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Dynamics 365 and Power Apps

Improvements on Microsoft Dataverse connector to import large dataverse tables into Customer Insights – Data.

Hello Everyone, Today I am going to share my thoughts on the improvements on Microsoft Dataverse Connector to import large dataverse tables into Customer Insights – Data. Let’s get’s started. Certainly! The Microsoft Dataverse Connector has undergone significant enhancements, enabling seamless import of large dataverse tables into Customer Insights – Data.  Here are the key…
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{How to} Create Lead Scoring Matrix on Dynamics 365 Marketing

Hello Everyone, Today I am going to share my thoughts on how to create lead scoring on Dynamics 365 Marketing. Let’s get’s started. Suppose you have a requirement to create a brand new lead scoring matrix on Dynamics 365 Marketing. How do you do that? In Dynamics 365 Marketing, Lead scoring helps you prioritize and…
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{Do you know} Where do they store customer information when a customer register for an event on Dynamics 365 Marketing

Hello Everyone, Today I am going to share my thoughts on event registration, When a customer register for an event and where do they actually store customer information on Dynamics 365 Marketing. Let’s get’s started. When a customer registers for an event on Dynamics 365 Marketing, the records are stored in the Event Registration section. …
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{Do you know} How to change the model driven app record icon appearance

Hello Everyone, Today I am going to show how to change the model driven app appearance. Let’s get’s started. Login into Dynamics 365 Customer Service Hub. Select the ” Focused View” from Account Table List view. Then account records will be on the focused view. Click on three dots on focused view and then click…
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{Do you know} Set timelines display layout types on Dynamics 365 Model Driven Apps

Hello Everyone, Today I am going to show types of timelines display layout on Dynamics 365 CE. Let’s get’s started. How do you set this display layout on Dynamics 365 CE Timeline View. Login into Dynamics 365 Customer Service HUB. Open an Account record as an example: Go to the Timeline view and click on…
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{How to} send an email to specific list of customers instead of creating new segments in dynamics 365 marketing real time marketing

Hello Everyone, Today I am going to show how to send email without creating segmentation on Dynamics 365 Marketing. Let’s get’s started. Suppose you have a requirement to send urgent email to group of contacts and you don’t want to create a segment. Then how do you do that? Certainly! In Dynamics 365 Customer Insights…
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{How to} disable empty address record creation in Dynamics 365

Hello Everyone, Today I am going to show how to disable empty address record creation in Dynamics 365. Let’s get’s started. Normally we can create a Account, Contact, or Lead etc without address columns filled in. If you want to disable records being created without address columns filled in then continue reading this blog post.…
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{Do you know} Maker and Admins can see App description from app lists view Power Platform

Hello Everyone, Today I am going to show how to see the description of the app from app lists view on Power Platform Maker Portal. Let’s get’s started. In the Power Apps environment, both makers and admins can now view their apps in a card format. When managing a large number of resources within an…
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{How to} Use Access Team Template on Modern UI Dynamics 365 Sales

Hello Everyone, Today I am going to share how to use Access Team Template on Modern UI of Dynamics 365 Sales. Let’s get’s started Super users or System Admin’s are get used to classic UI when  using Access Team Templates, with the introduction of Modern UI how we can use the Access Team Plates? Let’s…
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{How to} Allow users to get AI suggestions when creating formula columns

Hello Everyone, Today I am going show preview feature of how to allow users to get AI suggestions when creating formula columns. Let’s get’s started. When you are creating canvas apps and you want to add formula to the canvas app with the use of AI generative Suggestions you will get the required suggestion from…
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