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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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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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