Tag: Dataverse
Find Dynamics 365 Data in Outlook using mentions
Today I stumbled across a feature that is pretty new! This feature was just released on March 6th and I have to say I am loving it! Apparently, it has been in preview, so I am not sure how I missed it, but I guess with so many new features being pushed out on a regular basis, it is to be expected that some features slip through the cracks! First,Read More
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)
I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There is a Copilot for Dynamics 365 Customer Service, which helps customer service agents by searching through knowledge sources like SharePoint sites, internal websites, and knowledge bases to help solve customer issues. On the other hand, Copilot for Sales exists in Dynamics 365Read More
Smart Email Validation for Dataverse(preview)
You might remember that I wrote an article about the email validation feature which went into public preview back in October of 2022. (Yes it is still in preview today!). This feature allowed us to validate email addresses for leads (and now also contacts) in Dynamics 365 Sales. As you might or might not know, leads and contacts have several email address columns; ‘emailaddress1‘, ‘emailaddress2‘, and ‘emailaddress3, but unfortunately theRead 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
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
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
