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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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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 7
Colin Maitland, 22 February 2021
In my first article of this series, I introduced a demonstration of a custom Power BI embedded 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 penul
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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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How to Store Publicly Accessible Images on a Dynamics 365 record
Adam Murchison, 18 February 2021
When storing an image on a record, one might think to create a field that has an ‘image’ type as seen below. This is useful, but when retrieving this image through an API request you’ll be sent base64 and a link to the image with the suffix ‘.download.aspx’ which for some isn’t ideal. The workaround
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Covid Connection Musings
Jaime Smith, 17 February 2021
These Covid times have got me thinking more and more about our people, their wellness and how we can maintain a sense of connection – I am certain that I am not unique with these ponderings. At Magnetism, one of our values is “Excellence through Mastery’ and in my role as the Practice Lead the key a
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Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 6
Colin Maitland, 16 February 2021
In my first article of this series, I introduced a demonstration of a custom Power BI embedded 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.The two most
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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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CRM Security for non-technical managers
John Eccles, 10 February 2021
The news over the holiday period was full of the Solarwinds hack. US departments and major US companies have been affected. No doubt we will hear more in the months to come. This news came at the end of a year in which many high-profile organisations were hacked and, in many cases ransomed. System s
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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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