‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
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
2021 Release Wave 2 | Part 3: Field Service
It’s August and that means that now 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 provideRead More
2021 Release Wave 2 | Part 2: Customer Service
We have arrived in August and that means that now 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 perRead More
2021 Release Wave 2 | Part 1: Generic Updates
It’s August can that means the Microsoft Holidays are here because we now have the ability to install the early release features of 2021 Release Wave 2 in a sandbox environment for testing! I call this time of year ‘the Microsoft Holidays’ because I always feel like a little kid that gets to unwrap her presents during the holidays! For the folks who are not familiar with Microsoft’s release cadence,Read More
Deal Manager Workspace(preview)
I was lucky to have access to the deal manager workspace private preview a couple of months ago, but since July 2021 this feature, which is part of 2021 Release Wave 1, is in public preview and started to roll out across all the regions! (If you want to see if this is enabled for your region you can check that here, you’re looking for build 9.0.21072, which is comingRead More
Check order status with Power Virtual Agent & Flow
I get a lot of requests where my prospects want Power Virtual Agent to be able to answer questions about order statuses. The scenario here is that someone ordered something from your website, or maybe even in person and now they are looking to see what the status of the order is, how the order was shipped and maybe they even want to get a tracking number. I am notRead More
Configuration: Form Component Control
I am sure you most of you are familiar with the quick view form in Dynamics 365, which is a great way to show data from a related table on a form. We can use this form where the related table has a 1:N relationship with the table where we are embedding the form in. What this really means is that we can use quick view forms to show dataRead More
Configuration: Advanced Lookups
Last week I came across a new way to configure lookup fields in Dynamics 365 called ‘Advanced Lookup’. This is actually something that needs to be enabled first, but once it is enabled this functionality will be available for most lookup fields in Dynamics 365. Advanced lookups allows users to get more information on the records they can choose from to populate in the lookup field. For example if aRead More
