Microsoft released Customer Insights in July 2019, giving you the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This had me thinking what are the key benefits of Customer Insights?So here are my findings on some key benefits:Cu
Read the full article hereWhen deploying a Custom Control, I noticed that the Custom Control was not updating from the previous version. I struggled to work out why this wasn’t overwriting the previous version of the Custom Control, so I was removing the dependencies and deleting it, then re-deploying the Custom Control each
Read the full article hereIn this article I briefly demonstrate how to capture the queries that are sent by Power BI to Dynamics 365 (Online) when refreshing a table in a Power BI Data Model.The example used in this article is based on an Account query. This query includes steps to filter, select, sort and expand the retriev
Read the full article hereWith the new Customer Insights feature released by Microsoft in July 2019, you now have the ability to combine all your Customer data stored and managed across the whole business into one unified Customer view. This means that Contact information stored in Dynamics 365, as well as their related paym
Read the full article hereRecently, Microsoft have released new Artificial Intelligent functionality, which can easily be added to Power Apps and Microsoft Flow (now called Power Automate). At the time of writing this blog there are four AI Models, Form Processing, Object Detection, Prediction and Text Classification. This b
Read the full article hereYou’ve commissioned the build of a brand-new CRM, replacing an existing system or upgrading your older version of CRM. It’s been delivered, everyone’s excited to use it but how do you know it’s been a success?Being on time and on budget is a project manager’s goal and a measure of project success. H
Read the full article hereWith the Web Client scheduled to be removed entirely on the 1st October 2020, Microsoft are automatically transitioning environments to the Unified interface before this date, you may be surprised to see how early they have scheduled the transition if you were expecting to have until October!The Tra
Read the full article hereIn a previous article, I demonstrated several approaches for transforming Dynamics 365 UTC Date/Time values to New Zealand (NZ) Local Date/Time and Date values. In this article I demonstrate the structure of the custom Power BI function referred to in that article. This article demonstrates the inte
Read the full article hereMicrosoft AI Builder is a Power Platform capability that puts awesome Artificial Intelligent capabilities at your fingertips.We have four AI models available in the preview release:PredictionForm ProcessingObject DetectionText ClassificationThe preview released only to Environments in the US and Eur
Read the full article hereMicrosoft Flow can be configured to easily automate tasks which use a range of different applications and services. Not only can you connect to Dynamics 365 from Flow to work with records – you can also run Flows from within Business Process Flows in Dynamics 365.Create Flow:In this example I create
Read the full article herePower Automate provides us with a connector that allows for sending Push Notifications to your Canvas Power App. Most of the details can be found here.Here are a few of our findings while implementing this Power Automate functionality.The link above mentions that a known limitation of the Push Notif
Read the full article hereWhen moving from a legacy system to Dynamics 365, sometimes it’s important to maintain the “Modified On” date for records, such as Activities. The Timeline control displays Notes and Activities in the order that they are modified.Setting the “Modified On” field in a data migration isn’t possible as
Read the full article hereWith the recent Wave 2 Release for Dynamics 365 there has been a slight change to how the header works on a Form, which is known as the High Density Header. With this change, users can add more than four fields to a form header while sacrificing the ability to edit the fields without using a dropdow
Read the full article hereBefore we start, what is the AI Builder?In a nutshell, it is a Power Platform capability that puts awesome Artificial Intelligent capabilities at your fingertips.While I’m writing this blog, it is currently available to you in a Preview released only to Environments in the US and Europe regions. Cer
Read the full article hereWe encountered a situation when comparing Date Time fields in Date Only format in Dynamics. For a particular Calculated Two Options field, the condition is checking whether one Date Time field is greater than the other In situations where the Expiry Date is the same as the End Date, most of the time
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