‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
Ad-hoc Power Bi reporting in Dynamics 365 (preview)
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
Collaboration in model-driven apps
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
Customizing the booking calendar in the Field Service mobile app
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
Simplified Dataverse search configuration
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 This option had been replaced by the option to turn off Dataverse Search instead and this is when it hitRead More
Microsoft Teams embedded chat
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
Field Service Mobile App for Windows
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
Using Power Automate conditions with Power Virtual Agents
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
Preview: In-App notifications for Model Driven Apps
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
2021 Release Wave 2 | Part 4: D365 Sales
It’s September and that means that we have the ability to install the early release features of 2021 Release Wave 2 in a sandbox environment for testing! For the folks who are not familiar with Microsoft’s release cadence, Microsoft Power Platform and Customer Engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, Dynamics 365 Project Operations, etc.) deliver two major releases per year which occurRead More
