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Dynamic Updates Coming this Fall

It’s no surprise that the Microsoft Dynamics 365 Release Wave 2 Plan enhances artificial intelligence capabilities across all platforms to assist organizations with the acceleration of their business in several ways. Not only is AI being integrated into all applications, but mixed reality is improving employee productivity as… Continue Reading Genna Joudrey’s Article on their blog

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Creating a Custom Flow for Virtual Agent Experiences – crmcat

This blog post is an extension of the Getting Started with Virtual Agents, so if you’d like the background or know how to get started before you read this, check out that post first! Custom Flows in the Virtual Agent Experience need to meet some specific requirements to display, because VA’s don’t just allow any old Flow to be used. I’ve listed them below. Flows MUST be in a… Continue Reading admin’s Article on their...

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Getting Started with Virtual Agents in Dynamics 365 – crmcat

Being able to talk to a live chat agent is a popular website feature, especially in the Retail industry where staff are on hand to be able to manage and solve customer queries so they can get back to buying products. This became a popular service-oriented capability and more industries are adopting this feature, but one step further. Being able to embed bot technology before a real person… Continue Reading admin’s Article...

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Interview – Julian Sharp
Jun28

Interview – Julian Sharp

Julian Sharp was recently in Norway to teach the App in A Day. I was one of the lucky few that got a spot in his class. Sure I have been in Dynamics since 2007 and should know it all, but that is the only once certainty. I will never know it all, and there is always something to learn from a person that has a different perspective on things. Thank you Julian for the great class, and the… Continue Reading Thomas Sandsør’s...

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D365UG Birmingham – July 2019
Jun28

D365UG Birmingham – July 2019

Our next D365UG meeting in Birmingham is planned for July 17th …. Please come and join the fun. We’ll be at our now regular venue of the Wesleyan Building. The presentations will start at 7pm but we encourage you to arrive early between 6pm and 6:30pm. As you can then join us for some fantastic networking time and most importantly our famous free buffet! Networking and amazing free… Continue Reading Neil Parkhurst’s...

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Top 10 HCM Solutions to Boost the HR Processes

The Kronos Workforce Central suite of workforce management solutions can be configured to help control labor costs, increase productivity, minimize compliance risk, and engage employees more for stronger business results from start to finish. With this software, you can completely manage employees without industry or location limits. Kronos can be easily accessed wherever you are

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[SOLVED] Navigating URL from Ribbon’s custom button in Dynamics for Phones app
Jun27

[SOLVED] Navigating URL from Ribbon’s custom button in Dynamics for Phones app

So, with all the buzz about the transition to the Unified Interface, I came across this issue where Url Command Action doesn’t work on the Dynamics for Phones app for a custom button Scenario I’m Url Command Action in the Ribbon Workbench’s custom button to navigate to a PDF User Guide stored on the SharePoint for users to simply click and navigate. Now, this works fine on the classic Web… Continue Reading...

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MB 210: Microsoft Dynamics 365 for Sales – Quotes
Jun27

MB 210: Microsoft Dynamics 365 for Sales – Quotes

As I prepare for my Dynamics 365 certification in sales (MB 210), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for the MB 210 exam. This time I will cover the concepts around quotes. Below you can see the skills measured statement that refers to quotes. You can see that quotes are referenced under “manage… Continue Reading Neil Parkhurst’s...

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Dynamic CRM – User Profile Migration
Jun27

Dynamic CRM – User Profile Migration

Originally posted on Rahul Tiwary CRM Blogs: Recently, I have been working on a project which has lot of users belongs to different BU’s having different roles and they are part of multiple Teams. Now, once we are done with UAT it was time to go and configure PROD. The timeline to go live was… Continue Reading Nishant Rana’s Article on their blog

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USD and Omni-channel Engagement Hub – Australia
Jun26

USD and Omni-channel Engagement Hub – Australia

Are you interested in Microsoft’s Unified Service Desk for Dynamics 365 or the brand-new Omni-channel Engagement Hub? Are you in or able to get to Australia in August? Then this post is for you … I have teamed up with fellow MVP and Australian Dynamics 365 superstar Neil Benson to host three USD master classes at various Microsoft offices across Australia. Including Sydney, Brisbane… Continue Reading Neil Parkhurst’s...

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Create Custom Insight Cards using Microsoft Flow – crmcat

Relationship Insights, as part of Dynamics 365, has been a great feature, often used (and sold) as part of the Sales Application to be able to remind users that there are important deadlines or meetings coming up. In recent releases, the feature has now been made available to customise as part of public preview, allowing us to create custom insight cards to display to users (and teams)… Continue Reading admin’s Article on...

