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Migrating SLAs to the Unified Interface in Dynamics 365
Isaac Stephens, 02 November 2020
Now that the Web Client SLAs are officially deprecated, we need to start moving over to the Unified Interface SLAs. You have been able to create SLAs in the Unified Interface for a while now but if you wanted to move your existing ones you had to recreate them. However, now Microsoft has a tool that
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How to add a SharePoint Document sub-grid to any Form in Dynamics 365
Isaac Stephens, 07 October 2020
A limitation with Dynamics 365 SharePoint integration was the fact you had to go related and click on the document option. This was made slightly better when Microsoft added a Files Tab to the Accounts, Contacts, Leads, and Opportunity Forms. This still left many of entities, including Cases and Cus
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Using Entity Hierarchy in a Dynamics 365 Rollup Field
Isaac Stephens, 10 July 2020
Rollup fields are great for aggregating data from related records. Dynamics 365 has a nice extra option with rollup fields, where they allow you to easily rollup data from child fields by turning on ‘Use Hierarchy’, after selecting the Source. An example of this is shown below, this example counts t
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Retrieving a Holiday Calendar in a Dynamics 365 Plugin
Isaac Stephens, 22 June 2020
In Dynamics 365 you can create Holiday Calendars which contain the dates when your business observes a holiday. These are important when using SLAs as they will be taken into account when handling response times. However, you may want to use these holidays in your own custom logic. For example, you
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Dynamics 365 2020 Wave 1: Updates to Customer Service Management
Isaac Stephens, 17 June 2020
In the new wave of Dynamics 365 there are some interesting updates to the Customer Service Management features. These include updates to routing rules and SLAs to bring them into the unified interface: a customizable Case Resolution dialogue, updates to the email creator, and much more. Check out Mi
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Why are my Dynamic Values sent in an email from a Dynamics 365 Workflow wrong?
Isaac Stephens, 15 June 2020
The Issue:Recently, I created a Workflow that set a User lookup field on a record and sends an email to a contact. In this email the updated field is used in two different ways; the first is by accessing it directly from the Case - this gives the Full Name of the User. The second way is by using the
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Adaptive Card Responses in Teams using Power Automate
Isaac Stephens, 25 February 2020
Power Automate recently released two new actions for Microsoft Teams. These actions allow you to post an Adaptive Card to a User or to a Team and wait for a response. Actions generally just run without any human interaction; however, these new actions bring in a new level of Human – Flow interaction
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Formatting Numbers in Power Automate Flow
Isaac Stephens, 31 January 2020
Power Automate has just released the new Format Number action, which allows you to format a number from one of the out of the box options, or by your own custom number format. This can be useful, as you are able to display numbers in a formatted way while maintaining the base value behind it for gre
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Creating a Form Processor in the Power Platform AI Builder (Part 2)
Isaac Stephens, 15 October 2019
Check Part One to see how to create the model needed to Process a form.Once your model has been created and published you are able to create an App or Flow that utilises it. Microsoft Flow is an extremely powerful way to use the Form Processor because it can automatically take newly submitted forms
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Security and Workflows in Dynamics 365
Isaac Stephens, 09 October 2019
In Dynamics 365 Workflows are assigned to a User, by default this will be the user who made the Workflow. This means that they run under the context of that User; having their security roles and field security profiles. If a System Admin creates a Workflow that uses a field with field security the W
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Creating a Form Processor in the Power Platform AI Builder (Part 1)
Isaac Stephens, 24 September 2019
Recently, A.I. has become even more accessible with the Power Platform using the A.I. Builder functionality. Microsoft have given us four powerful templates to use to create our own models; Binary Classification, Form Processing, Object Detection and Text Classification. This blog will be the first
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Using the SolutionPackager tool with Dynamics 365
Isaac Stephens, 24 July 2019
When you export a solution, you are given a Zip folder containing 3 XML files. These 3 files contain all the information needed to build your solution. But this isn’t exactly human friendly as all of your entities are jammed into one file called ‘Customizations.xml’. But Microsoft have our backs her
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Using the Qualify Lead Action in Dynamics 365
Isaac Stephens, 22 July 2019
Dynamics 365 lets you convert a Lead into an Account, Contact and Opportunity at a click of a button. But you may not need to have an opportunity created, which means you will either need to delete these unwanted records, or just let them sit there wasting your precious space. Well luckily enough, f
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Why is my Dynamics 365 Rollup not working in the Unified Interface
Isaac Stephens, 05 July 2019
As more and more people switch over to the new Unified Interface for Dynamics 365, people start to find differences between the old and the new. Some differences can cause great frustration, especially when things that used to work don’t. One of the issues we came across was when a perfectly working
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Embedding Maps into a PowerApps Canvas App
Isaac Stephens, 10 June 2019
Maps are a great visual way of seeing where a location is and the area around it. This makes embedding a Map into your PowerApp an extremely useful tool. But how do you do this? And what options are there? Currently PowerApps does not let you add a Map as an OOTB control, but here is a way to add a
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