Import Time Entries in PSA from your Bookings in D365 PSA v3
Apr22

Import Time Entries in PSA from your Bookings in D365 PSA v3

Often, one of the real-life scenarios is making time entries by either remembering what you did the whole week or looking at the Schedule Board and based on what you were booked, making each Time Entry in PSA manually. Tiresome and inefficient, right? Not any more, a cool feature let’s you just create Time Entries in PSA v3 by a single click. Now, let’s say your Bookings look like the below…. Continue Reading...

Read More
Working with Variables in an Azure DevOps Release Pipeline
Apr21

Working with Variables in an Azure DevOps Release Pipeline

In most scenarios, a software release will involve several steps that require consistent completion each time you are pushing out an update to your application. That is why tools such as Azure DevOps can have a significant benefit for organisations if implemented correctly, as they can not only give you the confidence to release updates more frequently but also massively reduce the risk of a… Continue Reading The CRM...

Read More
Reassign Flow Approval Request from the actionable message
Apr19

Reassign Flow Approval Request from the actionable message

This is part 4 of the blog post series ‘Take Full Control of Your Flow Approvals‘ and in this part we’re going to implement the reassignment of Approval Request from the custom actionable message and process this is the receiving Flow to update the data in the CDS for Apps. So what happens when a Flow Approval Request is reassigned to someone else?Let’s reassign an Approval Request from the… Continue...

Read More
An internal error occurred on the report server while trying to import organization in Dynamics 365 On-Premise – Nishant Rana’s Weblog
Apr19

An internal error occurred on the report server while trying to import organization in Dynamics 365 On-Premise – Nishant Rana’s Weblog

Recently while after restoring the database while trying to import the organization we got the below error Checking the Report Server log, we found the below detail Throwing Microsoft.ReportingServices.Library.InvalidReportServerDatabaseException: , Microsoft.ReportingServices.Library.InvalidReportServerDatabaseException: The version of the report server database is either in a format that is not valid, or it cannot be read. The found...

Read More
Microsoft Forms Pro – First look
Apr19

Microsoft Forms Pro – First look

I have recently started to experiment with Forms Pro, in this post I will explain my initial tests and provide a few observations on my opinions so far. Spoiler alert … I like Forms Pro. Ok, it has a couple of rough edges, but it is a preview feature! For a preview I think its excellent and one I recommend you try. In case you don’t know Forms Pro is Microsoft’s new survey tool that… Continue Reading Neil Parkhurst’s...

Read More
Getting the Most Out of GovCon CRM
Apr18

Getting the Most Out of GovCon CRM

Selling to government agencies requires a different approach from most sales processes, and therefore a customer relationship management (CRM) system bust reflect the way that your company behaves as a government contractor in order to get the most from your software investment. Here are some top hints on how to get the most of our your CRM which are embodies in InfoStrat’s Dynamics 365… Continue Reading...

Read More
When smart matching became dumb matching
Apr18

When smart matching became dumb matching

There are 2 ways of tracking emails in Dynamics 365: folder-level tracking and correlation method. Folder-level tracking will fit only a few cases, but the correlation method will do the job for most cases and it’s a way to go for most customers. When you decide to go correlation route there are also 2 (or even 0) ways to do that. First one is to use tracking token which is the… Continue Reading Dynamics Ninja’s Article on...

Read More
Microsoft steps up to Salesforce’s AppExchange – Steve Mordue
Apr18

Microsoft steps up to Salesforce’s AppExchange – Steve Mordue

Let’s be real… the Business Applications IVS motion from Microsoft to date, has been a shit show. Many budding ISVs struggled to navigate the program(s) only to reach the conclusion that there was not much there. For all the talk about how important ISVs are, Microsoft’s actions to date have failed to live up to their words. I want to personally apologize. The Boy who cried… Continue Reading Steve Mordue MVP’s Article on...

Read More
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
Creating a perfectly aligned D365 Navbar Logo – 365lyf.com
Apr18

Creating a perfectly aligned D365 Navbar Logo – 365lyf.com

Looking to get that Dynamics Navbar Logo just right for your Dynamics 365 / PowerPlatform app? Today I’ll focus on how to get the dimensions of your logo just perfect, as well as providing a download link to my Photoshop PSD file so that you can alter for future projects. Firstly, let’s have a look at the default logo that comes with Dynamics 365 April 2019… Continue Reading Andrew Ly’s Article on their...

