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Microsoft MVP Business Applications | Dynamics 365, Power Automate & Power Apps tips, tricks and news to help you succeed & increase user adoption!

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Dynamics 365, Power Apps

Input Mask Control for Dynamics 365: Retired

June 21, 2022June 21, 2022
Posted by Heidi Neuhauser
Sad news friends. It appears the the Input Mask control for Dynamics 365 is now marked as Retired. 😔 Thanks to Kylie Kiser who helped me realize this beloved control no longer worked in the
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Power Apps

Express Design for Power Apps

June 13, 2022June 13, 2022
Posted by Heidi Neuhauser
If you follow my YouTube channel at all, you’ve probably noticed that I have spent some time paying around with the new express design for Power Apps that was announced on May 24, 2022. First:
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Power Apps

Applying the Power Apps Read-only Grid Control

May 19, 2022May 19, 2022
Posted by Heidi Neuhauser
In October 2021, the new Power Apps grid (read-only) control was released to general availability. This control provides users with a number of exciting updates: Users can resize and change columns
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Dynamics 365

2 New Features with SLAs in Dynamics 365 for Customer Service

May 10, 2022May 10, 2022
Posted by Heidi Neuhauser
There are two new items in the 2022 release wave 1 notes pertaining to SLAs in Dynamics 365 for Customer Service: Usability enhancements in SLAs. Custom time calculations in SLAs. In this blog, we
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Dynamics 365 for Marketing, Power Automate

Upcoming M365 Integrations with Dynamics 365 for Marketing

May 3, 2022May 3, 2022
Posted by Heidi Neuhauser
In this article, I want to focus on two upcoming integrations with Dynamics 365 for Marketing: Teams and Power Automate. These features are not available yet, except for in preview mode. Remember, it
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Power Apps

Power Apps: Model-driven vs Canvas App

April 25, 2022April 25, 2022
Posted by Heidi Neuhauser
Power Apps come in a few flavors, mainly model-driven or canvas. If you’re looking to understand the differences at a very high-level read on! This blog was inspired by meeting and speaking
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Dynamics 365, Power Apps

Microsoft Teams + Dynamics 365 = ❤️

April 11, 2022April 11, 2022
Posted by Heidi Neuhauser
Microsoft has a fantastic integration between Teams and Dynamics 365. In this blog, we review how you can use Teams in Dynamics 365, how you can use Dynamics 365 in Teams and what’s coming in
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Dynamics 365, Power Apps

Add a Custom Table to Dynamics 365 App for Outlook

March 28, 2022March 28, 2022
Posted by Heidi Neuhauser
The Dynamics 365 App for Outlook can be an extremely useful and productive tool for your users. If you have build custom tables in your model-driven app, you likely want emails to be set regarding
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Power Automate

Power Automate Connectors for Email

March 7, 2022March 7, 2022
Posted by Heidi Neuhauser
As of today, Monday, March 7, 2022, there are 23 Microsoft-certified Power Automate connectors for email. To analyze each and to help determine which are the “best,” I developed the
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Dynamics 365, Power Automate

Power Automate News: Dynamics 365 Connector will STOP WORKING this summer!

March 2, 2022March 2, 2022
Posted by Heidi Neuhauser
The Dynamics 365 connector in Power Automate was marked for deprecation on May 5, 2020. However, you can still use it in existing flows. You can even build new flows using it. But it will actually be
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Welcome to My World!

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My YouTube Channel

Heidi Neuhauser

Welcome to my YouTube channel, where we talk all things Dynamics 365, Power Apps, Power Platform and user adoption. My goal is to provide valuable tips, tricks and late-breaking news about Dynamics 365 and the Power Platform that can equip you to better manage your system and enhance user adoption at your organization!

https://www.youtube.com/watch?v=tyP-0Exsqtc

Heidi Neuhauser
Live, uncut, unedited attempt to upload an image and create a Power App using Express Design!

0:00 Express Design Features
1:30 Heidi's Story / Background
3:18 Demo: Upload Image to App
7:52 Set up Data (Dataverse)
15:48 Our Canvas App!
17:40 Final Thoughts
Power Tips: Express design with Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_ox-SupRRCFs
Here's how to get the fun new functionality to work!
UPDATE! Canvas Apps in Power Apps: the NEW AI powered express design
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_HiNForv-FN8
UPDATE!! Here is what the issue was: https://www.youtube.com/watch?v=HiNForv-FN8 

UPDATE #2: I walked through the whole process live with @Kylie Kiser - check that out here: https://www.youtube.com/watch?v=ox-SupRRCFs

I was so excited to read this release, announced at Microsoft Build on May 24, 2022: https://powerapps.microsoft.com/en-us/blog/new-express-design-in-power-apps-converts-images-and-designs-to-apps-in-seconds/

0:00 I cannot get this to work: Errors
0:32 Original video record, excitement!
1:18 Attempt 2
2:49 Closing thoughts


I wanted to dive in and show you how easy it is! And I can't. I cannot make this work and get an "unknown error has occurred" message that refuses to move. Send help. Tell me what I've done wrong!!
Canvas Apps in Power Apps: the NEW AI powered express design THAT I CANNOT GET WORKING!
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_cuAMXl-inXg
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Power Apps release notes: Power Fx, Collaboration & Editable Grids.

