Virtual agent and Customer Insights – joining the dots in customer service.
Jun24

Virtual agent and Customer Insights – joining the dots in customer service.

In this blog I am going to be looking at the process of ID & V (Identification and verification ) process that is adopted in customer contact centres  .  Whenever the customer calls in to report a problem or has a query or wants to make a complaint, irrespective of the nature of the service there is one aspect  that always remains a common factor – identification of the customer prior to… Continue Reading...

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User Admin PowerApp (Part 3)
Jun23

User Admin PowerApp (Part 3)

The user has been notified that they have a new report, the manager has updated some fields on their user record, they now want to add some roles and teams to allow them to start work. Objectives The Scenario (Part 1)Notifying the manager of a new Employee (Part 1) PowerApp to display and update User Data (Part 2)Update Roles and Teams (This Part) Listing Roles that user hasn’t… Continue Reading Cooky’s Article on...

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User Admin PowerApp (Part 2)
Jun18

User Admin PowerApp (Part 2)

So, after notifying the user that there is a new employee in their team, the manager needs to be able to update the data. Objectives The Scenario (Part 1)Notifying the manager of a new Employee (Part 1) PowerApp to display and update User Data (This Part)Update Roles and Teams My Reports I am not going to go through how to create a PowerApp, there are numerous blogs and pages that… Continue Reading Cooky’s Article on their...

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User Admin PowerApp (Part 1)
Jun10

User Admin PowerApp (Part 1)

Sorry it has been a while since my last blog post, this scenario has taken a while to get it to the state where I was happy to show it off. Mainly due to my own lack of understanding of the intricacies of the D365 API, but also been busy external to the blog, you know real life. Objectives The Scenario (This part)Notifying the manager of a new EmployeePowerApp to display and update User… Continue Reading Cooky’s Article on...

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ValueRule in Classic UI vs. Unified Interface
Jun05

ValueRule in Classic UI vs. Unified Interface

Now I will let you in on a finding I did the other day. It is all about a very tiny detail but still, it might be good to be aware of this fact. As usual when you find something suspect in Dynamics 365 CE you cannot really be sure if the behaviour is classified as a bug or by design. I registered a Microsoft case this time just to find out. Microsoft was able to reproduce the behaviour… Continue Reading carinaclaesson’s...

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Cascade from parent to child the flow way
May29

Cascade from parent to child the flow way

When working with Dynamics 365 CE and designing solutions, it happens from time to time that you want to cascade information from a parent record to child records. One example could be to have the address on the contact updated when the address on the parent account is changed. Please do have in mind that you can you use quick view forms for displaying information from the parent record on… Continue Reading...

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Findings from publishing on AppSource
May19

Findings from publishing on AppSource

This is the third and last blog post in a series of three regarding the certification process that your product needs to go through before it becomes available on AppSource. In the first blog post I went through the overall process. In the second I described in detail how to create an AppSource package. In this third one I will tell you about the process from my perspective and summarize my… Continue Reading...

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Azure Cognitive Services,Power Platform and the Insurance sector – Part 2
May12

Azure Cognitive Services,Power Platform and the Insurance sector – Part 2

In the previous blog for this series , we looked at the overall process of reporting an insurance claim at a high level . As promised , within this installment of the blog series will concentrate on first part of the process i.e. FNOL ( First notification of loss) by the policy holder , and how we can look to apply Azure cognitive services and related technologies (MS Flow,Power platform et… Continue Reading Shonak...

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How to create an AppSource package
May12

How to create an AppSource package

This is the second blog post of three regarding how publish an app on AppSource. In my previous blog post I went through the overall process. In this one I will let you in on the details regarding creating the AppSource package and verifying parts of it by using the Package Deployer tool. The last blog post will summarize my findings from publishing on AppSource. An AppSource Badge… Continue Reading carinaclaesson’s...

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Creating Attachments in D365
May11

Creating Attachments in D365

This isn’t one of my usual posts as I always like to start with a business case. I intend to create a blog about the business case / solution that created this issue once all the other  pieces fall into place, so watch out for that (keep them keen by teasing they say) The Problem You might not know there is a problem, but there is. Squirrels are a problem, but not my field of expertise,

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How to publish an app on AppSource
May05

How to publish an app on AppSource

AppSource is like an app store for your Microsoft products and there is a certification process which your product has to go through before it can be available in there. Last year I worked with getting a product through the certification process and this year on the 15th of March it was finally approved and published. Now that I am familiar with the process, I thought I could share my… Continue Reading carinaclaesson’s...

