‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
2023 Release Wave 1: D365 Sales Release Notes | Part 2
Last week I published part 1 of my series on 2023 Release Wave 1. There are so many features and updates for Dynamics 365 Sales alone, which is why I decided to split the article for D365 Sales into two parts. If you haven’t read the previous article, you can do that here. Last week I dove into the documentation and decided to do read through of all the featuresRead More
2023 Release Wave 1: D365 Sales Release Notes | Part 1
It’s that time of year again! On January 25, 2023 the release notes for 2023 Release Wave 1 were published! I dove into the documentation and decided to do read through of all the features to (hopefully) give you a better understanding of what’s coming in this wave. Please note that these notes are a constant work in progress, meaning that some of these features might be removed at someRead More
Schedule weekly email with quote details and hyperlink | Part 2
Last week I wrote part 1 of my article on how you can use Power Automate to automatically send a weekly email with data from Dynamics 365 Sales, or Dataverse. If you haven’t read the article yet, I would suggest doing that first. You can access the article here. In today’s article I am going to finish building the Power Automate flow. Last week we left off at the ‘ListRead More
Schedule weekly email with quote details and hyperlink | Part 1
In todays article I am going to explain a specific requirement and show you how we can use power automate to satisfy this particular requirement. A few months ago I had to demonstrate a scenario where sales people needed to get a reminder for outstanding quotes they needed to follow up on. The sales people would create quotes on a daily bases, but not all quotes would be completed ‘allRead More
Modernized Case Grids
You might not have noticed due to the holidays last month, but another 2022 Wave 2 feature that is part of Dynamics 365 Customer Service went into general availability in December! A nice little holiday present from Microsoft! This feature gives customer service agents and managers access to relevant information regarding cases. I am sure you’re familiar with the ‘regular’ case grid, which is a list of case records, configurableRead More
Power Virtual Agents: Question Options Deep Dive
Since the public preview of the updated version of Power Virtual Agents became available last month, I have been hitting PVA hard. Meaning any time I had availability I was working in Power Virtual Agents trying to uncover as many secrets as I could! If you a frequent visitor of my website, you might have noticed that the last 3 articles were all about the new experience in PVA andRead More
Power Virtual Agents: Creating adaptive cards with PowerFX
The last three articles I wrote were about the new advanced authoring canvas in Power Virtual Agents, which is in preview today. In the first article I showed you an example of how we could query data from Dynamics 365 customer service and feed those rows back into Power Virtual Agents so that we can use these values with a question (You can access that article here). In the articleRead More
Power Virtual Agents: Creating basic cards with PowerFX
The last two articles I wrote were both about the new advanced authoring canvas in Power Virtual Agents, which is in preview today. I showed you an example of how we could query data from Dynamics 365 customer service and feed those rows back into Power Virtual Agents so that we can use these values with a question (You can access that article here). The customer can then pick anyRead More
Power Automate: Get list of values for Power Virtual Agents’ List Variable
My last article was about some of the new preview features in Power Virtual that we can try out today. One of these features is the ability to bring in dynamics options from Dataverse and store these in a list variable in Power Virtual Agent to show as options when the bot asks a question. Let me explain what I mean by that. Previously when we asked a question inRead More
Power Virtual Agents: Advanced authoring canvas preview
You might remember that back in May of this year, (during the Microsoft Build event) new capabilities coming to Power Virtual Agents were announced. I was able to get my hands on one of the environments to test it out and write an overview on the new features. If you haven’t read the article you can do that here. I also created an accompanying video which can be accessed fromRead More