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Date and Time field’s Time-Zone behavior in D365
Jun25

Date and Time field’s Time-Zone behavior in D365

In most cases, customizers/administrators leave the Date & Time field as Local without paying much attention to detail. With involvement of time, there are 2 behaviors while creating the field (or changing them, but there’s a catch) You can change from Local to Time-Zone Independent any time, but can’t change from Time-Zone Independent to User Local once saved this way. User Local The Date &… Continue Reading...

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The Continuous Release Cycle of Microsoft Business Applications
Jun24

The Continuous Release Cycle of Microsoft Business Applications

Think like Software, Deliver consistency After structure has been added to solutions, version control can become the main focus and align it with the change control process. This helps identify which changes are being resolved. It also assists with both the requirements and changes being released internally with each solution.   Solution Naming Convention Solutions will contain a… Continue Reading Tom Northrup’s Article on...

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Low Code Solutions Require High Knowledge
Jun24

Low Code Solutions Require High Knowledge

Low code solutions such as Microsoft Flow and PowerApps offer faster development of some types of software solutions.  These products allow non-developers to create solutions or apps for functions such as approvals, routing or even integrating data for multiple systems.Writing successful solutions, even without coding, requires quite a bit of knowledge and experience.  Here are some of… Continue Reading noreply@blogger.com (Jim...

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Execute an Action from a Business Process Flow
Jun24

Execute an Action from a Business Process Flow

One of the easiest and useful feature of a Business Process Flow is being able to Implement and Action right from a Business Process Flow just with a click of a button. Here’s how you do it. Let’s say you have an Action that you want to trigger that the Account was Approved for some sort and you want to alert the Stakeholders. You can have this functionality in your Action and call the Action… Continue Reading...

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Licence Driven Development (LDD) – Brian Illand
Jun23

Licence Driven Development (LDD) – Brian Illand

A few months ago I met an old colleague – let’s call him Ben, and we got talking. He is an experienced .NET developer now working on a greenfield Dynamics 365 project. He’d picked Dynamics up quickly after a few months training and upskilling himself, and had a good grasp of the platforms functionality and extensibility techniques. Our conversation went something like this : Him :… Continue Reading brianilland’s Article on...

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Changes to Proctored Exam Check-In
Jun23

Changes to Proctored Exam Check-In

I wrote a couple of years ago about my experience with taking exams at home aka Online Proctored Exams I have taken over 10 exams at home and was comfortable and familiar with the process but when I took at exam last night I discovered a whole new experience. First the PVProctor program no longer worked and I needed to download a new OnVue tool. The… Continue Reading Julian Sharp’s Article on their...

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Resolving AADSTS50126: Invalid username or password Errors During Azure SQL Database Deployment Task (Azure DevOps Pipelines)
Jun23

Resolving AADSTS50126: Invalid username or password Errors During Azure SQL Database Deployment Task (Azure DevOps Pipelines)

A few weeks ago on the blog, we saw how it was possible to configure Azure Active Directory (AAD) Security Groups as an access mechanism for your Azure SQL Databases. Depending on how this feature is utilised, it has enormous potential to reduce the amount of administrative effort involved when managing access to your databases at scale. Also, the solution can even help to increase security,… Continue Reading The CRM...

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2 become 1 UI: PowerApps Roadmap from MBAS
Jun21

2 become 1 UI: PowerApps Roadmap from MBAS

Have you looked at the MBAS Gallery yet? Microsoft Business Applications Summit 2019 was last week and already the majority of sessions have been published online for also non-attendees to enjoy. Even if you attended the conference in Atlanta, there’s a chance that you may have missed a few sessions, with there being 200+ of them in 2+1 days. Live recordings of sessions are nice – if… Continue Reading Jukka Niiranen’s...

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AI Builder Business Card scan control is available now
Jun20

AI Builder Business Card scan control is available now

Business card scan is part of the 2019 release wave 2 plan and will get General availability in October 2019. But the AI Builder Business Card control is already available in Dynamics 365 right now. Just add a single line of text field to the Contact entity (for instance) form and select the new AI Builder Business Card control. You can map the output fields to the fields on… Continue Reading StefanS365’s Article on their...