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Azure Cognitive Services,Power Platform and the Insurance sector – Part 1
May05

Azure Cognitive Services,Power Platform and the Insurance sector – Part 1

With the ever growing long list of Azure Cognitive Services , combined with Azure machine learning – potential use cases that can now be possible across different industry sectors exist in abundance. Once such sector that is going to be the focus of this blog is the Insurance sector. With the help of this blog series I will try and explore the application of Azure Cognitive Services ,… Continue Reading Shonak...

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IFTTT / Flow / D365
May04

IFTTT / Flow / D365

This will be a quick post, as the connector doesn’t take a lot of configuration. The Business Scenario Big Energy has a lot of sales people, all over the country, which make a lot of calls, usually on their mobiles, to potential or current customers, arranging opportunities and resolving any issues. The Sales Director at Big Energy is concerned about the number of calls that the sales… Continue Reading Cooky’s...

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Microsoft Flow – Enterprise Ready ?
Apr29

Microsoft Flow – Enterprise Ready ?

Now that we have transitioned into a brave new world of Power Platform from the old world XRM , it obviously becomes imperative to understand the complete toolset at our disposal in great detail. One of the most important and underestimated ( IMHO) tool in the Power Platform toolbox is Microsoft Flow. Flow is touted as one of the three pillars of the Power Platform – and it is hard to… Continue Reading Shonak...

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The Journey Begins
Apr25

The Journey Begins

Thanks for joining me! Good company in a journey makes the way seem shorter. — Izaak Walton Continue Reading Shonak Mediratta’s Article on their blog

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Alexa, Field Service and Me (Part 3) – Creating Work Orders
Apr25

Alexa, Field Service and Me (Part 3) – Creating Work Orders

This is a continuation of my series on a proof of concept to allow Alexa to interact with D365 Field Service Objectives The Business scenario (Part 1)Create an Alexa Skill (Part 1) Connect the Skill to D365 (Part 2)Use Field Service to book an appointment (This Part)Return the information to Alexa (Part 2) In this final (unless I need to expand on the scenarios) part of the story,… Continue Reading Cooky’s Article on their...

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When customizing the App for Outlook – be aware of this
Apr24

When customizing the App for Outlook – be aware of this

I ran into something the other day and by writing about this perhaps it saves time for someone who might run into the same thing. I recently learned that now we are able to customize the App for Outlook. There are some default values in the app that must be there in order for the app to function properly though. In this blog post I will highlight those default values and let you know what to do… Continue Reading...

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Findings from exploring Data Integration in Power Platform
Apr23

Findings from exploring Data Integration in Power Platform

This is the third and last blog post in a series of three. In the first blog post I explained that you can access Data Integration from different user interfaces and overall how to get started and set up data integration projects from within the Power Apps Web Portal. In the second blog post I gave an example of how to set up a data integration project. In this blog post I will summarize my… Continue Reading...

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Getting started with Data Integration in Power Platform
Apr21

Getting started with Data Integration in Power Platform

This is the second blog post in a series of three. In my previous blog post I described how you can access the data integration feature from different user interfaces. Either from one of the admin centers Power Apps Admin Center or Power Platform Admin Center. You can also go to the Power Apps Web Portal. In this blog post I will describe how to set up a data integration project from the Power… Continue Reading...

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Alexa, Field Service and Me (Part 2) – Linking to Flow
Apr20

Alexa, Field Service and Me (Part 2) – Linking to Flow

This is a continuation of my series on a proof of concept to allow Alexa to interact with D365 Field Service Objectives The Business scenario (Part 1)Create an Alexa Skill (Part 1) Connect the Skill to D365 (This part)Use Field Service to book an appointment (Part 3)Return the information to Alexa (This part) In this post I will be linking Alexa to D365 and returning some… Continue Reading Cooky’s Article on their...

