Skip to main content

Posts

Showing posts from 2023

Dataverse/Dynamics 365 Custom API

  Understanding Dataverse/Dynamics 365 Custom APIs Dataverse/Dynamics 365 Custom APIs serve as a bridge between the Dynamics 365 platform and external applications. They enable developers to create their own endpoints, defining the input parameters, output format, and authentication methods. By doing so, businesses can connect their Dynamics 365 environment with a plethora of external resources, ranging from third-party software to IoT devices. Key Benefits Tailored Solutions: Custom APIs allow organizations to design solutions that precisely align with their unique requirements. Whether it's fetching data from a specific source or triggering specific actions in external systems, businesses can tailor their Dynamics 365 environment to their exact needs. Enhanced Integration: Dynamics 365 Custom APIs facilitate seamless integration with third-party applications and services. This integration is crucial for businesses relying on diverse tools to manage different aspects of their op

How to enable Voice and Video calls on Dynamics 365 Customer Service Chat

 Dynamics 365 Customer Service Chat feature  Go to the Customer Service admin center and select Chat Channel Open the appropriate Chat Channel. Navigate to the User Features tab. Turn on “Voice and video calls”. From the calling options, select “Video and voice calling”. You can also choose “Voice only” if you prefer. I hope this helps! If you have any other questions, feel free to ask.

Creating Early-Bound Classes with Power Platform Tool

If you're using early-bound classes for your plugins or custom development, there are a couple of ways to generate them.  You can run the CrmSvcUtil.exe with PowerShell scripts or use the XrmToolBox.  In this article, we'll cover how to generate these files using Power Platform Tool. For this example, we're using Visual Studio 2022, but you can use prior versions as well, such as Visual Studio 2019. To create classes for your tables(entities) using Power Platform Tool: 1. Open your Power Platform Solution connected to your Dataverse environment. 2. From View, select Power Platform Explorer. 3. Expand Tables. 4. Right-click on your specific table (entity), in this scenario Contact. 5. Select Create Class for Entity. 6. Populate the following:       a. Select your project (required).        b. Service Context Name (optional).        c. Filename to create (by default prepopulated with name of table).        d. Namespace to use (required); this will default to the namespace of

Using Adaptive Cards on Power Virtual Agent

  Adaptive Card for Power Virtual Agent its on preview, this feature will enable you to enhance your bot with a better visual responses. Here is a demo of a Power Virtual Agent I have embedded on Teams Its quite easy to implement you can use Adaptive Card Designer to generate JSON for your Adaptive Card. You can start by selecting "Ask with Adaptive Card" Here will be able to configure You can Use Adaptive Card Designer for designing your Card, its quite easy to work with. If you are skilled developer you can take advantage of the JSON. This is your JSON template: {     "type" : "AdaptiveCard" ,     "$schema" : "http://adaptivecards.io/schemas/adaptive-card.json" ,     "version" : "1.5" ,     "body" : [] } T

Add Power Virtual Agent to Facebook

 This is one of the exciting addition to Power Virtual Agent. You can expand your lead generation from Facebook Pages by adding Power Virtual Agent to your Facebook page. Its quite easy to implement on Power Virtual Agent side, the main configuration resides on Facebook side. Create Facebook Page Create Facebook Application Add your Facebook Page to your Facebook Application Add Messenger Product to your Facebook Application and enable API. There are so many articles you can follow to create the mentioned steps. In Power Virtual Agent: Open your Virtual Agent Navigate to Settings → Channels Select Facebook You need to populate the following: Facebook App ID Facebook App Secrete Page Id Page Access Token Once you have added those the system will generate  Callback Url Verify token Make sure to configure your Facebook App Product (Messanger) and update CalbackUrl and Verify token. Thanks for reading

How to Manipulate DataFlow through Power Automate Flow

Refresh DataFlow If you have an existing DataFlow and you would like to refresh it before its refresh time, one of the ways to use Power Automate Flow to trigger the refresh. After you have identified your trigger, all you have to do is use the Data Flow Action. Group Type : Environment or Workspace Group : is dependent on what you select on the Group Type, if you select Environemt like I did you will find your envoroment listed under Group. Dataflow : Name of you DataFlow DataFlow trigger If you have a scenario to run automation after a specific DataFlow has completed, you can use DataFlow Trigger When a dataflow refresh has completed The parameters are idential as the previous action. Thank you for reading :)

Table from External Data Dataverse/Dynamics 365 CE

Virtual Entity made easy on Dataverse/Dynamics 365 CE. Connecting to External Data has a new look in Dataverse, this feature simplifies the cretion of Table for External Data (Virtual Entity). In the following blog I will walk you though on how to create Table on External Data Navigate to you solution New → Table Select Table from external data. for this example we are going to connect to SharePoint Enter your SharePoint url and click Next, this is going to pull all the List available on your SharePoint site Select the Appropriate List and Click Next Here you have the ability to change the column(field) name on your virtual Entity Click Next Before finalizing you can review or change to a different List Click Finish Here you have your External Data Table (Virtual Entity). Thank you for reading.