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Showing posts with label PowerApps. Show all posts
Showing posts with label PowerApps. Show all posts
Friday, December 20, 2024
Wednesday, September 23, 2020
Dynamics 365 and Power Platform monthly reading list August 2020
Technical topics (Configuration, customization and extensibility)
- Dynamics 365 - the cost of manual deployments
- Power Apps with Azure Application Insights (Youtube 00:39:52)
- Power Automate Dynamics 365 connector deprecation
- Power Platform Developer Saturday recordings
- The power of Dual Write (Youtube 00:52:35)
- Querying date intervals in the Common Data Service by @rappen
- Creating a flow which triggers where regarding field = lead by @benhosk
- Dynamics 365 - Problems with managed solutions out of sync versions
- Enable send direct email button in Unified Interface
- Find Created On date of solution components in solution layers
- Configure display activites in UCI with the card form by @inogic
- BPF Flow step as a trigger in CDS (current environment) connector
- Securing your HTTP triggered flow in Power Automate
- Access flow run history within a record in Dynamics 365/CDS by @LinnZawWin
- PowerApps Collections Cookbook
- Load data from SQL on premise to CDS using Power Platform dataflows
Topics for Dynamics 365 Business Application Platform consultants, project managers and power users
- Power Apps Licensing explained (Youtube) by @LisaMCrosbie
- Planning a Power Apps project
- Improve sales productivity and remote selling with sales accelerator
- T-Mobile manages company wide initiatives and more with Power Platform
- Imagine, build and deploy solutions with Microsoft Power Platform
- PowerApps the truth about $10 by @stevemordue
- Enrich customer data with brand and interest affinities with Dynamics 365 Customer Insights
- Modernizing the non-conformity management tool with Microsoft Power Platform
- Telstra citizen developers automate processes with Power Apps in Microsoft Teams, giving millions of minutes back to the business
Monday, April 20, 2020
Dynamics 365 and Power Platform monthly reading list March 2020
Dynamics 365 and Power Platform - 2020 Wave 1 Topics
- Routing Rule, Site, Queue Item enhancements added in Unified Client in Dynamics 365 Customer Service – 2020 Release Wave 1
- Rich notes and filter enhancements in Dynamics 365 Timeline Control– 2020 Release Wave 1
- Sales Forecast for Dynamics 365 Sales – 2020 Release Wave 1 – Goals in a new look
- Save standardized PDF documents to Dynamics 365 or SharePoint
- “Change in Default Search behavior in Dynamics 365 in release wave 1”–Inform your customers before it takes them by surprise.
- What’s new in Dynamics 365 2020 Wave 1 release for front-end developers
Technical topics (Configuration, customization and extensibility)
- Power Platform Conference 2020 recordings
- Embed a Canvas App in a Model Driven App in full-screen mode by @jonaswauters1
- RSS notifications to your phone using Power Automate by https://twitter.com/priyesh_wngman7
- Power Automate Flows now available from within Business Process Flows
- Power Apps: integrating Azure Functions and Canvas Apps
- D365 Typescript Web Resources - Part 1 - Basics
- Interacting with the Dynamics 365 / Common Data Service Web API from Azure Data Factory by @joejgriffin
- How to use Enhanced Reference Panel in UCI for rendering multiple sub-grids
- Pre-Requisite Questions for Power Platform
- Adaptive Cards – Improved Approvals (Part 1)
Topics for Dynamics 365 Business Application Platform consultants, analysts, project managers and power users
Labels:
azure,
CDS,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
Flow,
Power Automate,
Power Platform,
PowerApps
Thursday, April 02, 2020
Dynamics 365 and Power Platform monthly reading list February 2020
Dynamics 365 and Power Platform - 2020 Wave 1 Topics
- Series of blog posts from @nishantranacrm Email template enhancements in Dynamics 365 for Sales – 2020 Release wave 1 , Configure Sales Hub from Centralized Location (General Settings Section added) for Dynamics 365 for Sales – 2020 Release wave 1 and Customize Case Resolution Dialog Box – 2020 Release Wave 1
- Dynamics 365 2020 Release Wave 1 Notes by @D365Goddess
Technical topics (Configuration, customization and extensibility)
- Log telemetry for your Apps using Azure Application Insights
- Introducing Power Apps Monitor
- Improved performance center in Dynamics 365 model driven apps
- Creating activities using Power Automate
- Check managed solution installation failures in solution history in Dynamics 365 CE
- How to execute an entity bound action using the Dynamics 365 Web API
- PowerApps Community plan - get a free environment for individual use
- CDS/CRM SDK – WS-Trust auth and OrganizationServiceProxy Deprecated, what does it mean?
