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
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
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
β²οΈ Time flies and the new release 2021 wave 1 is coming, are you getting ready? April 1st will be here very soon π₯³ https://dynamics.microsoft.com/en-us/roadmap/overview/ If you haven't done it yet, you can find all the details about the new changes in the release plans: https://docs.microsoft.com/en-us/dynamics365/release-plans/ Once you have got familiar with the release notes, … Continue reading 2021 release wave 1 coming soon
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
In my previous posts, I described how to create a common mailbox and handle the creation of contacts. In this new article, IΒ΄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
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
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 π I also downloaded the log file and it provided some additional technical information: … Continue reading Unable to install new language
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
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
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