reasons for sending out a survey request, is for the customer services team to get feedback upon the closure of a support case or ticket. Using Microsoft Forms Pro, we can have an email triggered once a case is closed in Dynamics 365 CE (CRM) using a mixture of an email… Continue Reading Megan V. Walker’s Article...

Read More
Send Survey On Case Closure – Microsoft Forms Pro – YouTube
Apr15

Send Survey On Case Closure – Microsoft Forms Pro – YouTube

If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will most likely be a cost associated in the future, but for now it’s something that can be tried and tested at no cost. Being...

Read More
Creating A Simple Quiz With Microsoft Forms
Apr09

Creating A Simple Quiz With Microsoft Forms

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Microsoft Forms Pro provides you with two options when creating a form. You can either create a Survey, or you can create a Quiz. The Quiz is part of the original Microsoft Forms offering. If you haven’t used it before, hopefully this blog will help as it looks at how to create a simple… Continue Reading Megan V. Walker’s Article on...

Read More
Creating A Basic Quiz – Microsoft Forms Pro – YouTube
Apr08

Creating A Basic Quiz – Microsoft Forms Pro – YouTube

If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will most likely be a cost associated in the future, but for now it’s something that can be tried and tested at no cost. Being...

Read More
10. Quick Measures – Using Power BI to Create A Visual Overview of Your Customers – YouTube
Apr04

10. Quick Measures – Using Power BI to Create A Visual Overview of Your Customers – YouTube

Create Quick Measures to use with Slicers in your Power BI Report. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI...

Read More
2. NPS Gauge Overview  – Using Power BI to Create Visual Overview of Customers – YouTube
Apr04

2. NPS Gauge Overview – Using Power BI to Create Visual Overview of Customers – YouTube

Adding a Net Promoter Gauge to your Power BI repor A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and...

Read More
Creating Surveys Using Microsoft Forms Pro
Apr04

Creating Surveys Using Microsoft Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will… Continue Reading Megan V. Walker’s Article on...

Read More
Creating Basic Surveys – Microsoft Forms Pro – YouTube
Apr02

Creating Basic Surveys – Microsoft Forms Pro – YouTube

If you’ve used Microsoft Forms, you’ll know it’s pretty straightforward to use and provides you with a quick tool to create surveys and forms to send to people. Enter Microsoft Forms Pro, which is currently in PREVIEW mode, and it’s looking more interesting. Given the name, there will most likely be a cost associated in the future, but for now it’s something that can be tried and tested at no cost. Being...

Read More
Don’t ‘Stay In Your Lane’
Apr02

Don’t ‘Stay In Your Lane’

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Last week I was lucky enough to be able to attend the User Group Summit event in Amsterdam. Not only that, I had a session that I presented all about Power BI (you can see it here in video format if interested in that kind of thing!). So, what do I know? Primarily, I am a CRM girl…. Continue Reading Megan V. Walker’s Article on their...

Read More
Using Power BI to Create A Visual Overview of Your Customers
Mar28

Using Power BI to Create A Visual Overview of Your Customers

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. On Thursday March 28th I spoke at the User Group Summit event in Amsterdam. My session was all about Power BI and helped attendees ‘Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and interactive… Continue Reading Megan V. Walker’s Article...

Read More
1. Option Set Labels & Colours – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

1. Option Set Labels & Colours – Using Power BI to Create Visual Overview of Customers – YouTube

How to get the Labels and Colours from your Option Sets in Dynamics 365 Customer Engagement to display on your Power BI Reports. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer...

Read More
4. Map Visual  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

4. Map Visual – Using Power BI to Create Visual Overview of Customers – YouTube

Adding a map visual to your report to show the location of customers, and to use it as a filter on your Power BI report. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback...

Read More
8. Ratings Custom Visual  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

8. Ratings Custom Visual – Using Power BI to Create Visual Overview of Customers – YouTube

The ratings custom visual allows you to give a quick and clear visual indicator to represent a number or value from your database. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer...

Read More
3. Tool Tip Reports – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

3. Tool Tip Reports – Using Power BI to Create Visual Overview of Customers – YouTube

Creating and adding reports to use as Tool Tips in Power BI. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports....

Read More
7. Tree Map Overview  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

7. Tree Map Overview – Using Power BI to Create Visual Overview of Customers – YouTube

A tree map visual can be used to show colours as a background based on an Option Set. This video will show you how to use a tree map as a border around a photograph. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images,...

Read More
Using Power BI to Create A Visual Overview of Your Customers – YouTube
Mar28

Using Power BI to Create A Visual Overview of Your Customers – YouTube

A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power BI reports. Visual and interactive reporting can assist account managers and...

Read More
5. Report Drill Through – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

5. Report Drill Through – Using Power BI to Create Visual Overview of Customers – YouTube

How can you add a drill through to go from one page of a report to another? Adding a report drill through is quick and easy. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer...

Read More
9. Using Slicers to Filter – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

9. Using Slicers to Filter – Using Power BI to Create Visual Overview of Customers – YouTube

Slicers can be used as a quick method for users to filter the data on reports. Find out how to add them. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to...

