Hello Everyone, Today I am going to show how to set Focused View for tables in Dynamics 365 Sales App. Let’s get’s started. Login into Sales Hub. Select the table like Lead , Opportunity, Account, Contact. Click on account table and then click on the Focused view. Now you have the visibility of the table…
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Hello Everyone, Today i am going to share my thoughts on pipeline, we can do more with it. Let’s get’s started. Pipeline in Power Platform typically refer to data integration pipeline created using Power Automate or Power Apps. These pipelines allow you to automate workflows and integrate data across various Microsoft and third party applications.…
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Hello Everyone, In my previous post i have shown how to do update of Dynamics 365 Apps. Today i am going to show how to find out your Dynamics 365 Apps have updates available ? Login into www.admin,powerplatform.microsoft.com Choose the Environment and click on Dynamics 365 Apps and look for Dynamics 365 for Field Service as…
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Hello Everyone, Today i am going to show how to update the Dynamics 365 Apps in Environment. In this example i am i will show how to update the Power Apps App Copilot App . Login into Power Platform Admin Center. Click on the environments and choose the environment that you would like to update…
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Hello Everyone, Today I am going to share how to enable email validation on Dynamics 365 Sales for leads and contacts. Let’s get’s started. What are the benefits of Email validations(preview) 1. This will alert sellers when a lead or contact have same email address that are known or suspected to be invalid. 2. Only…
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Hello Everyone, Today i am going to show Microsoft Certification path for Power Platform and Dynamics 365. May be you are new to Microsoft Domain or New to Power Platform or Dynamics 365 or Azure or Microsoft 365 and you would like to start your certification journey. Then this blog is for you. Please click here to see…
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Hello Everyone, Today i am going to show how to enabel email address suggestions with smart autocomplete using Bing Maps Dynamics 365. Let’s get’s started. Suppose you are entering the address in the address field and you can see the suggested addresses as they type. So it minimize manual input and saving valuable time. This…
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Hello Everyone, Today i am going to show how to hide the global ribbon button “+” on Dynamics 365. Let’s get’s started. Suppose you had a requirement to hide the + sign button on Global Ribbon on Dynamics 365 from your organisation business stakeholders, then how do you do that? Hiding the “+” (New Record)…
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Hello Everyone, Today i am going to show how to lock the fields on editable grid when on list view of the dynamics 365 sales record. Let’s gets’s started. Scenario: There is a requirement to lock some of the fields which are locked at record level but they are editable when on editable grid of…
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Hello Everyone, Today i am going to share how to configure the Forecast Manager Security Role and what is the purpose of the Forecast Management. Let’s get’s started. How to add Forecast Manager security role to the user? Login into Sales Hub, Settings > Security Roles > User > Assign the FORECAST MANAGER ROLE. What…
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