- .NET Core CDS SDK Alpha Availability
- Unified Interface App URLs – 3 different ways by @priyesh_wngman7
Topics for Dynamics 365 Business Application Platform consultants, analysts, project managers and power users
- Using AI to build a modern field service organization
- Notes analysis from Sales Insight by @inogic
- Shining a light on shadow IT by @stevemordue
- Critical comments: where customer experience is won or lost
- Moving legacy Dynamics to the Power Platform/Dynamics 365 (online)
- Using playbooks in Dynamics 365 CE
- Introducing Microsoft Dynamics 365 Project Operations
- New AI features connect and extend insights across the organization
Labels:
AI,
azure,
CRM,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
microsoft,
Power Automate,
Power Platform,
PowerApps
Monday, March 09, 2020
Dynamics 365 and Power Platform monthly reading list January 2020
Dynamics 365 and Power Platform - 2020 Wave 1 topics
Starting April 2020, new features in Dynamics 365 and Power Platform will be activated, but you can already try out some of the new features by enabling early access - for a full list of available features see 2020 release wave 1 features available for early access
Starting April 2020, new features in Dynamics 365 and Power Platform will be activated, but you can already try out some of the new features by enabling early access - for a full list of available features see 2020 release wave 1 features available for early access
- Dynamics 365 release schedule and early access
- Dynamics 365: 2020 release wave 1 plan
- First impressions on Power Platform 2020 Release Wave 1 by @jukkan
- Marketing Release wave 1 2020 by @MalinMartnes
- 2020 release Wave 1 - random picks by @ashlega
- Microsoft Power Platform 2020 Release Wave 1 Plan: the bits which excited me by @leontribe
- CDS vs CDS: what connector should I use in Power Automate? by @lagerquistsara
- How to run Microsoft Flow through custom ribbon button using httprequest
- 7 golden rules of Flow development in Power Automate
- Enable collaborative bot development across your organization for any user
- Dynamics 365 Org DB Settings
- How to avoid the "Get Record" action to retrieved related data in Power Automate
- Create your own Insight Cards with Power Automate in Sales Insights
- Create a Power Virtual Agent in 10 easy steps
- Using Power Virtual Agent and Power Automate to create a simple bot for cases in Dynamics 365 Customer Service
- Send and store surveys responses in Dynamics 365 CRM using Forms Pro by @inogic
- Introducing Test Studio to build end-to-end tests and maintain your (canvas) app quality
- 10 things I wish I knew before I started with PowerApps
- Power Automate + Adaptive cards introduces business form scenarios on Microsoft Teams
- What are environment variables?
- Can Azure Functions replace plugins in Dynamics 365? Well yes but ...
- Power Platform Admin role vs Dynamics 365 Admin Role in Office 365 Admin center
- Power Virtual Agent - Extend and Customize
Topics for Dynamics 365 Business Application Platform consultants, analysts, project managers and power user
Monday, February 03, 2020
Lessons learned about Dynamics 365 solution layering - Part 1
This is the first in a series of blog posts on Dynamics 365 solutions and solution layering in which I will cover the basics about Dynamics 365 solutions and gradually delve deeper into the mysterious world of the inner workings of Dynamics 365 solutions.
In my opinion, based on how managed solutions and solution layering work - I think that in the majority of cases you should only use a single managed solution to avoid issues down the line. Read on to see why...
This blog post assumes that you are using managed solutions to deploy to all environments and only have unmanaged solutions in your development environment.
Dynamics 365 solutions fundamentals
If you work with Dynamics 365/CDS solutions, you should be aware of the concept of solution layering. Solution layering occurs on import of solutions when a specific component is affected by a change within one or more solution. Solution layering will determine the kind of behavior that a user will see in Dynamics 365.
The figure above shows how layering works: at the bottom, you have the standard CDS solutions on top of which you might have some first party apps installed like Dynamics 365 Sales/Customer Service etc... If you deploy custom managed solutions, they will go on top based on the order in which they are installed. Direct customizations and unmanaged solutions are always at the top but there is no real layering of unmanaged solutions - they all end up directly modifying the base behavior.
Solution layers describe the dependency chain of component from the root solution introducing it, through each solution that extends or changes the component’s behavior. Solution layers are created through extension of an existing component (taking a dependency on it) or through creation of a new component or version of a solution. So it is very important to understand that layers should be considered on a per component basis.
