In the business world, where time is money, the efficient management of appointments can make or break a company’s success. With the rise of technology, businesses are turning to Dynamics 365 Calendar to streamline their operations and enhance customer experiences. In this comprehensive guide, we will explore Dynamics 365 Calendar, how they work, and why...
Tag: D365
Tip #1443: Let SharePoint deal with rogue data
Using Power Automate to import data into an existing SharePoint list is fairly straightforward, except when the data isn’t very clean. For instance, if a number column contains blank values or some non-numerical garbage, SharePoint connector will flip out. OpenApiOperationParameterTypeConversionFailed The ‘inputs.parameters’ of workflow operation ‘Create_item’ of type ‘OpenApiConnection’ is not valid. Error details: Input...
Unable to see “Enable Managed Environments” button?
Recently, my colleague was asked to Enable the managed Environment feature for one of the Dataverse Environment from the Power Platform admin center (PPAC) and when he navigated to PPAC, he could not be able to see the “Enable Managed Environments” button for the selected Environment. Followed the below steps and resolved the issue. Step...
Tip #1442: Security for beginners
We talk about security around Dataverse and Power Platform from time to time. We even dabble into platform agnostic security tips. Today is all about vendor-agnostic cybersecurity. Learn the fundamentals of identity management, zero trust, AppSec, and data security in this new 7-lesson open source course, “Security for Beginners” created by Microsoft Cloud Advocates. Each...
Top 5 Microsoft Dynamics 365 Partners for CRM in 2024
In this ever-evolving landscape of customer relationship management (CRM), businesses are continually seeking innovative solutions to enhance their customer interactions and streamline operations. Microsoft Dynamics 365 is a powerful platform, seamlessly integrating CRM and enterprise resource planning (ERP) capabilities. To navigate the expansive world of Dynamics 365 implementation, businesses often turn to reliable partners for...
Text SMS Automation: The Engagement Powerhouse for Modern CRM
In the age of instant gratification and constant connection, customers expect businesses to communicate quickly and conveniently. While email and traditional phone calls still have their place, text SMS automation delivers lightning-fast communication and unmatched engagement for your CRM, making it the undeniable CRM powerhouse for boosted response rates and customer satisfaction. But why is...
Tip #1441: Owner is a user is a team
WARNING: Niche L400 tip ahead. tl;dr If you’re expect primary column name to be tablename + “id“, add an exception for systemuser and team tables – both will come back as ownerid in custom API. L400 If custom API has an output property of type EntityReference then, for example, for account (or any other “normal”) table, the...
8 Ways Dynamics 365 Helps Build Customer Relationships
This article was originally published in 2021 but has been updated with the most current information. In today’s hyper-competitive business landscape, maintaining strong and lasting relationships with customers is paramount for success. Dynamics 365, Microsoft’s comprehensive suite of business applications, offers a multitude of tools and features designed to streamline customer relationship management (CRM) processes...
How to get the Client Version of the Model Driven Apps?
Follow the below steps to know the Client Version of the Model-Driven Apps that you are using. Step 1: Open any Model Driven App. Step 2: Click on Settings. Step 3: Click on About. A pop up will be opened and you can see the Client version and other details of the Model-Driven app. Hope...
Tip #1440: Relative dates in sample data
We all enjoy flexing our Dataverse or Dynamics 365 skills from time to time. Many of us have meticulously crafted a demo instance from proverbial stone and blood. However, one of the challenges is keeping the data up-to-date. There’s nothing worse than displaying 20 tasks that are all overdue by four months. Fortunately, Dataverse offers...
