Dynamics 365 October Release – 2021

In a few days we expect that Microsoft will announce their new releases for all Dynamics 365 solutions as we are used to. In a meantime until we wait for this new release, you can look what you can expect to get.

The October release for Dynamics 365 and industry clouds brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, Business Central, Connected Store, Guides, Remote Assist, Customer Insights, Customer Voice, and Microsoft Cloud for Healthcare, Financial Services, and Nonprofit. You can reed about all these news here.

But there is also release plan for the Power Platform features summarized in a separate document. Microsoft Power Platform today comprises four products: Power BI, Power Apps, Power Automate, and Power Virtual Agents. It also has two add-ins: AI Builder and Power Apps portals and completely release plan can be found here.

Looking forward to see those news in a practice.

Intuit to acquire MailChimp

Yesterday we got an info announced on September 13, that Intuit is acquiring MailChimp for approximately $12 billion in cash and stock advances. This acquisition will be definitely the largest made by intuit to date as the biggest one previously was Credit Carma for significantly less amount. Intuit is already one of the biggest players in business software world that makes QuickBooks, Mint, TurboTax ant other service, but this will help them to advance their goals of becoming an AI-driven expert platform as well as to become the center of small business growth and to disrupt the small business mid-market.

We think that the most of you already know what MailChimp is, but if not, MailChimp is Atlanta-based digital marketing and automation company with 1.200+ employees and pioneer in this industry. The company started out offering email marketing solutions before evolving u=into a global leader in customer engagement and marketing automation powered by a cutting-edge AI-drive technology stack. And what is important and non so usual is that MailChimp is one of bootstrapped startups founded in 2001.

(Image credit: Intuit)

By their words, together, Intuit and MailChimp will work to deliver on the vision of an innovative, end-to-end customer growth platform for small and mid-market businesses, allowing them to get their business online, market their business, manage customer relationships, benefit from insights and analytics, get paid, access capital, pay employees, optimize cash flow, be organized and stay compliant, with experts at their fingertips. Delivering on the promise to be the single source of truth, small and mid-market businesses will have the power to combine their customer data from MailChimp and QuickBooks’ purchase data to get the actionable insights they need to grow and run their businesses with confidence.

Dynamics 365 Ecosystem Map August 2021

Recently we republished an article about Dynamics 365 Ecosystem from October 2020, but as we know this is already obsolete as Microsoft is publishing new versions of their Dynamics 365 solutions two times per year. In a meantime, thanks to Vadim Korepin we have new version of Dynamics 365 Ecosystem. On the following picture you can find an overview of this ecosystem:

But what is more interested is to see full one page poster about Dynamics 365 Ecosystem as this business solutions’ ecosystem is really great. You can see and, of course download this unique ecosystem from our blog:

Enjoy in this poster and reed our blogs.

My Top 5 Apex APIs and Bonus

Andy in the Cloud

As readers of this blog will already have determined, I love API’s! So when I was approached by the team at 100 Days of Trailhead to share my Top 5 “things” my mind fell to API’s. This is a short blog post because effectively the brief was a 10 minute video! Well ok I ran a bit over in the end so its actually 15 minutes.

In the video I cover 5 Apex API’s and a Bonus API at the end. Thank you for 100 Days of Trailhead for asking to contribute and please do check out all the other amazing content they have on their website! You can watch the video below (or link here) and find full source code in this GitHub repository.

https://100daysoftrailhead.com/

/** .----------------. | .--------------. | | | _______ | | | | | _____| | | | | | |____ | |…

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Scheduled Flows: How do they work?

 forcePanda

Very recently, one of my fellow #flownatic friend, Andy, shared a tweet about scheduled flows which led to some interesting suggestions on the thread.

The question here is which approach should you be taking, left or right? Take a moment to think about it! Which one did you pick?

So the ideal approach here would be the flow on the left. There is a ‘but’ here, that’ll get to a little later.
Before that let’s understand what’re the pitfalls of using the flow on the right.

  1. Can very easily hit 50,000 records SOQL limit.
  2. Even before 50k records SOQL limit, it will hit 2000(Maximum) elements executed limit.

Here, the 2nd pitfall is very specific to this…

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CPQ Application B2B Marketing Opportunities with Banners The Right Tool For The Right Job

channelcentral Blog

Successful marketing reaches the required target audience in their buying journey; the right message in the right place at the right time. From awareness to purchase, generating sales conversion is having the right communication and requiring minimal effort from the buyer. Utilizing banners in a Configure Price Quote (CPQ) application can significantly contribute to a holistic marketing campaign or tactical promotion.

Marketing mix

Once marketing planners have devised their strategy and campaign plan, existing and potential customers are segmented into groups, generally characterized by their needs. Targeting the chosen group or audience with a communications message is usually achieved by a ‘marketing mix’; a carefully planned mixture of media, such as advertising, public relations, digital marketing and exhibitions.

Decision-making process

A mixture of marketing communications media is typically used to support a buyer through the buying decision-making process, commonly known as AIDA (Awareness, Interest, Desire, Action).

Using social media will…

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Trailhead Review: Apex Specialist Superbadge

Teach Me Salesforce

This article is about my first Trailhead Super Badge, the Apex Specialist.

Challenge 1
Challenge 1 requires a fair amount of declarative admin work to get the objects and components in place to allow you to test in the UI (you could probably write the code without it but it’s important to test in the UI and in code).

Because Trailhead playgrounds use the base Developer Edition architecture, there are also all the usual custom fields and data, so it’s helpful to be familiar with that so that you can easily distinguish the components added by the managed package and those that are in every DE org (like SLAViolation__c).

I predict that the creation of Products in the unit tests could be annoying if it involves adding them to an active Price Book :/

The instructions are appropriately vague, like real-world requirements, and do require you to read them…

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Navigate to Flow Screens Dynamically with Custom Navigation Buttons

 forcePanda

I recently came across a very interesting use case(thanks to Sarah Khalid).

Imagine you have a flow screen with a bunch of custom navigation buttons that take you to the next flow screen when clicked. But what if you want to navigate to different screens based on the button you clicked?

NOTE: One way to solve this is by replacing custom navigation buttons with radio buttons paired with a Decision element and navigate to screen based on the selected radio button. However, this costs you an extra click and also makes the design less intuitive.

So what can we do?

Let’s take a very simple example and see how we can solve this.

We have a screen with three custom navigation buttons(Button 1, 2 and 3) and we want to automatically navigate to Screen 1, 2 and 3 when the respective button is clicked.

Idea

The idea is simple…

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Dynamics 365 Ecosystem Map October 2020

Totovic Dynamics 365 Blog

Recently I published a blog post about Dynamics 365 Ecosystem for April 2020 release. As I see many of you downloaded these images, but I also got a comments that this was outdated as a few days ago Microsoft announced October 2020 release (2020 Wave 2 release). Because of that I started with updating these graphics and I’ve just finished with all news.

Again, I want to mention and to say ‘thanks’ to Vadim Korepin who made this initial graphics. I used his initial slides and added all news from the last release. But even more, I found that one important part of Dynamics 365 ecosystem was not there – Industry Accelerators. They are very important parts of ecosystem and it can be very useful for some specific industries. This time I added them, and I hope we will have more and more partners using them.

If you want…

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