In April 2019, Microsoft introduced a new user interface component which visualizes the different solution layers which are impacting the behavior of a specific component - View solution layers for a component. Below is an example of the solution layers of the case form which was quite an interesting example.
Going beyond the basics
But what happens if two or more solutions define solution components differently? This article - Introduction to solutions - conflict resolution explains the two conflict resolution strategies - Merge and Top Wins. The article is also valid for online according to Microsoft support - even though it was written for Dynamics 365 on premise and last updated in December 2017.
When importing a managed solution with the overwrite customization option, it is possible to override the "top wins" conflict resolution but this does not apply to components which apply a “merge strategy” - for more details see Understand how managed solutions are merged
So you need to be very careful when adding components which apply a merge strategy in multiple solutions with different publishers since the merge behavior might cause unexpected side effect such as creating a separate active layer on top which would block your customization to appear to the user.
An active layer can emerge in two scenarios - a direct customization was done in the instance but it seems that it is also possible that a managed active layer is created when using only managed solutions without direct customizations in the system. This happens when managed solutions in one system, with different publishers (the Microsoft solutions count as a different publisher) are trying to update the same component. It is a defense mechanism that Microsoft has built in when there are object inconsistencies across managed solutions.
The general recommendation is that you keep the number of managed solutions with common components (e.g. forms with a different form layout) to a minimum. This will avoid merging issues across the layers.
Single solution to rule them all?
Taking into account all of the above it seems that you would opt to use a single managed solution to deploy to other environments.
| Single solution approach | |
Pros:
| Cons:
|
I do think that a single solution might make sense in the majority of cases but there are of course exceptions to this rule. I would recommend you to take a look at the Solution Lifecycle Management: Dynamics 365 for Customer Engagement Apps whitepaper and especially the section on solution boundaries which outlines some of other valid scenarios for having multiple solutions e.g. the scenario where you need to deploy to multiple regional production instances with small variations with a core solution approach and on top local solutions or the scenario where you need to release subsets of applications on different cadence/timeline.
Friday, January 31, 2020
Dynamics 365 and Power Platform monthly reading list December 2019
Technical topics (Configuration, customization and extensibility)
Topics for Dynamics 365 Business Application Platform analysts, project managers and power users
- Introducing improvements to data storage in Common Data Services
- New improvements in Embedded Canvas Apps which are undocumented/unannounced
- MVP Advent Calendar 2019 - excellent initiative by @MeganVWalker
- Microsoft Flow vs Dynamics 365 Workflows
- Power Virtual Agent Series - add Power Virtual Agent to Microsoft Teams by @TomaszPoszytek
- Sentiment analysis for Power Virtual Agent using Power Automate & Azure Cognitive Services
- Performance benefits of unified interface
- Get notified in Dynamics 365 when a contact is no longer with a company.
- Generate demo data for Dynamics 365 using Power Automate and Mockaroo by @DylanHaskins
- Connect to Dynamics 365 Web API using oAuth2.0 - Authorization Code Grant Type
- Custom Insights Cards for Sentiment Feedback
- Filtering a lookup based on the linked entity by @Himbapinfo
- PowerApps: using the Common App Connector vs the Dynamics 365 Connector by @ccognetta
- SalesSpark and the PowerApps Component Framework by @ScottDurow
Topics for Dynamics 365 Business Application Platform analysts, project managers and power users
- Proactive chat in Dynamics 365 Omnichannel for Customer Service
- 2019 in Microsoft Business Applications by @jukkan
- How Microsoft publishes product release plans using Power Platform
- Microsoft Access: the database software that won't die
- Predictive lead scoring in Dynamics 365 Sales Insights
- Dynamics 365 Scrum - what to measure in your Scrum projects
- Less code, More Power II by @ManuellaPichler_
- Using AI to better understand your customers
Thursday, January 16, 2020
Update on Dynamics 365/CDS request limits
End of August Microsoft announced an API based limitation which is based on users and the type of licenses they have - the latest documentation is available on http://aka.ms/platformlimits as well as PowerApps and Microsoft Flow licensing FAQs for October 2019. I would recommend regularly checking these pages as they have been updated quite a few times in the last months.
During interactions with Microsoft the last couple of months, they explained that the allocated number of API calls within the different licenses are based upon internal telemetry on the current Dynamics 365 customer base. The claim is that 95% of customers fall within the standard allocated API limits. But if you are using a lot of integrations, you might need to re-architect part of your solution.
