-
Creating/Replacing Marketing Lists in Dynamics 365 from Power BI - Part 8
Colin Maitland, 02 March 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 final
Read the full article here -
How To Set Up a Free Dynamics 365 Trial in the New Unified Interface (New Process)
Harshani Perera, 01 March 2021
In a previous blog that one of my colleagues wrote, he showed you how to set up a free 30 day Dynamics 365 trial. However, when I tried this, the steps had changed in the new Unified Interface so in this blog I will show you how to set up this 30-day free trial version using the new process.1. Go to
Read the full article here -
Virtual Entities in Dynamics 365
Roshan Mehta, 25 February 2021
Virtual Entities allow you to display and interact with data from other systems inside Dynamics 365. This article provides a step-by-step guide on how to read data from a RESTful API and present the information within a Virtual Entity.In this example, I am going to create a Virtual Entity called “Po
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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
Read the full article here -
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)
Read the full article here -
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;
Read the full article here
