Working with Custom Dynamics 365 Customer Engagement Dataset Schemas in Azure Data Factory V2
May26

Working with Custom Dynamics 365 Customer Engagement Dataset Schemas in Azure Data Factory V2

When contemplating migrating data into Dynamics 365 Customer Engagement (D365CE), a necessary task will involve determining the appropriate data field mapping that needs to occur from any existing system you are working with. Whether this means an on-premise version of the application (or its earlier iteration, such as Dynamics CRM), a competitor product or even a SQL Server database instance,… Continue Reading The CRM...

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Microsoft Dynamics 365 without code: Smart City – powered by Microsoft Dynamics 365
May25

Microsoft Dynamics 365 without code: Smart City – powered by Microsoft Dynamics 365

This is part-1 of my blog about Smart City – powered by Microsoft Dynamics 365 and describes the need for making our cities smarter. (for the purpose of this blog a citizen is anyone who lives, visits or needs services in the city) Why Smart City? Population growth  – I grew up in Mumbai (Bombay, India) and saw first hand the rapid growth in population, transportation, pollution and… Continue Reading MihirCRM’s...

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Steve has a Chat with Jeff York – Steve Mordue
May24

Steve has a Chat with Jeff York – Steve Mordue

In this episode of “Steve has a Chat“, I nabbed Jeff York, who happened to be sitting at his “dusty” desk. One of my favorite podcasts so far! Jeff is the Chief Financial Officer for the Microsoft Business Applications group, and knows exactly where the bodies are buried. Did he tell me? You will have to listen and see. While you may not be familiar with Jeff, he is one of the… Continue Reading Steve Mordue MVP’s Article...

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D365 Quick Tip: Getting layoutXml from DevTools
May24

D365 Quick Tip: Getting layoutXml from DevTools

Most times when you want to use AddCustomView() method to a Dynamics 365 control, you need to pass layoutXml to the method that will show the view you define. There’s an easier trick than writing this up. Select your View Assuming, you have an Advanced Find view open in the window which you want as a layoutXml of, on the same, press F12 to open Dev Tools. Select the selector. And on the… Continue Reading...

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No more Export as Unmanaged ⋆ The Dynamics 365 Trenches
May23

No more Export as Unmanaged ⋆ The Dynamics 365 Trenches

Ever since “CRM 2011” Microsoft has been pushing the message that we should have unmanaged solutions only in Development environments. That message is being emphasized even more as we walk into the new Power Platform era.Ideas have been raised that one day we might not be allowed to import unmanaged solutions to an environment that is not explicitly tagged for Development. I would… Continue Reading Jonas Rapp’s Article on...

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Update Policies for Microsoft Dynamics 365 for Customer Engagement
May23

Update Policies for Microsoft Dynamics 365 for Customer Engagement

Customers of Microsoft Dynamics 365 for Customer Engagement have been notified in recent weeks of new policies for updates.  Customer Engagement refers to the traditional core components of what was formerly Dynamics CRM (sales, marketing, and customer service) as well as newer apps for Project Service and Field Service which have been added to the Customer Engagement subscription bundle.The… Continue Reading noreply@blogger.com...

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Quick Tips – Change name of default App
May23

Quick Tips – Change name of default App

Quick Tips – a succinct post which handles a specific tip or topic; not requiring too much explanation or guidance.Not since the birth of the iPhone has technology been so App dependant. Dynamics 365 and the new PowerPlatform is no different, but this is all Canvas and Model Driven Apps. Apps, Apps, Apps, it’s all App Crazy!With Apps driving the user experience and the fact that you can… Continue Reading Matt...

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The Omni-channel Engagement Hub, Video Demo
May23

The Omni-channel Engagement Hub, Video Demo

I recently gave a presentation at 365 Saturday in Amsterdam, in which I showed a detailed demonstration of Microsoft’s new Omni-channel Engagement Hub. Several people have asked me to record the demonstration … so here it is! I hope this video gives you a good overview of The Omni-channel Engagement Hub and inspires you to want to try it …. Like this:Like Loading… May 23, 2019… Continue Reading Neil Parkhurst’s...