Listed below are the key takeaways:
During interactions with Microsoft the last couple of months, they explained that the allocated number of API calls within the different licenses are based upon internal telemetry on the current Dynamics 365 customer base. The claim is that 95% of customers fall within the standard allocated API limits. But if you are using a lot of integrations, you might need to re-architect part of your solution.
Listed below are the key takeaways:
- Users with a Dynamics 365 Enterprise Application license have 20.000 API requests allocated in a 24 hour window.
- Technical/non-interactive/application users get allocated 100.000 API requests if at least one Dynamics 365 API license is available.
- If a user exceeds the limits the admin for the tenant/environment will receive a notification - end users will not be blocked from using the app.
- This new licensing went into effect for new customers who on boarded after October 2019. Existing customers have a transition period until October 2020 or when their licensing contract expires. Whichever is longer. For customers with an enterprise agreement this will be the end of their EA (in most cases I know these contracts are valid for 3 years), customers on a CSP contract typically have a yearly expiration date. Reach out to your licensing partner or Microsoft for more details.
- The currently available statistics in the Power Platform Admin Center are still quite rudimentary but are a good starting point to assess the impact on your environment
- It is possible to purchase additional blocks of 10,000 daily API requests for $50 per month (For details reach out to your licensing partner)
- Batch requests (Executemultiple) only count as 1 API call, so you can wrap a 1.000 individual calls in one ExecuteMultiple call.
References:
Labels:
CDS,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
microsoft,
msdyn365,
msdyncrm,
Power Platform,
PowerApps
Tuesday, January 14, 2020
My perspective on the PowerApps Build Tools for Azure DevOps
Mid July 2019 Microsoft released a preview of a set of PowerApps specific Azure DevOps Build tasks. In the last months this tooling has been updated on a quite regular pace which indicates that ALM (Application Lifecycle Management) for Power Platform (and Dynamics 365 Sales/Customer Service/etc..) is high on the priority list for Microsoft.
For those of you who are new to Azure DevOps, here is a small summary. Azure DevOps is a set of services hosted on Microsoft Azure cloud which support your full software development lifecycle e.g. you can use Azure Boards for work tracking and backlogs, Azure Pipelines for CI/CD, Azure Repos for source control, and much more. Azure DevOps is successor to Visual Studio Team Services (VSTS) and the best thing of all you can get started with it for free. (For more details see Pricing for Azure DevOps). You can start learning Azure DevOps by exploring the Azure DevOps Hands-On Labs
In the past most Dynamics 365 CE consultants largely relied on a BYOALM (Bring Your Own ALM) approach meaning that you need a combination of PowerShell script, SDK extensions, etc … to automate the build and release of Dynamics components. I even think that in the majority of cases there is no fully automated build and release process in place - meaning that a deployment relies on a number of (hopefully documented) manual steps. In one of the projects I recently worked on - we have been using the excellent Dynamics 365 Build Tools for Azure DevOps from Wael Haemze so there are other extensions available for Azure DevOps as well.
After you have installed the PowerApps Build Tools you will see a whole set of build and release tasks that you can use in your build and release pipelines. To explore the possibilities you can start with the PowerApps Build tools for Azure DevOps Hands On Lab files which contains a walk through of the different scenarios like for example using the PowerApps Solution Checker (see reference section for more information on this)
If you compare the PowerApps Build Tools with the Dynamics 365 Build Tools, you will probably see that Dynamics 365 Build Tools currently still offers more capabilities but it does seem worthwhile to start exploring the newly released Microsoft tooling. I recently also got feedback within the context of a Microsoft support case that they recommended to use the new PowerApps build tooling because they would not troubleshoot issues with other extensions on top of Azure DevOps in combination with Dynamics 365.
I also expect more information to come available in the coming weeks as we are getting closer to the Dynamics 365 and Power Platform 2020 Release Wave 1 . In the meanwhile I will be sharing more information in some upcoming blog posts.
