sometimes after making changes,the power automate doesnt run and doesnt reflect the changes on CRM . will the developer fix this issue or functional consultant will do??
@baldeepsinghnagi894320 күн бұрын
Helpful video
@shirishsaonerkar764021 күн бұрын
good explanation..thanks
@DerekWildstar-u4yАй бұрын
Great video Paresh. However, when I try to do a multi-level sort (Year and Store), Copilot performs 2 separate sorts one after the other, first by year and the resorts the whole data again by store. Any idea why?
@richakhandelwal1756Ай бұрын
After watching your video, is it possible to do an interview right away? For a beginner.
@itspareshsharmaАй бұрын
Depends o for which role you are applying form.
@richakhandelwal1756Ай бұрын
I m going to apply for a Customer Representative role in Ms dynamics 365 as a fresher.
@chandravamsis94932 ай бұрын
Can you please help me find KPI'S and difference in DCCP and customer service ? i need some articles or videos to refer and understand
@coeuznatas4 ай бұрын
I'm amazed that you made not only one, but a whole series of videos about D365, without using a SINGLE image or video from the program itself.
@d365proz4 ай бұрын
I am amazed that you came to that conclusion on Episode 1 ! The video series you are referring to were done quiet a while back. Episodes 1-11 deal mostly with concepts and theory. Episodes 11 onwards use the D365 program. Requires some patience as this is for absolute beginners !
@A3Kr0n4 ай бұрын
I don't do subscription based software. That's just insane.
@d365proz4 ай бұрын
All good. The video is anyways intended for those using Copilot in business environment. Just an FYI, there is a free web version of copilot and it basically uses Chat GPT 3.0 in background.
@Nau-WI6 ай бұрын
Content is great. Background music is annoying. please don't add music.
@d365proz5 ай бұрын
I am in process of constantly improving the content. Feedback like yours really help :) Unfortunately, I cant edit the old content anymore, but for all new content I have avoided any background music/sound.
@soniaohsonja6 ай бұрын
Thank you for video. Do you also know how to cancel the invoice? I went to "product receipt journal" but there was no invoice I want to cancel...
@komalpatil28067 ай бұрын
Great explained sir. Thanks
@d365proz5 ай бұрын
You are welcome
@kalpeshmahale63688 ай бұрын
Your Videos are too helpfull and very undertanble.... i hope you will keep going with your this work .... for people like us....
@d365proz8 ай бұрын
Thank you Kalpesh. I will try my best. Some of these videos related tp D365 are quiet old now, so I will try to release new ones with the latest versions.
@kalpeshmahale63688 ай бұрын
@@d365proz that would be a great help to people like me who wants to switch there jobs into a different field.... It's really appreciated 👍 thanks for all this man...really appreciated 🙏
@santhiyav13448 ай бұрын
Hi sir, It was an amazing technic. Could you please tell me if I wise to add multiple mails ID's should I need to need to add comma to separate each mail Id.. or should we have any other technic
@d365proz8 ай бұрын
Try using semicolon
@mekalamaniraj27618 ай бұрын
need to delete the system entity relationship. is it possible?
@d365proz8 ай бұрын
Sometimes it can get tricky, especially if its a managed solution. You need to make sure you remove all dependencies first. The following links can help you: learn.microsoft.com/en-us/power-platform/alm/dependency-tracking-solution-components learn.microsoft.com/en-us/power-platform/alm/removing-dependencies
@Loves-f3yКүн бұрын
@@d365proz Going a bit crazy when following the dependencies down and it ends up on a dependent view and form which cannot be deleted because they are required. Any suggestions?
@Loves-f3yКүн бұрын
This is new.. instead of saying the view is required I got this error when trying to delete it: "Something went wrong when deleting the object. Please try again. If the issue persists, please contact support."
@nelsonataga53948 ай бұрын
Hi Paresh. How does one customize an automatic response to a ticket created in the system.
@d365proz8 ай бұрын
Settings>>Service Management>>Automatic Record Creation and Update Rules" You need to enable this option "Send automatic email response to customer on record creation" and need to create an email template. Note: You can also potentially use Power Automate for automatic response, but that is not recommended as that can end up in recipient junk and also, the email communication will not be registered in activities for the ticket. Links: learn.microsoft.com/en-us/dynamics365/customer-service/administer/automatically-create-update-records?tabs=customerserviceadmincenter learn.microsoft.com/en-us/power-platform/admin/create-templates-email
@BROLIGMA9 ай бұрын
Will be following your guide on this! My company just implemented Copilot 365 and are exploring what we can do with it.
@d365proz9 ай бұрын
Thanks for following. Iam currently in process of creating the video series and would be targeting 2 in a week. The initial videos will be high level (as precursor) and gradually I will dive into the details of how to work with it. Thanks.
@itsdeshpande9 ай бұрын
Thank you for this video. Is there a way to launch the help balloons automatically, say on page load, instead of bringing up "?" pane then clicking on links?