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ClickDimensions Releases Unified Interface Update
May23

ClickDimensions Releases Unified Interface Update

With the release of Dynamics 9.0 came Microsoft’s new Unified Interface, bringing a fresh new look and feel to the Customer Engagement product. Before we take a look at the new ClickDimensions interface, let’s explore what Unified Interface is and why Microsoft chose to implement this new look. So what is Unified Interface? Well Microsoft wanted the customer experience to look and feel… Continue Reading...

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No-Code Hack – Use Calculated Fields for Event Age Validation
May23

No-Code Hack – Use Calculated Fields for Event Age Validation

This past weekend I was at Dynamics Power Saturday in Amsterdam an delivered a session I call “No-Code Hacks”. One of my hacks was to show how you can solve a requirement for age limit at event by only using customization, a requirement usually solved with JavaScript. What is a Hack? To start with I might need to explain the use of the word hack. About a month ago I recorded a chat… Continue Reading Sara...

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D365 Webhooks – Part 1
May22

D365 Webhooks – Part 1

Overview Webhooks are present in Dynamics CE world since version 9.0, end of 2017, but I think that they are not used that much by the people in the community. Why should we start using them? Webhooks is a lightweight HTTP pattern for connecting Web APIs and services with a publish/subscribe model. Microsoft Docs First of all, let’s think about integrations that are done in… Continue Reading Dynamics Ninja’s Article on...

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Solution Layering | FutureZ Consulting
May21

Solution Layering | FutureZ Consulting

I’ve recently noticed the Solution Layers button but knew next to nothing about its functionality.  It was added to my ever growing list of, “Ok, I need to check that out when I have some time!”  While on a call this past week, the Solution Layers feature came up. After a brief overview on the call and some poking around afterwards, it looks to be a useful feature for… Continue Reading Jim Novak’s Article on their...

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C/SIDE Development 101 #11 – C/AL – Useful system and application functions – YouTube
May21

C/SIDE Development 101 #11 – C/AL – Useful system and application functions – YouTube

Both the system (platform) and the application have tons of very useful functions. This sessions will shed light on a number of them illustrated by various code examples. Book: Chapter 7 & 9 Presenter: Peter Wijntjes Moderator: Rob Sanchez source

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Link Anonymous Forms Pro Survey Responses To Records
May21

Link Anonymous Forms Pro Survey Responses To Records

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. If you share a Forms Pro Survey link out with people directly (rather than using FLOW), any responses received will be from an Anonymous Responder. In other words, there is no way to link them back up to a specific Lead or Contact. Well, actually, there is! We can use Microsoft Flow to… Continue Reading Megan V. Walker’s Article on...

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My first weekend D365 event and why you should attend one!
May19

My first weekend D365 event and why you should attend one!

This weekend I had both the pleasure of attending and the absolute honour of speaking at a D365 Saturday event in my favourite European city – Amsterdam! As with all community events, it was attended by some of the best and the brightest in the Dynamics community with talks ranging from the inspirational to full on functionality demos. Every event I attend always teaches me something new, but… Continue Reading...

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The Diary of a CRM Migration – Part 3: Analyse This!
May19

The Diary of a CRM Migration – Part 3: Analyse This!

Following the wonders of the ProSpecT (Project Specification Talk) meeting this was always the phase of the project that I was most wary of. Under the latest management directives we were at the stage of the project now called the WORKSHOP – which stands for Working Out Required Knowledge Solutions, Holistically Observing Possibilities… The post The Diary of a CRM Migration – Part 3:… Continue Reading...

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Power Platform and the Definition of Done – Steve Mordue
May19

Power Platform and the Definition of Done – Steve Mordue

One of the sessions at D365 Saturday Philadelphia this past weekend was “Managing a D365 CE Project” by Jennyfer Hogeland, it was a great session. On one of her slides she described “Definition of Done”, and that phrase stuck in my head. Done I don’t know about you, but when I hear the word “Done”, I assume something has completed. When I am “done” with a meal at a… Continue Reading Steve Mordue MVP’s Article on their...

