Continue Reading Nishant Rana’s Article on their blog
Fixed – Web resource method does not exist: OnLoad error in Work Order, Work Order Service task, and other forms in Dynamics 365 Field Service
Recently we started getting the below error on the form load of the Work Order Service Task record, that also only in specific environments, and there was no changes made there. Error Details: Event Name: onload Function Name: OnLoad Web Resource Name: msdyn_/WorkOrderServiceTask/WorkOrderServiceTask.js Solution Name: msdyn_FieldService_patch_update Publisher Name: microsoftdynamics From the error message also it…
Blog Syndicated with Nishant Rana’s Permission
]]>The post Copilot….
Continue Reading Mike’s Article on their blog
Copilot. Building an Accessible Future – Hart of the Midlands
No doubt you’ve heard of Microsoft Copilot, the AI tools appearing everywhere. Let’s look at how Copilot is building an Accessible future.
Blog Syndicated with Mike’s Permission
]]>First things first, make sure you are up to date and at least on version 1.1.38813.71 for the marketing app. Navigate to the Feature switches and turn on the Manage consent in contact and lead forms (Preview). As it shows, this is in preview, but I can’t see any major reason not to turn it on and start using it!
The new control will show up on the out of the box Contact and Lead forms. If the audience member (Contact or Lead) doesn’t have either an email or a mobile phone, there won’t be anything to a view and a message will be displayed stating: There are no filled out fields for this entity. Please fill out some contactable fields. If they have either a mobile number or an email, that will be displayed in the contact point section, and if they have both, there will be a drop down to toggle between the two. There will be a drop down list for Compliance profiles which will include all of your Active records. Any you are not using, you can’t delete but can deactivate which will remove them from the list.
After selecting a Compliance profile, you can then see information about the overall communication status, the tracking status and the consent records for commercial and transactional.
Opening up the Commercial purpose will then show all of the Topics (if you have set any up) that are related to the Commercial purpose for that specific Compliance profile. This will show if the email address (or mobile phone number) is opted in or opted out
If someone has no Contact Point Consent records, meaning they have never opted in OR opted out, AND the Commercial Purpose uses a Non-restrictive enforcement model, the contactability status will show Will send, with the reason being Did not opt out. The Consent will show Not set, meaning they have neither opted in nor opted out.
For a Restrictive enforcement model, where the audience member needs to opt in specifically to receive messages, if they haven’t ever opted in or out, the contactability status will show Will not send, with the reason being Did not opt in.
Clicking on Edit next to one of the rows for Commercial (Purpose or Topic), Transactional, or Tracking will open up the Contact Point Consent record giving you the ability to change the value for Consent. After saving, the source will show as Internal, indicating a user of D365 made the change.
Unless you’ve given all users one of the out of the box Marketing Security Roles (which I sincerely hope you haven’t), users navigating to the Communication tab will see this, with errors where the communication control should be. This is due to missing security access, but it’s easy to resolve.
You can adjust an existing security role (one that all or most of your users have assigned to them), or create a new one. These are the five tables that need access granted to them. Giving Read access to the tables means the control will show and it can be interacted with, but if you want users to also make changes to the consent records, the Contact Point Consent table will also need Write access. If you don’t give that, the Edit link will still show next to each record, but opening it will show the user doesn’t have access to modify it.
Once you’ve sorted out your security, make sure users have it assigned either directly, or by assigning to a TEAM they are a member of.
Finally, what about any custom forms you might have for Leads or Contacts? The Communication tab isn’t going to just add itself magically to those, so you would need to modify to include it. Good news is, it’s EASY to do this. Add a new tab to your form, then in the list of components, search for the ContactabilityGrid. Click on it to add, then you just need to pick a field from the list. Doesn’t really matter which one, it just needs one selected in order to display it. The out of the box form uses with First Name field, so I have gone with the same.
One added, change the name of your tab, then hide the label of the section where you added the control, and the first name field you used to link to the control. Then publish the form.
Looks pretty good! I also personally prefer using the word Consent on the tab than Communication because Consent is the term most people would be thinking of when it comes to the ability to send stuff to a Lead or Contact… but that’s just my opinion This can now be seen and used by people using all kinds of other apps, and doesn’t mean someone needs to go back to the Marketing App just to get access.
Hope this all helps!
]]>What are prompts?
"Prompts are the way to communicate with large language models (LLMs), the driving force behind generative AI technologies like ChatGPT and copilots." (Nirav Shah, VP, Dataverse)
Reference: Prompt engineering made easier with AI Builder | Microsoft Power Apps
In short, these are the different inputs that we will give to our solutions in order to retrieve data. If you have been using platforms like Copilot or Gemini, you know that it can take up to 5 or 6 messages to get a desired and valid outcome. Being able to prompt correctly will help us retrieve the data in our first attempt.
AI Builder recently released a feature that helps you create your own AI Prompts and use them in apps or automation. I wrote a short blog about it, you can find more details here: Your own AI Prompt library (anainesurrutia.com)
There are four existing models that you could use and tailor as you like:
Summarize text
In this case, I added a song and I want the prompt to summarize the main topics included in it:
All prompts can be tested before publishing, so you can see if they are good or not.
