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Company Blog CRM

  1. Customer Service Workspace (Preview) in 2020 Wave 2 Release Plan

    Aric Levin – Mon, 10 Aug 2020 15:00:00 GMT – 0

    For anyone who has experience with Microsoft Omni channel interface, and has enabled the 2020 Wave 2 Release Plan, there is a new app that appeared with the name Customer Service Workspace (Preview). As noted in the release plan, the multisession app allows customer service agent to multitask on several customer cases simultaneously and seamlessly switch among issues without losing context of the in-progress work.

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    • Dynamics 365
    • Dynamics CRM
    • Microsoft
  2. Showing page status of multi-page forms in Power Apps Portals

    Aric Levin – Sat, 23 May 2020 00:47:00 GMT – 0

    Creating navigation in a Power Apps portal application is straight forward, and can easily be done using Web Link Sets, but how about showing to the user where they are in the process and modifying the style of each element once the user has finished entering the data for that page. We have done this a few times and this involves the combination of liquid and JavaScript code on the different pages.

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    • Dynamics 365
    • Portals
  3. UCI Grid Filtering and Search improvements

    Aric Levin – Sun, 02 Feb 2020 06:30:00 GMT – 0
    Over the past couple of years, since the release of Unified interface, one of the biggest pain points for most customer was that features that are available in the web client are not available in the new Unified Interface. There were a lot of improvements in the Unified Interface with the responsive client, custom controls and more, but when you are used to working in a certain way, taking away features is sometimes hard to get used to.

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    • Dynamics CRM
  4. Eventbrite to CDS Integration - Part 1

    Aric Levin – Sun, 29 Dec 2019 23:30:00 GMT – 0

    In this series of posts, I will demonstrate how to integrate between Eventbrite and the Power Platform by creating a Model Driven App to store event information, Creation of Microsoft Flow to execute when a new event is created or a new order is added to an event in Eventbrite, and the creation of a Custom Connector to retrieve the event details from Eventbrite.

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    • Dynamics 365
    • Integration
  5. Eventbrite to CDS Integration - Part 2 (Eventbrite Settings)

    Aric Levin – Sun, 29 Dec 2019 23:30:00 GMT – 0

    In the second post will concentrate on the configuration of Eventbrite. We assume that you have already an Eventbrite account and you can create your own events. If you don’t have an Eventbrite account yet, this is the time to create one. You only need an email address and to set a password in order to create an Eventbrite account. Eventbrite is available as a free or paid service. Everything in this series of posts was done using the free Eventbrite account.

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    • Dynamics 365
    • Integration
  6. Eventbrite to CDS Integration - Part 3 (Custom Connector)

    Aric Levin – Sun, 29 Dec 2019 23:30:00 GMT – 0

    In the third post will create our custom connector in order to connect with Eventbrite. The custom connector will allow us to call the Eventbrite api to retrieve the required information about the Events and the Attendees that have not been provided by the Webhook.

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    • Dynamics 365
    • Integration
  7. Eventbrite to CDS Integration - Part 4 (Event Flow)

    Aric Levin – Sun, 29 Dec 2019 23:30:00 GMT – 0

    In this fourth post we will update the original flow that we created for when a new event is created in Eventbrite. The flow should have a couple of steps as the baseline. The steps include When a HTTP request is received, and the Initialize Variable action.

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    • Dynamics 365
    • Integration
  8. Eventbrite to CDS Integration - Part 5 (Attendee Flow)

    Aric Levin – Sun, 29 Dec 2019 23:30:00 GMT – 0

    In this fifth post we will update the original flow that we created for when a new attendee is registered in Eventbrite. Your flow should have a couple of steps as the baseline. The steps include When a HTTP request is received, and the Initialize Variable action.

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    • Dynamics 365
    • Integration
  9. Format Text by using PCF Control and Regular Expressions

    Aric Levin – Wed, 25 Dec 2019 21:34:00 GMT – 0

    On one of our recent projects, we had a requirement to only allow valid Tax Id Numbers on that field. There are various ways of implementing this, but as the direction seems to be to shift the development of these kind of features to custom controls, we decided to implement it as a PCF custom control.

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    • Dynamics 365
    • Dynamics CRM
  10. Microsoft Dynamics 365 and Power Platform 2019 Release Wave 2

    Aric Levin – Thu, 08 Aug 2019 08:15:00 GMT – 0

    The Microsoft Dynamics 365 2019 Release Wave 2 is not available for early adopters. The release is scheduled to start deployment to production environments starting in October of 2019. During August and September, Microsoft Dynamics customers check out the upcoming list of updates that will be released in October.

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    • Dynamics 365
    • Microsoft
    • Portals
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