What is Dynamics 365 for Sales?

Dynamics 365 for Sales is an application created and managed by Microsoft that gives Sales departments capabilities to manage Leads and Opportunities, right through to Invoices. This post gives a basic introduction to the capabilities of Dynamics 365 for Sales.

What is the Common Data Service?

This post defines what both the Common Data Service (CDS) and the Common Data Model (CDM) are. The Common Data Service and the Common Data Model are core concepts in Microsoft Business Applications and the whole PowerPlatform, so it’s important to know what they are if your planning on or already in this area. This post aims to do this in a simple and easy to understand way.

The Common Data Service aims to be a single place for data used in interactive applications across an organisation. It achieves this in a few different ways. Read on to find out how!

Connecting Azure Custom Vision with Microsoft Flow

This post covers how to connect Azure Custom Vision Service (over at ) with Microsoft Flow, enabling the use of the prediction within Canvas and Model-driven Apps, the Common Data Service and PowerBI. I’m a huge user and fan of Azure Cognitive Services (there are many) and Microsoft Flow, so being able to use Flow as the platform that connects an App to these services can offer tremendous value. Check out how to do this right now!

Adding Virtual Agents to Dynamics 365 Dashboards for Internal Use

Virtual Agents are a feature that allows organisations to create a Bot for customers to engage with on websites by asking it questions and providing automation capabilities. It is currently in preview and you can read all about what they are, their features and how to get started in this post here.  It’s awesome thinking it can just be used for outside of an organisation, but what about for internal use? Virtual Agents can be embedded into Dashboards, and basically anywhere you can put an IFrame – (anywhere you can add HTML, which is ANYWHERE!).  This post takes a look at how to do this and what the benefits are to an organisation.

Filter a Gallery in Canvas Apps on the Status Reason field (or any other OptionSet in CDS)

So this post is out of pure frustration that this information seems to be really hard to find (for me anyway) for what seemed like a basic requirement. I wanted to load a Gallery of information in a Canvas App based on the status reason within the Common Data Service. This field is often used in model-driven apps, including Dynamics 365 so being able to filter on this is pretty necessary for companion Canvas based apps.

Creating a Custom Flow for Virtual Agent Experiences

This blog post is an extension of the Getting Started with Virtual Agents, so if you’d like the background or know how to get started before you read this, check out that post first!

Custom Flows in the Virtual Agent Experience need to meet some specific requirements to display, because VA’s don’t just allow any old Flow to be used. I’ve listed them below.

Getting Started with Virtual Agents in Dynamics 365

Being able to talk to a live chat agent is a popular website feature, especially in the Retail industry where staff are on hand to be able to manage and solve customer queries so they can get back to buying products. This became a popular service-oriented capability and more industries are adopting this feature, but one step further. Being able to embed bot technology before a real person is even required has now become the go-to strategy for customer service.