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

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

2021 release wave 1 coming soon

⏲️ Time flies and the new release 2021 wave 1 is coming, are you getting ready? April 1st will be here very soon πŸ₯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

[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, 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

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 πŸ˜€ 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