Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts

Friday, July 21, 2023

Dynamics 365 and Power Platform monthly reading list July 2023

2023 Release Wave 2

Technical topics (Configuration, customization and extensibility)

Topics for Dynamics 365 Business Applications Platform consultants, project managers and power users


Thursday, March 09, 2023

Dynamics 365 and Power Platform monthly reading list March 2023

 Power Platform and Dynamics 365 release 2023 wave 1

Technical topics (Configuration, customization and extensibility)


Topics for Dynamics 365 Business Applications Platform consultants, project managers and power users



Thursday, January 05, 2023

Dynamics 365 and Power Platform monthly reading list December 2022

First post of 2023 - so let's close with last month's  suggested reading list. If you want to catch up on previous reading lists for 2022 - here is the list:

 Technical topics (Configuration, customization and extensibility)

Topics for Dynamics 365 Business Applications Platform consultants, project managers and power users

Friday, April 29, 2022

Dynamics 365 and Power Platform monthly reading list April 2022


 

2022 Release Wave 1

Technical topics (Configuration, customization and extensibility)
Topics for Dynamics 365 Business Applications Platform consultants, project managers and power users

Friday, August 07, 2020

Notes on the Power Virtual Agent in a day lab

Microsoft recently also released a Power Virtual Agent in a day and I decided to give it a try. Power Virtual Agents are one of the components in the Power Platform which allow you to built intelligent chat bots without any coding or AI experience.

Since Power Virtual Agents are built on the Power Platform and the Azure Bot Framework you still have the option to extend the capabilities to suit your organisations needs.

Some notes on the Power Virtual Agent lab:
  • The creation of a virtual agent or bot is super easy and intuitive with a simple graphical interface for authoring the logic  that will drive your bots. The authoring canvas for the conversation tree has a great user experience and enables non-developers to create a powerful chatbot experience.

  • After you import the SolutionPowerVirtualAgentInADay.zip solution file, you will need to reconfigure the connections in the different Power Automate Flows - to do this you will need to use the unique name of the CDS instance - so if you have used a Dynamics CRM instance you can not use the readable name - don't forget to add the region shorthand as well.
  • If you are familiar enough with Dynamics 365 and/or Power Platform you will be able to complete the labs in a couple of hours.
  • The built-in integration with Power Automate allows you to leverage the over 250+ external services and systems so the only limit is your imagination.

References:

Thursday, June 11, 2020

Farewell to the Dynamics 365 Admin Center

In 2019 Microsoft announced that they would consolidate the different admin centers for Power Platform and Dynamics 365 Sales/Customer Service/Field Service. In the meanwhile, more and more functions seem to be moving to the new Power Platform Admin Center. Although the legacy Dynamics 365 admin center deprecation is not listed (yet) on the Important changes (deprecations) coming in Power Apps, Power Automate and model-driven apps in Dynamics 365. I expect this admin portal to quickly fade away.  

Update June 28th: @jukkan just mentioned that there is an update in Message Center which officially states that the old Dynamics 365 Admin Center will go away. I like the speed of innovation in the cloud but this seems like incredibly short notice.



To be able to access the Power Platform Admin Portal you will need to assign an appropriate service admin role - see Use service admin roles to manage your tenant for more details.

Features/functionality which is now surfaced in the new Power Platform Admin Portal:
  • App management in the Applications tab of the legacy Dynamics 365 Admin center has now moved to Power Platform Admin Center - see  Manage Dynamics 365 Apps for more details. This applies to installing and managing Microsoft first party apps like Customer Service but also to other apps installed through AppSource. You first need to select your environment in the new admin center and use the Resources>Dynamics 365 apps menu to open the list of available apps to install. This same screen can be used to upgrade existing apps to newer versions. (Unfortunately there is no indication when there is a new app version available)





Thursday, April 02, 2020

Dynamics 365 and Power Platform monthly reading list February 2020

Dynamics 365 and Power Platform - 2020 Wave 1 Topics
Technical topics  (Configuration, customization and extensibility)

Friday, November 29, 2019

Microsoft webinar redelivery Dynamics Power! Saturday Brussels December 3th

Two weeks ago we had Dynamics Power! Saturday Brussels - a community event on Microsoft Business Applications with over 250 attendees and 25 different international speakers.


For those of you who were not able to make it, Microsoft will organise a short redelivery of 3 sessions in webinar format on Tuesday December 3th - more info and registration available on https://www.microsoftevents.com/profile/form/index.cfm?PKformID=0x8855388abcd 

Agenda:

  • Updates on Power Platform (UI Flows, AI Builder, … )
  • Integration between Dynamics 365 Sales/Customer Service and Dynamics 365 F&O (ERP)
  • Dynamics 365 Mixed Reality

Tuesday, October 15, 2019

Quick tip: Using XrmToolBox with a MFA enabled login

More and more customers are introducing Azure Multi-Factor Authentication (MFA) for Dynamics 365 CRM and while this is a good idea, there are some gotchas. If you are using XrmToolbox – the Swiss army knife in the Dynamics CRM consultant tool belt – you will need to revise the way you setup connections to your CRM/CDS environments.

Use the SDK Login Control when choosing a connection method


Next click on Open Sdk Login Control – this will open the standard browser login page and will allow you to fill in the details required in MFA.




References:

Tuesday, October 08, 2019

Dynamics 365 monthly reading list September 2019

Preview 2019 Wave 2 release topics

Technical topics (Configuration, customization and extensiblity)

Topics for Dynamics 365 Business Application Platform analysts, project managers and power users

Sunday, September 08, 2019

Introducing the PowerApps Checker PowerShell module to check PowerApps solution quality

Microsoft recently updated their tooling for checking the quality of  CDS/PowerApps/Dynamics 365 solution files by releasing the PowerApps checker PowerShell Module . With this new PowerShell module it is possible to receive a detailed report for your solutions identifying problems/issues taking into account best practices around performance, usage, upgrade readiness, supportability and maintainability. The static code analysis is based on rulesets which are provided by Microsoft and which are updated on a regular basis.