For those of you who are new to Azure DevOps, here is a small summary. Azure DevOps is a set of services hosted on Microsoft Azure cloud which support your full software development lifecycle e.g. you can use Azure Boards for work tracking and backlogs, Azure Pipelines for CI/CD, Azure Repos for source control, and much more. Azure DevOps is successor to Visual Studio Team Services (VSTS) and the best thing of all you can get started with it for free. (For more details see Pricing for Azure DevOps). You can start learning Azure DevOps by exploring the Azure DevOps Hands-On Labs
In the past most Dynamics 365 CE consultants largely relied on a BYOALM (Bring Your Own ALM) approach meaning that you need a combination of PowerShell script, SDK extensions, etc … to automate the build and release of Dynamics components. I even think that in the majority of cases there is no fully automated build and release process in place - meaning that a deployment relies on a number of (hopefully documented) manual steps. In one of the projects I recently worked on - we have been using the excellent Dynamics 365 Build Tools for Azure DevOps from Wael Haemze so there are other extensions available for Azure DevOps as well.
After you have installed the PowerApps Build Tools you will see a whole set of build and release tasks that you can use in your build and release pipelines. To explore the possibilities you can start with the PowerApps Build tools for Azure DevOps Hands On Lab files which contains a walk through of the different scenarios like for example using the PowerApps Solution Checker (see reference section for more information on this)
If you compare the PowerApps Build Tools with the Dynamics 365 Build Tools, you will probably see that Dynamics 365 Build Tools currently still offers more capabilities but it does seem worthwhile to start exploring the newly released Microsoft tooling. I recently also got feedback within the context of a Microsoft support case that they recommended to use the new PowerApps build tooling because they would not troubleshoot issues with other extensions on top of Azure DevOps in combination with Dynamics 365.
I also expect more information to come available in the coming weeks as we are getting closer to the Dynamics 365 and Power Platform 2020 Release Wave 1 . In the meanwhile I will be sharing more information in some upcoming blog posts.
References:
- Announcement: automate your application lifecycle management (ALM) with PowerApps Build Tools (Preview)
- PowerApps Build tools for Azure DevOps Hands On Lab files
- PowerApps Build Tools for Azure DevOps Overview (Microsoft docs)
- Introducing the PowerApps Checker PowerShell module to check PowerApps solution quality
- General availability of PowerApps Solution checker makes it easier to check Dynamics 365 solution quality
- Ignite 2019 sessionon ALM/DevOps for Dynamics 365 - Azure DevOps for Power Platform ISVs:Automate ISV solution deployments and release regular upgrades and patches toall customers concurrently by @MimCRM
Labels:
ALM,
AzureDevOps,
CDS,
DevOps,
msdyn365,
msdyncrm,
Power Platform,
PowerApps
Tuesday, December 31, 2019
Dynamics 365 and Power Platform monthly reading list November 2019
Technical topics (Configuration,
customization and extensibility)
- Microsoft Ignite 2019 - sessions related to Power Platform
- Public preview of custom help panes (formerly Learning Path) for Unified Interface
- Installing Dynamics 365 Developer tools (Code generation tool, configuration migration tool, package deployer, plugin registration tool and solution packager)
- Installing Omnichannel for Dynamics 365 (Trial) - Part I
- Installing Omnichannel for Dynamics 365 (Trial) - Part II
- Omnichannel for Dynamics 365 Customer Service - Entities
- What you need to know about Power Automate (Flow) Connectors for Dynamics 365
- Dynamics 365 Data Migration - how to keep the original Modified On date
- Getting started with Power Virtual Agents (Youtube 00:18:07)
- Best practices for fields in Dynamics 365
- Modern datawarehousing using Azure Data Lake, CDM Folders and Power BI Dataflows - Part 1
- Metadata-driven CDM folder creation using Azure Databricks Part 2
- Customer Insights vs Power BI
- Anatomy of the Dynamics 365 Outlook App Panel
- Announcing Power Platform dataflows general availability
- General availability of the "Improve data source experience and Common Data Service views” feature
- Refresh Power BI Dataset programmatically from Dynamics 365 by @inogic
- Yet another address autocomplete PCF control using Bing Maps
- Auto activate Power Automate Flows during solution import
- Evaluating Power BI Connection options for Dynamics 365 Customer Engagement by @joejgriffin
- Choosing the right model-driven app supporting technology by @ashlega
Topics for Dynamics 365 Business Application Platform
analysts, project managers and power users
- Our vision for the Microsoft Customer Data Platform
- Microsoft Forms Pro updates to help improve customer feedback management
- The global state of customer service
- Power Platform Adoption Framework by @andrewdwelch
- New AI Business School addresses key challenges to AI adoption
- Power Apps - Licenses vs Passes by @stevemordue
Labels:
CDS,
chatbots,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
Flow,
msdyn365,
msdyncrm,
Power BI,
Power Platform,
PowerApps
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:
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
Labels:
CRM,
D365Saturday,
Dynamics 365,
Dynamics CRM,
ERP,
microsoft,
msdyn365,
Power Platform,
PowerApps
Thursday, November 28, 2019
