In a Power Automate, the Switch Operator is a built-in action that allows us to execute a unique branch of flow actions depending on the value of a variable. This essentially functions the same as nesting Condition operators, except that it’s much more simplified, while providing a built-in ‘default
Read the full article hereIn our Dynamics 365 environment, there is a custom 1 to Many relationship between Contact and Case. In the Case entity, there is an existing Calculated Field called “Case Duration” which calculated the time in hours, between the Case “Created On” field and the current date and time. Notice that the
Read the full article hereWhen tracking email activities in Dynamics 365 via Dynamics 365 App for Outlook, you may have encountered this error message “This Email has been blocked due to potentially harmful content” in the past:Recently, Microsoft has added the SecuritySettingforEmail property into OrgDbOrgSettings which can
Read the full article hereIn a previous blog I discussed how we can map what was formerly Microsoft Forms Pro (now Customer Voice) survey responses to a Dynamics 365 record. In this blog, I will go through how we can use the built-in variables in Customer Voice to pre-populate fields and more!In Customer Voice surveys, we ca
Read the full article hereWe encountered an issue in Dynamics 365 Queue functionality where incoming emails were not synchronized despite the mailbox being configured for server-side synchronization.We were able to send emails in Dynamics 365 using this Queue, however, any replies or direct emails to its mailbox did not crea
Read the full article hereThere are some situations where you might want to reuse the out of the box entity icons (e.g. Contact) such as the Interactive Experience form related panel:However, they are not readily accessible as web resources that you can set by default.Instead, you can access the .svg file directly by navigat
Read the full article hereIn Power Automate, the original Common Data Service connector is intuitive, but it certainly has its limitations. Primarily, when deploying a Power Automate Flow across environments, the generic connector required manual reconfiguring to ensure the connectors are pointing to the correct environment.
Read the full article hereWhen we want to restrict model-driven applications in Dynamics 365 to specific Users, we can easily apply Security Role based restrictions in the applications page and select which Security Role a User needs to have in order to have access to this application.For example, we want to restrict the mod
Read the full article hereMicrosoft Forms is a survey application to easily configure surveys with various question types. With Microsoft Forms Pro, there is improved capability for survey analysis and sharing. You can learn more about it here.Despite its own survey analysis functionalities, it might still be beneficial for
Read the full article hereIn Click Dimensions you can create Email Sends for a recipient, or multiple recipients from Dynamics 365. More information can be found here. Following interaction with that Email Send, an Email Event record is automatically created for a Dynamics 365 Contact/Lead/Account with the matching email add
Read the full article hereIn the Dynamics 365 Interface Timeline control, Activities are by default, arranged in order of last modified on. The display for these fields in the timeline are currently set to show the default fields as well.This configuration can be found in the Activities tab for the timeline control in the fo
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 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
Read the full article hereFacebook is one of the largest social media platforms that offers high view rates and precision with the target audience. Combined with Microsoft Dynamics 365, a leading cloud-based business applications platform to store and manage this information, we end up with a powerful combination for enterpr
Read the full article hereThere was an instance for one of our clients where a single user was receiving the error message: “App for Outlook is the App Module for Dynamics 365 App for Outlook. This Action is not applicable.” and was unable to access the Dashboards area in Dynamics 365 Unified interface. At first glance you m
Read the full article here