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Xrm.Page Object Deprecation: Check your Dynamics 365 Customer Engagement JScript
May19

Xrm.Page Object Deprecation: Check your Dynamics 365 Customer Engagement JScript

I must admit, first of all, that I missed the announcement around this at the time. However, after doing some playing around with the new Solution Checker feature within the Common Data Service, after a very informative User Group presentation from MVP extraordinaire Andrew Bibby, I was very quickly brought up to speed and thought this whole topic would be a great subject for this week’s blog… Continue Reading The CRM...

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MB-900 Microsoft Dynamics 365 Fundamentals–Dynamics 365 for Sales Professional
May18

MB-900 Microsoft Dynamics 365 Fundamentals–Dynamics 365 for Sales Professional

Dynamics 365 for Sales Professional is a version of Dynamics 365 for Sales aimed at Small and Medium Businesses at a reduced license price. Sales Professional is aimed at organisations that have simpler sales needs and want to get up and running quickly. With Dynamics 365 for Sales Professional you get: Simplified First Run Experience Simplified User… Continue Reading Julian Sharp’s Article on their...

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Upgrade to latest version of Dynamics 365 for Field Service by 2020
May18

Upgrade to latest version of Dynamics 365 for Field Service by 2020

Microsoft have announced that all customers on older versions (6.x and 7.x) of Field Service must be upgraded to 8.x with Unified Interface by February 2020. If you have Field Service, this could be a significant change and will require re-configuration, testing and training. For our current Field Service project, we chose to go with v8.x from the beginning… Continue Reading Julian Sharp’s Article on their...

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MB-900 Microsoft Dynamics 365 Fundamentals–Cloud Deployment Types
May18

MB-900 Microsoft Dynamics 365 Fundamentals–Cloud Deployment Types

There are three different options for deploying cloud services: Public Cloud Private Cloud Hybrid Cloud Public Cloud Public Cloud is the most common deployment type where everything is run by the cloud provider with no local hardware to manage. You gain economises of scale by sharing resources with other cloud users. There are several public cloud providers… Continue Reading Julian Sharp’s Article on their...

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MB-900 Microsoft Dynamics 365 Fundamentals – SaaS
May18

MB-900 Microsoft Dynamics 365 Fundamentals – SaaS

SaaS means Software as a Service, and is the provision of complete cloud software applications over the internet. Examples of SaaS application are Office 365 and Dynamics 365. You typically pay for SaaS applications on a per user per month/year. The shared responsibility model applies, it is just that the cloud provider takes more of the responsibility in… Continue Reading Julian Sharp’s Article on their...

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MB-900 Microsoft Dynamics 365 Fundamentals – PaaS
May18

MB-900 Microsoft Dynamics 365 Fundamentals – PaaS

PaaS means Platform as a Service, and is the provision and management of resources over the internet where you do not have access to the underlying computing infrastructure. You combine the resources to deliver services to your users. Examples of PaaS services are web applications and logic apps. You typically pay for PaaS resources as you use and PaaS… Continue Reading Julian Sharp’s Article on their...

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Introducing – The Omni-channel Engagement Hub
May17

Introducing – The Omni-channel Engagement Hub

I am currently sat in a very nice Aspire lounge at Birmingham airport waiting for my KLM flight to Holland. I’m off to Amsterdam to give a presentation for 365 Saturday on the new Omni-Channel Engagement Hub. Being new you may have many questions about this latest feature in Dynamics 365. In this post I will try to address many of the most obvious questions … I’ve been working with a… Continue Reading Neil Parkhurst’s...

