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Power Automate - Writing Efficient Flows with the Switch Operator
Sean Roque, 04 March 2022
In a Power Automate, the Switch Operator is a built-in action that allows us to execute a unique branch of flow actions depending on the value of a variable. This essentially functions the same as nesting Condition operators, except that it’s much more simplified, while providing a built-in ‘default
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Dynamics 365 Using NOW() in Calculated Duration Fields
Sean Roque, 22 June 2021
In our Dynamics 365 environment, there is a custom 1 to Many relationship between Contact and Case. In the Case entity, there is an existing Calculated Field called “Case Duration” which calculated the time in hours, between the Case “Created On” field and the current date and time. Notice that the
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Blocked Emails in Dynamics 365
Sean Roque, 04 March 2021
When tracking email activities in Dynamics 365 via Dynamics 365 App for Outlook, you may have encountered this error message “This Email has been blocked due to potentially harmful content” in the past:Recently, Microsoft has added the SecuritySettingforEmail property into OrgDbOrgSettings which can
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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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Dynamics 365 Incoming Emails to Queue not Synchronizing
Sean Roque, 13 October 2020
We encountered an issue in Dynamics 365 Queue functionality where incoming emails were not synchronized despite the mailbox being configured for server-side synchronization.We were able to send emails in Dynamics 365 using this Queue, however, any replies or direct emails to its mailbox did not crea
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How to Retrieve Out of the Box Entity Icons in Dynamics 365
Sean Roque, 03 August 2020
There are some situations where you might want to reuse the out of the box entity icons (e.g. Contact) such as the Interactive Experience form related panel:However, they are not readily accessible as web resources that you can set by default.Instead, you can access the .svg file directly by navigat
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Exploring the Common Data Service (current environment) Connector
Sean Roque, 29 June 2020
In Power Automate, the original Common Data Service connector is intuitive, but it certainly has its limitations. Primarily, when deploying a Power Automate Flow across environments, the generic connector required manual reconfiguring to ensure the connectors are pointing to the correct environment.
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Users Unexpectedly see all Dynamics 365 Apps
Sean Roque, 12 May 2020
When we want to restrict model-driven applications in Dynamics 365 to specific Users, we can easily apply Security Role based restrictions in the applications page and select which Security Role a User needs to have in order to have access to this application.For example, we want to restrict the mod
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Mapping Microsoft Forms Pro Survey Responses to a Dynamics 365 Record
Sean Roque, 05 May 2020
Microsoft Forms is a survey application to easily configure surveys with various question types. With Microsoft Forms Pro, there is improved capability for survey analysis and sharing. You can learn more about it here.Despite its own survey analysis functionalities, it might still be beneficial for
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Beware of Inactive Contacts for Click Dimensions Email
Sean Roque, 24 February 2020
In Click Dimensions you can create Email Sends for a recipient, or multiple recipients from Dynamics 365. More information can be found here. Following interaction with that Email Send, an Email Event record is automatically created for a Dynamics 365 Contact/Lead/Account with the matching email add
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Configuring the Dynamics 365 Unified Interface Timeline Control
Sean Roque, 03 February 2020
In the Dynamics 365 Interface Timeline control, Activities are by default, arranged in order of last modified on. The display for these fields in the timeline are currently set to show the default fields as well.This configuration can be found in the Activities tab for the timeline control in the fo
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Clarifying Power Apps Push Notifications via Power Automate Flows
Sean Roque, 28 November 2019
Power Automate provides us with a connector that allows for sending Push Notifications to your Canvas Power App. Most of the details can be found here.Here are a few of our findings while implementing this Power Automate functionality.The link above mentions that a known limitation of the Push Notif
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Error Comparing User Local Date Time Fields with Date Only Format in Dynamics 365
Sean Roque, 22 November 2019
We encountered a situation when comparing Date Time fields in Date Only format in Dynamics. For a particular Calculated Two Options field, the condition is checking whether one Date Time field is greater than the other In situations where the Expiry Date is the same as the End Date, most of the time
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Facebook Lead Ad to Dynamics 365 via LeadsBridge and Flow
Sean Roque, 24 October 2019
Facebook is one of the largest social media platforms that offers high view rates and precision with the target audience. Combined with Microsoft Dynamics 365, a leading cloud-based business applications platform to store and manage this information, we end up with a powerful combination for enterpr
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Error when Accessing Dashboards in Dynamics 365
Sean Roque, 21 October 2019
There was an instance for one of our clients where a single user was receiving the error message: “App for Outlook is the App Module for Dynamics 365 App for Outlook. This Action is not applicable.” and was unable to access the Dashboards area in Dynamics 365 Unified interface. At first glance you m
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