Dynamics 365, Teams and Documents

Dynamics 365 and Teams integration using documents

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

Enable ARC Rules Activity Monitor

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

PL 600 Power Platform Solution Architect

Last week I was finally able to take the PL 600 Power Platform Solution Architect exam πŸ™Œ 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

Hackathon 2021, we won πŸ₯³

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 πŸ₯³ The client experience is … Continue reading Hackathon 2021, we won πŸ₯³

Extend access token lifetime

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

Custom API Enabled for Workflow

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

PL-400 Power Platform Developer

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

Governance and Administration

Microsoft Ignite March 2021 has brought many interesting announcements. In this article, IΒ΄ll cover some of the content delivered by @clamanna and @JulieStrauss3 highlighting the new enhancements coming in the Power Platform for Governance and Administration. What's new and what's next for the Microsoft Power PlatformEnhancing the Admin experience with Power Platform Governance The last … Continue reading Governance and Administration