Dynamics Fortnight Friday Episode for 2018-08-03


Show Notes

What’s New:

* Business Application Summit concluded. Watch at – https://www.microsoft.com/en-us/businessapplicationssummit
* Release Notes for October 2018 – https://docs.microsoft.com/en-us/business-applications-release-notes/October18/index
* Register for the Virtual Launch Event – https://info.microsoft.com/Business_Application_Fall_Summit_Register.html, which will be October 10th at 10am CDT
* Sales Companion Canvas PowerApp: https://powerapps.microsoft.com/en-us/blog/salescompanion/
* Sales Application upgrade available from 9.0.0.4 to 9.0.4.527
* CafeX LiveAssist version upgrade to 3.2.0.4 is now available
* CE Platform update to 9.0.2.1072 is coming out any day to your 9.0 orgs.  Details if you’re interested:  https://support.microsoft.com/en-us/help/4342571/service-update-4-for-microsoft-dynamics-365-9-0-2
* New Capabilities in Talent – Offer Management
* Change in Applying Updates to FO – https://blogs.msdn.microsoft.com/lcs/2018/07/10/lcs-july-2018-release-1-release-notes/
* Change in the process of applying updates to FO on-premises environment – https://blogs.msdn.microsoft.com/lcs/2018/07/10/lcs-july-2018-release-1-release-notes/
* Dynamics 365 CE developer nugget (using Postman with Web API) – https://blogs.msdn.microsoft.com/crm/2018/07/30/documentation-for-using-postman-with-web-api-is-live/
* Skype Interviews for Talent/Attract – https://www.skype.com/en/interviews/
* Business Central localization available in Australia and New Zealand –
https://cloudblogs.microsoft.com/dynamics365/2018/07/09/announcing-availability-of-microsoft-dynamics-365-business-central-in-australia-and-new-zealand/
* PowerApps tutorial for building offline capabilities with relational data – https://powerapps.microsoft.com/en-us/blog/implementing-offline-capabilities-for-relational-data/
* PowerApps automatic formula formatting – https://powerapps.microsoft.com/en-us/blog/automatically-format-your-formula/
* PowerApps/Flow Preview Programs – https://powerapps.microsoft.com/en-us/blog/preview-program/ & https://flow.microsoft.com/en-us/blog/flow-preview-program/
* FastTrack Pre-Go-live Checklist for FO – https://mbs.microsoft.com/customersource/northamerica/365Enterprise/learning/documentation/installation-setup-guides/fasttrack-checklist-fin-and-ops
* Get paid to give feedback on PowerApps –
https://powerapps.microsoft.com/en-us/blog/userresearchnewportal/

How do I operationalize this?

* What native Predictive Lead Scoring looks like: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/work-predictive-lead-scoring
* How Relationship Analytics computes health scores and trends: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/relationship-analytics
* Manage External Vendor Portal – https://docs.microsoft.com/en-us/azure/active-directory/b2b/what-is-b2b & https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/procurement/manage-vendor-collaboration-users

Featured Content:

Tips and Tricks using Canvas PowerApps and Flow with CDS for Apps and Dynamics 365 CE and FO:
* Finance and Operations
– Onstart – EntityID is the data element from FO that PowerApps uses
– Use Set as custom field within PowerApps as EntityID
– Matching data entities using Lookup Command
– Key to drilling through and integrating data entities
– Assign Lookup element to data field to use as primary (shortcuts a lot of formula writing)

* In CE, if you want to modify date/time fields in Flow, the fields have to be set up in CE as date/time, not date only
* In CE, If when working with Conditions, you want to watch for something having no data, there’s a trick to setting up that query (advanced mode)
* In CE, if using expressions on fields, you can’t just type the right syntax, you have to include it all within the expression definition UI, including any dynamic fields included.

Happy Birthday Alesha!

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