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

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

[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

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

Ready for 365 Saturday Barcelona

This weekend, October 19th, we will celebrate the 365 Saturday in Barcelona. The registration is already full with more than 250 registrants. Next to a couple of good friends (@marcoamoedo and @demian_rasko), I'll have the pleasure of presenting one of the sessions: The Power Platform custodians. We have prepared an entertaining presentation to cover some … Continue reading Ready for 365 Saturday Barcelona

MB-200 Microsoft Dynamics 365 Customer Engagement Core

Back in March I took the exam MB-200 Microsoft Dynamics 365 Customer Engagement Core when it still was a beta version. For a while, I forgot about it because the results won't be available until the certification was fully accesible. Recently, I wonder what happened to it, I checked my Microsoft certifications profile and I … Continue reading MB-200 Microsoft Dynamics 365 Customer Engagement Core

Microsoft Flow 2019 features map

This week we have enjoyed with the Dynamics Virtual Camp organised by the Spanish D365UG Community. On Monday, my colleagues @VanesaGC_Flow, @dbalaguer and myself (@RamonTebar) delivered a session to explain and demo the new features coming this year in Microsoft Flow. As part of the presentation, we prepared the following map to summarise the new … Continue reading Microsoft Flow 2019 features map

Microsoft Flow CDS connectors

Today you can find three Common Data Service (CDS) connectors in the Microsoft Flow platform (https://flow.microsoft.com). Which one should I use? Microsoft is making an amazing progress on this platform to add new features and improvements. This is probably the reason today we have those few options. Number 3 is very easy to recognise because … Continue reading Microsoft Flow CDS connectors

Getting ready for 365 Friday Milan

Next week we will be in Milan delivering a presentation about theSecurity and Auditing in Dynamics 365 Customer Engagement and the Power Platform. Would you like to know who has done what in your Dynamics deployment? This is your session. http://365saturday.com/dynamics/milan-2019/ We have prepared an entertaining presentation to cover practical and real examples and explain … Continue reading Getting ready for 365 Friday Milan