Read More
6. Adding A Search Box  – Using Power BI to Create Visual Overview of Customers – YouTube
Mar28

6. Adding A Search Box – Using Power BI to Create Visual Overview of Customers – YouTube

Adding a search box to your report is quick and easy using a custom visual. A Visual Overview of Your Customer data using Power BI desktop. This is part of a presentation given at User Group Summit in Amsterdam, 2019. All of the visual overviews on the report are covered in other videos in the related playlist. Find out how map visuals, images, Dynamics 365 CE data, and customer feedback can be used to create useful, actionable Power...

Read More
Using Font Awesome To Improve Your Portal Users Experience
Mar20

Using Font Awesome To Improve Your Portal Users Experience

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you have ever used a portal for Dynamics 365 you will have noticed that the navigation along the top has a little house to indicate the home page link. If you edit the navigation you will see that the Image URL field contains .fa.fa-home. Ever wondered what that is? It’s using something… Continue Reading Megan V. Walker’s Article on...

Read More
Using Font Awesome In Portals  – Microsoft Dynamics Portals – YouTube
Mar20

Using Font Awesome In Portals – Microsoft Dynamics Portals – YouTube

If you have ever used a portal for Dynamics 365 you will have noticed that the navigation along the top has a little house to indicate the home page link. If you edit the navigation you will see that the Image URL field contains .fa.fa-home. Ever wondered what that is? It’s using something called Font Awesome, which is just as it sounds, a font, which is awesome! 😉 – it’s a collection of icons but can be used in a...

Read More
D365UG/CRMUG – Presentation in Nottingham
Mar19

D365UG/CRMUG – Presentation in Nottingham

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. There is so much buzz going on about the Summit event in Amsterdam next week, and I can’t wait to present there. However, I’m now looking at the week after, and getting ready for my presentation at the very first D365/CRMUG happening in Nottingham on Thursday April 4th! It’s been… Continue Reading Megan V. Walker’s Article on their...

Read More
Creating Dynamics 365 Reports With Multiple Entities – YouTube
Mar18

Creating Dynamics 365 Reports With Multiple Entities – YouTube

I’ve written previously about the joys of setting up Visual Studio and heading down the path of writing Dynamics 365 Reports using SSRS. Once you get through that, then the world is your oyster in the reporting sense. Getting the query to start with is done by opening the Advanced Find, creating your search then downloading the Fetch XML. Easy right? Well, until you want to write reports with lots of entities. You could potentially...

Read More
Adding Documents To Portal Messages
Mar12

Adding Documents To Portal Messages

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous post, I walked through adding a portal inbox and messaging process. This provides the ability to create messages for portal users to log in and access, along with a nifty unread message indicator like you would find on many social media sites. What if you want to include… Continue Reading Megan V. Walker’s Article on...

Read More
Adding Documents To Portal Messages  – Microsoft Portals – YouTube
Mar12

Adding Documents To Portal Messages – Microsoft Portals – YouTube

I walked through adding a portal inbox and messaging process (here on my website – https://meganvwalker.com/create-a-portal-inbox-messaging-process/). This provides the ability to create messages for portal users to log in and access, along with a nifty unread message indicator like you would find on many social media sites. What if you want to include documents attached to the message? This video will show you exactly how to do...

Read More
Create A Portal Inbox & Messaging Process
Mar05

Create A Portal Inbox & Messaging Process

[This post has multiple pages. Navigate here: 1 2 3 4] Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you log in to any social media platform you’ll see a red notification badge telling you how many unread messages you have. We don’t have this in the Microsoft Dynamics Portal by default, but with a little effort we can create this, and… Continue Reading Megan V. Walker’s Article...

Read More
Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Three
Feb26

Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Three

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. So in the last part of this post, we are going to finish off with a few simple bits of code, put together our Microsoft Flow, and then walk through to see it in action. In Part Two, we looked at adding our Entity Forms, and the Portal Comment one had a redirect to our Image Updated Web Page…. Continue Reading Megan V. Walker’s Article...

Read More
Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Two
Feb26

Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part Two

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In Part One of this series, we looked at what we wanted to achieve in the portal for the user experience, with the ability for them to upload and see their own image. We also looked at the CSS needed, and the forms required. Now we’ll at the Entity Permissions needed. First, we need to make… Continue Reading Megan V. Walker’s Article...

Read More
Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part One
Feb26

Adding Portal Profile Photos Using Microsoft Flow, Liquid, CSS & JS – Part One

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. One thing about the Microsoft Portals that has always annoyed me slightly (even when using it when Adxstudios) is the Profile area. A user registers, then sees a little mystery person image but with no way to change it or upload their own photo. It isn’t tied to the Contact entity image, so… Continue Reading Megan V. Walker’s Article...

Read More
Part Five – Adding Web Pages – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Five – Adding Web Pages – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video looks at the new Web Pages...

Read More
Full Process – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Full Process – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video shows the entire process...

