TL;DW: Its possible to use Dynamics Voice of the Customer without a native CRM email. If you use a workflow to create a survey activity a plugin will populate the ‘Invitation Link’ field. Include the invitation link field on whatever means of communication you want!
Dynamics Portals has the ability for a user to ‘Sign In’ and authenticate themselves to the portal. Chances are you would like to know who someone is before they create a record in your system. When you create a web form in Dynamics you get an option to force users to authenticate when the access …
When a portal customer uploads a document using the portal they create a note in Dynamics with an attachment. This sometimes happens explicitly when there is a notes control on the page and sometimes indirectly when the ‘Allow file’ option is enabled on an entity or web form. Often there is a desire to deal …
Video is here: TL;DW: Microsoft Flow is getting very good. The apply to each function allows you to update, or perform some other action, on all the child records of a parent. Below is a screenshot of my Flow.
A few months ago I encountered an amusing problem a client was having. It was a very large deployment of Dynamics 365 Customer Engagement. There was a sizeable number of users already live in the system and a sizeable number of users who weren’t in the system but were slated to come on board in …
Hello! I’ve moved house so unfortunately I haven’t been able to make a video for this post! I wanted to share two tips that help with managing Microsoft Dynamics Portals. 1 – Keep you administrator web role up to date Portal security can sometimes seem a bit backwards. You create an entity permission. You give …
Tl;DW: If you can, use the Common Data Service connector for PowerApps when you interact with Dynamics 365 CE data. It’s faster and a heap more efficient. You can read more about the CDS here My video doesn’t really deliver a knock out punch, but I can assure you even the experience of building …
As of 21/2/2018 you can now use metadata to set a lookup value on save/submission of a web form step. This is as per release 8.4.0.275. You can find more info here. It’s very simple stuff. Create a web form metadata record. Type = Attribute Attribute Logical Name = The lookup you want to set …
Hello and welcome to my second blog post! For those that would like a video please see here >>>> For those like me who just want the answer on how its built, in text, so you can skim read it really quickly, figure it out and reproduce keep reading. Last time I showed you the …
Hello and welcome to my first blog post! For those that would like a video please see below… For those like me who just want the answer on how its built, in text, so you can skim read it really quickly, figure it out and reproduce keep reading. A few weeks ago, as part …