Category: Dataverse

Dynamics 365 and Power Apps

Set Advisor Program Preview in Dynamics 365 CE Apps

Hello Everyone, Today i am going to show how it looks when an advisor program is enabled in your organisation. Suppose if your organisation is enabled the Advisor Program(Preview) feature in your organisation so when a user from the advisor program logins in then the user will be prompted with a slide whether you want…
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{How to} use Distill Web Monitor on Dynamics 365 Apps

Hello Everyone, Today  i am going to show how to use DISTILL WEB MONITOR on Dynamics 365 Apps. Let’s get’s started. Suppose you have a requirement to monitor a solution deployment then how do you normally do that by visiting frequently on the browser. Now with the DISTILL WEB MONITOR you can enable the tool…
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{How to} see sales usage reports on Dynamics 365 Sales Hub

Hello Everyone, Today i am going to show how to see the sales usage report on Dynamics 365 Sales Hub. Let’s get’s started. Login into Sales Hub. Choose the Sales from settings. Under the Sales Analytics click on Sales Usage Reports. Opportunity Usage Reporting: Opportunity record operations over time, Users Contributing to Opportunity record operations.…
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{Did you know} Modern security role editor experience in the Power Platform admin center

Hello Everyone, Today i am going to share how to use the Modern security role editor experience in the Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the environment and then settings; New window will be displayed with all the security roles and some noticable changes like display only parent security roles to toggle turn ON…
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{How to} refresh Power BI Report Datasets on Power BI Service

Hello Everyone, Today i am going to show how to refresh the Power BI Report datasets on Power BI Service. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the the Power BI  Then you will land on POWER BI Workspace and select the report and click on refresh icon. That’s it for today. I hope this helps. Malla Reddy…
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{How to} to set Focused View for tables in Dynamics 365 Sales

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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More with Pipeline in Power Platform

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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How do you know your Dynamics 365 Apps have updates available

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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{How to} update Power Apps App Copilot App in Environments

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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{How to} enable data improvement with email validation on Dynamics 365 Sales

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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