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Preview Instant Flow steps in Business Process Flows
Jun20

Preview Instant Flow steps in Business Process Flows

Instant Flow steps in Business Process Flows are now in preview, yes! See the announcement on the Flow Blog: Preview Instant Flow steps in Business Process Flows The post Preview Instant Flow steps in Business Process Flows appeared first on There’s Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog Preview Instant Flow steps in Business Process Flows Blog Syndicated with StefanS365’s...

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A Good Reminder of Why the Cloud is Good Thing. – ReadyXRM
Jun20

A Good Reminder of Why the Cloud is Good Thing. – ReadyXRM

I was working on building and testing a Microsoft Flow a month ago. Thursday afternoon, May 2nd, to be exact. It was fairly complex and required a bit of tweaking, most of the runs were taking anywhere from 3 to 5 minutes to run end to end. I was running the latest (and I was hoping final) version, but it was taking longer, 7 minutes, 8 minutes, 15 minutes… then when I refreshed it… Continue Reading Nick Doelman’s Article...

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Multilingual Email Templates in Forms Pro
Jun20

Multilingual Email Templates in Forms Pro

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Within this Forms Pro series I have covered Multilingual Surveys and Email Templates separately. How can we combine the two and create Multilingual Email Templates? It’s not straight forward but it is possible. We just need to set up the various elements and then combine them all together… Continue Reading Megan V. Walker’s Article on...

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Prevent Contact creation in D365 on tracking Emails from new recipients
Jun19

Prevent Contact creation in D365 on tracking Emails from new recipients

Typically, when you track Email/Appoint records from Outlook, unknown senders are created as Contacts in Dynamics 365? A new Email from unknown recipient. And if you track this Email using D365 App For Outlook, a new Contact is created in D365 without you being notified about it. And the Email from the Saved Contact in D365 appears like this Now, this could be unwanted. And there’s a simple… Continue Reading...

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A Closer Look to Dynamics 365 Business Central AI
Jun19

A Closer Look to Dynamics 365 Business Central AI

What is common between Terminator, R2-D2, and Dynamics 365 Business Central? The answers are all of them implements one or another Artificial Intelligence (AI). Although Dynamics 365 Business Central AI is not so intelligent as before mentioned characters, it still could be an amazing helper for your business management processes (we believe that it‘s not going to advance to an apocalyptic scenario where Artificial Intelligence starts...

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What are the benefits of a Solution Deployment Plan with Dynamics 365?
Jun18

What are the benefits of a Solution Deployment Plan with Dynamics 365?

Purpose The purpose is to consistently perform all configuration, customization, development, formatting, and setup tasks necessary to implement the project requirements in D365. Also, limiting the risk of poor solution management, limiting rework and errors that occur due to restrictions in Dynamics architecture at no fault of the developer or admin. Project Management Between Sprint… Continue Reading Laura Brewer’s...

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C/SIDE Development 101 #12 – Closing session – YouTube
Jun18

C/SIDE Development 101 #12 – Closing session – YouTube

In this webinar we close the C/Side development with stories and anektotes from two decades of C/Side and see where we are today source

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Live from Microsoft Business Applications Summit! – Steve Mordue
Jun18

Live from Microsoft Business Applications Summit! – Steve Mordue

Mark Smith (aka @nz365guy) and I came up with the idea to live stream to YouTube from the Microsoft Business Applications Summit which recently concluded. Microsoft gave us a spot in the middle of the Expo, and we grabbed people walking by. For those of you who missed us live, here is a list of some replays. We had some fun interviewing several Microsofties, enjoy! Steve and Mark… Continue Reading Steve Mordue MVP’s...

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Dynamics 365 – Quick way to create SQL (staging) table for CRM entity using KingswaySoft and SSIS
Jun18

Dynamics 365 – Quick way to create SQL (staging) table for CRM entity using KingswaySoft and SSIS

Whether you are migrating data from legacy to CRM or integrating with other system, you would be required to create staging tables in SQL DB for data transformation and modeling. One way to create is to download metadata using XrmToolbox and manually create SQL script which is lengthy and time-consuming process. In this blog we will explore a quicker way using… Continue Reading Sachin Bansal’s Article on their...

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Duplicate Checking for Forms Pro Survey Responses
Jun18

Duplicate Checking for Forms Pro Survey Responses

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a recent survey we looked at Using Parameters To Pass Forms Pro Survey Context. Within that post, a Lead record was created when they filled out a survey embedded in to a website. One thing we didn’t do within that was to check and see if the Lead record already existed within the… Continue Reading Megan V. Walker’s Article on their...

