[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

Managed Solutions, the NeverEnding Story

How many times have you had a conversation about unmanaged and managed solutions?. If you have worked with Microsoft Dynamics CRM, Dynamics 365 Customer Engagement or Power Apps, probably you have already used solutions and you know what I'm talking about. The key question is: which one should I use? 😵 Managed solutions were introduced … Continue reading Managed Solutions, the NeverEnding Story

Form settings available on preview

The new Power Apps Maker experience for model-driven apps is catching up more and more with the old classic one. Today, while I was using make.preview.powerapps.com, I noticed this new button "Form settings" where you can now configure the form security roles, order and fallback option. Classic form configuration Current Make experience Preview Make experience … Continue reading Form settings available on preview

Actionable Power BI reports

Power BI is normally used to read and visualise data. However, you can go further than that and trigger actions to initiate other workflows. How powerful could this be?! Let's say we have a business scenario where we are analalysing the revenue of our customers. We have this inforamtion in our CRM system but we … Continue reading Actionable Power BI reports