@d365proz9 ай бұрын
Last time I checked, it did not had that feature. Overall its quiet basic in that sense. Hopefully there might be some improvements going forward. In many of my projects companies have used 3rd party tools such as "WalkMe", but it could be expensive. However, I think going forward CoPilot would help much more than the help panes! What do you think?
@anuppatel90069 ай бұрын
Very well explaiend. Thank you
@d365proz8 ай бұрын
Glad it was helpful!
@ankitkishore779 ай бұрын
Big thanks... you are definitely an expert in D365
@marcellocostagliola148810 ай бұрын
Outstanding!
@d365proz8 ай бұрын
Glad you like it!
@hasitavenkatanarayanan352211 ай бұрын
Crisp and clear explanation. Thanks for this video
@d365proz8 ай бұрын
Glad you liked it
@hitakshigupta719311 ай бұрын
Can we share personal views?
@d365proz11 ай бұрын
Yes of course you can share personal views by using "Manage and Share Views" option. Check this link: learn.microsoft.com/en-us/power-apps/user/grid-filters-advanced#manage-and-share-personal-views
@tumeloawee6744 Жыл бұрын
which version of excel is this?mine has limited options under shape and it is not shape format as in yours!
@d365proz5 ай бұрын
If you go to File > About, you can check the version you have. Mine is always the latest as I am using Office 365 cloud based version.
@JCarterB Жыл бұрын
What do you mean by security roles can be created in a Business Unit. Isn't is actually that a Security role can be assigned to a Business Unit? You generally create security roles in an Environment and asign it to either a User, Team (M365 or AAD Group), Assign team or BU
@d365proz3 ай бұрын
You are correct from assignment part. The main point to understand is that Security Roles cannot reside on its own. Within D365 security structure Business Unit come first and things have to be associated to it. If that logic is clear, however you want to say it, its the same thing!
@fahadiqbal7760 Жыл бұрын
I am getting insufficient permission error when trying to enable it from CRM from admin user, Please guide what i am doing wrong?
@d365proz Жыл бұрын
You need to check permission on SharePoint / OneDrive (the permission to those are separate an not part of D365). Check this link: learn.microsoft.com/en-us/sharepoint/troubleshoot/administration/access-denied-or-need-permission-error-sharepoint-online-or-onedrive-for-business
@fahadiqbal7760 Жыл бұрын
@@d365proz I am also global admin, I have run this 'Check SharePoint User Access' it is saying 'We could not find a problem.' SharePoint integration is working with d365 but for one drive it is saying insufficient privileges.
@Muhammad13389 Жыл бұрын
Sir, please make more videos in Hindi
@d365proz3 ай бұрын
I will try. I am thinking of putting all Hindi version in a separate channel. I had created this one to just give a try and see if there is any feedback. Thanks for showing interest :)
@wildchangjr.8998 Жыл бұрын
Question. Can you have multiple connections per contacts record? This is a problem when I load dataverse data into the pbi. The pbi doesn't like it when I reference the same contacts record twice.
@Storenfradanmark Жыл бұрын
Very good explanation, thanks
@viveksingh-el1it Жыл бұрын
Thanks for the nice session , could you cover the vendor onboarding process also where prospective vendor gets registered and gets onbaorded after few steps ...
@GodIsWithin3 Жыл бұрын
Thank you!
@azqarahmad Жыл бұрын
it was easy and good video. Thanks mate.
@polohorse8262 Жыл бұрын
Thank you so much! This was very helpful!
@chrisritchie7841 Жыл бұрын
Good to see Tech Quantum back in the game!
@mostaphasaid7250 Жыл бұрын
thank you very much
@mostaphasaid7250 Жыл бұрын
thanks alot
@koradakomalatha5685 Жыл бұрын
How to delete look up field from entity because of this I'm unable to delete my custom table.
@Loves-f3yКүн бұрын
Did you resolve it? So far I am unable to delete the relationships (look up fields).
@koradakomalatha5685Күн бұрын
@Loves-f3y yes first delete the relationship and then delete the lookup filed
@paul4637 Жыл бұрын
I have a question regarding applying security roles to Business Units. When you create or copy a new security role on a business unit, does that mean that the role is available to the business unit, but the role still needs to be applied to a user or team under the business unit to become active/effective ?
@d365proz3 ай бұрын
The role needs to be applied to the User/Team. I personally prefer to apply role to Team(s), and assign/unassign Users to respective teams. The user will automatically inherit the roles privileges assigned to the team. This makes user permission management much easier, rather than applying roles to individual users.
@mardithpascua8112 Жыл бұрын
Hi, If for example, there is an existing clone solution that has been deployed to other PROD. Then a new updates needs to be implemented, do you suggest to use the existing clone solution or should I patch the solution and then create a new clone?
@DeepakShaw Жыл бұрын
Thanks, it would be more interesting to see the call back to dynamics and find some look-up values to include in the email. Are you planning for a new demo for that scenario?
@Plonoord Жыл бұрын
Very good explanation, thank you for this video 👍👍
@shpop1 Жыл бұрын
thank you ! up to the point
@Sanatani-k1s Жыл бұрын
You dont need to add background music in the video its distracting.