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InfoStrat Releases New Videos for Grants Manager Plus
Jun17

InfoStrat Releases New Videos for Grants Manager Plus

On July 6, 2016, Microsoft announced the introduction of Microsoft Dynamics 365 and Microsoft AppSource. Scheduled to be available in the fall of 2016, Microsoft Dynamics 365 will allow new ways for customers to consume Microsoft’s current CRM and ERP cloud offerings based on business functions such as financials, field service, sales, operations, marketing, project management and customer… Continue Reading...

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Forms Pro Flow activity set regarding
Jun17

Forms Pro Flow activity set regarding

Forms Pro is an awesome new tool that combines the datamodel support that we previously got from Voice of the Customer (VoC) with the look and feel from Office Forms. It also has nice native support for Flow and many other parts of the Power Platform. It is still in Preview, make sure you check it out. A great resource for this… Continue Reading gustaf’s Article on their blog

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Extract New Record GUID from Dynamics 365 Customer Engagement Create Web API Request (C#)
Jun16

Extract New Record GUID from Dynamics 365 Customer Engagement Create Web API Request (C#)

Typically, when working with a database/application to programmatically create new records, it is desirable for us to return some information relating to any newly created records; this would typically take the form of a Globally Unique Identifier (GUID), primary key value or something else that uniquely identifies the record in question. Doing this may be useful for several reasons: By… Continue Reading The CRM Chap’s...

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Custom Insight Cards in PSA with Flow
Jun16

Custom Insight Cards in PSA with Flow

Tested on:Dynamics 365 CE version 9.1, PSA solution version 3.7, Unified Interface I recently replied to a question on the Dynamics Community forums about tracking end dates of Project Tasks and comparing them with related Milestones. The question was interesting because looping through all matching Project Tasks and Milestones due utcNow() is something that we need either code or Flow… Continue Reading Antti Pajunen’s...

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Women in Technology – Kylie Kiser
Jun14

Women in Technology – Kylie Kiser

I was recently at the Hitachi Customer Conference and attended a Women in Technology luncheon. I always try to support these initiatives and this event was particularity interesting. It inspired me to share a few pieces of my story and tips for other ladies out there who may be struggling to find their way. You can do anything! This is easier to say than it is to do but it is… Continue Reading Kylie Kiser’s Article on...

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Services – Dynamics Mechanics
Jun13

Services – Dynamics Mechanics

Overview Whether you’re in the process of implementing Microsoft Dynamics or currently operating a Microsoft Dynamics solution, it’s likely that the standard software configuration must be tailored to meet your unique and evolving business requirements. The benefit of building your business system on the Microsoft platform is that you get to take advantage of the work Microsoft has… Continue Reading Stephan Smith’s Article...

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Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox
Jun13

Summarizing D365 App For Outlook Setup in 3 steps with Exchange Online mailbox

Remember, there are a lot of considerations for security and synchronization. The above setup is recommended for all first time Outlook and Dynamics users. While all this, I would like to summarize the steps for all you first time users! Here’s a crash course guide to setting up D365 App For Outlook for new on-boarders. Part 1 – Outlook License So, you can have any of these licenses which has… Continue Reading...

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PowerApps and Microsoft, Where does it fit?
Jun13

PowerApps and Microsoft, Where does it fit?

While some people say that PowerApps is Office, others will say PowerApps is Dynamics. They are both correct. Canvas Canvas apps si exactly what it sounds like, a blank canvas you create. Here you can choose where to store data: SharePoint, SQL Server, Office 365, OneDrive for Business, CDS , Excel, and many other data sources. For the ease of use I often see storage within SharePoint… Continue Reading Thomas Sandsør’s...

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App in a Day Training Recap – Kylie Kiser
Jun12

App in a Day Training Recap – Kylie Kiser

I was recently able to attend the App in a Day training at the Hitachi Customer Conference. This was a great day of learning and I would definitely recommend it to others. The course walks through everything you need to know in order to build a Canvas App, a Model Driven App with a Business Process Flow, a Flow with Approval and a Power BI Dashboard. It was great to be able to… Continue Reading Kylie Kiser’s Article on...

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Sending Image from Canvas PowerApps to SharePoint Document Library using Flows
Jun11

Sending Image from Canvas PowerApps to SharePoint Document Library using Flows

One of the most common requirements is to upload images to SharePoint using PowerApps. From my learning from various sources, I’ll try to “demystify” my explanation to send/upload an image to SharePoint Document Library using Flows on my Canvas PowerApp. Ingredients Assuming you have the following things already  in place in PowerApps as well as in SharePoint PowerApps’ Camera/Image control… Continue...