Read More
Easter week in the media ⋆ The Dynamics 365 Trenches
Apr17

Easter week in the media ⋆ The Dynamics 365 Trenches

As the Easter approaches, this is a short week at work.Nevertheless, a lot has happened around the media. Here’s a recap. Press release On Monday I started my new job at CRM-Konsulterna, an infinitesimal Dynamics consultancy (compared to Avanade that I just came from) started by fellow MVP Gustaf Westerlund. My signing was highlighted in Swedish media through this press… Continue Reading Jonas Rapp’s Article on their...

Read More
Trigger your Flow on Approval Request to send the custom actionable message
Apr17

Trigger your Flow on Approval Request to send the custom actionable message

This is part 3 of the blog post series ‘Take Full Control over Your Flow Approvals‘ and in this part we’re going to create our own Flow to send the custom actionable message. The idea is to hook into the data of Approvals that is stored in the CDS for Apps and is created by the standard Approval actions in your environment(s). In the previous blog post I described the way we can create our own… Continue Reading...

Read More
The Diary of a CRM Migration – Part 1: So, you’re migrating to Dynamics 365
Apr16

The Diary of a CRM Migration – Part 1: So, you’re migrating to Dynamics 365

Hi. My name is Arthur and I’m a Dynamics CRM 2011 Administrator. This is my diary. I figured that now was a good time to start, and the exciting times ahead should be well worth the digital paper I’m consuming right now. Continue Reading Mike’s Article on their blog

Read More
7 Steps to Enable the April 2019 Update for Dynamics 365
Apr16

7 Steps to Enable the April 2019 Update for Dynamics 365

Along with the rest of you, we have been waiting (im)patiently for the go ahead to test out the April 2019 update. The new update will be similar to the service updates we have all come to know, hoping this will be the one to finally fix that issue plaguing our work life (whatever that might be for you and your organization). Information has been slow to unfold, but a post on CRMUG prompted me… Continue Reading...

Read More
Refreshing the ribbon – form vs grid – Andrew Butenko’s Blog
Apr16

Refreshing the ribbon – form vs grid – Andrew Butenko’s Blog

So today my colleague experienced issue refreshing grid of the grid. According to SDK formContext.ui.refreshRibbon had to to the trick but it did not work. After some digging and googling I found an answer – there is a global function using which it is possible to refresh the grid – refreshRibbon so here is tip for you: Use formContext.ui.refreshRibbon();

Read More
Documenting TypeScript | FutureZ Consulting
Apr16

Documenting TypeScript | FutureZ Consulting

I recently posted Dynamics Portals Script Libraries that outlines a new GitHub repository for Portals TypeScript libraries. I’ve added a few pages to the repository Wiki with instructions on how to setup, but I wanted to include information on the modules and methods themselves as well. Luckily, we have TypeDoc! TypeDoc “A documentation generator for TypeScript projects”… Continue Reading Jim Novak’s Article on their...

Read More
Setting Products and Milestones as “Ready to Invoice” when a Project Task is “Complete”
Apr16

Setting Products and Milestones as “Ready to Invoice” when a Project Task is “Complete”

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface I was talking to my friend MVP Scott LeFante about products and tasks in Dynamics 365 Project Service Automation after our PSA focused At Your Service episode. Scott and I were thinking about ways of invoicing Product-based lines and Milestones when a Project Task is complete. I naturally wanted to try… Continue Reading Antti Pajunen’s...

Read More
The prepared developer writes better code
Apr16

The prepared developer writes better code

There are no secrets to success. It is the result of preparation, hard work, and learning from failure. Colin Powell Look beyond today and plan tomorrow #HoskWisdom Many developers believe writing code is the most important part of development but you can’t create good code without being prepared.  Preparation, planning and understanding requirements helps find problems in solution design and before you create code. Lack of...

Read More
Fixed – ExecuteMultiple Request batch size exceeds the maximum batch size allowed error while deleting records in Dynamics 365 On-Premise
Apr16

Fixed – ExecuteMultiple Request batch size exceeds the maximum batch size allowed error while deleting records in Dynamics 365 On-Premise

Recently while trying to delete records we were getting the below error It was occurring when we were selecting more than 20 records for deletion. Turned out in the MSCRM_CONFIG database, somebody had updated the value to 20 of ExecuteMultipleMaxBatchSize column in the DeploymentProperties table We updated it to its default value 1000 to get this fixed. Hope it helps.. Like this:Like Loading… Related Continue Reading Nishant...

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
Flow – Item not in Dynamic content but returned in JSON?
Apr16

Flow – Item not in Dynamic content but returned in JSON?