Dynamics 365 and Power Platform monthly reading list October 2019
Dynamics 365 – 2019 Wave 2 topics
- New digital messaging offer enhances omnichannel features in Customer Service
- Exporting CDS data to Azure Data Lake (Preview)
- Integration between Dynamics 365 CRM and Microsoft Teams in Wave 2 Release
- Innovations in business applications starting October 2019 (Virtual launch event)
- PowerApps Portals are now Generally available (October 14th)
- Dynamics 365 Marketing 2019 release wave 2 update is rolling out starting now (October 4th)
- Dynamics 365 Customer Insights – October 2019 release notes
- Examples of extending Dynamics 365 Customer Insights with Azure ML
Technical topics (Configuration, customization and extensibility)
- Microsoft Flow – not just for nerds – sending tweets to your mailbox
- How to run Microsoft Flow through custom ribbon button using http request by @Inogic
- Using PowerApps environment variables (Preview)
- Preview: Environment variables overview (Microsoft docs)
- Power Platform: when a Canvas app saves a project
- How to embed PowerApps in CRM without Code! (On demand webinar) by @PowerObjects
- Forms Pro Power BI App
- Convert PowerApps Checker SARIF files to Excel using Power Query
- Replace classic Common Data Service workflows with flows
- SQL 4 CDS XrmToolBox Plugin
- Send and store survey responses in Dynamics 365 CRM using Microsoft Forms Pro
- Refresh your Power BI dataset using Microsoft Flow
- Introducing Monitor to debug apps and improve performance
- PCF Custom Control Builder – XrmToolBox Add-in
- Reduce timeouts for cascading transactions
- Fine tune your virtual agent bot
- Using Microsoft Azure Auto Machine Learning, Logic App and Dynamics 365 for AI Predictive Customer Service
- Introduction to Dataflows and Data integration by @CarinaMClaesson
- Add-on allocation for PowerApps, Microsoft Flow and AI Builder is now available
- New whitepaper on how to build enterprise-ready flows
Topics for Dynamics 365 Business Application Platform analysts, project managers and power users
- Why CDS (Youtube 00:18:44)?
- The End of Dynamics 365 Customer Engagement Online
- Delivering five star experiences with a customer data platform (CDP)
- Dynamics 365 Remote Assist | 2019 release wave 2 overview (Youtube 00:04:11)
- PowerApps Portal Ramp up: Provisioning(Licensing)
- The PowerApps Pyramid: Performance, User Experience and Branding
- 4 steps to take control of Flow and PowerApps in your organization (Slideshare) by @timopertila
- Highlights from Gartner Hype Cycle for Customer Service and Support Technologies, 2019
- Why the best innovators have a surfers mindset and what you can learn from that
- Celebrate the customer service week and the agents who make it all happen
- Actionable insight with Microsoft Business Applications
Labels:
CDS,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
Flow,
msdyn365,
msdyncrm,
Power Platform,
PowerApps
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:
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:
Labels:
CDS,
CRM,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
msdyn365,
Power Platform,
PowerApps,
XrmToolBox
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
- Announcing experimental release of the PowerApps component framework for Canvas apps
- Announcing new Microsoft Dynamics AI-driven insights applications and our vision for the future of retail and Extending the power of Azure AI to business users
- Integration between Dynamics 365 CRM and Microsoft Teams in Wave 2 Release
- Dynamics 365 2019 release wave 2 plan – number of updates published on September 26th
- Release wave 2 launches with over 400 updates, new apps and industry solutions
- Requests limits and allocations for Power Platform – also impacts Dynamics 365 Sales, Customer Service and Field Service
- What’s new in Dataflows and Data Integration (PowerApps) – September 2019
- User experience improvement – fix user input errors quickly in D365 2019 release wave 2
- Introducing the Unified Action Center
Technical topics (Configuration, customization and extensiblity)
- Flow Everything: calling synchronous flows from CDS and Dynamics 365 by @Mikefactorial
- PowerApps optimization techniques
- All about the CDS and Dynamics update train! by @TeamIntergen
- Announcing the general availability of the new model-driven form designer
- The common Microsoft header is coming to PowerApps
- PowerApps checker now includes checker results for canvas apps in solutions
- Collaborative development for PowerApps Canvas Apps
- Announcing the timeline to move to unified interface
- Using adaptive cards in PCF by @dancingwithcrm
- Tip #1308: Secret support in SDK
- Important changes (deprecations) coming in Dynamics 365 Customer Engagement – updated September 2019
- Embedded canvas app user settings utility
- Delaying emails to certain individuals based on their time zone
- Using PowerShell to export/import solutions, data and word templates for D365
- Recordings of Power Platform 24 Conference (August 2019)
- Using Application Insights to monitor your PowerApps Canvas Apps
Topics for Dynamics 365 Business Application Platform analysts, project managers and power users
- September 2019 update for Dynamics 365 for Marketing is now available
- PowerApps vs PowerApps by @stevemordue
- How leading companies use CRM to power personalization
- 4 ways sales teams can close deals faster with AI powered insights
- Microsoft HR uses the Power Platform to transform employee experience
- PowerApps licenses and a Dynamics 365 environment
- Employee experience starter kit - set of PowerApps sample apps
- What is the Common Data Service?