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PCF – Keybinding Example
May17

PCF – Keybinding Example

Here’s an early look at a Keybinding #PowerAppsComponentFramework control. This component was written to enable actions to be assigned to keyboard shortcuts. It uses MouseTrap.js library to perform this. Source link: https://github.com/365lyf/PCFControls/tree/master/KeybindingExample Continue Reading Andrew Ly’s Article on their blog

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PCF Batch File – Quick Create PCF Project
May17

PCF Batch File – Quick Create PCF Project

Batch file that creates a skeleton PCF Control with a single line. I had trouble remembering all the commands so created a simple batch file that takes just one parameter (ControlName). It creates the project, installs dependencies and creates empty css and image preview files. Available from GitHub: https://github.com/365lyf/PCFControls/tree/master/_BatchFiles Continue Reading Andrew Ly’s Article on their...

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Dynamics 365 for Auditing Activities
May16

Dynamics 365 for Auditing Activities

Many government and commercial organizations are responsible for conducting audits of financial and other performance in order to ensure compliance with regulations.Microsoft Dynamics 365 offers a rich platform for automating auditing activities.  Here are some of the key functions that Dynamics 365 and Office 365 can perform for auditors:Schedule visits. The Field Service app for Dynamics… Continue Reading noreply@blogger.com...

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TCP Chimney
May16

TCP Chimney

Today I was working with a customer and we have had some weird SSIS intermittent errors where the Native OLE DB / SQL Client was giving me some trouble with really weird errors. Errors like these: CRM service call returned an error: CRM service call returned an error: The request channel timed out while waiting for a reply… Continue Reading gustaf’s Article on their blog

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Using Resco Mobile Connectivity in D365 Field Service
May15

Using Resco Mobile Connectivity in D365 Field Service

Settings Normally Set Organization-wide by D365 System Administrator Max Attachment Size – Sets the maximum size of each attachment file in Resco Mobile CRM. The value inserted must be input in Bytes.  Max Sync Records – Sets the maximum amount of records by menu item that will be synced in a user’s device. This is an important setting. If this setting is too low for an entity… Continue Reading Laura Brewer’s Article on...

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Dynamics 365 API limits
May15

Dynamics 365 API limits

While Dynamics is evolving at a shockingly high tempo, somethings are moving back to the stone age! *NEW Dynamics 365 API limit !! February last year we were given the 60.000 limitation for integrations, and now all of a sudden we are reduced to 4.000…. 4.000… I am not sure how to put this, but WTF! Continue Reading Thomas Sandsør’s Article on their blog

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Are you brave enough to ask your customers how you are doing? – Steve Mordue
May14

Are you brave enough to ask your customers how you are doing? – Steve Mordue

I am currently in the software consulting business supporting Microsoft’s Power Platform. As you may know, I write about it a lot, but for this post I wanted to veer off a little bit from my typical subject matter. Instead I wanted to talk about customers, and their experiences with companies that provide services. Epiphany I was talking to one of our customer-facing people a few… Continue Reading Steve Mordue MVP’s...

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Creating Custom Email Templates In Forms Pro
May14

Creating Custom Email Templates In Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. When sending out emails for things like a case closure, or any time you wish to request feedback from your customers, you want to make sure those emails are in line with your companies brand guidelines. You can do this with Forms Pro email templates, although it might not be immediately… Continue Reading Megan V. Walker’s Article on...

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Microsoft Flow: Hungry Teams, Natural Language Chatbots, and Yelp
May13

Microsoft Flow: Hungry Teams, Natural Language Chatbots, and Yelp

I’ve unintentionally developed a bit of a reputation as the “food-guy” at conferences. It’s selfish, mostly. I like good food (who doesn’t?) and don’t want to spend a ton of money, so I’m always looking for hidden gems in new cities…the places that the locals prize and knowing visitors covet.  My recent Yelp projects have been centered on developing a Power App of sorts which...

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PowerApps – Why Spreadsheets Suck – Steve Mordue
May13

PowerApps – Why Spreadsheets Suck – Steve Mordue

What a wonderful invention spreadsheets were. For many things, I don’t know how we even managed before them. Okay, I do know, because I am that old… we managed things poorly. Spreadsheets solved so many challenges, that they eventually created new ones. 1-2-3 The first spreadsheet software I actually used was called 1-2-3 from Lotus, back around 1985. I created all sorts of… Continue Reading Steve Mordue MVP’s Article on...

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Curious Case of the locked fields in D365 – Quote ID example
May13

Curious Case of the locked fields in D365 – Quote ID example

So, I struggled some time in trying to make something just work as it was supposed to work. And for no conscious reason, I was able to figure out why. As to why my Quote wouldn’t save and auto generate the usual Quote ID? It kept asking me to enter it! Problem OOB, Quote ID is locked and is auto-generated when you save the record. Instead, I got this And asks me to enter Quote in the field… Continue Reading...

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Dynamics 365 Customer Engagement Connector Confusion with Azure Data Factory
May12

Dynamics 365 Customer Engagement Connector Confusion with Azure Data Factory

Version 2 of Azure Data Factory is the product that keeps getting better and better. With a whole range of features available currently which, arguably, places the product at a comparable feature parity to SQL Server Integration Services (SSIS), it is worth a look when you have a demanding data integration requirement. And, as we have seen on the blog previously, it is remarkably easy to… Continue Reading The CRM Chap’s...

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#community
May12

#community

It’s no exaggeration to make the claim that I use the hashtag #community in around 90% of my social media posts. It’s also not an inaccurate statement to say that I’m the crazy guy who will run up to people and probably just shout “#COMMUNITY” at everyone and anyone… and all for very, very good reason. The post #community appeared first on Hart of the Midlands. Continue Reading Mike’s Article...

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Create your first PowerApp! Connect to SharePoint Online List
May12

Create your first PowerApp! Connect to SharePoint Online List

PowerPlatform is the next big thing in PowerApps comes with several Dynamics 365 licenses and make sure you have been assigned one as well as below – Navigate to https://web.powerapps.com/ to go to the Admin Center and here you can simply start working on your first app. In this scenario, I want to be able to read from my SharePoint Online list and make decisions based on what data is in… Continue Reading...

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Universal Resource Scheduling | Microsoft Dynamics 365 and Unified Service Desk
May11

Universal Resource Scheduling | Microsoft Dynamics 365 and Unified Service Desk

I have commonly used the schedule board with Dynamics 365 Field Service or Project Service to schedule work orders or project tasks. But recently I’ve had a couple of requirements to schedule custom entities. This is possible using Universal Resource Scheduling. (URS) In this post I’ll explain my initial experiments with URS, if you are considering making use of URS then hopefully the… Continue Reading Neil Parkhurst’s...

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Word Templates – Downloading
May10

Word Templates – Downloading

There are a lot of people with nicknames in the D365 community, The CRM Chart Guy, The API Guy, EmojiMegs; these are people synonymous with either a feature or areas of the product(s). With how much I write and present on Word templates, not even the amount that I do at work, I think i’m going to get the nickname Matt “Word Templates” Collins…in fact, I need to find a better name than… Continue Reading Matt Collins’s...

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Hosk’s recommended Dynamics 365 and other articles April 2019
May10

Hosk’s recommended Dynamics 365 and other articles April 2019

Quotes Not all problems have a technological answer, but when they do, that is the more lasting solution. Andy Grove The bug that stands in the way becomes the way #hoskcodewisdom The bug that stands in the way becomes the way #hoskcodewisdom The bug that stands in the way becomes the way #hoskcodewisdom Articles of the Month Introduction to DevOps for Dynamics 365 Customer Engagement using YAML Based Azure Pipelines Great Dynamics...

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Dynamics 365 – Teams. Love at first SITE (pun intended)..
May10

Dynamics 365 – Teams. Love at first SITE (pun intended)..

The Team Hi everyone, meet Knut and Kjetil. KnutKjetil Knut is a salesperson at Point Taken. He just came across a HUGE deal that he has registered in Dynamics 365. This deal is so big that Knut will need the assistance of several resources to deliver. One of these resources is Kjetil, a SharePoint consultant. The setup Knut enters the details needed for the Dynamics 365… Continue Reading Thomas Sandsør’s Article on their...

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New feature released: Quick Book in URS
May10

New feature released: Quick Book in URS

A new, exciting and smoking hot feature for URS (Universal Resource Scheduling) was released in EMEA just earlier this week. It is the ability to enable quick scheduling for any entity in Dynamics CE that uses URS. How? Where? And why? Let’s take a look. When do I need Quick Book? Even though the Scheduling Board is probably the strongest feature in URS, there are several scenarios… Continue Reading Sara Lagerquist’s...

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Send Surveys To A D365 CE View

*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. A really cool feature in Microsoft Forms Pro is the ability to send out surveys to a view from Dynamics 365 Customer Engagement. So consider an event or webinar you have held, and you want to send out a survey to them… Continue Reading Megan V. Walker’s Article on their...

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Dynamics 365 – Teams Settings
May09

Dynamics 365 – Teams Settings

So this part 2 of the setup is not mandatory, but will help you change some preferences and look/feel of the integration. The settings area will also give you direct access to the chat bot, and I will explain more about that later. Open the Dynamics 365 app in Teams In settings you choose what environment you are showing, and the app. The App has to be UI app for it to show. Because… Continue Reading Thomas Sandsør’s...

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Building The Platform for Every Developer
May09

Building The Platform for Every Developer

For the first time ever at Microsoft Build conference, the Power Platform was presented right at the start of Satya’s keynote this year! Woo-hoo! Of course this time last year there wasn’t yet the name “Power Platform” to even reference at Build. We had only just seen the merger of XRM and PowerApps into something that was a bit of a puzzle to communicate to partners, let alone… Continue Reading Jukka Niiranen’s Article on...

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{Dynamics 365 for Sales AI} How are relationship analytics calculated? Let Microsoft Docs tell you – Nishant Rana’s Weblog
May09

{Dynamics 365 for Sales AI} How are relationship analytics calculated? Let Microsoft Docs tell you – Nishant Rana’s Weblog

Recently I have been working on setting up various features of Sales AI for a customer and I have to tell you that there is so much to it than meets the eye. And one of them is the Relationship Analytics. If you go to Account/ Contact/ Lead/ Opportunity form then you would see some Relationship Analytics showing up. Below is the screenshot for an opportunity. But the question is – “How is Microsoft showing up all these values? After...

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PCF Control – Pulsing Notifications
May09

PCF Control – Pulsing Notifications

This Powerapps Component Framework (PCF) control takes a string variable, and then if there is a value will start pulsing the message against a blue background. This is to ensure the user doesn’t miss this message. The source code is available here:https://github.com/365lyf/PCFControls/tree/master/NotificationPulsing Video demonstration here: Continue Reading Andrew Ly’s Article on their blog

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PCF Control – Progress Bar
May09

PCF Control – Progress Bar

The Progress Bar control takes a number value (whole number, floating point, decimal) and then renders an animated progress bar. A value between 0 and 100 must be provided. This does update in real time as you can see within this demo video: The full source code and solution file is up on GitHub:https://github.com/365lyf/PCFControls/tree/master/ProgressBar Continue Reading Andrew Ly’s Article on their blog

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Seven Ways to Improve Professional Service Organizations Using Dynamics 365 Business Central and Project Service Automation
May08

Seven Ways to Improve Professional Service Organizations Using Dynamics 365 Business Central and Project Service Automation

Unify Your Business & Integrate with Other Microsoft ServicesMicrosoft Business Central is adaptable to extend business applications to other Microsoft Services such as Office 365, Microsoft Flow, Power BI, and Power Apps. Within Outlook, users can utilize Business Central’s quote-to-cash features from within their inbox, including the ability to generate quotes based on the content of an… Continue Reading Laura...

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