• Proof of Concept for your CRM

      John Eccles, 18 January 2021

      CRM systems are well established technology. They have been around for decades. So why would anyone need a proof of concept for a CRM?What is a Proof of Concept?A proof of concept (POC) involves an exercise to test the real-world potential of an incomplete idea. It is not about delivering the idea;

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    • Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 4

      Colin Maitland, 16 December 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 a previous article I introdu

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    • Custom Help Panes in the Dynamics 365 Unified Interface

      Harshani Perera, 15 December 2020

      If you are trying to find the Learning Path, this was a feature of the legacy Web Client which has now been deprecated and replaced by Custom Help Panes in the new Unified Interface. In this blog, I will show you how to set up the Custom Help Panes and Guided Tasks. You will need to meet the followi

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    • How to Connect Visual Studio 2019 to Team Foundation Server (TFS)

      Adam Murchison, 14 December 2020

      As intuitive as you’d expect this to be, it is not and caused myself a bit of frustration setting this up. Visual Studio 2019 defaults the source control to the widely popular Git source control and our requirement was to set our source control to an on-premise TFS. The first step you need to do is

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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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    • Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 3

      Colin Maitland, 30 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 introduc

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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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    • Sales is Dead

      John Eccles, 24 November 2020

      Boss: Did you get any orders today? Salesman: Yes, I got two! Boss: Congratulations! What were they? Salesman: “Get out!” and “Stay out!” Source: insidesales.comTo sell means ‘to persuade someone of the merits of.’ I want to advocate for NOT selling. Rather, I want to propose that we help customers

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    • Get Items from a SharePoint List using Power Automate with ODATA Filters

      Dominic Liu, 19 November 2020

      When you use ‘Get items’ action from Power Automate, it will bring back a list of items from your SharePoint List. This however can take a good amount of time for the Flow to run if you have a large number of items in your SharePoint List. On top of that this action is limited at 5000 items, which m

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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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    • 8 more things you may not know about Immersive Excel

      David Mochrie, 17 November 2020

      Back in 2016, I wrote a blog 10 things you may not know about immersive Excel.In the intervening years (wow, has it been that long?!) I’ve discovered a few more things about immersive Excel that may interest you. I’ve not managed another set of 10. Just 8 this time.Before we start, to refresh your m

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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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    • Variables in Microsoft Customer Voice

      Sean Roque, 15 November 2020

      In a previous blog I discussed how we can map what was formerly Microsoft Forms Pro (now Customer Voice) survey responses to a Dynamics 365 record. In this blog, I will go through how we can use the built-in variables in Customer Voice to pre-populate fields and more!In Customer Voice surveys, we ca

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