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Exploring Dynamics CE Focused View: Streamlining Task Management and Record Navigation

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In Dynamics CRM (now known as Dynamics 365 Customer Engagement), a "view" refers to a customizable, filtered list of records within a particular entity. It's a way to organize and present data based on specific criteria, allowing users to quickly access and work with the information they need. Benefits of View: Personalized Experience  : Views in Dynamics CRM can be customized to display information relevant to individual customers. For example, a customer may have a view showing their current orders, service requests, or account details. Access to Information  : Customers can quickly access the information they need without having to sift through irrelevant data. Views can be filtered to display only the records pertinent to the customer's interaction with the company. Enhanced Communication  : By having access to relevant data through views, customers can communicate more effectively with the business. They can reference specific details during interactions, leading

Interconnected Dynamics: The Power of Connections in the Dynamics CE

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In terms of relationships and associations, the connection is a unique feature within Microsoft Dynamics CE. This feature serves as a flexible tool that enables the creation and viewing of relationships between records. When establishing a connection between records, such as linking a contact to an account or associating an opportunity with a competitor, a connection reference field is utilized to store information about the relationship. This field typically contains metadata that describes the nature of the connection, including the type of relationship (e.g., colleague, vendor, partner), along with any additional details or notes associated with the connection. Connections are easy way to connect records without having to create a custom relationship between entities. The choice between using connections or relationships in Dynamics CRM depends on the specific requirements and use cases of your application. Here's a comparison to help you decide: Use Connections When:  Flexibili

Difference between Degree, diploma, and certification

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 Degree, diploma, and certification are different types of credentials that individuals can earn to signify their level of education, expertise, or competency in a particular field. Here's a brief overview of each: 1. Degree:    - A degree is an academic qualification awarded by a college or university upon completion of a specific program of study.    - Degrees typically require several years of full-time study and cover a broad range of subjects within a chosen major or field of study.    - Common types of degrees include Bachelor's degrees (e.g., Bachelor of Arts, Bachelor of Science), Master's degrees (e.g., Master of Arts, Master of Science), and Doctoral degrees (e.g., Doctor of Philosophy, Doctor of Medicine). 2. Diploma:    - A diploma is a document issued by an educational institution or organization certifying that an individual has completed a specific course of study or training.    - Diplomas are often awarded for shorter, more focused programs compared to degr

< Connecting the Dots: FetchXML and Web API Integration in Dataverse

 In Dataverse, FetchXML and the Web API are two powerful mechanisms for retrieving data and interacting with entities. Here's a brief overview of each and how they can be integrated: 1.    FetchXML :      -   Definition:   FetchXML is a proprietary query language used in Microsoft Dynamics 365 and Dataverse for querying data from entities.    -   Usage:   FetchXML queries can be used to retrieve data based on complex criteria, perform aggregations, and filter records.    -   Features:   FetchXML supports various query expressions, including conditions, sorting, grouping, and aggregation functions.    -   Integration:   FetchXML queries can be executed programmatically using client-side scripting, server-side code, or through tools like the Dynamics 365 Web API. 2.    Web API :      -   Definition:   The Web API is a RESTful HTTP service provided by Dataverse that allows you to interact with data and metadata.    -   Usage:   The Web API supports CRUD operations (Create, Retrieve, U

Dataverse Data Magic: Actions vs Web API Demystified

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Actions and Web API are two different concepts within Dynamics 365 Customer Engagement (CRM) that serve distinct purposes but can sometimes be confused due to their similar usage in customization and automation. Let's demystify these two concepts: ### Actions: 1. Purpose:      - Actions allow developers to define custom operations or business logic that can be executed by users or workflows.    - They encapsulate a set of operations and can accept parameters and return values.    - Actions are often used to perform complex operations that involve multiple entities or require custom processing. 2. Usage:      - Actions are typically invoked programmatically through code or by triggering them from workflows or plugins.    - They can be used to automate specific business processes or integrate with external systems.    - Actions can be called from client-side scripts, plugins, custom workflow activities, or other actions. 3. Implementation:      - Actions are defined in the customizat