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MBAS Hack4Good Hackathon: What I learned and why I’d do it again.
Jun11

MBAS Hack4Good Hackathon: What I learned and why I’d do it again.

Build cool things – help others! First things first – I know a lot of my recent posts have been about events I have attended and I promise we’ll get back to the good stuff of Dynamics: CE soon, but I wanted to share my experiences in the hopes that it will inspire others to attend more community events like these! They have been instrumental in my learning journey. Last weekend I decided… Continue Reading...

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On-Premise Data Gateway integration
Jun11

On-Premise Data Gateway integration

My state of mind at this moment is hard to describe, but Malin Martnes sendt me this link from Urban dictionary This is Part 2 of the Gateway SETUP The final settings This is where we left off in the last post: We need to do one config in CRM/CDS before we continue. For the integration to work we need to create a KEY for it to match on. The source doesn’t know of GUID, so… Continue Reading Thomas Sandsør’s Article on...

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Using Parameters To Pass Forms Pro Survey Context
Jun11

Using Parameters To Pass Forms Pro Survey Context

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. So far we’ve covered a lot on Microsoft Forms Pro. This post comes with some feedback and knowledge direct from a member of the Forms Pro team at Microsoft. So special thanks to Prateek Sethi for providing guidance with the steps for the Microsoft Flow, and using the parameters effectively…. Continue Reading Megan V. Walker’s Article...

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Catching the Wave 2 for 2019 Power Platform Updates
Jun10

Catching the Wave 2 for 2019 Power Platform Updates

Today, June 10th, at Microsoft Business Application Summit 2019 the release plan for the next wave of Dynamics 365 and Power Platform features was announced. It’s of course no surprise that this main event of the year for #MSBizApps would be used as the forum for showing what’s coming next. What kind of did surprise myself was that we actually are already at a point when the focus starts… Continue Reading Jukka Niiranen’s...

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Hitachi Customer Conference 2019 Recap – Kylie Kiser
Jun10

Hitachi Customer Conference 2019 Recap – Kylie Kiser

At the end of May, I had the privilege to attend the Hitachi Customer Conference. This was the first time attending and not presenting at a Conference in 4 years! So it was a great opportunity for me to really dig in and learn. I also was able to attend the App in a Day training before the conference. Expect a recap coming soon. I would highly recommend this training as it helped pull… Continue Reading Kylie Kiser’s...

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InfoStrat Earns Microsoft Gold DevOps Competency
Jun10

InfoStrat Earns Microsoft Gold DevOps Competency

InfoStrat has earned the new Microsoft Gold Competency for DevOps as part of the Microsoft Partner Program.  DevOps is a key part of cloud computing, and helps organizations close the gap between software development (Dev) and operations (Ops).The DevOps Gold Competency shows a commitment to mastering cloud tools for DevOps which relate to Microsoft Azure, not only Microsoft products such as… Continue Reading noreply@blogger.com...

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PowerApp External Stakeholder Access? Introducing PowerApp Portals – ReadyXRM
Jun10

PowerApp External Stakeholder Access? Introducing PowerApp Portals – ReadyXRM

The Microsoft Power Platform Release Wave 2 Plan was released today and while it’s jammed packed with many new features that will be released in the coming months, one of the features that I am excited about is the arrival of PowerApp Portals. A highly requested feature from Microsoft was the ability to provide the ability for external stakeholders (partners, members, customers, etc)… Continue Reading Nick Doelman’s...

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AI Builder In PowerApps – Business Card Reader Example – 365Knowledge
Jun10

AI Builder In PowerApps – Business Card Reader Example – 365Knowledge

By365KAdmin AI Builder In PowerApps – Business Card Reader Example So a few days ago (Early June 2019), Microsoft started to roll out previews of the AI Builder in PowerApps. What is AI Builder? According to the Documentation (and it’s worth bearing in mind, that because this is in preview mode, the documentation may change), AI Builder… Continue Reading 365KAdmin’s Article on their...

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Hosk’s recommended Dynamics 365/Power Platform and other articles May 2019
Jun10

Hosk’s recommended Dynamics 365/Power Platform and other articles May 2019

  Clothes matter, naked developers have little or no influence on projects #hoskcodewisdom pic.twitter.com/T4OauDvdmZ — Ben Hosking (@BenHosk) June 7, 2019 No Title No Description Quotes When the pressure is on you don’t rise to the occasion, you fall to your highest level of preparation – Chris Voss Articles of the Month Great resource below showing all the new certifications and resources to study Microsoft Dynamics 365 /...

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