Dynamic 365, Power Platform and Azure

What are quiet times? Quiet times are designated periods you can establish for managing customer communication. With Dynamics 365 Customer Insights, you can create weekly recurring schedules and specify dates for each communication channel and message purpose. During these quiet times, messages are paused and will only be sent during the active, non-quiet periods.   Create quiet times in marketing: In the Customer Insights Journey app settings, the quiet time options are available in the navigation menu. When you create a quiet time for the first time, a pop-up will appear, allowing you to choose whether to apply the settings to all existing journeys. This step is optional and can be done later if you prefer. In the quiet times settings, you can specify the days and times when messages can be sent for each channel. This applies to both commercial and transactional communications. You can set up weekly quiet periods as well as special dates. For instance, if you prefer not ...

We can utilize email templates with Power Automate to send emails. Follow these steps to use email templates with Power Automate. ·         Create Email Template in dynamic 365. ·         Configure Power Automate to Email Template. Create Email Template in dynamic 365: Navigate to Power Platform admin center, navigate to the Environments tab, and select your environment you wish to create email template refer below screen short. Click on setting and look for Templets and click on Email Template. Click on new on tool bar. The Email Template Type dialog box will open. Select the desired entity and then click OK. On the template form, provide a name for your email template and, if desired, add a description. Note that the email template name and description will not be visible to the recipient. Enter the text you want to send in the message. Use the formatting toolbar to edit and style you...

  In today's blog, we'll connect to Dataverse using an Azure function that utilizes the.Net core 6.2 framework. The prerequisites are listed below. ·         Create a new Dynamics 365 application in Azure. ·         Make that the newly created Azure Function builds appropriately. ·         To establish a connection with the Dataverse, use this sample of code. Create a new Dynamics 365 application in Azure:   We need to register the Dynamics 365 Web API on Azure and use it with an application user. This is particularly useful for those working with custom APIs in CRM.   To achieve this, you will need the following components. ·         Azure portal access ·         Application user ·         CRM Admin user Log in to the Azure portal, se...

  User Case: When setting up a contact in Dynamics 365, verify if a contact with the same email address already exists. If it does, prompt an error message indicating a duplicate email address. Step 1 :  Navigate to make.powerapps.com, screen 1 à Create a Blank Canvas App à Connect with Dynamics 365 Data Source à Connect Contact Entity as Dataset (You can connect other entity also as per your requirement) Step 2:   Screen 2 - Insert a new Blank Screen to show Duplicate Detection Dialog Step 3:   Add few Text Input and Button Controls in Screen 1 or design as per your need. Step 4:  Add below formula on Button Control (onSelect property) to find Duplicate Record. If ( IsBlank ( LookUp ( Contacts , emailaddress1 = Emailaddress_Text . Text )), UpdateContext ({ result: "Duplicates Record not found" }), Navigate ( DuplicateDetectionDailogbox , ScreenTransition . CoverRight ) ) ; You can use following formula also on Button Control (onSelect propert...