I’ve been doing some work with Flow recently, specifically around approvals which I’ve written about here. I’m creating an approval system for quotes and wanted to send some information to users via Flow so that they could make an informed decision inside their emails. However when I tried to send certain fields, they were returning blank.I was a little confused and started… Continue Reading Matt Collins’s Article on their...

Read More
Create your own actionable messages for Flow Approvals
Apr15

Create your own actionable messages for Flow Approvals

This is part 2 of the blog post series ‘Take Full Control of Your Flow Approvals’. In part 1 we explored the data model for Approvals in the CDS for Apps. We will use this “infrastructure” to extend it with our own logic and customizations. The standard actionable messages for Flow Approvals have some limitations, so we are going to create our own actionable messages to overcome these… Continue Reading...

Read More
Take Full Control over Your Flow Approvals
Apr15

Take Full Control over Your Flow Approvals

In my session ‘Take Full Control over Your Flow Approvals with Common Data Service for Apps‘ at the Power Platform Summit in Amsterdam I shared my ideas and concepts to take control over Flow Approvals in & with the Power Platform. Now it’s time to create a real Approval app. So let’s get started. The fact is that Flow Approvals are part of the Common Data Service for Apps (CDS). Let me… Continue...

Read More
App Service Application Settings and Azure Resource Template Deployments
Apr14

App Service Application Settings and Azure Resource Template Deployments

When your first starting with Microsoft Azure for straightforward projects or proof of concept designs, the Portal is your go-to destination for reviewing, managing, updating and creating resources. Even for larger scale deployments, you will typically find yourself within there most of the time; what may have changed, in this scenario, is the mechanism through which you deploy new resources or… Continue Reading The CRM...

Read More
The USD Accelerator – Technical Guide, Release History (2_0_0_3)
Apr14

The USD Accelerator – Technical Guide, Release History (2_0_0_3)

The USD Accelerator is a pre-build Unified Service Desk configuration aimed at helping speed your USD project. This post will highlight the enhancements and bug fixes released in version 2_0_0_3 of The USD Accelerator. Several of the new features and bug fixes will have been created because of feedback received from people using The USD Accelerator. I’d like to express a big thank you… Continue Reading Neil Parkhurst’s...

Read More
My first ever #365Saturday session in Dubai | 13th Apr 2019
Apr13

My first ever #365Saturday session in Dubai | 13th Apr 2019

Evidently as people who know me in person could tell, I was thrilled to be a part of #365Saturday event in Dubai 2019. First and foremost, thanks to Raz Dynamics for putting this forward on a massive scale. The most prominent vibe of the event was the enthusiasm guests and speakers had at the event. It being my first ever #365Saturday event, I was presenting on Dynamics 365 Project Service… Continue Reading...

Read More
KRM: Kylie’s Research Management: May 2019 Events
Apr13

KRM: Kylie’s Research Management: May 2019 Events

There are several great events happening in the next few weeks where you can meet #CRMUGDC the Monkey. Make sure you save the date and get registered! CRMUGDC Q2 Chapter MeetingMay 15, 8:30am-12:30pm Location: Microsoft Chevy Chase Speakers Geoff Ables: Designing Customer Engagement Processes Nelson Johnson: Power BI for Beginners Kalpana Sivanandan: Microsoft Teams Introduction Get all the… Continue Reading noreply@blogger.com...

Read More
Creating a Planner plan from a D365 PSA Project with Flow
Apr13

Creating a Planner plan from a D365 PSA Project with Flow

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.6, Unified Interface My previous post about Creating To-Do tasks from D365 PSA’s Resource Assignments with Flow got me thinking about some of the other collaboration tools we have on the Office side. This led me to think about the possibilities Planner has to offer in conjunction with managing projects with Dynamics 365… Continue Reading Antti Pajunen’s Article...

Read More
Dynamics CRM and Gmail Integration
Apr13

Dynamics CRM and Gmail Integration

Dynamics 365 online licensing works mainly on subscription based. Customer Engagement Plan provides access to use all modules (Sales, Marketing, Customer Service, Project Service and Field Service) of Dynamics 365. But it not provide access to Email outlook subscription. We need to add outlook in subscription or other exchange server. But here we are discussing to use Gmail as Email sender… Continue Reading Santosh...

Read More
What’s the Difference Between CRM & ERP?
Apr12

What’s the Difference Between CRM & ERP?

