How to – Use Power Apps Ideas (preview) to generate Power Fx Formulas.

Let us have a quick look at the powerful Power Apps Ideas feature with a few examples.

Power Apps Ideas feature works for –

  • Items property – Gallery and Data table control.
  • Data Sources – Microsoft Dataverse, Microsoft Lists, Excel, SharePoint.
  • Data Types – Text, Whole Number, Decimal Number, Date and Time, Choice, Boolean.
  • It is only available in environments in the US region with en-us as the browser’s default language.
  • Check the list of supported Functions

The feature can be controlled from the Settings within the App.

Let us check some of the examples of natural language transformation to Power Fx Formulas.

We have a sample canvas app with the gallery control bound to Contacts (Dataverse).

Select the Gallery control, and navigate to the Ideas tab.

Let us first sort the contacts by Last Name. As we type we get the IntelliSense support.

We have our condition ready to sort by Last Name now let us click on Get ideas.

We can see the formula generated for the same. We can click on Appy to apply the formula.

As a result of applying the formula, we have the contacts sorted by Last Name.

Let us try a filter – filter contacts where the first name starts with N.

On applying the formula, the result –

Another example of a filter based on Created On.

Filter based on text –

Filter with multiple And conditions –

At times we would have to tweak the generated formula to get the desired result if it is interpreted differently.

We saw the transformation of the natural language, now let us check the transformation of the examples to Power FX Formulas, for this let us select the fields inside the gallery.

As an example, if we only want the initials of the first and last name instead of the full name, we can change the name to the initials and click on Get Ideas.

Let us change it to C M, followed by selecting Get ideas and Apply.

Next, let us change the date format to include the seconds part and the name of the month.

From –

Here we added the name of the month and the seconds in the example and clicked on the Get ideas, which generated the formula, followed by Apply.

We can see the result as expected.

Thus Power App Ideas make it easy for users to quickly apply the correct formulas using natural language and examples.

Get all the details here – Power App Ideas

Hope it helps..


How to – Add users to the Queue – using Manage NN relationships XrmToolBox Plugin and AddPrincipalToQueueRequest (Dynamics 365)

Recently we implemented Unified Routing for one of our projects, and as part of testing we were supposed to add multiple users to different queues (advanced queues in case of unified routing).

So we were looking for a way to do this either through any existing tool or programmatically.

Well, using the Manage NN relationships XrmToolBox plugin we can add users to the queue.  (Thanks to Prashant for suggesting this)

Just as an example, we want to add the below users

to the following Queue named Test, which currently has only one user added to it.

Below is the sample CSV file we have created having the name of the Queue and the email id of the users to be added.

Now let us open the Manage NN relationships tool and specify the appropriate values there.

Here we have specified the First Entity as Queue and the Second Entity as System User.

For Queue we have selected Name and for System User, we have specified Primary Email as the attribute to be considered while importing the data.

Click on Browse and load the file, followed by a click on the Import button to start the process.

As we have received the Success result, let us refresh our Queue to see if the users were added to the Queue or not.

As expected we can see the users added to the Test Queue.

We can also add users programmatically by using the AddPrincipalToQueue Request class.

We need to populate the Principal and QueueId property as shown below.

More on AddPrincipalToQueueRequest.

Hope it helps..


How to – Show only relevant activities in the New Activity drop-down – Dynamics 365

Let us understand this new feature released as part of 2022 Release Wave 1 with a simple example.

Here we have opened the New Activity drop-down list for an existing lead record within Dynamics 365 Sales Hub.

We can see around 15 activities listed there.

Now let us enable the feature. Navigate to

Environments > [Your Environment] > Settings > Features

Scroll down to the bottom, toggle the switch on and save the changes.

As expected now we see only 4 activities listed, that were added in the Sales Hub App appearing there.

Now let’s edit the Sales Hub app and add a new activity table e.g. letter there

Save and Publish the changes

As expected we can see Letter in the New Activity drop-down list.

Now let us open an existing contact record and check.

As expected it is the same for the contact record with the Sales Hub.

Just to confirm let us open the contact record from Dynamics 365 Customer Service Hub.

As expected it shows a different list. It doesn’t show the Letter activity as the letter was added to Sales Hub and shows Service Activity in the drop-down.

Get the details here

Hope it helps..


Import Data (Import Data Wizard) – Few key points

Let us understand a few points about the Import Data feature with a simple example –

Say for example we have exported the following 4 records.

The exported file will have the view name along with the timestamp.

The exported file – 

It has 3 hidden columns that allow for re-import of these records possible.

1st column contains the GUID of the record, the second contains the Row Checksum which it uses to make sure to update only those records or rows which are changed, and the 3rd column is Modified On which it uses to track if the record has been modified since it was exported.

Now let us update one of the records we exported inside CRM.

On importing the same file,

as expected we get 1 failure.

