By Mike Springer, Senior Consultant On September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will be combined into a single product offering called Dynamics 365 Customer Insights. To provide the most value to users and empower them with the most personalized experiences, Microsoft is combining the power of a unified customer profile…
By Mike Mitchell, Senior Consultant Azure Data Factory is a powerful cloud-based data integration service, providing organizations with a robust platform for building, managing, and leveraging their data pipelines. At New Dynamic, we’ve worked with this platform for many years, helping our clients integrate Azure Data Factory into their Dynamics 365 stack and business processes. The Entity Reference lookup field functionality is one that…
I know that this is a topic that new System Admins struggle to figure out… I’m going to address how to add search fields to the Filter by Keyword at the top of entity views.
If you are setting up Dynamics Marketing Capture Forms for the first time and find it confusing, you are not alone. Follow the steps I have outlined below for a less confusing and frustrating experience than I had the first time I set up a Lead Capture Form.
Since the general availability release of in-app notifications this Spring, I’ve been seeing more and more applications for this feature. However, my initial impression was that for non-developers like myself in-app notifications would require development work to implement. Not that this is a showstopper but for many organizations, either having a developer assigned to…
The enhanced experience for creating email templates is becoming generally available this month as part of the 2022 release wave 1 plan, so I thought I’d put together my thoughts on the new feature. Email templates have been a great productivity feature for many years but they’ve had significant limitations unless you were simply…
We continue to see more new features in Dynamics 365 leveraging Teams integration and a new one now in preview is Swarms for Customer Service. As with any preview feature, it is not supported yet and not recommended for production use. We activated it in a sandbox to investigate it further. Swarming is a feature…
While the Unified Interface update to Microsoft Dynamics 365 brought a cleaner experience for a lot ofend user functions, one of the items that has lagged behind is the experience for querying data (a/k/aAdvanced Find). Although the customizer experience in the maker portal changed quite a while ago, themethod of querying and building views at…
A Toast to Notifications. The 2022 release wave documentation has been published and my original thought was to review it and write a “Top 5” list or something along those lines. However, I’m still captured by a previously (Oct 2021) announced feature that is in pre-release and should be coming. Why am I…