Fit Gap Analysis

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In modern digital transformation, many new and advanced approaches and technologies have emerged to solve business needs and problems. Salesforce, SAP, Dynamics CRM, Power Platform and others are new age business applications developed on standard and best practices that can be easily customized and used in business processes and activities. But the question is whether it is suitable for all types of business. From a rational point of view, this is not correct, therefore, such business applications are designed to adapt to the business process and nature. In scenarios, requirement gathering and fit gap analysis are essential for such advanced business applications. Requirement gathering is conducted early in the project lifecycle to define stakeholder needs and project scope, while fit-gap analysis occurs afterward to assess the alignment between existing system capabilities and project requirements. Both activities are crucial for ensuring that the final solution meets stakeholders

Book Review: The Road to Recognition by Barry Feldman and Seth Price

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Leveraging personal branding effectively can open doors to new opportunities, attract the right connections, and establish us as a valuable asset in our profession. It is an ongoing process that requires dedication and real commitment to showcasing our unique business identity. The Road to Recognition is a remarkable book and masterpiece by Barry Feldman and Seth Price, laying out a simple roadmap to building relationships and identity in the digital age. This is a must read to build the personal branding. Improving our career through personal branding involves strategically showcasing our skills, expertise and unique qualities to create a positive and influential image. Barry and Seth created a framework for career change and personal improvement. It is carefully written and organized into 26 short chapters, one for each letter of the alphabet. Barry and Seth advised several topics to improve the brand , but few of them are adorable alike blog writing, content creation, LinkedIn profi

Book Review : Show Your Work by Austin Kleon

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 Earlier this year, I started reading a meaningful and remarkable book called “Show Your Work” written by Austin Kleon. In my view, this book is a practical guide for everyone to improve career development and speed up life. The author collected a wealth of wisdom and wrote it in a beautiful way to give it all, explaining his insights with brilliant quotes and examples. In this review, I am going to share some of his quotes and summaries. Be a Amateurs: If you are passionate about what you do, you can do anything to learn! The author mentions Clay Shirkey in your book who wrote the following quote in his book. Amateurs are not afraid to make mistakes or look ridiculous in public. They’re in love, so they don’t hesitate to do work that others think of as silly or just plain stupid. “The stupidest possible creative act is still a creative act,” writes Clay Shirky in his book Cognitive Surplus. Power of Knowledge Sharing: Author is  great supporter of sharing knowledge, as it helps to mak

"Decoding Connection Modes: Maximizing Insights with Import, DirectQuery, and Composite Models

It's important to note that while there might not be explicit row limits for DirectQuery or Import modes, the overall performance and usability of reports can be impacted by the size and complexity of the dataset, the available system resources, and the performance characteristics of the underlying data sources. Striking a balance between dataset size, data modeling, and report performance is crucial when working with large datasets in Power BI. Import:      - Import mode allows you to load data into Power BI's internal VertiPaq engine, storing the data in-memory within the PBIX file.    - The maximum size of a Power BI Desktop (.pbix) file is 1 GB.    - There isn't a strict row limit in the import mode, but the performance of Power BI reports might degrade if the dataset size becomes too large.    - Large datasets may lead to increased file sizes, which can impact performance and usability.   Advantages: 1.  Performance:  Imported data is stored locally, of

Powering Up Your Analytics: Exploring Power Query in Power BI

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Data is a valuable asset that has a profound impact on almost every aspect of modern life. Its proper collection, analysis and application can promote innovation, improve efficiency and solve complex challenges in various sectors. In data processing, ETL is a comprehensive process that includes data extraction, transformation, and loading, while Power Query is a specific tool that facilitates the "extract" and "transformation" aspects of ETL, allowing data to be collected and analyzed. Permission is granted to process. And reporting. is ready. It becomes easy to do this. Microsoft's ecosystem of products. Power Query is a data transformation and data preparation engine. Power Query is available in Microsoft Excel and Power BI. Power Query provides a user-friendly and intuitive interface for data professionals and analysts to access and manipulate data from various sources without the need for extensive coding or scripting. It allows users to connect to a wide ra