Category: Dynamics 365 Sales

Dynamics 365 and Power Apps

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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{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} Create description using AI on Model Driven App

Hello Everyone, Today I am going to show how to create a description using AI for Model Driven App. Let’s get’s started. When you create Model Driven App you may need to give it a name and optional description for the Model Driven App. How to generate description for your model driven App? Open your…
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{Do you know} Schedulers and dispatchers get recommendations from Microsoft Teams

Hello Everyone, Today I am going to show new feature benefits that schedulers and dispatchers get recommendations to choose technicians or workers to schedule work orders based on their availability, skills, or expertise. Let’s get’s started. Dispatchers will recieve recommendations on Teams – Scheduling assistant recommends workers and time slots for the jobs. Scheduling assistant…
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