Labels:
CRM,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
Flow,
PCF,
Power Platform,
PowerApps
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:
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:
Labels:
architecture,
CDS,
CRM,
Dynamics 365,
Dynamics CRM,
microsoft,
msdyn365,
msdyncrm,
Power Platform,
PowerApps,
solution+architecture
Tuesday, September 03, 2019
Dynamics 365 monthly reading list August 2019
Preview 2019 Wave 2 release topics
Technical topics (Configuration, customization and extensibility)
- Dynamics 365 release overview – short PDF guides and videos which outline the main features soon to be released
- Preview 2019 Wave 2 release: enhanced functionality in unified interface grids
- Preview 2019 Wave2 release: customize the opportunity close form
- Preview 2019 Wave 2 release: always show important information on the form header in the Unified Interface and introducing Microsoft Wave 2 release new feature – high density header
- Youtube video – adding a PCF component in a Canvas app
- Dynamics 365 Preview 2019 Wave2 release: business card scan preview feature
- Dynamics 365 Preview 2019 Wave2 release: contextual e-mail
Technical topics (Configuration, customization and extensibility)
- Create personalized experiences in Dynamics 365 for Customer Service with Microsoft Flow
- Cloud ETL with Azure Data Factory & Dynamics 365 Customer Engagement
- How to publish an app on AppSource
- Share canvas apps with guests in your organization
- Step by step to create a simple PCF control to show the GUID of a record by @Nishantrancrm
- Upgrade runs entity in Dynamics 365 CRM by @inogic
- Working with custom Dynamics 365 Customer Engagement Dataset schemas in Azure Data Factory v2
- Cleaning up records from the AsyncOperation WorkflowLogBase table
- View Dynamics 365 lists/views as a calendar
- Using Microsoft Flow to sent an overview of imported Dynamics CRM solutions
- E-mail the selected record in Power BI with PowerApps and Microsoft Flow
- Quick tip - CDS base url in Microsoft Flow
- Checking what a user can do in Dynamics 365 using XrmToolBox (Youtube 00:03:30)
- Qualify lead in Dynamics 365 using a Canvas App in combination with Microsoft Flow
- Open PowerApps from inside Dynamics 365 CRM
- Using PCF to display contact cards by @Rajyraman
- Create and manage environments in the Power Platform Admin Center
- Preview Instant Flow steps in Business Process Flows
- CDS/Dynamics 365 Global Discovery Service additional versions and properties by @koolin_
- PowerApps for the CRM person: showing related entity data
- Prevent contact creation in Dynamics 365 on tracking email recipients
- Resetting PowerApps environments scripted
- Backup your PowerApps apps for non-CDS environments
- Dynamics 365 UG Bristol session replay Summer 2019 (Youtube playlist)
- Canvas Apps for the model-driven mind: how to make that leap
- Setting up views for more usable lookups in the Dynamics 365 unified interface
- 4 directions for Power Platform business growth
- Industry accelerators: rapidly deploy solutions specific to your industry
- Application/platform separation in new PowerApps licensing model
- Unicef inspires donors with Microsoft Dynamics 365 Customer Insights
- The future of CRM
- Dynamics 365 Customer Service Insights demo (Youtube 00:02:45)
- Customer Data Platform: going beyond MDM and CRM
- Tip #1295: Quickly search multiple records in advanced find
- Why your CRM is underutilized and what to do about it?