Read More
Part Four – Entity Permissions – Adding Profile Photo Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Four – Entity Permissions – Adding Profile Photo Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video looks at the necessary CSS...

Read More
Part Eight – Create MS Flow – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Eight – Create MS Flow – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video walks through creating the...

Read More
Part Two – CSS Changes – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Two – CSS Changes – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video looks at the necessary CSS...

Read More
Part Three – D365 Forms – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Three – D365 Forms – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video looks at adding new D365...

Read More
Part One – Intro – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part One – Intro – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video is an introduction to the...

Read More
Part Six – Adding Entity Forms – Adding Profile Photo Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Six – Adding Entity Forms – Adding Profile Photo Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video walks through adding two new...

Read More
Part Seven – Script & Liquid – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Seven – Script & Liquid – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video walks through using...

Read More
Part Nine – Register Contact – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube
Feb21

Part Nine – Register Contact – Adding Profile Photos Using Microsoft Flow, Liquid, CSS & Javascript – YouTube

One of the slightly annoying things about using a Microsoft Dynamics Portal with D365 CE is the portal users profile image – it just doesn’t exist. Instead, a mystery shadow person is displayed. So, I worked through a process which will allow a portal user to upload their own profile image, which will then be displayed in the portal, and also added to their Contact record in D365 CE. This video shows a Contact being...

Read More
Add Accessible Image URL To Contact Using Microsoft Flow
Feb20

Add Accessible Image URL To Contact Using Microsoft Flow

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous post we looked at updating a Contacts D365 (CRM) image from a Twitter profile. Although the image displays within that application, it’s not something you can use to display it anywhere that needs the image to be accessible to the outside world. For example, if you want to use the image… Continue Reading Megan V. Walker’s...

Read More
Create Web Accessible Image URL – Microsoft Flow – YouTube
Feb20

Create Web Accessible Image URL – Microsoft Flow – YouTube

In a previous video (https://youtu.be/FIDrcH3G-as) we looked at updating a Contacts D365 (CRM) image from a Twitter profile. Although the image displays within that application, it’s not something you can use to display it anywhere that needs the image to be accessible to the outside world. For example, if you want to use the image within a PowerBI report, you won’t be able to use the entity image. So, how can we go about...

Read More
Use Twitter Flow Connector To Update Contact Images
Feb19

Use Twitter Flow Connector To Update Contact Images

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. I had been using CRM for a few years before I realised you could add a photograph to a Contact record by simply clicking on the mystery person image. Uploading an image to identify your contacts, vendors and partners can make quite a difference to the users, giving simple visual indicators. However, how… Continue Reading Megan V....

Read More
Use Twitter Flow Connector To Update Contact Images – Microsoft Flow – YouTube
Feb19

Use Twitter Flow Connector To Update Contact Images – Microsoft Flow – YouTube

I had been using CRM for a few years before I realised you could add a photograph to a Contact record by simply clicking on the mystery person image. Uploading an image to identify your contacts, vendors and partners can make quite a difference to the users, giving simple visual indicators. However, how do you get those photos? And it’s a bit of a pain to then manually go through and add them all. What if there was a way to get...

Read More
Entity Form Metadata On Subgrids
Feb12

Entity Form Metadata On Subgrids

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Portal pages are often made from Entity Forms or Entity Lists. However, on an Entity Form, you can display lists using subgrids on regular forms in D365. If you think about adding a subgrid to a form, you can set the columns on the grid, but you can’t change the name displayed on each column, unless… Continue Reading Megan V. Walker’s...

Read More
Entity Form Metadata On Subgrids – Microsoft Portals – YouTube
Feb08

Entity Form Metadata On Subgrids – Microsoft Portals – YouTube

This video is part of a series on the Microsoft Dynamics 365 Portals. Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com Twitter: http://twitter.com/meganvwalker LinkedIn: http://linkedin.com/in/meganwalker Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/ #Portals #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365...

Read More
Using Liquid To Enhance Cases In Portals
Feb05

Using Liquid To Enhance Cases In Portals

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Continuing on from Using Liquid To Enhance The Portal Experience, let’s take a look at using Liquid a bit further. Calling fields that are linked to the user (Contact logged in) record is pretty straightforward once you know how. It’s global throughout the portal so we can call {{ user.firstname }}… Continue Reading Megan V. Walker’s...

Read More
Enhance Cases With Liquid – Microsoft Portals – YouTube
Feb03

Enhance Cases With Liquid – Microsoft Portals – YouTube

This video is part of a series on the Microsoft Dynamics 365 Portals. Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com Twitter: http://twitter.com/meganvwalker LinkedIn: http://linkedin.com/in/meganwalker Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/ #Portals #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365...

Read More
Using Emojis in Optionsets – Dynamics 365 Customer Engagement – YouTube
Jan31

Using Emojis in Optionsets – Dynamics 365 Customer Engagement – YouTube

How to add and use Emojis in Optionsets. Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com Twitter: http://twitter.com/meganvwalker LinkedIn: http://linkedin.com/in/meganwalker Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/ #Portals #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365 source

Read More