recent posts

  • Power Automate: Cloud Flow Basics for D365 CE

    In October, I was a speaker at Community Summit in Orlando, Florida! In this post, I would like to share some of the content from my session. What is Power Automate? There are other limitations for on-premise. Here is a link that provides additional information on those: Is Power Automate available on-premises? What stood out…

  • Email Address Validation

    Am I the only one that cannot wait for this to become GA??? The Sales Qualification Agent in Dynamics 365 Sales will verify each email address and identify if it’s a work or personal email. Sales teams can save valuable time by ignoring unreachable leads/contacts and thus increasing the effectiveness of their sales outreach. An…

  • Use Mavim with Microsoft’s D365 business process catalog for BPM

    Mavim is one of several business process management (BPM) platforms you can find in the Azure Marketplace Apps. Mavim acts as a centralized process repository. It is well integrated with the Microsoft ecosystem, using Visio for diagrams and Word for descriptions. Within the tool, you can create your own metadata fields and create relationships between…

  • Ribbon Button in Dynamics 365 – Powered by Power Fx

    I thought this post from Antoine Antoun on LinkedIn was worth sharing… Before Power Fx, ribbon buttons had to be developed using custom JavaScript or the Ribbon Workbench tool. Even small changes required full solution deployments, making the process slower and less transparent for business users. Now, with custom ribbon buttons in Dynamics 365 built…

  • Business Card Scanner Access Error

    Did you know that the Business Card Scanner now requires that the user have access to the msdyn_AIModel and msdyn_AITemplate tables?? Users are encountering an error message like this one… Unfortunately, the error is not shown until after they select their card and hit Done on file explorer. To configure the solution First, let’s determine…

  • Secured Masking Rules

    Everybody say “YAYYYY!!!!” We will no longer have to add customizations to only show the last 4 digits of a SSN or to only show the month & day of a birthdate. However, this is still in preview. What is data masking? Data masking helps protect sensitive information during customer interactions and prevents data leaks.…

  • Show original choice label in the audit logs

    I got so excited when I saw this! By default, the current label description of the Choice data type is shown in the audit logs. For example, suppose you have a choice column for color and the label description can be red, white, and blue. When a user selects red and updates the record, the audit record shows that red was selected. If the label description…

  • Grid Controls available for Model-Driven Apps

    The form controls available OOTB for model-driven apps have evolved so much in the 15 years I have been working with Dynamics CE. This post will be the first in a series where I share my favorites. Enjoy! Grid controls Grid controls can be configured for: Subgrid I think I’ve used the read-only subgrid on…

  • Power Apps Limitations – The Things You Always Forget

    I thought this post from Marcel Broschk on LinkedIn was worth sharing… 🚀 Power Apps Limitations — The Things You Always Forget Building in Power Apps can feel like magic 🪄 — until you hit the wall of limitations 🧱.That’s why I created this 1-panel comic 🎨 to show the common pitfalls every maker stumbles…

  • Custom Assignment Methods with Skill-matching Rules in D365 Customer Service

    In December 2024, we setup a new Record Workstream for Cases with the Work distribution mode set to Push. The label in the Work distribution settings pane read “Skill matching algorithm” and it defaulted to Exact Match. Thankfully, Microsoft has now corrected the label to Default skill matching algorithm, since the omission of the word…