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Convert Dynamics 365 Deprecated Dialog Processes to Cloud Flows
Paul Nieuwelaar, 23 February 2021
Dialog Processes in Dynamics 365 have been deprecated for a while now, but until recently they’ve still ‘worked’ with seemingly no issues. The ability to ‘run’ dialog processes has also been removed from the user interface since the introduction of the UCI, however they could still be used if you ma
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How to Create an Effective Chatbot
Harshani Perera, 19 February 2021
To create my own chatbot using Microsoft’s Power Virtual Agents, I’ve been interacting with bots online to see which ones were easy to use and were actually helpful. Through these interactions, I found some commonalities amongst the high performing ones that I will share with you today which can hel
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Removing the Microsoft Dynamics 365 for Outlook Deprecated warning
Nick Chin, 13 December 2020
You may have noticed every time that you log into Dynamics 365 that you are getting the warning“Dynamics 365 for Outlook Deprecated”.This is because from the 1st of October 2020 the Dynamics 365 Client for Outlook has been Deprecated. You will only receive this warning if there are any active users
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Enabling Invoice Product as a Template Option in DocumentsCorePack
Sarah Coleman, 29 November 2020
My blog today covers a fringe case that we came across recently with one of our clients who needed to create a DocumentsCorePack (DCP) template on an invoice product record.By default, invoice product, quote product and opportunity product are not available to select when creating a new template or
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 2
Colin Maitland, 26 November 2020
In my first article of this series, I introduced a demonstration of a custom Canvas App, named ‘Marketing List App’, that is used to create new or replace existing static Marketing Lists in Dynamics 365 populated with a list of Supporters selected in a Power BI report.In this article I will demonstr
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Hiding activities in the timeline
David Mochrie, 25 November 2020
As everyone in the Dynamics-verse (see what I did there? -#Dataverse), is well aware, we have had an alternative way to configure customisations in Dynamics 365 for some time now, namely the Power Apps Maker Portal. The traditional way was of course the classic Customisations module in Dynamics 365.
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Part 3: Trigger actions from chatbots using Power Virtual Agents
Harshani Perera, 18 November 2020
In Part 1 and Part 2 of this blog series, I showed you how to create a bot and request information from the user. In the last part of this series, I will show you how to take this information and trigger an action to email the Customer Services team.Trigger Action1. Click the + Sign on the Message
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How to Embed a Canvas App on a Model-Driven App Form
Dominic Liu, 16 November 2020
Canvas Apps enable makers to easily design and create custom layouts and themes using the low-code, WYSIWYG (what you see is what you get) Canvas App designer. With embedded Canvas Apps, you can bring the power of Canvas Apps to your Dynamics 365 Model-Driven App forms. Canvas Apps are designed to b
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Part 2: Requesting Information from Users in Power Virtual Agents
Harshani Perera, 11 November 2020
Continuing on from my first blog about Power Virtual Agents, I showed you how to create a bot. In Part 2 of this series, I will show you how to request information from the user using the bot. I will continue to use the bot I created earlier however if you don’t have one, follow my first blog to set
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Microsoft Dynamics Marketing just got a whole lot better with the Wave 2 Release
Gayan Perera, 15 October 2020
As part of the Microsoft Power Platform 2020 Wave 2 release, the Marketing module has gotten a major overhaul in terms of usability and user experience. I’m super excited about these updates because they make marketing users’ lives so much better! These updates are also bringing Dynamics Marketing o
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Create a Chatbot without any code using Microsoft's Power Virtual Agents
Harshani Perera, 12 October 2020
In this blog, I will show you how easy it is to create a chatbot with no code using Microsoft Power Virtual Agent. We will cover:1. Creating/Setting up the Environment2. Creating the Bot3. Building your Bot4. Testing your Bot5. Publishing and Sharing your BotCreate the Environment1. Go to https://p
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Power Automate: How to import Flow Connection References
Nick Chin, 22 September 2020
Microsoft has finally announced that Solutions will now handle Flow Connections. Previously you had to import the Solution, then manually create a Connection and reconfigure each Flow individually.Connection References Now Microsoft has created Connection References for “Solution-Aware” Flows, the C
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Dynamics 365 Marketing - TimeZone Independent DateTimes in C#
Adam Murchison, 17 September 2020
Working with DateTimes are often problematic and Microsoft have added some new functionality when working with them in Dynamics 365 Marketing that may cause issues. In this scenario, we’re retrieving a Time-Zone Independent date field and setting the retrieved value into a User Local date field. Wit
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Dynamics 365 File usage over capacity issues
Nick Chin, 08 September 2020
For Dynamics 365 staying under Capacity can be a bit of an issue, as files can easily balloon in size.Normally you would delete attachments and logs to clear up space, however there is a problem where you cannot delete data.In the Power Platform Admin under the Storage Capacity you can get a detaile
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New Dialog Builder PCF Custom Control for Dynamics 365 AppSource
Paul Nieuwelaar, 20 July 2020
Our Dialog Builder app (formerly Alert.js) was recently re-approved for Microsoft AppSource, and with it comes a new PCF Custom Control that allows you to build dialogs right from within the custom control UI, without having to write any custom code.This PCF control is exclusive to the AppSource ver
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