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  1. Microsoft releases 2019 wave 2 Power Platform

    Testbrian2 Testbonnor2 – Mon, 11 Nov 2019 22:22:00 GMT – 0

    Microsoft recently released wave 2 of the Power Platform. In short, looks like a lot of re-branding with an eye to more functionality in the not too distant future.

    Continue reading...

    • Dynamics 365
    • Microsoft Flow
    • Power Automate
    • Power Platform
    • UI Flow
  2. AI Builder and Business Card Scanner in Canada

    Testbrian2 Testbonnor2 – Sat, 09 Nov 2019 03:51:00 GMT – 0

    I was recently looking to test out with the 'Dynamics 365 wave 2 release' Business Card Scanner software on my iPhone device and came across a full-stop issue... 

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    • AI Builder
    • Businss Card Scanner
    • D365
    • Dynamics 365
    • Mobility
    • Sales Insights
  3. Schedule automatic Dynamics 365 currency rate updates using Flow

    Testbrian2 Testbonnor2 – Thu, 07 Nov 2019 20:59:00 GMT – 0

    I've always wanted to put this one together but none of my clients (since 2002 with version 1.0) have ever wanted to spend money for it - what does that say about it being a 'nice-to-have' instead of a 'must-have' requirement!!

    This automation uses Flow to retrieve the latest currency rates from a public feed (thank you http://www.floatrates.com!!) and update those currencies set up within Dynamics 365. This flow provides the basics but certainly there is opportunity for improvement. Please do!

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    • Currency
    • Currency Rate
    • Dynamics 365
    • Flow
    • Xpath
  4. Setup Speech-to-text for Dynamics 365

    Testbrian2 Testbonnor2 – Thu, 31 Oct 2019 22:40:00 GMT – 0
    Here are some helpful hints about setting up Speech-to-text for Dynamics 365.

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    • Cognitive Services
    • Dynamics 365
    • iphone
    • setup
    • speech-to-text
  5. Using Speech-to-Text in Dynamics 365 Mobile

    Testbrian2 Testbonnor2 – Thu, 31 Oct 2019 17:01:00 GMT – 0

    I was recently looking adding the capability to enter post-meeting notes via speech to meet the sales rep requirement of wanting to simplify the entering of meeting notes. Using the native microphone dictation services proved effective in achieving these goals; however, the number of clicks to achieve this goal was found numerous that lessened the convenience potential and thus usage and adoption. A future option will look at simplifying the ability to access the last Appointment for additional sales rep convenience and adoption gains.

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    • appointment
    • Dynamics 365
    • field services
    • iphone
    • meeting
    • notes
    • Sales
    • speech-to-text
  6. Editing the Forum portal page

    Testbrian2 Testbonnor2 – Fri, 13 Sep 2019 15:48:00 GMT – 0

    I recently came across a technical requirement to remove the banner graphic from the top of the default Forum page of the Community Portal. This was a little trickier than expected!

    Continue reading...

    • Custom CSS
    • Dynamics 365
    • Forum
    • Portal
    • theme.css
  7. Maintenance Mode for your live Portal

    Testbrian2 Testbonnor2 – Wed, 11 Sep 2019 07:00:00 GMT – 0

    A new feature with the latest release is the ability to redirect users to a 'Under Construction' page and prevent anyone from accessing the site.

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    • Administration
    • Dynamics 365
    • Maintenance
    • Portal
    • PowerApps
  8. Project Plan for Portal project

    Testbrian2 Testbonnor2 – Sat, 07 Sep 2019 17:07:00 GMT – 0

    Portal project follow general Dynamics project plans but include [1], interface and process definitions not just for administrators and user roles of the native Dynamics application but also for administrators and user roles of the portal application and [2], greater interface detail is required to be defined of the portal interface components. In other words, processes and interfaces are more complicated and require greater attention to detailing and successfully building their behavior.

    Continue reading...

    • Agile
    • Build
    • Deploy
    • Design
    • Dynamics 365
    • methodologies
    • Plan
    • Project
    • Waterfall
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DXRMS is a Microsoft Dynamics partner based in beautiful Vancouver, Canada. We help businesses realize business productivity gains through the use of Microsoft Dynamics 365 Customer Engagement / CRM and Power Platform technologies. More...

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