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…
In canvas app we usually come across the need of different types of dialog boxes. Confirmation dialog box is one among those. Mostly confirmation dialog boxes are provided in the app where critical actions like delete, approve, reject etc. are performed. In our case we are trying to delete the gallery item with a confirmation…
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…
The Common Data Service (current environment) connector, featuring a native integration between Power Automate and Dataverse, will now be known as Microsoft Dataverse, and appear with the new icon and color shade as shown below. The previous Common Data Service connector will be known as Microsoft Dataverse (legacy). It will be shown with the new icon, albeit in a…
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…
The Power Automate designer is a rich tool in which you can configure every detail of your logic. However, sometimes you may want to just sketch your flow logic before you start building your flow. To do this, use Microsoft Visio directly from within Power Automate.
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.…
This is truly a gem! Those who work with Visio to prepare flow diagrams especially related to Microsoft Stack of products would really need to check this (if you haven't yet). Below given is a visio flow diagram created using the stencils. Drawing the integration of a Power App Application which can be accessed from…
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…
One of our Dynamics 365 customers faced an issue where the "Buttons to create the products were missing in UCI App and also when opens the existing records, it shows as 'Read Only' in (Sales Hub) but works in Legacy app". In our cases, we had this issue with 'Products' entity but this can happen…
Playbook template allows managers to define set of activities [ limited to Tasks, Phone Calls and Appointment currently] which should be initiated on a specific event [manually as well as automatically]. In the previous post (https://dynatecon.com/2020/08/12/how-play-book-can-be-used-to-stream-line-the-sales-activities-in-dynamics-365/), we talked about how to set up the Playbook functionality and launch the playbook manually. Playbook can also be launched automatically based…
To ensure consistency in your business process or to know what steps to follow in certain scenarios or events, rely on the playbooks prepared by your managers that guide you with the actions you can take. Playbooks can also contain best practices based on practices that have worked in similar situations before. Playbook template allows…
Dynatecon Solutions 