Category: Dynamics 365 Sales

Dynamics 365 and Power Apps

How to restrict deletion of Address Records in Dynamics 365 Apps

Hello Everyone, Today I am going to show how to restrict the users from deleting the Address records in Dynamics 365 Apps. Let’s get’s started. There will be situations where users can bulk delete the records from UI, in order to  restrict the users from deleting the Address records, we can turn OFF the Deletion…
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{How to} Enable record ownership across Business Units in Dynamics 365

Hello Everyone, Today I am going to show how to enable record ownership across Business Units in Dynamics 365. Let’s get’s started. Normally User A from Business Unit A with Role Y – All contacts of the Business Unit A. User B from Business unit B with Role Y – access – All contacts of…
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{How to} Turn on release feature to monthly channel for Power Platform environments

Hello Everyone, Today I am going to show how to turn on the monthly channel(preview feature) for model driven app. Let’s get’s started. Login into www.make.powerapps.com Click on the Apps and Open the Dynamics 365 Customer Service Hub and then settings. So model  driven apps running in Power Platform environments with the app release channel value…
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{How to} Use the Power Platform Settings app

Hello Everyone, Today I am going to share my thoughts on the preview feature use of power platform environment settings app. Let’s get’s started. Certainly! The Power Platform Environment Settings app is a powerful tool that replaces the legacy web client experience. It provides a modern, performant, accessible, secure and extensible settings management experience for…
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What is the difference between Standard and Elastic tables in Dataverse?

Hello Everyone, Today I am going share my thoughts on the Elastic vs Standard Table in Dynamics 365. Let’s get’s started. Certainly! In Dynamics 365, let’s explore the difference between Elastic tables and Standard tables in Dataverse. 1. Standard Tables: Included with Power Platform: Standard tables, also known as out of box tables, come pre-defined…
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{How to} Export Dynamics 3765 CE table columns along its data types

Hello Everyone, Today  I am going to show how to export the Dynamics 365 CE table columns and its data types. Let’s get’s started. Suppose you have a request from business to export the dynamics 365 CE data along with its data types. How do you do that? Certainly! To export Dynamics 365 CE table…
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{How to} Lock and Unlock customizations for other user roles on Dynamics 365 Model Driven App

Hello Everyone, Today I am going to show how to lock and unlock customizations for other user roles other than Administrators. Let’s get’s started. Login into Dynamics 365 Sales Hub. Click on Sales Accelerator. Settings new  work item appearance window will be displayed. You can switch the admin mode to YES and a check box…
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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} 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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