Posts

Authenticating Users in Omnichannel for a Better User Experience

In this post, we will look at how to set up authentication in Omnichannel so Power Apps Portal customers can be pre-authenticated when talking with agents. An example scenario of where this may come in useful is where a customer may need help with an account they have subscribed to, for example, their phone company, an airline etc. The customer can log into the company’s website using their account or … Continue reading Authenticating Users in Omnichannel for a Better User Experience

Using Skill-Based Routing in Dynamics 365 Omnichannel

In this post, we will look at how to use skill-based routing in Dynamics 365 Omnichannel. Let’s go through an example where there are 2 types of agents – Sales agents and Technical agents. An example scenario may be where you are calling your phone company, and you either need to speak to sales about a new phone, or you need to speak to someone technical as you have issues … Continue reading Using Skill-Based Routing in Dynamics 365 Omnichannel

Removing Import from Excel in Dynamics 365

The Import from Excel feature allows users to import data into Dynamics 365. In some cases, you may want to disable this. To remove the Import from Excel feature, go to the security role, then under Core Records find Data Import. Uncheck the permissions: Now, when the user tries to import, they have no option:  

Disabling Export to Excel in Dynamics 365

In this post, we will look at how to disable the Export to Excel feature in Dynamics 365. Disabling this may be useful if you have certain data governance requirements. First, let’s look at a user that has this functionality. Clicking on a list of Leads, we see he has the ability to Export to Excel: And selecting this gives him further options: In the Power Platform Admin Center, go … Continue reading Disabling Export to Excel in Dynamics 365

Dynamics 365 Business Units, Teams and Security In Depth

In this post, we will look at Dynamics 365 Business Units, Teams, and Security, and how they work. Let’s first look at an organization, that only has a root business unit. The organization wants to create business units for the East and West operations. We will create 2 child business units (East, West) off the parent root business unit, and then assign teams to the child business units. Let’s create … Continue reading Dynamics 365 Business Units, Teams and Security In Depth

DevOps and ALM with Power Platform Actions for GitHub

Power Platform Actions for GitHub are a powerful way to implement DevOps and ALM strategies in your Power Platform deployments. In this post, we will take a look at these GitHub actions, and go through how we can use them in a real-world situation, by connecting to a Power Platform model-driven app and deploy the code from one environment to another. The Power Platform Actions for GitHub can be found in … Continue reading DevOps and ALM with Power Platform Actions for GitHub

Power Virtual Agents Glossary and Terminology

Below is a glossary and list of terminology for Power Virtual Agents in the Microsoft platform. Topic – a subject that the bot understands. New topics can be created, and depending on the topic, it may be able to be deleted or deactivated. Topic Checker – checks topics for errors after the topic is built. Trigger Phrase – teaches the bot a question someone may ask. There can be many … Continue reading Power Virtual Agents Glossary and Terminology

Customizing Your Super-Linter and ESLint JavaScript Rules

Super-Linter is a linter built by the GitHub team to provide linting for your GitHub projects. In a previous post, we looked at how to set up and use Super-Linter. In this post, we will look at how to customize the rules. We will continue on from the previous example. Specifically, we will look at a case where if we are lining JavaScript files, in which case Super-Linter uses ESLint, … Continue reading Customizing Your Super-Linter and ESLint JavaScript Rules