Error message – “You cannot import data to this record because the record was updated in Microsoft Dynamics 365 after it was exported” for the same record which we updated inside the app.

Now let us update one of the records (which has a possible duplicate) and re-import the file.

During import, we have let the Allow Duplicates settings be default i.e. No.

This time also apart from the previous error we get one partial failure.

The error message says – “A record was not created or updated because a duplicate of the current record already exists.

This is because the record that was modified and imported was having another record having the same email id, triggering our duplicate detection rules. Also, we had specified Allow Duplicates as No while importing the file.

This time let us set Allow Duplicates as Yes and try the import with the same file.

As expected there was no partial error this time.

And the record got updated this time.

Another point to remember is if we export and import the file without any changes, or for the rows with no modification, it will not perform any action, i.e. trigger a create/update for any of the records.

For tracking the changes, as we mentioned earlier it uses the Row Checksum column’s hash value.

Now let’s update the GUID of the record in the 1st row (changed b to c in the end) and the modified date (changed to 55 from 53 minute part) for the 4th row and see the results.

As expected both these records failed – 1st one where we changed the GUID with the error message – “The record could not be updated because the original record no longer exists in Microsoft Dynamics 365” and the 4th row with the error that “You cannot import data to this record because the record was updated in Microsoft Dynamics 365 after it was exported” as we had changed the Modified Date in the imported excel file.

Lastly, let us restore the original value of those 2 fields of the hidden columns and try the import to see the results.

As expected we do not get any error for those 2 rows as we had restored the original value.

  • For .zip files 32 MB is the max size limit for other file types i.e. xlsx, csv, txt and xml it is 8 MB.


  • Microsoft recommends import to be limited to 20K rows or fewer.

Just in case we are interested to see how the data validation works especially for the option set field in the exported excel file from CRM.

Select the field in excel and open the Data Validation from the Data tab, which refers to the hiddenSheet.

To see the hiddenSheet, right-click the worksheet and select the View Code option.

It opens the VBA window, where we can select the hiddenDataSheet object and change its Visible property to -1-xlsSheetVisible.

Back in our excel, we can see the hiddenSheet visible and the values of our option-set fields.

Hope it helps..


Duplicate Detection for leads (Preview) – Dynamics 365 Sales

Few key points on the new duplicate detection rules (preview) –

  • This new Duplicate Detection feature is available only for leads.
  • This can be enabled from Dynamics 365 Sales app. We need to navigate App Settings >> Data ImprovementDuplicate Detection (preview) to enable this feature.

It identifies duplicate leads based on –

  • Email address
  • Phone number
  • Similar name and company name (e.g. John Denver from Contoso and John Danver from Contoso. inc)
  • Similar name and the same email domain ( John Denver,, and John Danver,

It uses Dataverse Search for detecting duplicates.

  • It works along with the already existing duplicate detection rules set through Settings >> Data Management >> Duplicate detection rules

  • It takes around a couple of minutes for the setting to get enabled. Also, we get the message that data is getting prepared and it might take a few hours and up to a few days for it.

After this new detection rule is enabled, we can select the potential duplicate lead record and select the View duplicates option from the command bar.

This opens the Duplicate records page, with the duplicate records listed.

It also highlights the field based on which it identified the duplicate record. Email and the name in this case.

  • We have the option to Remove and Delete the selected duplicate record(s).

We get the same options when we open the record which has possible duplicate records as a notification on the form.

Clicking on View possible duplicates open the same duplicate records page.

Get all the details here

Hope it helps..


Why Your Business Needs Dynamics 365 Map

After a new product launch, companies want their clients/customers to use the product and expect them to share their valuable feedback. Companies often complain that their products do not reach the clients or they do not receive feedback from the client (maybe because their sales rep never made it!).

Well, there can be many reasons for not having the correct data. Be it targeting regions with fewer clients, sales reps never visiting them, or anything else.

How would you improve your product if you do not have the right feedback? If you feel you are unable to track the sales reps’ performance due to a lack of tools, then you must think of integrating your Dynamics CRM with Dynamics 365 Map.

What is Dynamics 365 Map?

Dynamics 365 Map is a plugin that integrates with your Dynamics 365 and displays all the CRM data on the map. It makes data visualization easier. It is developed with the support for Power Apps and integrates well with the CRM.

To have a list of thousands of customers from different regions can be hard to understand. But with a map view, you can easily understand the regions with more sales and the regions that require more marketing campaigns.

This plugin works best for the marketing and sales team. It helps them have correct data to make improved decisions in the future. Also, the data, like appointment duration, appointment notes, etc., which had no proper documentation before, can now be handled well with this map integration.

Reasons Why Your Business Needs Map Integration

There are many more features that make Dynamics 365 map integration a must-have for the marketing and sales department. Let’s go through them one by one:

Route Optimization

Here is the usual process followed by the sales and marketing managers. They hand over the list of client details to the on-field sales representatives. The sales reps visit them one by one and report to their managers at the end of the day.

