Looking for something in particular?
Categories
- AI Builder 3
- Azure 10
- Canvas Power Apps 4
- Custom Pages 5
- Customer Insights - Journeys 5
- Customer Voice 6
- Dataverse 26
- Dynamics 365 40
- Dynamics 365 Marketing 88
- Dynamics 365 Portals 11
- Dynamics 365 for Outlook 3
- JavaScript 9
- Marketing (Non Dynamics 365) 7
- Micro Enterprise Financials 2
- Microsoft Excel 2
- Microsoft Forms 2
- Microsoft PowerPoint 2
- Microsoft Teams 2
- Model-driven Power Apps 38
- Office 365 3
- OneDrive 1
- Outlook 2
- PCF & Custom Controls 14
- Power Automate 77
- Power BI 3
- Power Platform 5
- SharePoint 4
Create Form Submission and Event Registration Summaries in Customer Insights - Journeys
Form submissions and event registrations for Customer Insights - Journeys capture important information that is often way harder to find than it should be. This post will show you how to create a flow which:
Creates an easy to read free text summary for each form submission or event registration
Creates a JSON summary that can be used to export form submissions and event registrations, and other cool automations
View merged Lead, Contact or Account details in Dynamics 365
The merge functionality for Leads, Contacts and Accounts in Dynamics 365 and Dataverse has been around for a while, but there isn’t great visibility of when a row was merged into, and what happened during the merge.
This post shows you how to add a note in the timeline to show when a row has been merged into, and also what data has been updated from the deactivated row.
Automate Timeline Posts in Dataverse Model-driven Apps for important events
Within Dataverse is there a way to have automatic posts to the timeline for events such as entry and exit of business process stages, change in ownership of the record, etc.?“ - of course!
How to automate useful auto posts into the timeline using Power Automate so you can get stuff done - quicker. The Dataverse timeline isn't just for activities in Model-driven Power Apps.
Make the Activity Timeline Control Useful in Model-Driven Power Apps
The Activity Timeline you see in Model-driven Power Apps & Dynamics 365 is actually a huge awesome PCF control called ‘Timeline Control’. It has a massive range of configurable options available now from the new solution explorer. These are my top four highlights - Customising activity cards, Hiding the blobby things (aka ‘Persona with Initials’), cleaning up the timeline to speed up the load time and allowing/preventing creation from the timeline.
CRM V0.1 to Dynamics 365 and Beyond
Let’s recap the highs and some lowlights of how CRM 1.0 has come to form a cornerstone of Dynamics 365 and the almighty power platform we know today.