Power 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
Read the full article hereIn this article, I demonstrate how to dynamically translate the Physical Name field values stored in the ‘Applicable From’ and ‘Related Field’ (i.e. SLA KPI) fields for Service Level Agreements (SLAs) and related Service Level Agreement Items (SLA Items) in Dynamics 365 to their equivalent Display N
Read the full article hereMicrosoft recently released Backup & Restore functionality to the Power Platform Admin center and changed this to the default. This is quite different, so I will give you an overview. If you open the “Backup & Restore” tab in the classic Dynamics 365 Admin Center You will now get this pop-up
Read the full article hereWith the new Customer Insights feature released by Microsoft, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This unified Customer view can then be made visible in Dynamics 365 with the use of Customer Cards. Gi
Read the full article hereWith Microsoft Customer Insights, you can now unify all your Customer data stored and managed across the whole business across multiple data sources into one unified Customer view.This means that Contact information stored in Dynamics 365, as well as their related payment information (Invoices) stor
Read the full article hereMicrosoft’s Power Automate platform is improving and there are always better ways to do tasks, with this in mind I’ve written this blog to facilitate your processes involved with Power Automate. Why add a Power Automate Flow into a solution?You should add the Power Automate Flow into a solution so t
Read the full article hereRecently I worked on setting up a Unified Customer using Microsoft Customer Insights for Magnetism Solutions. But where do you start? Essentially having insights into a unified customer profile, you can then better target customer engagements through actions like campaigns and support activities. S
Read the full article hereSuddenly on Thursday the 14/11/2019 NZST a customer was having issues with Dynamics 365 when using Chrome, it was freezing and displaying a blank/white tab. Users would need to restart Chrome to load Dynamics 365 again.I was unable to replicate this issue on my laptop, however the users affected we
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.To guide your Bot’s conversation with Users you use Topics. In this Blog I will highli
Read the full article hereThe definition of an insight is…“The capacity to gain an accurate and deep understanding of someone or something.”Within Dynamics 365 this simply translates to…“The capacity to gain an accurate and deep understanding of your Customer within your business.”You can achieve this through several feature
Read the full article hereWith the general release of the Wave 2 update at the start of October 2019, the ability to customize the Close Opportunity form is now available! In this blog I will go through enabling this ability as well as giving an example of adding custom fields.How do you customize the Opportunity Close form?
Read the full article hereIn this article I demonstrate how to filter slicers using a measure instead of using bi-directional filtering relationships. I will also briefly highlight that the implementation and use of bi-directional filtering relationships between dimensions and facts for the purpose of filtering slicers is no
Read the full article hereWhile working with Queues and Queue Items in Dynamics 365 for a client I came across a data issue that required a bulk data update on Queue Items. As the nature of my data update could be handled by an On Demand Workflow, naturally this is what I created.When I tried to run the workflow using Advanc
Read the full article hereIn this article, I demonstrate how to format the display of a number in a Canvas Power App as it is being entered by the user. This demonstration uses the example of a custom calculator created using various buttons, labels and formulas and which allows the user to enter up to 12 numeric digits as p
Read the full article hereMicrosoft released Customer Insights in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This had me thinking what are the key benefits of Customer Insights?So here are my findings on some key benefits:Cu
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