And the results we get are the following:
Extract information from text
Template prompt can be found below.
Classify text
Template prompt can be found below
Respond to a complaint
Template prompt can be found below
There is also a fifth case where you could create a text using GPT.
Have you tried any of these Prompt templates? If you haven't find more information here:
]]>The post Revolutionizing Course Management: Harnessing OpenAI and X++ in Dynamics 365 Human Resources appeared first on Parag Chapre.
]]>The post Streamlining Course Management in Dynamics 365 Human Resources with Power Platform appeared first on Parag Chapre.
]]>Its a leap year with 366 days (I saw a post on LinkedIn mentioning Dynamics 366 !!)
As we reach the end of February we realize that end of Q1 is approaching soon and things have started taking concrete shape for the year both at work as well as personal life. It was a great to have been part of Power Addicts NL talking about Dynamics 365 Employee and Manager Self Service in February 24, you can find the slides from my presentation below. Thanks to all the organizers, sponsor adesso NL and my employer for the support.
Post COVID consulting life is starting to change a little bit with more in person meetings and coffee machine conversations. I do like it and gives more positive energy
I am super proud to share the we have raised 135 euros in the month of February 2024 to support Prinses Maxima Centrum who are on a mission to cure childhood cancer and also provide the best care to the children. I want to thank everybody for suporting our journey making us go a few steps further.
Will you read more about it and support us with a small donation?
Thanks for taking the time read the nocodehr monthly newsletter of February 2024. It is a collection of small knowledge bites that has helped me learn something new from the Microsoft community and information about the past/upcoming community events!
Hope you like it. Stay safe!
Kamal,
Click on the images to access the amazing content from the community!
Want to know more about Dynamics 365 Human Resources, Power Platform, Microsoft Certifications… Stay tuned and subscribe to my blog:
Please support my charity efforts and help beating childhood cancer:
https://www.maximaalinactie.nl/teams/microsoft-dynamics-365-community-worldwide
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The post nocodehr newsletter – February 2024 appeared first on Welcome to nocodehr!.
]]>Check out the companion video for this post, where not only will you learn about date and time columns, but also some fun facts about Sir Sandford Fleming.
When creating Date and time columns in Dataverse, you have different options:
And then you need to decide if you want user local or time zone independent
When you run your app (in this case, a model driven app) At first glance, the fields with date and time look the same.
However, users might be living and working in different time zones, and will set their personal preferences appropriately.
We’ll then see the difference, even though we did not change the data itself.
If we were to look on a Power Pages website, the times would reflect the time zone settings of the device the web page is being viewed on.
As always… “It depends” ©️
Small things can cause huge impacts. Making a configuration on a date time column early in a process could have big impacts later after a big data migration and go-live. (Again, apologies to those folks in Vancouver who showed up at 6am for a class that was scheduled by a user in Ontario that was really supposed to start at 9am… oops!)
Going to MVP Summit? Consider coming to the Canadian Power Platform Summit in Vancouver, March 15th and 16th.
Cover photo by Windows on Unsplash
Nick Doelman is an independent Power Platform trainer and coach, presenter, Microsoft Certified Trainer, competitive Powerlifter, , former Microsoft employee, once again: Microsoft MVP, and cohost of the Power Platform BOOST! podcast.
]]>Speaking about extracting data from Dynamics, this blog will be about the out-of-the-box reports we can retrieve from existing information in our ERP/HRIS.
Below you will find my curated reports and will leave it up to you to explore the additional ones (links will be provided at the end of the article). Some of them will be closer to the US audience, some are quite generic, and some may not be useful for you.
In total, we have a list of 29 reports, see all of them below:
The ones highlighted above will be the ones we will discuss below and also I will share some screenshots. Best way to find these reports is to go to the search bar and enter the report's name - that's how it works best for me. The process of extracting all the reports is quite similar so I won't explain it time and time again.
What you need to know:
Course confirmation list
Skill types
Job information
Worker skill count by skill type
Workers hired in period
Anniversaries
This information can be used rather to be sent to a certain manager, or create a Power BI report. The beauty of these reports is that every individual and organization can use them for their purposes. How would you use it?
To expand on other reports not mentioned in this post, please refer here: Human resources reports | Microsoft Learn
]]>The post Le rapid learning : définition et exemples appeared first on Change The Work.
]]>What's the difference between applicants and workers for Dynamics 365 Human Resources?
Before starting
If you haven't, just make sure you enable the recruitment management feature. You can easily do that by going to Feature Management > Check for updates > Recruitment management > Enable
Report extraction
Log into Dynamics 365 Human Resources / Dynamics 365 Finance and go to Recruitment management.
A quick tip: After activating the Recruitment management module, I recommend adding it to the favorites tab, it will save you a lot of time.
Once you are in, scroll to the bottom until you find Applicant's resume report.
After selecting the applicant resume report, a new tab will open and you can select a couple of things as shown in the picture below.
