SMITH TECH TACTICS

Gotcha Episode 3 - Business Rules & JavaScript

Tue, 14 Jan 2025 17:01:02 GMT

Gotcha's - Episode 3

Smith Tech Tactics - Dynamics 365 Customizations using Business Rules and JavaScript considerations.

Gotcha Episode 2 - Underestimating Data Migration

Tue, 07 Jan 2025 20:16:23 GMT

Dataverse Gotcha's - Episode 2

Smith Tech Tactics - Underestimating Data Migration / Cleansing

Gotcha Episode 1 - Table Security Scope

Mon, 06 Jan 2025 20:27:54 GMT

Dataverse Gotcha's - Episode 1

Smith Tech Tactics - Table Security Scope

This video describes one of the security best practices to consider when creating tables in dataverse.

Managing Duplicates in Microsoft DataVerse and Dynamics 365

Tue, 10 Dec 2024 21:35:22 GMT

Dynamics 365 - Managing Duplicates

Smith Tech Tactics - Managing Duplicates.

Smith Tech Tactics Demonstrates an automated Record Merge Approach for Microsoft DataVerse and Dynamics 365.

High Level Overview:

1. Query Active Accounts in DataVerse Account table - FetchXML

2. Take active accounts and their address details replicated over to a SQL table called "Account_Replicate"

3. Identify the duplicate accounts in the replicated table by executing the Stored procedure "

[usp_STT_InsertDuplicateAccountRecords]"

4. Copy the data results of the stored procedure into a new table called "Duplicates".

5. The data copied has all the address and account details with the accountid which will be used later

6. Process the duplicates by invoking an azure logic app which iterates through each child record to be merged into the parent record that was identified by the stored procedure in step 3. The logic app merges the account records.

7. Lastly a stored procedure "[usp_STT_UpdateDuplicates]" is executed to timestamp the records as processed in the duplicate table

Dynamics 365 Problem Solving Plugin Issue

Wed, 07 Dec 2022 17:34:51 GMT

Dynamics 365 - Problem Solving - Plugin Disabling

Smith Tech Tactics Plugin Problem Solving.

In this scenario, a custom C# plugin was getting disabled seemingly at random times. The video above is meant to demonstrate the problem-solving skills to navigate complex and custom Dynamics 365 Implementations.

Dynamics 365 Record Cloning

Mon, 22 Aug 2022 18:27:29 GMT

Dynamics 365 - Record Cloning

Demonstration of the Smith Tech Tactics Clone Utility.

Dynamics Web Hook Azure Function

Wed, 19 Jan 2022 20:43:05 GMT

Dynamics 365 Web Hook - Azure Function C#

Short demonstration on implementing a web hook within Dynamics 365 to run C# code in an Azure function. This simple example just demonstrates concepts by output to the Azure Function's log. In a real world production scenario, this type of implementation could be used to run isolated code functions that are external to Dynamics or outbound integrations to other API's or Databases

Helpful Links:

Microsoft Web Hooks

Azure Functions

Plugin Registration Tool

Low-Code Sentiment Canvas App

ryansmith85@outlook.com (Ryan Smith) — Tue, 18 Jan 2022 17:22:22 GMT

Sentiment Analysis : Low-Code Power App

Using the Microsoft Power Platform to capture sentiment analysis using a canvas app and power automate flow.

RPA in Microsoft Power Automate

Thu, 13 Jan 2022 20:09:32 GMT

Move Aside Clippy!

The Microsoft Power Platform–which includes Power BI, PowerApps, and Power Automate–is a game-changer for organizations, empowering them to harness data and signals from a multitude of sources. Making data work more efficiently requires that all workers, regardless of technical ability, can deploy it in a straightforward way to drive business impact. The Power Platform empowers users to drive business impact with three key actions: Analyze, Act, and Automate.

Microsoft is also integrating Artificial Intelligence, Machine Learning, and Robotic Process Automation (RPA) into the Power Platform to automate tasks that are typically performed electronically via optical character recognition systems (OCR), or manually by human workers.