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Azure Service Account Creation for Azure DevOps & Dynamics 365(Single Tenant ) by Srinath Pega

Dynamics 365 has the ability to create 5 non-interactive user accounts per instance with Multi-Factor Authentication (MFA). These accounts are used for programmatic access to and from Dynamics 365 for Customer Engagement apps between applications. The advantage of using these accounts is that they do not need any license. The Service Account can now be used … Continue reading Azure Service Account Creation for Azure DevOps & Dynamics 365(Single Tenant ) by Srinath Pega

Goodbye Relevance search, hello Dataverse search!

Relevance search is now Dataverse search to emphasize that all data within Dataverse is searchable. The same goodness of Relevance search will continue and we are committed to make Dataverse search even better! The new Dataverse search name is visible in the Power Platform Admin Center and the Power Apps maker portal within the updated solution … Continue reading Goodbye Relevance search, hello Dataverse search!

Dynamics 365 for Marketing | Episode -05 | Social Configuration | Social Posting by Srinath Pega

Configure your social media accounts Social posting enables Dynamics 365 Marketing users to author, schedule, and publish posts to a variety of social media channels and accounts. You must configure and authenticate each channel and account that you'd like to make available for use with this feature. In the current version, you can configure accounts … Continue reading Dynamics 365 for Marketing | Episode -05 | Social Configuration | Social Posting by Srinath Pega

Dynamics 365 for Marketing | Episode -04 | Content Management | Files | Keywords | by Srinath Pega

Manage marketing content Images, graphics and videos are important elements that enhance your marketing emails and marketing pages. In order to use these elements in your designs, you must first upload them to Dynamics 365, which also hosts the images and delivers them when contacts open an email or marketing page. Upload images Whenever you … Continue reading Dynamics 365 for Marketing | Episode -04 | Content Management | Files | Keywords | by Srinath Pega

Dynamics 365 for Marketing | Settings | Episode -02 | Form Matching Strategies by Srinath Pega

The Form matching page of the Settings, matching strategies to define how form submissions are matched to existing contacts or leads. The strategies are necessary when deciding to update an existing record or create a new one. A simple contact-matching strategy, for example, might be based on an email address alone. When a submission is received, Dynamics … Continue reading Dynamics 365 for Marketing | Settings | Episode -02 | Form Matching Strategies by Srinath Pega

Dynamics 365 for Marketing | Episode -01 | D365 Trial Set-Up by Srinath Pega

Marketing offers a free 30-day trial. After a quick sign-up, you'll have access to many of the app's key features. The trial allows you to test the app with sample data and even try out your own customer data.  To sign up for the trial: Go to the trial overview page and select the Try for free button.To sign … Continue reading Dynamics 365 for Marketing | Episode -01 | D365 Trial Set-Up by Srinath Pega

Power Apps Add into Excel for Creating and Updating records in Dynamics 365 CRM by Srinath Pega

The Microsoft PowerApps Office Add-in enables data connections to Microsoft PowerApps systems In Excel, the Microsoft PowerApps Office Add-in allows users to read, analyze, and edit data from Microsoft PowerApps (Common Data Model) and publish data changes back to Microsoft PowerApps OData services. Any errors encountered on publish are indicated to the user via row-by-row … Continue reading Power Apps Add into Excel for Creating and Updating records in Dynamics 365 CRM by Srinath Pega