Month: November 2023

Dynamics 365 and Power Apps

What is the purpose of Dynamics 365 Marketing Events

Hello Everyone, Today i am going to my view on Dynamics 365 Marketing Events. As we know Dynamics 365 Marketing is a comprehensive marketing automation platform offered by Microsoft. It includes features for event management, allowing businesses to plan, promote, execute and analyze various types of events.  Here are some key aspects of managing events…
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{How to} set default environment routing for makers n Power Platform

Hello Everyone, Today I am going to show how to set default environment routing for maker on Power Platform. Let’s get’s started. Normally when a power apps makers login into maker portal they will land on  default environment. Default environment routing is a premium governance feature. So with this new feature once enabled power apps…
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{How to} enable Finance and Operations in Dataverse

Hello Everyone, Today i am going to show how to enable Finance and Operations User Impersonation in Dataverse. Let’s get’s started. Login into Power Platform Admin Center. Choose the environment and then settings and then Features. Finance and Operations in Dataverse = ON; By default it is turned OFF. When enabled  the Finance and Operations…
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{How to} Enable Microsoft Teams for Dynamics 365 Customer Insights Events

Hello Everyone, Today I am going to show how to enable Microsoft Teams for Dynamics 365 Marketing Event. Let’s get’s started. 1. Login into Dynamics 365 Marketing. 2. Change the settings to Event Planning. 3. Click on Events, a list of all existing Events will be displayed and select one Event Do you want to…
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{How to} Prevent duplicate emails to contacts that share an email address on Dynamics 365 Marketing

Hello Everyone, Today i am going to show how to prevent duplicate emails to contact that share an email address in Dynamics 365 Marketing. Let’s get’s started. Normally in CRM there are duplicate emails in the contacts and even sending emails to these contacts will be alot of duplication of email communication with them. How…
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Turn on UTM Tracking on Dynamics 365 Customer Insights

Hello Everyone, Today i am going to show what will be added to your emails when you Turn On UTM Codes in Dynamics 365 Customer Insights. Let’s get’s started. When you turn ON – Feature Settings. UTM Tracking: Once UTM Tracking is TURN ON: The UTM Values will be automatically added to every link in…
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{How to } Install Power Platform Environment Settings App on Power Platform Admin Center

Hello Everyone, Today I am going to show how to manage feature settings on Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Expand Resources > Dynamics 365 App and look for Power Platform Environment Settings App. Click on “…” and install  Choose the environment you want these settings effect and accept terms and…
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{How to} check Dynamics 365 Customer Insights Version status

Hello Everyone, Today i am going to show how to check version of Dynamics 365 Customer Insights. Let’s get’s started. 1. Login into Dynamics 365 Customer Insights. 2. Change to Settings. 3. Click on the Version. Then you can see the version and its status. You can check the status of the version from power…
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What is the impact of Business Unit scoping on Dynamics 365 Customer Insights

Hello Everyone, Today I am going to share what is the impact of Business Unit Scoping when you turn on Business Unit Scoping. Let’s get’s started. Login into Dynamics 365 Customer Insights. Change to settings on the bottom left hand cornor. Click on Feature Settings: Business unit scoping turn ON. Enabling Business Unit Scoping for…
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{How to} Design Email template in Dynamics 365 Customer Insights

Hello Everyone, Today I am going to show how to design email in Dynamics 365 Customer Insights. Let’s get’s started. You want to design an email template and send invitation about a Radio Station. Let’s see how do we do that? Login into Dynamics 365 Customer Insights. Click on Email under Channel. Then you click…
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