Posts

How To Set Up AI Builder,Business Card Reader in Model Driven Apps

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In this blog post l am going to write about one of many of my favourite features which Microsoft brought to model driven apps in recent times, AI Builder is designed to help their customers to easily automate processes and predict outcomes to help improve business performance. With a few simple steps here is how you can set up this out of the box functionality to leverage the AI Business Card Reader functionality 1 . Navigate and login into your Dynamics 365 online instance , Open Advanced Settings then Select Customization and click on Customize the system.  2 . A New Customization window will open. In this case configure the Business Card Reader for the Contact Table (previously known as Entity ) by Opening the Contact Table Form. 3. Create a new column (previously known as a Field ) with data type as Single Line Text. Add this column on to the table, then open Field Properties windows. 4 . Click on Controls Tab .Select AI Builder Business Card Control . 5 .Once Selected, Map the

Unable to Create a Dynamics 365 Trial

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Issue I was trying to create free dynamics 365 trial instance ( https://trials.dynamics.com/ ). But in " Create your business identity " step number 3 I was not getting a  textbox to create username. which meant l am unable to proceed to create a trial. Steps Taken  1. Cleared Browser Cache and tried different browsers and issue is still present 2. Reached out to Microsoft Support Solution For the fix to this check out the steps provided by Srinath Pega  here:  https://srinathpega.wordpress.com/2021/01/04/error-fix-in-creating-dynamics-365-trail/

How to Query Microsoft Dataverse Data using SQL from Power BI or SSMS

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Microsoft in recent months made available a much requested feature by many with the additional way to access read-only data in Microsoft Dataverse. The TDS endpoint for Microsoft Dataverse allows read-only access to Dataverse for reporting and analytics requirements. The Tabular Data Stream (TDS) Protocol endpoint functionality is managed by an administrator with access to the Admin center. This feature becomes a game changer as many Microsoft customers who required this feature and often went down the root of the Data Export Service can now start exploring this capability Prerequisites: To get started using this feature, you will need to ensure that TDS endpoint is enabled as this is required to be able to use this feature via Power BI or SSMS. Sign into the Power Platform Admin Center :( https://admin.powerplatform.microsoft.com/environments ), and then select the appropriate sandbox environment. Note: Its always good practice to test new features in a Sandbox Environment Validate t

Users Unable to See Flow Button and run On Demand workflows in Dynamics 365 CE

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Overview. Dynamics 365 CE provides functionality to automate business processes in the background or on a click of a button requiring a user to initiate this automation. In this blog post the scenario is focused on an issue a user may experience while using dynamics 365 CE on automation which is initiated by a user looking to use an On Demand. This automation triggered by a user is called an on-demand workflow. Problem When a user goes into Dynamics 365,  they are unable to see or run a workflow/flow which may have been created. So how do you resolve this issue? Steps to Resolve System Settings 1.a) Login into the Power Platform Admin center ( https://admin.powerplatform.microsoft.com/environments ) and Select your Environment name > Settings  > Behavior . At this point validate that the " Show Power Automate on forms and in the site map " is toggled  1. b) Validate that the setting, you will need to navigate to Settings > Administration > System Settings >

Microsoft Dynamics 365 Overview

Microsoft CRM stands for customer relationship management. It helps you grow your business by managing customer relationships, increasing sales, tracking engagements, handling and streamlining different processes in your organization. Microsoft Dynamics 365 (CRM) delivers the most powerful solution via its five apps or modules: - Sales, Customer Service, Marketing, Field Service, and Project Service Automation. It is not necessary that you require all apps or modules for your business. You can choose them while creating a CRM instance. Microsoft Dynamics 365 (CRM) customization is a process where you add some new features or modify existing features to make it suitable for your business. You can add custom fields to CRM entities like accounts, leads, contacts etc. or you can modify sales, customer service, and other modules to create specific scenarios to meet your business needs or custom integration with non-crm tools and software programs like IoT apps, HR management software e

Considerations MS Dynamics CRM Online and On-Premise

Deployment Options Normally there are two choices – CRM Online or CRM On-Premise. CRM Online is hosted in Microsoft’s cloud and is a completely rapidly deployed solution. CRM On-Premise allows/requires you to deploy and setup the servers and applications yourself. There is a third option, Partner Hosted, which is essentially CRM On-Premise running on a Microsoft partners servers. Infrastructure Microsoft Dynamics CRM Online Microsoft has physical and environmental security within the data centers, like Multi-Factor Authentication, Perimeter Security, Locked Racks and extensive video monitoring. MS skilled staff provides local technical support to all the data centers. MS Online has provided with a self-healing process through an automation workflow for quick resolution which needs no human intervention. Microsoft Operation Centers provide 24/7 monitoring and system alerts to catch issues in which self-healing has not resolved and then escalated to a Service Engineer to reso

Ensuring a Successful CRM Implementation

Implementing a CRM system is important for businesses to manage their customer information. This is why it is vital to ensure that the implementation is successful. I have developed a checklist to make sure your CRM implementation goes smoothly from the first step to the last step. Here are the seven checkpoints crucial to making sure you have a successful integration. Crucial Checkpoints for CRM Implementations 1. Assemble a CRM implementation team with members from each department including management, sales, marketing, service and IT. When implementing a new software solution, gaining buy-in from all members of the team is vital to success. By including a representative from each department, you’ll not only increase the overall support for the project, but you’ll also end up with a better system. If you’re integrating CRM with another like an ERP system, make sure to have a member of the finance team available as well. 2. Document business processes and have a clear idea of