When you are happy with the parameters and configuration select Ok. It will take a moment or two to extract the data, but once the process is done you'll get something great like this:
https://video.wixstatic.com/video/135432_48f02044c60d444abdd82846ed92b7cc/720p/mp4/file.mp4Export the report
Once you run the report, you can extract it into different formats. Just select the one you want and the system will export it.
In a nutshell, the Applicant resume report feature in Dynamics 365 Human Resources is a game-changer for HR peeps who want to find the perfect fit for the job. With this tool, you can easily extract a report for all applicants in the system based on different parameters like experience, education, and positions. It takes the data right from their resumes, so you don't have to spend hours going through each one. This means you can quickly sift through a pile of applicants and identify the ones who are most likely to fit the bill. So, if you want to save time, reduce errors, and up your recruitment game, give the Applicant resume report in Dynamics 365 Human Resources a try. It's a no-brainer, really!
]]>Let's start with the basics, what is Power App Cards? According to Microsoft documentation:
Power Apps cards are micro-apps with enterprise data and workflows and interactive, lightweight UI elements that other applications can use as content. Because they're part of the Power Apps ecosystem, cards can add business logic through Power Fx and integration with business data through Power Platform connectors. Using cards, you can quickly build and share rich, actionable apps without any coding or IT expertise.
One thing you need to know before jumping into creating cards is that these are under preview, which means you can have early access to the feature but you might find some difficulties along the way.
The card I'm about to share was created to present at Cloud Technology Townhill Tallinn 2023 in a session I delivered with Yannick Reekmans. This is the documentation used to create the card: Create a card with data from Dataverse (preview) - Power Apps | Microsoft Learn.
What is this card for? To help users update account names automatically integrated with Dataverse. If the user changes the name of the account, this change will reflect in the Table 'account' from Dataverse. ,
Before starting
2. Add a variable: for this specific card, the variable will be EnteredAccountName.
Screens
This Card will have four screens:
A. Main
B. Details Screen
C. Thank you
D. Bye
Components
A. Main
The main screen it's the first one the user will see. In this screen we have the following components:
2. Second text label:
3. Text input:
4. Button:
This is the formula for the button OnSelect:
Set(EnteredAccountName, AccountName); Navigate(DetailsScreen);
B. Details Screen
The details screen it's the second one the user will see. In this screen we have the following components:
2. Second text label
This is the formula:
LookUp(account, 'Account Name' = EnteredAccountName).'Account Name'
3. Third text label
4. Fourth text label
This is the formula:
LookUp(account, 'Account Name' = EnteredAccountName).'Account Number'
5. Text input:
6. First button:
This is the formula:
Patch(account, LookUp(account, 'Account Name' = EnteredAccountName), { 'Account Name': NewName });Navigate('Thank you');
7. Second button:
This is the formula: Back()
C. Thank you
The thank you screen it's the third one the user will see. In this screen we have the following components:
2. Second text label:
3. First button:
Formula: Navigate('main');
4. Second button:
Formula: Navigate('Bye');
D. Bye
The bye screen it's the last one the user will see and it's completely optional. On this screen. we will only have 1 component: an image. You will need the URL of the picture to add the image to the card.
After following the steps, you can add some fun to the card. I want to add a nice background image so you are able to deliver a better user experience. This is what the card looks like:
https://video.wixstatic.com/video/135432_d5364ddee63641109f332c676c2d8445/720p/mp4/file.mp4]]>The feature is called ‘Years of service calculation’ in the feature management workspace.
If you’re tracking service dates for anyone whose continuous service date isn’t their employment start date in the current legal entity, you need this feature. This is about the number that’s shown on the right hand side of the header, either on the new (‘streamlined employee entry’) worker form or in the People workspace. Previously, this number could only be based on their employment start date – meaning anyone who had transferred between entities of the same business, or who you were recognising previous service for after a transfer in under TUPE (or equivalent, for you non-UK folks), would not have the right number showing.
Enabling the feature allows you to select which date the form uses to calculate years of service. With the option to choose from employment start date, seniority date, or adjusted start date. Given that seniority date is attached to the worker themselves and not any particular employment in any particular legal entity, that’s potentially very helpful.
Enable the feature in feature management (remembering you might have to hit ‘check for updates’ to get this one to appear – especially if you haven’t been in there for a bit).
A new parameter then becomes available in Human Resources Parameters. It’s on the ‘general’ tab under ‘Years of service display’:
Hit save, do a browser refresh for luck, and you should start to see the impact of the change pretty quickly.
A couple of things:
Don’t make my mistake and assume that because you’ve picked seniority date once, the number will suddenly be visible regardless of your operating entity. Remember that because it’s found in Human Resources Parameters (and not shared parameters) this setting is legal entity specific. If you’re in GBSI, looking at a worker who’s not employed there, and you don’t see a value – check you set that parameter to seniority date in GBSI. This is the voice of confused experience.
This is obvious – but remember that seniority date isn’t a mandatory field, and it might not be populated. If there’s no data there, clearly there’s nothing to base the service calculation on.
The post What’s new – ‘fix’ that years of service figure appeared first on tomelliott.co.uk.
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