The main difference with the previously released tooling in the PowerApps maker portal (See Announcing general availibility of Solution Checker) is that you can now also do checks to validate both managed and unmanaged solutions (CRM2011 to current) so include on-premise solution validation.

The PowerShell module can be installed from https://www.powershellgallery.com/packages/Microsoft.PowerApps.Checker.PowerShell/1.0.2  and provides a number of commands that you can use to perform the checks.



Before you can use the Invoke-PowerAppsChecker PowerShell cmdlet ,  you need to create an Azure Active Directory (AAD) application in a tenant with PowerApps or Dynamics 365 licenses. Follow the steps on Get started using the Microsoft.PowerApps.Checker.PowerShell module to correctly do this using either PowerShell or manually.

The PowerAppsChecker cmdlets in interactive-mode (meaning you need to login everytime you run the checker) or using an application-based token.

Behind the scenes the PowerShell module will connect to the PowerApps checker Web API

The output of Invoke-PowerAppsChecker  is a zip file containing one or more reports in a standardized JSON format. The report format is based on static analysis results referred to as Static Analysis Results Interchange Format (SARIF).

By analyzing results and fixing indicated errors, you can learn how to write high-quality code and decrease the cost of fixing issues later.


Depending on the size & complexity of your project, I might be recommended to include it as part of your ALM strategy.



Other blog post:

Tuesday, September 03, 2019

Dynamics 365 monthly reading list August 2019

Preview 2019 Wave 2 release topics

Technical topics (Configuration, customization and extensibility)
Topics for Dynamics 365 Business Application Platform analysts, project managers and power users

Monday, August 19, 2019

D365 CE 2019 Wave 2 Preview: Dynamics 365 Business card scan preview feature

Top request by customers: scanning business cards and capturing the information will be available in the upcoming Dynamics 365 release and is now available in instances with early access enabled. It worked remarkably well except for my own business card ...


 

The functionality seems to be provided by the new "AI Builder Business Card control" which is added on the quick create contact form. Next on the todo list - testing out modifying the mappings.


Saturday, August 17, 2019

D365 CE 2019 Wave 2 Preview: enable contextual email communication

One of the upcoming enhancements that a lot of my colleagues were excited about is  Contextual email communication in Dynamics 365 for Sales & Customer Service.  Contextual email communication allows you to overlay an email composition screen on top of the existing Dynamics 365 forms without having to navigate away from the screen that you are on. After you have enabled your environment for early preview access you can go to App Settings > Enhanced email  to enable this new functionality. (You might need to do a hard refresh after enabling use CTRL-F5)



After you enable this feature, adding an e-mail to the timeline will open the composition overlay allowing you to consult information on the contact while creating your e-mail.



Thursday, August 15, 2019

Early opt-in to Dynamics 365 CE release wave 2

You can now enable the features coming in the 2019 release wave 2 update by opting in to the updates in the Power Platform Admin Center. Opting in will enable all changed user experience updates for Dynamics 365 for Customer Engagement.

Don't do this on your production environment but test it out on a copy of production - once enabled you can not turn this off


From October 2019, all environments will be enabled for 2019 release wave 2. Opting in now, allows you to get hands on experience with wave 2 changes and testing out the impact on your specific solution setup.

Tuesday, August 13, 2019

Dynamics 365 monthly reading list July 2019


Technical topics (Configuration, customization and extensibility)

Topics for Dynamics 365 Business Application Platform analysts, project managers and power users

Wednesday, June 19, 2019

Dynamics 365 monthly reading list May 2019

Technical topics (Configuration, customization and extensibility)

Topics for Dynamics 365 Business Application Platform analysts, project managers and power users

Wednesday, June 05, 2019

PowerApps Component Framework available in public preview

On April 23th the PowerApps Component Framework (PCF) and the PowerApps CLI was finally made available for public preview. The PowerApps Component Framework (PCF) is the foundation for all controls used in the new Unified Interface released with Dynamics 365.



PCF allows 3d party developers to build visual components using the same framework which is used internally by Microsoft (see picture below for some examples) in the unified interface.


Components created using the PowerApps Control Framework are solution aware and can be used to build a more compelling user experience. The Dynamics365 developer community immediately picked up on this exciting news and Andrew Ly already shared the source code for 3 different controls  - Progressbar control , keybinding example  and countdowntimer.

Guido Preite  @crmanswers also set up PCF Gallery which contains a list of different controls like a timeline control, data card and UK postcode validator. Everyday new controls based on PCF are added.



The PowerApps Component Framework has been in private preview for quite a while but some details were already shared on a number of occasions in 2018. Initially the framework was called Custom Controls Framework and I you encourage to take a look at some interesting post from Bob Guidinger on this topic (see references below). Do keep in mind that there are some changes between the private preview and public preview – see Update existing custom components for more details.

You will notice from the documentation that most samples are using Typescript to implement custom components so I added also some other reference links below which might help you to get started. For a brief introduction you might also want to take a look at the PowerApps April community call recording (PCF presented from 00:47:00 onwards). One thing to note though is that this is a framework which is clearly targeted at professional developers so the Dynamics consultant who occasionally writes some Javascript web resources or some simple plugins in C# will face a steep learning curve. I even think that pure Javascript/.NET developers even have an edge on the average Dynamics consultant when trying to learn the necessary skills required for PCF development.

References: