If you have multiple Dynamics 365 environments e.g. Dev, Test, UAT and Production then you may need to migrate Power Automate Flows.There are two ways to import Power Automate Flows into an environment; using a Package (Package.zip) or using a Solution.Package (Package.zip) You can export and import
Read the full article hereWhile upgrading a client from the Dynamics 365 classic interface to the Unified Interface, I noticed that I could not edit records even though I had System Administrator access. I could edit the same records in the classic interface with the same Security Roles.The screenshots below show the differe
Read the full article hereWe had a problem with our Dynamics 365 system where some users were unable to see the auto-posts that were generated by the system for the Activity Timeline on our Opportunities.User A saw this:And User B saw this:We checked the permissions granted to the users around Posts. And saw that both had th
Read the full article hereWe discovered a strange bug where the Business Process Flow wouldn’t initialize during Quick Create. It was difficult to pinpoint, however we eventually found that within the Unified Interface on the save of the Quick Create form, if it triggered duplicate detection, somehow the dialog would preven
Read the full article herePower 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
Read the full article hereIn Click Dimensions you can create Email Sends for a recipient, or multiple recipients from Dynamics 365. More information can be found here. Following interaction with that Email Send, an Email Event record is automatically created for a Dynamics 365 Contact/Lead/Account with the matching email add
Read the full article hereLicensing has changed yet again. There are two license types that are of use and it depends on how many apps you’ve built. There’s the unlimited plan, and the per app plan. Visit https://powerapps.microsoft.com/en-us/pricing/ for more details. The steps to assign licenses is no longer straightforwar
Read the full article hereRecently I configured the identity management service Azure AD B2C to handle the Sign Up and Sign In for a Dynamics 365 Portal. When accessed, the Portal will immediately send the Portal User to Azure AD B2C, allowing them to either Sign In with their existing account details or Sign Up by entering
Read the full article hereThere are a few common tips on how to ensure you have a good website. Make sure your website is speedy, that its content is easily accessible and clear, to keep things simple and not over complicated as well as to ensure a personal touch by using real images of your business and people. The main g
Read the full article hereExecuting actions from the Dynamics 365 Web API is a neat feature that allows you to execute server-side code/functions from the client side. When implementing this, there are a few hurdles to overcome which can arise when using actions that are bound to an entity rather than an unbound global actio
Read the full article hereMicrosoft released Customer Insights (CI) in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business, within different platforms, into one unified Customer view.Within CI you also have the ability to set Measures, but what are Measures?Well, t
Read the full article hereIn the Dynamics 365 Interface Timeline control, Activities are by default, arranged in order of last modified on. The display for these fields in the timeline are currently set to show the default fields as well.This configuration can be found in the Activities tab for the timeline control in the fo
Read the full article herePower 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
Read the full article hereMicrosoft launched Power Virtual Agents, a splendid new feature that enables you to create and deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor!You can create an automated personalised conversation with your users t
Read the full article herePower Virtual Agents are AI driven virtual agents that enables you to create an deploy a resource, that can perform processes and engagement with your Users, all via a user-friendly no-code/low-code WYSIWYG editor. Essentially this means you can have a personalized, friendly, interactive experience
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