Power Platform, Dynamics 365, Azure and other experiences around Microsoft Technologies
The document capability has always been an important one in Dynamics 365 as well as for any CRM or ERP system. Over the years, this area has changed significantly and it has evolved positively. Today we can finally enjoy a rich and seamless user experience between Dynamics 365, SharePoint, OneDrive and Microsoft Teams. In the … Continue reading Dynamics 365, Teams and Documents
In previous posts I talked about Automatic Record Creation (ARC) Rules, which can be very useful, for example, to create cases from emails. In 2020 release wave 2, an new utility was introduced to monitor these rules: Activity Monitor. You can find this utility in Customer Service Hub > Service Management > Case Settings > … Continue reading Enable ARC Rules Activity Monitor
During the last six weeks I have had the privilege of enjoying my paternity leave closely with my new-born and my partner. This has been a special time to create a unique bond between us and set the foundation of our new family šØāš©āš¦. This precious time has allowed me to get to know the … Continue reading Back to work!
Last week I was finally able to take the PL 600 Power Platform Solution Architect exam š With our daily jobs and personal life, it is sometimes difficult to find time to prepare a certification and take these kinds of exams. However, if the Power Platform is part of your job and you are working … Continue reading PL 600 Power Platform Solution Architect
Using the Dataverse Web API you can pretty much run any CRUD (create, retrieve, update, delete) operation in the Dynamics 365 applications. However, you still find today some special cases like the one that I'm going to talk about in this article. This special case is actually brought by the column type "PartyList", which has … Continue reading Retrieving email CC using Dataverse Web API
This month I had the opportunity to participate in a Hackathon with the Vanguard UK CRM Team. Using the Power Platform and AI Builder, we were able to prototype a functional solution that attracted the attention of the judges and persuaded them to get awarded with the first international place š„³ The client experience is … Continue reading Hackathon 2021, we won š„³
Have you noticed that some security roles have been assigned to your Dynamics 365 users unexpectedly? During the last year, we've had a couple of incidents due to the same. Some of the predefined security roles were assigned by the system and this was breaking our initial design. Now there is a solution for this. … Continue reading Unexpected security roles
Imagine you have an external system pushing some customer data to your Dynamics 365 environment overnight and sometimes it requires longer than an hour throwing a 401 error. In this article, I'll describe how you can extend the lifetime of the access token used to connect to the Microsoft Dataverse API in order to resolve … Continue reading Extend access token lifetime
Now we can use Microsoft Dataverse Custom API within real-time workflows ("the classic ones"). This is a nice surprise that I've noticed this week while developing a custom API. New "Enabled for Workflow" option in Custom API Notice the new option "Enabled for Workflow" in the Custom API form. To use this new feature, you … Continue reading Custom API Enabled for Workflow
Before I started working with Dynamics CRM 3 and 4 back in 2008, I was a .NET developer. So working with plugins ("those Callouts in CRM 3.0"), custom workflow activities and client extensions (HTML, JavaScript) was relatively "familiar" for me. So that I decided to focus on my weakest part: what is the CRM application, … Continue reading PL-400 Power Platform Developer
@ramontebar šØāš» 