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Exploring Data Integration in Power Platform
Apr19

Exploring Data Integration in Power Platform

For some months ago I started to explore the data integration feature in Power Platform. It was one of my brilliant colleagues, Marica Söderstam, who came up with an idea that got me to deep dive into this feature. Thanks Marica! Data Integration is an integration service which has been available since July 2017 and it can be used for integrating data from multiple sources into the Common… Continue Reading carinaclaesson’s...

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Alexa, Field Service and Me (Part 1)
Apr19

Alexa, Field Service and Me (Part 1)

As we all now have smart devices in our home, linking them to business applications could be a key differentiator between winners and the also rans. This series of posts will demonstrate how I connected Alexa to D365 Field service. Objectives The Business scenario (this part)Create an Alexa Skill (this part)Connect the Skill to D365 (Part 2)Use Field Service to book an… Continue Reading Cooky’s Article on their...

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New blog
Apr18

New blog

I have decided to start a new blog with the purpose of writing down findings from my work days, which are all spent with Dynamics 365 and the Power Platform. My intention is to write down all the tips, tricks and useful hacks I come across as well as to write about new features that I have tested, simply to share my experience. I work as a Solution Architect and I am based in… Continue Reading carinaclaesson’s Article on...

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Connecting LUIS & D365 (part 4) – Custom Connector
Apr03

Connecting LUIS & D365 (part 4) – Custom Connector

In my previous post, the fact that I had to “fudge” the routing and closure of the case irked me. Whilst at D365 EU Summit in Amsterdam, I spent an hour listening to Serge Luca (his excellent blog is here). He inspired me to think that we could close this loop using a Custom Connector in Flow connected to our D365 instance, allowing an API call directly to the closure action. Back in the… Continue Reading...

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Connecting LUIS to D365 (part 3)
Apr02

Connecting LUIS to D365 (part 3)

In this 3rd installment of the series devoted to using Language Understanding (LUIS) to categorise emails via Flow, I will describe some of the parts of the D365 solution and walk through a final version of the Flow to extend its capabilities. This blog has at least 3 parts, but overall the posts objectives are Give you an understanding of a real-life scenario where we could implement… Continue Reading Cooky’s Article on...

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Connecting LUIS to D365 (Part 2)
Mar31

Connecting LUIS to D365 (Part 2)

In the first part of this blog post I explained our scenario for Big Energy Co and it’s desire to improve efficiency in the support desk, introduced LUIS and the core concepts around utterances and intents, configured LUIS to allow it to understand the intents we need and published the application. Now I need to connect LUIS and D365 to allow automatic classification and routing of cases… Continue Reading Cooky’s...

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Connecting LUIS & D365 (part 1)
Mar31

Connecting LUIS & D365 (part 1)

As Microsoft wants us to consider using AI in all aspects of our developments, I wanted to see if I could use one of the cognitive services available to life in a real life scenaro. This post & it’s other parts will Give you an understanding of a real-life scenario where we could implement LUISIntroduce you to the concepts of LUISDiscuss the Microsoft Flow to connect LUIS to D365Give… Continue Reading Cooky’s...

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Configuring the On Premises Data Gateway – SharePoint to SQL Server On Premises With Flow – c
Jan26

Configuring the On Premises Data Gateway – SharePoint to SQL Server On Premises With Flow – c

In this 4 minute video I configure the On Premises Data Gateway and use Flow to transfer SharePoint data to a SQL Server hosted on premises on Windows Server. The focus of the video is on the installation and configuration of the On Premises Data Gateway. Download the On Premises Data Gateway here: https://www.microsoft.com/en-us/download/details.aspx?id=53127 source

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PowerApp Barcode Scanning books with Google Books API
Oct03

PowerApp Barcode Scanning books with Google Books API

In this 11 minute video I use PowerApps and Flow to scan a book’s barcode, connect to the Google Books API to pull book information (title, thumbnail image, etc). I also provide an Amazon link to the book from within the PowerApp. This demonstrates the live barcode reader in PowerApps and using the (experimental) call to the device’s native reader, which makes a really satisfying “beep” on an iPhone. Google...

