Power Platform, Dynamics 365, Azure and other experiences around Microsoft Technologies
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
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 🥳 The client experience is … Continue reading Hackathon 2021, we won 🥳
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
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 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
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
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
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
This week Microsoft has published the April '19 Release Notes that describe the changes coming for the Dynamics 365 product family, the Power Platform, Power BI, CDM and Data Integration. These Release Notes published on January 21 are the first milestone of the key dates shared by Microsoft, see them below:
In October 2018 there will be another big release for Dynamics 365, including Marketing, Sales, Service, Social Engagement, Finance and Operations, Talent, Retail, Business Central (Nav), PowerApps, Microsoft Flows and Power BI (Business Intelligence), Data Integration and Mixed Reality business apps. These were the news published just yesterday at the Microsoft Business Applications Summit 2018 celebrated … Continue reading Dynamics 365 October 2018 Release
@ramontebar 👨💻 