Tag: D365
Power Automate: Copy and paste image field in D365
In this article I am going to discuss how you can copy the data inside an image field from one record to the image field of another record. This could come in handy in different ways but what I am trying to accomplish here is to show related ‘hobby’ data on a contact record in Dynamics 365. In the example I am using for this article, I want to showRead More
2022 Release Wave 1 | Part 3: D365 Customer & Field Service
This is my third article on what’s new in 2022 Release Wave 1. In this article I discussing some of the most important features that are mentioned in the release notes for Dynamics 365 Customer Service and Field Service and what they mean for end-users and administrators. I was able to install the early access features on 1/31 in my sandbox so I could test some of these new featuresRead More
Command Bar designer for model-driven apps(preview)
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
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
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
SLA’s in the Unified Interface
Some people might not have noticed that SLA’s (service level agreements) didn’t just move from the legacy interface to the unified interface. There were also a few updates to SLA’s and the way we can configure them in Dynamics 365 Customer Service has slightly changed. Before I get into that, let me first explain what SLA’s are and how they are used. What are SLA’s? Service level agreements allow organizationsRead More
Dynamics 365: Reference Panel
I had a conversation with one of my colleagues last week after I completed one of my customized Dynamics 365 demonstrations for a prospect. During the demo I showed the account form and something that is called “Reference Panel”. My coworker wasn’t aware of this functionality and called me after the demo to ask me about it. I figured this would be a great topic for my next article! TheRead More
Recommendations in Dynamics 365
After I finished presenting my session “Workflows still Rock!” at the Dynamics 365 Saturday in Portland, OR, I had some time left to answer questions and talk about other Dynamics 365 features. I asked the audience if they have heard of the recommendations feature in business rules that was added to the application a few years earlier, and to my surprise most people hadn’t heard of this little gem soRead More
Dynamics 365 Customer Service: KB Automatic Filtering
I ran into a feature the other day that I thought would be worth writing an article about. This feature has been around for a while, but I feel that it might slipped in without a lot of us noticing, so here goes! Administrators can configure the knowledge base search control on the case form to automatically filter knowledge base articles based on data populated in the case record. ThisRead More
