recent posts

Category: Microsoft

  • 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…

  • 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…

  • Key Limitations of Microsoft Power Automate

    I thought this post from Jepee Celorico on LinkedIn was worth sharing… Know your limitations 🚦When building with Microsoft Power Platform – Power Automate, knowing the official limits is critical for scalable and reliable design. Here are Microsoft’s docs on flow limits and allocations:🔗 Power Automate limits and configuration🔗 Power Platform API request limits and…

  • Configure Status Reason Transitions in your Microsoft Power App

    I have been working with Microsoft D365 Customer Service for many years. How did I not know about status reason transitions?!? This is a configuration setting you can utilize to hide/show status reason options. If its capabilities fit your need, then you don’t need to add form JS. Yay! Key things to note: In the…