- Create a change management team: change management best practices for your Dynamics 365 CE projects
Labels:
CRM,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
msdyn365,
Power Platform,
PowerApps
Tuesday, August 13, 2019
Dynamics 365 monthly reading list July 2019
Technical topics (Configuration, customization and extensibility)
- Announcing the general availability of embedded canvas apps in model driven forms
- Automatically validate your solutions using the PowerApps solution checker PowerShell Module
- Preview instant Flow steps in business process flows
- Use of React and Office UI Fabric React in the PowerApps Component framework is now available in public preview
- Comparing the three main ways to get Dynamics 365 data into Power BI
- Source code for Google Address Autocomplete PCF control
- How to trigger a Microsoft Flow from a custom button in Dynamics 365
- Using Admin PowerShell cmdlets with Power Platform
- Preview: Integration between Finance and Operations and Common Data Service – Phase 1
- Dynamics 365: Notification error message – “You are using apps designed for the legacy web client”
- Dynamics 365 FastTrack Techtalks – FastTrack TechTalks provide technical and functional best practices and guidance for Dynamics 365 deployments
- How to user Solution Layers in Dynamics 365 v9.x
- Service Update 72 for Microsoft Dynamics 365 9.1.0
- Unified Interface Community
- Increase productivity of CRM users by using Dynamics 365 Virtual Agents
- Remove “The email below might contain script …” warning in Dynamics 365 by modifying orgdbsettings
Topics for Dynamics 365 Business Application Platform analysts, project managers and power users
- Introducing the PowerApps Center of Excellence Starter Kit
- Does staffing the Microsoft Power Platform practice need a refresh?
- PowerApps Portals Licensing October 2019
- Top 10 anti-patterns in sprints, daily scrums, sprint planning, review and retrospectives
- Power Platform and growth mindset of learning – part 1 and Power Platform and growth mindset of learning – part 2
- Satya Nadella demos Microsoft Dynamics 365 Customer Insights (Youtube 00:05:25)
- Building an SFD in Dynamics 365 and the Power Platform
- Make a great first impression with your virtual agent
- Unilever’s digital journey leads to real results for consumers and employees
Labels:
CRM,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
microsoft,
msdyn365,
Power Platform,
PowerApps
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
- Subscribe to AD changes using Microsoft Flow and Graph API
- Sprinkle some DevOps on your PowerApps & Dynamics 365 Customer Engagement projects – BRK3093 (Youtube 00:53:22)
- Build 2019: new accelerators bring Dynamics 365 and Power Platform ISVs to AppSource and Azure Marketplace
- Understand record references and polymorphic lookups in canvas apps
- Dynamics 365 Sales Insights – how relationship analytics values are calculated
- Building the platform for every developer
- Import or export records from PowerApps for Dynamics 365 CE
- Dynamic country maps in PowerApps
- Microsoft Dynamics 365 Banking accelerator is now in private preview
- Why would you use “Stage for upgrade” with managed solutions?
- On the Fasttrack to a Dynamics 365 for Customer Engagement on premise to online migration
- ALM at scale: new features and automation capabilities
- Announcing the general availability of the new view designer
- Dynamics 365 integration with Microsoft Flow
- Unearthing the “solution layering” feature of Dynamics 365. How are good old concepts of patching and cloning related to it?
- Flow vs Azure Logic Apps why am I a convert?
- Provisioning and administration of CDS instances is getting easier
- Geocode a custom entity with Microsoft Flow
- Using Azure Active Directory groups to manage user access to Dynamics 365 apps and data
Topics for Dynamics 365 Business Application Platform analysts, project managers and power users
- Power Platform and the definition of done … or why SOWs are fundamentally broken
- Common Data Service – Strategies and silos
- PowerApps – Why spreadsheets suck
- Are you brave enough to ask your customers how you are doing?
- Dynamics 365 & Power Platform timeline for the 2019 release wave 2
- Steve has a chat with Jeff York – interesting podcast where Steve Mordue interviews Jeff York (CFO – Microsoft Business Applications)
- Dynamics 365 Virtual Agent for Customer Service is available for preview
- The future of Dynamics 365 for Project Service Automation (PSA) also check out A letter to our Microsoft Project community
- Microsoft Dynamics 365 Marketing Insights Podcast – Know what your consumers say, seek and feel
Labels:
CRM,
Customer Engagement,
Dynamics 365,
Dynamics CRM,
Flow,
microsoft,
Power Platform,
PowerApps
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