0:00 Intro
0:22 Power Fx
4:12 More collaboration
7:30 Editable Grids

MORE INFORMATION!
The full Power Apps release notes: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/planned-features

Using Power Fx in Calculated fields: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/power-fx-formulas-provide-richer-easier-use-column-calculations-dataverse

Editable Grid improvements: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/power-apps-grid-control-support-editable-scenarios-model-driven-apps

Power Apps Grid (read-only): https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave2/power-apps/new-power-apps-grid-read-only
Power Tips: Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_mfOGnGH6A4Q
Read the complete how-to guide on my blog: https://www.crmheidi.com/index.php/2022/05/19/applying-the-power-apps-grid-read-only/

0:00 Demo of the Control
1:16 Step 1: Add table to solution file and open in classic
1:38 Step 2: Navigate to entity controls
2:04 Step 3: Add Control
2:10 Step 4: Pic Power Apps Read-only Grid 
2:30 Step 5: Set scope
2:48 Step 6: Save & Publish
2:52 Additional configuration available
How to apply the Power Apps Read-only Grid to a Table in Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_cFPjCmlK2tE
Featuring presentations from:
- James Hammond, Click Dimensions: 5 Departments that can benefit from Marketing Automation
- Nick Hance, Reenhanced: Mini Power Automate Demo with Custom Connector
- Merlin Schwaiger & Liz McGlennen: Canvas apps vs model-driven apps, how do I decide?


0:00 Marketing Automation
26:58 Power Automate Demo
36:18 Canvas Apps vs Model-Driven Apps
Virtual Philadelphia Dynamics 365 & Power Platform User Group Meeting: May 13, 2022
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_TMGge18YM04
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Dynamics 365 for Customer Service app: SLAs, Knowledge Management and Teams Integration.

0:00 Intro
0:20 SLAs
3:42 Knowledge Management
6:30 Teams Integration
9:18 Closing Thoughts

MORE INFORMATION!
Link to the Dynamics 365 for Customer Service release notes: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/

More about SLAs: 
- https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/service-level-agreements 
- How to enable custom time calculation of SLA KPIs: https://docs.microsoft.com/en-us/dynamics365/customer-service/enable-sla-custom-time-calculation
- How to export/import calendar with SLAs: https://docs.microsoft.com/en-us/dynamics365/customer-service/define-service-level-agreements?tabs=customerservicehub#export-or-import-a-calendar-with-slas

More about Knowledge Management: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/knowledge-management

More about Teams Integration: 
- https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/teams-integration
- Conversation summary: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/ai-generated-conversation-summary-set-context-teams-based-collaboration​
- Suggested contacts: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/provide-ai-suggested-contacts-agents-teams-based-collaboration​
- Contextual collaboration: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/contextual-collaboration-using-embedded-teams​
- Act on records from within Teams:​ https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/take-action-business-data-contextually-right-within-teams-chats​
Power Tips: Dynamics 365 for Customer Service
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_WLDQtq0vC7Y
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Dynamics 365 for Marketing app: Real-time marketing, M365 integrations (Power Automate & Teams) and AI and marketing.

0:00 Intro
0:24 Real-time Marketing
2:56 M365 Integrations
5:56 AI & Marketing

MORE INFORMATION!
Link to the Dynamics 365 for Marketing release notes: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/

More about real-time (moments-based) marketing: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/moments-based

More about Microsoft 365 integrations in marketing: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/collaborative-apps

More about AI & marketing: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/data-ai
Power Tips: Dynamics 365 for Marketing
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_TERBulmLoUE
Please add your thoughts in the comments below!
Non-business independent publishers for Power Automate: Fun or a distraction?
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_7mn547-LGdg
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Follow me on Twitter! @CRMHeidi

Heidi NeuhauserFollow

Microsoft MVP | Dynamics 365, User Adoption & Power Platform Enthusiast @Reenhanced, https://t.co/Xz5FAxuPUv, mom to 2 awesome kids, Runner with #MontcoRunners

Heidi Neuhauser
CRMHeidiHeidi Neuhauser@CRMHeidi·
18 Jun

Time to taper! Sharp Top 50k in a week and Wy'east Howl 50k in 4 weeks! It's going to be a hell of a start to summer ☀️ #MontcoRunners

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MichaelRoth42Michael Roth 🧙‍♂️ MVP🏳️‍🌈@MichaelRoth42·
16 Jun

I was honored to be invited by @MarkusErlandsso and @CRMHeidi to the CRM rocks #podcast 🎧

Together with @MalinMartnes we talked about #SharePoint vs #Dataverse and the usage in #PowerPlatform and #PowerApps
🚀🚀🚀

Let us know what you think 😃

https://crmrocks.com/about/

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CRMHeidiHeidi Neuhauser@CRMHeidi·
13 Jun

We're having fun planning this session! We will be presenting 50 (or more!) tips in our 50-minute session. Can't wait for this one!

DynamicsCon@Dynconference

@CRMHeidi and @KylieKiser give you a quick preview of their #DynamicsConLIVE session, "50 Tips in 50 Minutes"! You won't want to miss out on this session, register here: https://live.dynamicscon.com/register/

#CustomerEngagement #MSDyn365CE #Microsoft #Dynamics

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CRMHeidiHeidi Neuhauser@CRMHeidi·
13 Jun

An overview of my experience (so far!) with Express Design in #PowerApps! https://www.crmheidi.com/index.php/2022/06/13/express-design-for-power-apps/

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CRMHeidiHeidi Neuhauser@CRMHeidi·
13 Jun

REMINDER! If you're still using the #Dynamics365 #PowerAutomate connector, you need to reengineer them to use #Dataverse!! Deprecation day approaches.... July 28 is your deadline. You MUST update them - or your flows will break!

https://www.crmheidi.com/index.php/2022/03/02/power-automate-news-dynamics-365-connector-will-stop-working-this-summer/

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