Author: Dian Taylor
Dian Taylor is a Microsoft Dynamics 365 (CRM) Presales Engineer - Director at RSM. She is a seasoned pre-sales consultant specializing in Microsoft Dynamics 365 (CRM) since 2011. In the past Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. D365-CE modules: Sales, Custer Service, Marketing, Field Service, Project Service Automation.
Posted by: Dian Taylor | on December 28, 2021
Most of you who have needed to customize buttons in the command bar in Dynamics 365 found out that this is not something that we can do by using any of the configuration tools that come with Dynamics 365. I’ve been pulling my hair out on many occasions until I found the ribbon workbench created by Scott Durow (one of the nicest people I have ever met!) which is partRead More
Posted in Configuration, D365 Customer Service, D365 Field Service, D365 Sales, Release Wave, Unified Interface | Tags:add new button, add new buttons, Command bar editor, configure buttons, D365, Dynamics 365 ribbon editor, edit buttons, ribbon editor | Comments Off on Command Bar designer for model-driven apps(preview)
Posted by: Dian Taylor | on December 21, 2021
In this article I am going to discuss yet another preview feature! I have to say I am super excited about this one because this feature allows users to pull up an ad-hoc Power BI report, without having to actually build a power bi report! HUH? I know that sounds strange right? How can you visualize data in Power Bi without building a report? We are all familiar with showingRead More
Posted in Configuration, Customer Service Workspace, D365 Customer Service, D365 Field Service, D365 Sales, PowerBi | Tags:Adhoc Reporting, Dynamics 365, integration, PowerBI, powerbi reports, Reports | Comments Off on Ad-hoc Power Bi reporting in Dynamics 365 (preview)
Posted by: Dian Taylor | on December 7, 2021
It’s time for another article on a preview feature! I am very excited about this one because this feature brings functionality that we are already familiar with from other Microsoft applications to model-driven PowerApps! This means we can take advantage of this in Dynamics 365 as well! Awesome! Great! So what is it!!!? I’m sure you might have worked in a document in Microsoft 365, maybe an excel sheet orRead More
Posted in Configuration, D365 Customer Service, D365 Field Service, D365 Sales, Microsoft Teams | Tags:Collaborate, Collaboration, Dynamics 365, Model-Driven Apps, Presence, Teams Integration, User Status | Comments Off on Collaboration in model-driven apps
Posted by: Dian Taylor | on November 23, 2021
I wrote several articles about the new features for Dynamics 365 that were part of 2021 release wave 2, but in some instances wasn’t able to go into details because some of the functionality wasn’t available yet at the time I wrote those articles. In today I am going to discuss a specific feature for Dynamics 365 Field Service. Previously we weren’t able to add any custom fields to theRead More
Posted by: Dian Taylor | on November 9, 2021
I am not sure if you heard yet that Relevance Search has been renamed to Dataverse Search? I actually realized it the other day when I tried to turn off Relevance Search for one of my Dynamics 365 environments, when I couldn’t locate the option to turn off Relevance Search. This option had been replaced by the option to turn off Dataverse Search instead and this is when it hitRead More
Posted by: Dian Taylor | on November 2, 2021
Microsoft just keeps rolling out new features as part of 2021 Release Wave 2 and this is another one that I am very excited about. With this release Microsoft created a new Power Apps designer that will make it even easier for app makers to configure existing apps and create new apps from scratch! Now keep in mind, this is not a form designer, we will still design our formsRead More
Posted in Configuration, Release Wave, Unified Interface | Tags:2021 Release Wave 2, Collapsible Groups, Designer, Hide or Show, Model Driven Apps Designer, Modern App Designer, New Power Apps Designer, Pinned, Recent Records, Unified App Designer | Comments Off on New Power Apps Designer & Collapsible Groups
Posted by: Dian Taylor | on October 26, 2021
Finally it’s here: Microsoft Teams embedded chat in Dynamics 365. I have waited a long time for this functionality to become available as I am sure many of you have as well! Today this feature is in preview as part of 2021 release wave 2. This might not be available in your environment when this article comes out, but that just means you will have to wait just a littleRead More
Posted in Configuration, D365 Customer Service, D365 Field Service, D365 Sales, Microsoft Teams, Release Wave | Tags:Chat, Embedded Teams, integration, Linked Chats, Microsoft, Microsoft Teams, Unlink Chat, Unlink Chats | 2 Comments »
Posted by: Dian Taylor | on October 12, 2021
I am super excited to write about this preview feature for Dynamics 365 Field Service! I knew this was in the works, but I was waiting anxiously for this item to go to public preview so we can start using it and see what it’s all about! You already know what I’m talking about if you read the title of this article: the field service mobile app for windows isRead More
Posted by: Dian Taylor | on October 5, 2021
In this article I am going to discuss a scenario where I need to pass data from Power Automate to Power Virtual Agents, but the data I’m passing will depend on the outcome of a condition. If you’re not familiar with conditions, conditions are statements that you can use in Power Automate. (Similar to check conditions in workflows). The condition will either be true or false, and therefore below theRead More
Posted by: Dian Taylor | on September 21, 2021
For this week’s article I am going to discuss a feature that has been in public preview since July 22nd of this year. You are probably wondering what these in-apps notifications for Model Driven Apps are, since we already have the ability to create push notifications using Power Automate. Well, the difference here is that push notifications are only sent to mobile devices, and therefor they won’t be visible forRead More
Posted in Configuration, D365 Customer Service, D365 Field Service, D365 Sales, Power Automate, Release Wave | Tags:browser, Dynamics 365, get notified, in app, In-app notifications, Model-Driven App, Notification, Notifications | 3 Comments »