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Dataverse
Explore practical guidance for working with Microsoft Dataverse as the data platform behind Power Platform and Dynamics 365. Find articles covering tables, relationships, security, queries, data management and ways to build reliable business applications.
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131 articles found
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Using Different Fonts In The Power Platform
You might already know that Emojis can be used in the Power Platform. If not, then you can read all about it here, and…
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Email Signatures with Images & Hyperlinks – Part Two
*** UPDATE *** – it seems that although you can add the Email Signatures option to your sitemap, the ability to add individual signatures…
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Adding Customer Service & Holiday Schedules in Dynamics 365 UI
If you’ve worked on any projects for Customer Service, and Case Management, or you are responsible for this specific area within your organisation, you…
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Create Or Update A D365 Appointment From A Microsoft Bookings Event
I’ve seen quite a few questions about being able to create or update records in Dynamics 365 from new appointments via Microsoft Bookings. I…
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Display Survey Response Details On Case Record
Recently I was asked by someone how they could show some of the responses from a Forms Pro survey directly on a Case record.…
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SSRS Reports For CDS & D365 Using FetchXML
Each week, I take a look at my website statistics in Google Analytics, and I view the top 25 blog posts. Without fail, at…
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Accessing Admin Areas From A Unified Interface App
If you haven’t already done so, if you use Dynamics 365 Customer Engagement, you SHOULD be using a Unified Interface App of some kind.…
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Issues Selecting Email Templates For Regarding Entities
I recently came across a situation with a client using a Unified Interface app and using email templates on emails sent from cases. When…
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Custom Insight Cards For Net Promoter Score Feedback
In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to…
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Custom Insight Cards For Sentiment Feedback
If you haven’t ever used the Relationship Assistant in Dynamics 365 Customer Engagement, why ever not? As per Microsoft Action cards help keep you up…
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Notification For Changes To User Settings
If you’ve worked with CRM/D365 for long enough, especially if you are a System Administrator, you will be familiar with the following three settings…
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Calculating Your Organisation Net Promoter Score with Forms Pro
Using Net Promoter Score, you can assess customer loyalty for your product, service or organisation. This blog post was previously done using Voice of…
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