Client Relationship Management (CRM) and Enterprise Resource Planning (ERP) are two sides to one profitability chain. Both CRM and ERP’s main function is increasing overall profitability in a business. Successful organizations need these software’s to help clients drive key business tasks, make sharper and more rapid decisions,… Continue Reading Samantha Lemm’s Article on their blog

Read More
Building a Shitty First Draft in Dynamics 365 and the Power Platform – Brian Illand
Apr12

Building a Shitty First Draft in Dynamics 365 and the Power Platform – Brian Illand

There’s a lot of talk about software delivery methodologies these days. To those not constantly reading the latest 400+ page textbooks on methodologies, it can be quite hard to keep up. Agile methodologies such as Scrum can be great, but to work optimally they require a fair amount of education for all stakeholders involved, which is not always practical. Waterfall is considered by many… Continue Reading brianilland’s...

Read More
Dynamics 365+ To-Do = LOVE
Apr11

Dynamics 365+ To-Do = LOVE

There are several To-Do type programs out there, and everyone seems to have their own preference to what is the best tool to use. I will argue why To-Do is the best one for Microsoft users, and why Dynamics and To-Do now makes sense. A video of To-Do if you are not familiar with the application: I use To-Do as a tool in my every day work with Outlook and Dynamics. For this to work… Continue Reading Thomas Sandsør’s Article...

Read More
Combining Business & Pleasure – Part I
Apr10

Combining Business & Pleasure – Part I

In my day job, I’m a full stack C# developer doing a wide range of development. More recently, I’ve had a focus on Dynamics and the PowerPlatform and keeping up to date with the latest and greatest from the folks over at Microsoft. In my home life, I’m a husband, a daddy, a soccer football fan and a gamer playing a wide variety of games on my Xbox. Whilst playing with the PowerPlatform,… Continue Reading...

Read More
Integrating Dynamics 365 Business Central and Sales
Apr09

Integrating Dynamics 365 Business Central and Sales

Integrating Dynamics 365 Business Central and Sales ” Incremental Group Dynamics 365 Business Central has built-in CRM capability, including the ability to create customer cards and raise quotes. The CRM capability isn’t designed to help you nurture leads and win more business, instead it allows you to manage your customers. For Business Central users looking for more CRM capability Dynamics 365 for Sales is the...

Read More
Understanding Budget, Payments and Milestones in Grants Manager Plus
Apr09

Understanding Budget, Payments and Milestones in Grants Manager Plus

Managing finances is at the core of InfoStrat’s Grants Manager Plus software for grantors to manage the full lifecycle of a grant.  This post explains key concepts for understanding how budgets, payments and milestones are managed in the solution.Grants Manager Plus may be configured to your business rules, so your implementation may differ from the scenarios described here.  Many of the… Continue Reading...

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
The Real Common Data Service Emerges
Apr08

The Real Common Data Service Emerges

When Microsoft announced one year ago that XRM would become CDS v2.0 (officially Common Data Service for Apps), there wasn’t yet any big system redesign implemented to make this a physical reality. Today we are much further down that road where CDS truly becomes a Service that has less and less to do with the familiar XRM databases that we’ve previously been working with. In this blog… Continue Reading Jukka Niiranen’s...

Read More
Fun with Microsoft Flow, What3Words and Flic Button – 365Knowledge
Apr08

Fun with Microsoft Flow, What3Words and Flic Button – 365Knowledge

By365KAdmin Fun with Microsoft Flow, What3Words and Flic Button There’s some really cool IOT stuff going on, and its getting easier to get involved and have a go. I thought in this blog I would have a play with a couple of tools and see what we could do. Hopefully it’ll inspire you to have a go and improve! For this article I am going to… Continue Reading 365KAdmin’s Article on their...

Read More
The art of creating relevant demo data
Apr08

The art of creating relevant demo data

If it is one thing I have learned throughout the years, it has been to produce relevant demo data. Whatever you do, NEVER use data with the name “test”. The second a potential customer doesn’t relate to your presentation, they will loose focus. Try to understand your customer before demo, and ask them to give some names of companies and products they sell. In the beginning your demo might… Continue Reading...

Read More
Check out my Step-by-Step guide to integrating Dynamics 365 for Customer Engagement with XML @NigelFrank – Nishant Rana’s Weblog
Apr08

Check out my Step-by-Step guide to integrating Dynamics 365 for Customer Engagement with XML @NigelFrank – Nishant Rana’s Weblog

Here’s an article I wrote for @NigelFrank detailing how Dynamics 365 for Customer Service users can integrate their solution with XML. I hope you find it useful! #MSDyn365 #MsDynCRM Integration with XML for Dynamics 365 for Customer Service users: my illustrated guide for @NigelFrank Follow the link here Ask the expert: How to integrate Dynamics 365 for Customer Engagement with XML It’s hard to imagine a Dynamics 365 for...