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Mobile PowerApp For Azure Face API
Sep19

Mobile PowerApp For Azure Face API

In this 10 minute video I use PowerApps and Flow to connect to the Azure Cognitive Services Face API to let the AI guess the age and other attributes of the face in the picture. Deeper drive by Paul O’Flahrety: https://www.youtube.com/watch?v=KUtdnnYRpo4 Face API reference: https://westus.dev.cognitive.microsoft.com/docs/services/563879b61984550e40cbbe8d/operations/563879b61984550f30395236 Github Repo of Solution:...

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Create Dynamics Contacts from JSON Files: Dynamics + Azure Logic Apps + OneDrive
Aug30

Create Dynamics Contacts from JSON Files: Dynamics + Azure Logic Apps + OneDrive

In this 4 minute video I use Azure Logic Apps (you could use Flow too) to create new Dynamics 365 contacts from JSON files added to OneDrive. source

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Create ServiceNow Incident From Dynamics: Dynamics, Flow, ServiceNow – YouTube
Aug10

Create ServiceNow Incident From Dynamics: Dynamics, Flow, ServiceNow – YouTube

In this 4 minute video I use Flow to create a new Incident whenever a Contact is added to Dynamics. This is the first of two videos. In the second video (https://youtu.be/HRK4hF-o_a4) I create a new ServiceNow user if needed. source

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Creating And Tracking Tasks – Dynamics 365 for Outlook – YouTube
Jul22

Creating And Tracking Tasks – Dynamics 365 for Outlook – YouTube

This video is part of a series on the Microsoft Dynamics 365 for Outlook Add-In. More information on tools used in this video: Dynamics 365 For Outlook: https://meganvwalker.com/dynamics-365-for-outlook-version-9/ Microsoft Outlook: https://outlook.live.com/ Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com Twitter: http://twitter.com/meganvwalker LinkedIn:...

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Reviewing Email Settings – Dynamics 365 for Outlook – YouTube
Jul22

Reviewing Email Settings – Dynamics 365 for Outlook – YouTube

This video is part of a series on the Microsoft Dynamics 365 for Outlook Add-In. Learn how to check your own personal email settings in D365. More information on tools used in this video: Dynamics 365 For Outlook: https://meganvwalker.com/dynamics-365-for-outlook-version-9/ Microsoft Outlook: https://outlook.live.com/ Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com Twitter:...

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Tracking An Email – Dynamics 365 for Outlook – YouTube
Jul22

Tracking An Email – Dynamics 365 for Outlook – YouTube

This video is part of a series on the Microsoft Dynamics 365 for Outlook Add-In. Find out how to track emails you receive in Outlook and link them in to D365. More information on tools used in this video: Dynamics 365 For Outlook: https://meganvwalker.com/dynamics-365-for-outlook-version-9/ Microsoft Outlook: https://outlook.live.com/ Thanks for watching. You can find me in the following places: Website: https://meganvwalker.com...

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PowerApps & SharePoint – Connect To A Doclib with Images
Jul19

PowerApps & SharePoint – Connect To A Doclib with Images

In this 4 minute video I connect a Canvas PowerApp to a SharePoint document library and customize the PowerApp to show and edit the document library contents, including attachments. source

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PowerApps & CDS – Diplomatic License Plate mobile app – YouTube
Jul19

PowerApps & CDS – Diplomatic License Plate mobile app – YouTube

In this 5 minute video I load data into the Common Data Service and build a mobile app using PowerApps canvas apps to decode the countries from US Diplomatic license plates. source

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OAuth Application Users in Dynamics 365 – YouTube
Dec20

OAuth Application Users in Dynamics 365 – YouTube

Learn how to authenticate with an Applicaiton ID and Client Secret against the Dynamics 365 WebAPI source

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How is the Common Data Model going to change my Dynamics CRM Database? – YouTube
Aug22

How is the Common Data Model going to change my Dynamics CRM Database? – YouTube

Spend 7 minutes watching me demonstrate how the new Common Data Model integrates with Dynamics 365 source

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Mastering Ribbon Workbench 2016 – Part 1 – Downloading & Installing – YouTube
May16

Mastering Ribbon Workbench 2016 – Part 1 – Downloading & Installing – YouTube

How to download & install the Ribbon Workbench 2016 for Dynamics CRM source

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