The sales reps spend more time going from one place to another. But with the map integration, they have optimized routes covering all the locations they want to visit. The map calculates the distance, traffic, and other factors like no toll roads, road closures, etc., to avoid delays in reaching the destination.

The sales rep will save time they spend on roads. They can update their status from the phones when they arrive for meetings and after the meeting is over. Also, the managers would have the current location of the sales reps, so if there are any other clients nearby, the sales rep can meet them. It is a smarter way of optimizing their time and effort.


Map Records

Data visualization matters while planning and deciding future strategies. Having a list of all the data can be more confusing. You might have thousands of details of clients and others. When you are planning a strategy based on product, type of clients, day, or month, it would be hard to find clarity on one particular entity.

But after map integration, you can view all the CRM entities on the map. If you wish to run a marketing campaign in a particular region, you can use filters like region and territory and also draw shapes to find the details you wish from that particular region. All the records from the selected region are plotted on a map.

The managers can plot records and assign the task to their team members. With map visualization, it is easy for the managers to assign tasks. If a particular region has more clients, they can add more sales reps to that region to complete the target.

Proximity Search

Your managers might be visiting a client or are out for some other meetings. What if you can find the locations of other clients nearby their current location? Meeting clients can help in developing a good relationship with your business. It can bring in more sales and turn out fruitful for your organization.

The proximity search feature works best for such scenarios. The proximity search feature shows the clients who are near their current location. So, if the reps are out somewhere and they get free from their meeting earlier than expected, they can use this feature to know the locations of other clients. This way, they can make the best use of their time to improve engagement with the clients.

To have a proximity search, the user needs to add a few filters to fetch only the required information. The result would show concentric circles of different diameters based on your chosen distance. The managers can find the locations that work best for them.


Have you ever called your team member who is busy in a meeting with the client? Do you have to wait the whole day to get feedback about the meetings to make future decisions? Do you feel you are not getting true feedback from the clients because there is a possibility that your sales rep never met them?

For a business trying to get reviews on their new products, having no or compromised responses hinders improvement. If this is the case with you, then you must integrate your CRM with the Dynamics map. Because by doing that, you can track the check-ins and check-outs of your sales rep. The sales rep can only check in when they reach the premises of the given location. They would checkout once the meeting is over and then update the reports/discussion on the app.

Thus, you would have records of how long the meeting lasted, along with the reports. With this feature, none of your sales reps can cancel a meeting without you being notified.

Analytics Dashboard

Improvement comes from analyzing. A business can only grow when they have enough data to analyze what is working and what is not. Especially if you’re sending your sales team on the field, data helps plan the future marketing strategy. The reports from the data of the day, week, month, and year can help you analyze. Based on those reports, make changes that require immediate action and strategies that can be changed with time.

The analytics dashboard in the Dynamics map forms reports and allows you to filter different entities and compare them. Business decisions, sales rep performance, sales reports, and all other things are visible on the dashboard, which helps you plan better.

Multiple Language Support

It’s the fact that users find easy-to-use tools that are in a language you are comfortable with. Understanding tools in the language you have only basic proficiency in might stop you from making their best use.

Dynamics 365 Map supports multiple languages. The user can choose the language of their choice. It would ensure they can use the app with all its features.

Point of Interest

Knowing only the location is not enough when you are going to spend your day at some random location. What if someone wants to set up a meeting in a cafe nearby? Or wants to fill up gas at a gas station.

The sales reps can plan better if they know good cafes and restaurants in the location they are visiting. The sales reps spend their whole day on the field, so they need essentials like food, money, fuel, etc. So, with the Point of Interest feature on the Dynamics Map, the sales reps can find gas stations, cafes, ATMs, medical stores, hospitals, mechanics, etc.

The users do not have to use any other app to find the locations, they can simply search with keywords like cafes, gas stations, ATMs, etc. They would have results on their map along with the locations they are working on.

Security Templates

The chances of a security breach increase if all the employees can see the CRM data. The Dynamics Map has security templates with which you can assign different roles to different employees based on their hierarchy and requirements. So, the employee would be able to see information about the clients they are assigned.

You can also customize the actions for a certain group of users. For example, you can give edit rights to senior managers and view rights to sales representatives.


If you are a pharma company, packaged food/drinks manufacturer, or anyone who has on-field sales reps, Dynamics 365 map integration is what your CRM needs. It helps in better planning of the day for sales reps, and with features like route optimization, your team saves both time and fuel. It helps you visualize the data more easily and decide the strategies for the next marketing campaign. The map gives better ideas to target areas for increasing sales. Licensed companies are offering this integration. They often offer customization on products so you can get them customized per your business requirement. They also help with CRM integration and offer support in initial days and lifetime free updates.

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