• Are you ready for a virtual agent?

      John Eccles, 30 July 2021

      Virtual AgentA virtual agent (or virtual assistant or chatbot) is software that uses scripted rules and, increasingly, artificial intelligence (AI) to provide automated service or guidance to customers or employees.Virtual agents offer the promise of 24/7 service and significant efficiencies as huma

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    • Configure Power BI Line and Stacked Column charts for Targets

      Colin Maitland, 26 July 2021

      In this article, I will demonstrate how to configure a Line and Stacked Column chart in a Power BI report to display Won Revenue and Open Revenue against Sales Targets and Target Remaining for Opportunities from Dynamics 365. This demonstration highlights a useful approach for using this type of cha

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    • 10 Tips for Beginner Power Automate (Microsoft Flow) Users

      Harshani Perera, 08 July 2021

      Power Automate (previously Flow) is a tool within the Power Platform that can help automate tasks and processes. It can also connect different applications and services together. As a beginner to Power Automate it can be daunting at first in trying to figure out how it all works for someone who is n

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    • Install Custom PCF Controls in Dynamics 365 9.1 On-Premises

      Paul Nieuwelaar, 01 July 2021

      Until now, custom PCF controls have only been available for Dynamics 365 Online. If you tried to install a PCF control in a version 9.0 on-premise environment, you would receive an error stating ‘This action is not supported’. With the release of 9.1 for on-premises, and with a little bit of magic,

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    • Filter a Lookup on a Business Process Flow in Dynamics 365

      Calum Jacobs, 30 June 2021

      I was wanting to create a filtered look up on a BFP that showed cities based on the selected country that was a field within a form. Developing on from my colleague Sean’s blog, I came across an issue, where if the field was changed, the filter was not updating.After investigating the issue, I solve

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    • How to Run Test Cases in Azure DevOps

      Harshani Perera, 28 June 2021

      In Software testing, test cases are the step-by-step instructions carried out to verify the behaviour of a Software application. There are many tools to write test cases such as Excel, XMind, Testing tools or even Word. Azure DevOps is also a tool that provides the ability to create test cases easil

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    • Dynamically Scaling Alert Dialogue Box in Dynamics 365

      Calum Jacobs, 23 June 2021

      If you have used Alert Dialogue boxes before in Dynamics 365, you will have noticed that they do not scale dynamically when there is a lot of text. Instead, the out of the box functionality has a default size and displays a scroll bar. This can become messy if there is a case when your Alert Dialogu

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    • Dynamics for Marketing Send Now button on Marketing Email

      Adam Murchison, 17 June 2021

      Dynamics for Marketing allows you to bypass the manual use of segments and customer journeys to send Marketing Emails through the send now button, although customer journeys and a static segment are generated in the background to track the insights. This accompanies the test send functionality which

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    • Software Application Add-ins and Add-ons

      John Eccles, 14 June 2021

      What are they and what’s the difference?An add-in is a software program that expands the capabilities of bigger programs. It is a term commonly used by Microsoft and other platforms which have additional functions that can be added to primary programs. An add-on is a software extension that adds ext

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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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