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Some Useful Features of Power Virtual Agents You May Not Know
Harshani Perera, 15 February 2021
Power Virtual Agents by Microsoft allows you to easily create chatbots without any code. Whilst creating these, I came across some useful features I’ve listed below that you may not be aware of if you are new to creating them that can save you time and improve your bot.Create Topics from Webpages an
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Transfer Word Templates to Different Environments in Dynamics 365
Megha Kainth, 09 February 2021
Recently, I had an opportunity to create Document Templates for a client. I created a Word Document for a custom entity in DEV environment, but I had trouble transferring it to other environments i.e. UAT and PROD. Document got uploaded but field Associated Entity Type Code was blank so the document
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 5
Colin Maitland, 22 January 2021
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 describe
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How to Enable Entities for Segments in Dynamics for Marketing
Adam Murchison, 21 January 2021
When creating segments out of the box there are only a small number of entities that appear to filter the segment in the Query View. Segments allow you to easily create a filtered list of contacts so that you can target them through the use of customer journeys, learn more about segments here. When
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How to Create User Guides within Dynamic 365 Unified Interface for End Users using Custom Help Panes
Harshani Perera, 19 January 2021
In my previous blog, I showed you how to enable the Custom Help Pane in your environment and a brief introduction on how to use the Custom Help Pane. In this blog, I will show how you can create user guides for your end users so that they can learn how to use the Dynamics 365 Unified Interface (UI)
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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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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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