The custom page is a new page type within a model-driven app, which brings the power of canvas apps into model-driven apps. Custom pages increase the convergence of model-driven and canvas apps and can be used to add full pages or dialogs with the flexibility of the canvas designer. This blog tells you how to…
Canvas App Canvas apps are true low-coding apps, they do not require coding know-how. The users have full control over every single aspect of the resulting app, including size and formatting of its components. Since Canvas app allow for a high degree of creativity and flexibility. The Canvas apps are mainly used for mobile devices.…
JavaScript is an important tool used in Microsoft Platforms to interact with entity forms and is executed for events that occur on the form. JavaScript form customizations is one of the best options needed to control business processes. One of the benefits of JavaScript Form programming is that they are immediate and doesn’t need data…
Power Virtual Agents empowers anybody to easily create powerful chatbots for a variety of purposes. The major attraction of Power Virtual Agent from a development perspective is its code-free graphical interface. With Power Virtual Agents, customer support chatbots, sales chatbots, and much more can be created. Chatbots can also be created for customers and also…
Omnichannel for Customer Service is a robust application that extends the power of Dynamics 365 Customer Service to enable organizations to instantly connect and engage with their customers via channels like Live Chat and SMS. Fig. 1 When a customer initiates a chat with any of the mode, the chat directly lands in Omnichannel dashboard.…
The model-driven app and Microsoft Dynamics 365 do have inbuilt customizations up to a great extent. But for more specific customizations JavaScript is a much better tool. Here is an example of form level notifications applied to a form. The notification options available at form-level are: Error, Warning and Information. These notification options have different…
There's a new way to visualize your model-driven Power Apps and Dynamics 365 data stored within Dataverse. With a single click, Power BI will automatically generate a set of visuals for you to explore and find insights within your data. Read more about this here Known issues and limitations Currently, the visuals generated from this…
Its a common scenario in the Service Case Management where we will have many Case Resolution statuses which include the 'Auto Closure' status reasons. And, its a usual requirement not to show such 'Auto Close' case statuses to user when user tries to close a case manually. Case Resolution page picks the resolution options from…
In the modern era, any contact center implementation should enable multiple support channels for their customers or prospects. This will ensure that proper support is given to their customers as well as it can increase the number of enquiries from potential customers to drive sales growth. Customer Service Channels expected in a Modern Contact Center…
Automatic Record Creation rules and SLAs are required to be migrated from Webclient to UCI client by Oct 2021. There is a ARC & SLA migration tool in the Customer Service Hub and the same can be used for the migration. Internally these processes were running on traditional workflows and this is the strategic move…
Mcrosoft has announced the new and planned features in Dynamics 365 2021 release wave 1. There are lot of new features announced across all Dynamics 365 streams. let;s have a look at the new features in Dynamics 365 Sales: Collaboration with Microsoft Teams - Enhance the sales collaboration experience within Dynamics 365 Sales through integration…
If you are a project manager or running a product or service oriented company, its worth to explore the Microsoft Project for Web application to improve the way you manage your projects. This can surely add lot of value to your day-to-day life. It's not just about the online application but also the analytical reports…
Dynamics 365 Business Central is going to be generally available in India from April 2021. As an SMB focused Dynamics 365 partner, we look forward to working with our India based SMB customers in enabling digital transformation through Business Central platform
Microsoft is launching all new Dynamics 365 Sales mobile app and is in public preview (as on 10th Jan 2021) for testing out. Key Features: The mobile app is optimized for the field seller's most common on-the-go tasks. This means information in Dynamics 365 Sales is always current and field sellers can get things done…
1. How to initiate flow in one Dynamic 365 instance from another Dynamics 365 instance? 2. How to initiate Power Automate flow using Http request? 3. How to remove user's roles in an instance (and trigerred from another instance)? 4. How to get records using FetchXML in Power Automate Flow? 5. How to disassociate (or associate) relationship records in Power Automate Flow?
'Dynamics 365 Healthcare Accelerator' is deprecated and 'Microsoft Cloud for Healthcare' is its replacement solution. Here is the snippet from Microsoft site: Link to read more: Deprecation of Dynamics 365 healthcare accelerator | Microsoft Docs If you are looking for assistance in implementing Microsoft Cloud for Healthcare, please reach out to us through Email: info@dynatecon.com…
It was a long awaited feature to add inline images in the email templates and Email Signature in Dynamics 365 (files available in the local folder) and its available now. We would be able to create beautiful email templates with inline images and additional editor options.
Microsoft Lists is an evolved version of SharePoint List which offers improved features and also a stand alone mobile app. Looking at this, we believe this is going to add huge benefits for organizations to organize and manage their processes within Microsoft List from Microsoft Teams or from it's own mobile app for Mobile users.…
Recently our team faced an issue where the business rule was not getting triggered on 'Quick Create' form even after validating it successfully and activating it on all forms on 'Opportunity'. Problem statement: Business rule was setup for showing/hiding certain fields on the opportunity form based on a field value. Business rule was set to…
When handling the marketing emails with images and formatted texts, its better to make use of the feature to edit email in full-screen window. Sharing this simple yet much useful feature for those who are not aware of it already. To access this mode, click on the expand icon in the email form. Clicking on…
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