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Microsoft Dynamics 365 Marketing: Social Posting

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  You can schedule and post messages directly to your organizations’ account on social media sites through Microsoft Dynamics 365 Marketing. What’s the first step? Configure and authenticate each channel. You can configure channel for below social media sites as of now. Refer to https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-social-media for exact steps to add and authenticate a social media account. Once you have created a social channel, you can create and post messages. When creating the post, you can preview the post in real-time. You can use EMOJIS in your message. You can attach Images to your Message. Look into below articles for limitations on the media content that can be shared across each channel. Facebook: https://developers.facebook.com/docs/sharing/webmasters/images/ Twitter: https://developer.twitter.com/en/docs/twitter-api/v1/media/upload-media/uploading-media/media-best-practices LinkedIn: https://www.linkedin.com/hel

PL-100: Power Platform App Maker Certification Prep Guide

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  I got my PL-100 certification this past weekend, and it was a good one to validate my basic knowledge of Power Platform. Even though, I am a part of Microsoft world from 6+ years. I still go back and read about every skill that will be evaluated in a certification. So, here is a list of articles against the skills measured in PL-100 that I read. Also, make sure that whatever you read, you get a visual/practical experience of the same as well. Even if you have seen it/worked on it number of times, a refresher won’t hurt 😊 About Case Study: The test includes questions based on Case Studies. The scenarios are elaborate. What worked for me was reading and understanding the questions first and the correlating with info within the case study. Do not read the case study partially and attempt answering the questions. Important:  Go through all the learning paths provided under  https://docs.microsoft.com/en-us/learn/certifications/exams/pl-100 . I would say that these learning p

Ability to generate Teams calls right from Dynamics 365 Sales

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  *Upcoming Planned feature In upcoming releases, you will find the feature to initiate Teams call from Dynamics 365 Sales records. With automatic transcribing of calls and content analysis , you can see meaningful insights to take the right action during or after a customer conversation. Read more about Dynamics 365 Sales focus areas in 2020 release wave 2 here: Click 

Microsoft Dynamics 365 click to call via Microsoft Teams

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NOTE: This article is based on my understanding of the platform and a personal recommendation. Please test and review it prior to implementation . Dynamics 365 App integration in Microsoft Teams allows to work with model-driven apps and share files. There is no OOB integration available within Microsoft Dynamics 365 to configure Microsoft Teams as the telephony provider for click to call at this point. Below is what is seen currently.     But, you can setup the default app for protocol URL:tel on your machine as Microsoft Teams which allows you to launch Microsoft Teams app for click to call. Use below steps for the same (Windows 10)  Open Control panel and go to Default Programs Click on "Associate a file type or protocol with a program" A new window for "Default Apps" will open. Scroll down and click on "Choose default apps by protocol" A new window opens where you can setup below   After above setup, below prompt can be seen in Dynam