Hello Everyone, Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales. Let’s get’s started. Dynamics 365 Sales – Sales team work on multiple opportunity and dynamically, as information is scattered across the system. Getting the information out of the mulitple opportunities will be time consuming…
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Hello Everyone, Today I amgoing to show how to close the Quote with new field Create a Revised Quote – field on Quote Table. Let’s get’s started. Dynamics 365 Sales -rely on quotes to give information about the product or service pricing. So Quotes serves as a formal offers, outlining the terms, pricing and specifications…
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Hello Everyone, Today I am going to show how to configure the Assignment rules for lead qualifications criteria to increase the lead conversions by routing to the correct sales rep. Let’s get’s started. As an Organisation want to win more deals and focus more on lead conversions and its all manual process in Dynamics 365…
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Hello Everyone, Today iam going to show how to enable advanced settings redirection in Dynamics 365 Model Driven App Environment. Let’s get’s started. Login into Power Platform Admin Center. Choose the environment and Settings and Features, turn ON Advanced Settings Redirection. When enabled the advanced settings toolbar links within product experiences will be redirected to…
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Hello Everyone, Today i am going to show single table search option in Dynamics 365 CE Apps from Power Platform Admin Center. Let’s get’s started. When we enable Dataverse Search in your environment it will be supported in Model Driven Apps will also receive search improvements. Also you can enable Share Search analytics with Microsoft…
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Hello Everyone, Today I am going to show to prevent social data into Dynamics 365 CE. Let’s get’s started. Now you can prevent Social media data entering into Dynamics 365 CE. How do you do that ? Login into Power Platform Admin Center. Select the environment you want to enable this feature. Then click on…
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Hello Everyone, Today i am going to show new feature that you can build canvas apps by using new and refreshed controls. Let’s get’s started. As you know Power Apps has alot of controls to build canvas apps and aligning to the latest Microsoft Fluent Design System. This provides makers with beautiful controls and experiences…
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Hello Everyone, Today I am going to show how to sync settings on mobile device for model driven apps. Let’s get’s started. New feature which allows mobile users to sync the device status with new settings. These setting applies to model driven apps, let users control the automatic sync intervals and connection type. Two new…
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Hello Everyone, Today I am going to show how to configure model driven app for offline use. Let’s get’s started. Open the Model Driven App. Edit the app and the click on settings Enable can be used offline(refer to above screenshot) Then you should be able to use Model Driven App offline. That’s it for…
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Hello Everyone, Today i am going to show to create a formula column using natural language in Dataverse. Let’s get’s started. Login into maker portal www.make.powerapps.com Go to tables and select the table where you want to create the column. Go to the Columns area and then select the New Column. Then enter Display name…
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