[email-IV] Automatic Record Creation Rules actions

In my previous post, I introduced the new Automatic Record Creation rules in the Customer Service Hub app. In this new post, I'm going to expand this topic to use conditions and actions. This will allow us really to generate other records and I'll show you an example to group emails by case. I have … Continue reading [email-IV] Automatic Record Creation Rules actions

[email-III] Automatic Record Creation Rules intro

In my previous posts, I described how to create a common mailbox and handle the creation of contacts. In this new article, I´m going to introduce the Automatic Record Creation rules and some of their latest features. Automatic Record Creation Rules have been a useful tool to enable non-developers to create business rules around emails … Continue reading [email-III] Automatic Record Creation Rules intro

Deploy Custom API using spkl

I have been recently testing the new Custom API functionality and how it could be integrated with spkl. This article describes some of those tests and the current status. In case you are not familiar with spkl, it is a great development and open-source tool created and driven by Scott Durow (thanks for all this … Continue reading Deploy Custom API using spkl

Get choices names in flows

In my previous post, I described how you could retrieve the labels of a choices column (multi-select optionset attribute) using a classic Dynamics Workflow. In this new article, I describe how to do the same using a Power Automate flow. Using a classic Dynamic workflow is still a valid solution. However, if you are creating … Continue reading Get choices names in flows

Get choices names in workflows

A couple of years ago I wrote a utility for the community tool Dynamics-365-Workflow-Tools to retrieve the selected values of a multi-select optionset attribute within a workflow. I have now extended this utility to also provide the corresponding labels. By the way, by multi-select optionset I mean the Choices column type based on the new … Continue reading Get choices names in workflows

Unable to install new language

Photo by Joel Naren on Unsplash

I was trying to install a new language in my Microsoft Dataverse / Dynamics 365 environment and I carried on getting the error "Duplicate Record. A record with these values already exists". If you are suffering the same, do NOT panic 😀 I also downloaded the log file and it provided some additional technical information: … Continue reading Unable to install new language

[email-II] Creating contacts

In my previous post, I explained how we could receive and manage emails within Dynamics 365 using a shared mailbox linked to a queue. When emails are received from unknown senders, by default, a new contact gets created. Unknow means that there is not a record in the system with the same email address. "Contact" … Continue reading [email-II] Creating contacts

[email-I] A common mailbox

One of the most common requirements I have seen in business applications projects is the ability to receive and send emails directly from the main customer management system (e.g. CRM). A simple solution for this is to use Server-Side Sync to integrate Microsoft Exchange mailboxes with Dynamics 365 / Microsoft Dataverse. By the way, this … Continue reading [email-I] A common mailbox

Power Platform geographical availability

"Where are my applications and data going to be hosted?" This is probably one of the first questions you may face once you start a new project. In the case of the Power Platform, Microsoft has made available some very good documentation. The most recent information that I have seen and I have found very … Continue reading Power Platform geographical availability

My first certification ONLINE exam

Last week I took my first online exam for the Microsoft certification PL-100 Microsoft Power Platform App Maker (beta) using the Pearson VUE services. I think it was an interesting experience. Normally I would go to the test center to take the exam, where they have a room full of individual computers and they keep … Continue reading My first certification ONLINE exam