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Channel: Microsoft Dynamics 365 Community

Sales Automation || 4 Important Sales Automation Strategies || Develop Powerful Sales Team

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When I started my business, I worked like a superman. If any project was coming I jumped into it for conversion. But slowly this habit converted into compulsion. This is what happens with most small a...(read more)

Develop your first extension in Business Central

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Business central is a popular ERP system developed by Microsoft for small and medium businesses. Although it is very rich, still sometimes businesses need to extend some features using custom extensio...(read more)

Dynamics 365 Processes vs Power Automate (Flow) features missing (limitations)

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Many Dynamics Developer or Citizen developers still get perplexed regarding what will be the best way to execute extended logic for Dynamics Platform. On top of that Microsoft keeps on promoting to us...(read more)

8 Reasons Why Your Business Needs SharePoint

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After Covid-19, every organization is using online platforms to be future ready and company’s private network intranet is must thing.  Share-Point online mainly used for creating an intrane...(read more)

Sales Process Automation Strategies- What is right and What is wrong

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Sale– Sale– Sale! *  Sale 50% discount*   Sale – buy 2 and Get 1*   New year Sale*   Christmas Sale!!!!*  (*condition applied)    This is all how w...(read more)

Business Process Automation Tools - Power Automate

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What do you think when we hear business process automation? Business process automation is transforming organizational operations with ease to do more with less while scaling in alignment with busine...(read more)

Features about Microsoft Teams

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Microsoft Teams, Team collaboration and Teams communications.   Before Teams, organizations were struggling to have better communication channel, where they have security, groups, document ...(read more)

Common Data Service Terminology updates

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For those of us who have been using Microsoft Dynamics from the early days, the only names that we ever knew for the data schema elements has been entities, fields and attributes, records, and for the different fields types where we will be seeing the changes applied option sets, picklists and two option values. Earlier this month, Microsoft made a drastic change, and if you are like me, and usual...(read more)

Considerations of Embedding Canvas Apps in Model Driven forms - Revisited

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A few weeks ago, I wrote a blog post about embedding a Canvas App in a Model Driven form, and compared the options of whether, in my case I should have embedded the app using the Canvas App control, or as we implemented using an iframe on the form. Although, while making this decision to use the iframe it seemed like the correct one to do, as we would be able to control the security of the Canvas...(read more)

Using Azure DevOps for Power Platform with a Self-Hosted Agent

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There are various organizations that for whatever reason, whether it be trust or security are not comfortable using the Microsoft-hosted agents, and would like to use self-hosted agents within their own corporate environment. In this article, I will go through the steps of creating a self-hosted agent, and then configuring a pipeline that will move your solution between the different environm...(read more)

Predictive Lead Scoring

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Hello Experts,                I am very happy to share my blog on Lead scoring which is the continuation of My first Flows  blog and what are we waiting for  let&#39...(read more)

Deploy solutions across environments using Azure DevOps and Power Platform Build Tools

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In this article, I review the required steps of building and deploying your Power Apps solution from your Development environment to your test and production environments. We will add a approval trigger from Test to Prod, Unpack the solution and publish your managed solution as an artifact so that it can be used to import to the higher environments. Although you can use both a Username/Password au...(read more)

Service Principal Connection References and using Invoker’s Connection

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As Microsoft is still making changes to connection references, I have been trying to get it to work with a service principal account, and account a few interesting points that are important for anyone who will be developing and deploying Power Automate flows using the Service Principal Connection reference. Let’s start with the basics. I created a flow that will trigger when the Payment Stat...(read more)

Calling MS Graph API from Canvas Apps by using Power Automate and HTTP Request

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Recently, while working on some requirements, I noticed that one of the solutions that the company implemented was to replicate the Azure Groups and Members from AD into their Dataverse environment. This seemed to me to be unnecessary, but sometimes due to security restrictions, this might be the only way. After further investigation, the only requirement from the business was to check whether par...(read more)

Field Service 2021 Wave 1 - Top 5

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It's once again time for my top 5 features for the next Wave release Self-service scheduling for your customers Will be released in April 2021 for Public Preview and July 2021 for End Users, Ma...(read more)

Dynamics 365 wave 1 2021: Top Features & Preparation Tips

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The next major update wave 1 2021 will be coming soon to organisations using Microsoft Dynamics 365 Online. Find out what to expect and how to prepare for the update. Microsoft Dynamics 365 follows a...(read more)

Microsoft Dynamics Marketing - Events

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Let's have a look at Events in Dynamics Marketing Sometimes I forget to blog so here goes with one that will start a series on Dynamics Marketing Events. For the past 3 years, we have run Scottish S...(read more)

Microsoft Dynamics Marketing - Venue Management

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When it comes to managing events i find one of the most difficult aspect of it is the venue management. Different resources and contacts that you dealing with, Information all over the place and the...(read more)

Being responsible with your data 101

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Now that operating in the cloud is the norm and on-premise deployments are the outliers in the software industry, it's time to review the nature of service agreements and SLAs for SaaS services - ...(read more)

April RW1 is Upon Us: See what data impacts may be present with key new features

Biggest myths about Digital Transformation

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Digital Transformation ? it starts from Owner's mind. Are you ready? Let me tell you one story -  There was a big myth in the Indian community when the computer revolution started back in the 80...(read more)

How automation can boost your lead generation by 80%

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Last week I was attending a webinar and my colleague who is the school director raised one concern.   And here is the story: she purchased db from some sources and sent emails and messages to all...(read more)

D365 Admins, don't disable Export to Excel in fear!

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The reason why many Dynamics 365 CE customers choose to disable the Export to Excel feature for most (if not all) end user security roles is because they don't want to suffer from bulk data corrup...(read more)

Top 5 Questions Asked about Dataverse Backups

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Microsoft does a good job (arguably the best in the industry) at providing visibility and access to backup features and tools for the clouds applications they sell. And as the world commences with the...(read more)

Appreciate your data before it's gone

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We all know that data is important. That it's valuable. But it's a lot like breathing - we know we need it and that it is valuable, but we don't appreciate it enough while we have it. Now ...(read more)




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