Read More
Assign User Security Roles in a CDS Model Driven App
Apr08

Assign User Security Roles in a CDS Model Driven App

Being able to build model-driven apps on the Power Platform with out actually having it base it on a Dynamics CE first party app opens up a world of possibilities, but also a few new experiences for a former Dynamics-gal like myself. For instance when I was going to assign my Users their Security Roles the other day and the Manage Roles button in the command bar was missing. A bit amused and… Continue Reading Sara...

Read More
Global Integration Bootcamp – Calgary
Apr08

Global Integration Bootcamp – Calgary

Global Integration Bootcamp is a global scale, integration focussed Bootcamp hosted and organized locally and backed by Microsoft. It is held across the world in over 25 cities. The event focuses on all Azure Integration services and applications. This year I had an opportunity to bring this event to Calgary and Host and organize it along with Dhina Gajavarathan. This was my first time… Continue Reading Kunal Tripathy’s...

Read More
KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned
Apr07

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Lessons Learned Improve Game Night with the Power Platform: Lessons Learned For the last several weeks I have been working on a project to encourage myself to learn more about Power BI, PowerApps and Flow. I have been procrastinating… Continue Reading noreply@blogger.com (Kylie Kiser)’s Article on their blog

Read More
D365 Forms – VE vs​ Embedded Canvas App
Apr07

D365 Forms – VE vs​ Embedded Canvas App

A lot of people asked me an opinion on using embedded canvas apps instead of virtual entities to show additional information on the form, so I decided to put those things into the blog post. Both approaches have a bright future and I’m like 100% sure in that because they fit different design scenarios. Let’s discuss the diferences between those two and when to use… Continue Reading Dynamics Ninja’s Article on their...

Read More
Team Board/Backlog Not Showing Sub-Area Work Items (Azure DevOps)
Apr07

Team Board/Backlog Not Showing Sub-Area Work Items (Azure DevOps)

I’ve been using Azure DevOps (previously known as Visual Studio Team Services/Team Foundation Server) for a long time now and have blogged about it pretty frequently to date: I’ve shown how you can use the product to backup your Azure SQL databases during a deployment. We’ve seen how to get around fiddly issues with PowerShell script tasks during a Build or Release pipeline. When used… Continue Reading The CRM...

Read More
Grant Access using Web API for External Application
Apr07

Grant Access using Web API for External Application

We recently had a Requirement to share a record using Web API. Situation :  Front End Application is developed in HTML and is integrated with CRM using CRM exposed Web API. As every entity expose API. Performing CRUD become simple using those API. But what about sharing a record with teams or user? One of the challenge we faced is of sharing record. Rest-Builder dint work here. it is not able to develop a request for sharing record....

Read More
KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Canvas PowerApp
Apr06

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Canvas PowerApp

I am working through a scenario to select and rate Board Games to help push me to learn more about the Power Platform. At this point we have selected a game and sat down to play. Obviously I won so I want to record a high rating for this game. My goal is to create a PowerApp I can run from my phone. I will search for the game to view details and then add a new rating for played games. This… Continue Reading noreply@blogger.com...

Read More
Microsoft Dynamics 365 without code: Dynamics 365 AI for Customer Service Insights
Apr06

Microsoft Dynamics 365 without code: Dynamics 365 AI for Customer Service Insights

This blog is continuation on the AI for Dynamics 365 series. Earlier I had written about Dynamics 365 AI for Sales, this blog focuses on Dynamics 365 AI for Customer Service Insights.Microsoft with its April 2019 release is introducing many new AI apps. The Dynamics 365 AI for Customer Service Insights app is currently in public preview and will be in General Availability soon.Why Customer… Continue Reading MihirCRM’s...

Read More
KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Power BI
Apr05

KRM: Kylie’s Research Management: Improve Game Night with the Power Platform: Power BI

I am in the middle of working to learn the Power Platform by making a dashboard and application to help select a board game to play for game night. The data structure has been created and current game list imported. Now we are going to use Power BI to make a Board Game dashboard. My goal is to make a magical list that will update based on some slicers so we can eliminate options that do… Continue Reading noreply@blogger.com...

Read More
When You Want CRM Power without Sales, Customer Service or Marketing
Apr05

When You Want CRM Power without Sales, Customer Service or Marketing

My company InfoStrat has been working with Dynamics 365 for over 13 years since version 3.0 of Dynamics CRM was released.  For more than half of our customers, we have been using Dynamics for line of business solutions which are not the typical sales, customer service and marketing applications that make up customer relationship management (CRM).Microsoft offers a subscription for these… Continue Reading noreply@blogger.com (Jim...

Read More