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With the 2021 Release Wave 1 Update, now we can update resolved and canceled cases through API / Power Automate . https://nishantrana.me/2021/04/20/update-resolved-and-cancelled-cases-incident-without-reopening-reactivating-2021-release-wave-1-dynamics-365/ To set it, we can navigate to Customer Service Hub > Service Management > Service Terms > Service Configuration Settings > Case Update after resolution The…
To update resolved or cancelled cases we had to reopen the case record, update it and then close it back. https://crmfortress.com/2017/02/10/update-resolved-cases-in-dynamics-365/ http://www.kingswaysoft.com/blog/2017/03/31/Dance-with-CRM-Statuses-In-ETL-Project If we try updating case record through web service / Web API, we would get the below error Since case is resolved and read-only, only these…
The new search provider options in Customer Service Hub allow agents to search for files, documents, or articles outside the current organization. The option can be found at Service Management > Knowledge Base Management > Search Providers The 3 different search type supported currently are Cross organization search…
Knowledge Search control can be configured now in the new form designer, thus eliminating the need to switch to the legacy form designer. Here we have added the Knowledge search control in one of the custom entities. To enable Knowledge search control for an entity, either check the…
With 2021 Release Wave 1, a dedicated area for personal settings has been added in Dynamics 365 Sales Hub. Before 2021 Release Wave 1 à With 2021 Release Wave 1 à We can see a new area Personal Settings added in Sales Hub The new personal setting area…
Using the Check Box button in the command bar, the user can now check the privileges he has on the record. It also provides the details on how he has that particular privileges on the record, either through Security Roles assigned directly or through the team user is…
With 2021 Release Wave 1, the in-app notifications feature has been added to the Model-driven app, earlier it was only available for Canvas Apps. To see it in action à Login to Power Automate https://us.flow.microsoft.com/en-us/ Create a new flow, select start from blank – Automated cloud flow, make…
Improved search experience added features like easy access of search from within the header https://nishantrana.me/2021/01/12/improved-search-experience-in-dynamics-365-powerapps/ More details and filters option Incremental search or real time suggestions while performing the search Now the 2021 Release Wave 1 adds Quick actions to the search results as shown below. The quick actions…
Custom API (preview) allows us to define our custom messages that can be called from web services, similar to Custom Actions. Usually, we would be creating custom workflow actions just to create a new message, to which we can hook our plugin, without defining any logic in the…
To enable the new search experience, we need to turn on the relevance search on that environment. Login to the admin portal and environments section https://admin.powerplatform.microsoft.com/environments Navigate to Settings -> Features and turn on the Relevance Search This places the search bar in the header, making it easy…
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