Category: Dynamics 365 Sales

Dynamics 365 and Power Apps

{How to} Use Copilot in Dynamics 365 Sales Hub

Hello Everyone, Today I am going to show to use Copilot on Dynamics 365 Sales Hub. Let’s get’s started. Before we start if you want to know how to enable Copilot in your Dynamics 365 Sales Hub please read my blog post below: Now we can see the Copilot in Sales Hub in action. Login…
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{How to} set opportunity pipeline view in Dynamics 365 Sales Hub

Hello Everyone, Today I am going to show how to set Opportunity Pipeline View in Dynamics 365 Sales Hub. Login into Dynamics 365 Sales Hub. Click on Opportunity Pipeline and you will get the Opportunity pipeline view. Opportunity Pipeline view:  Empower your team by helping them keep track of their opprotunities with a comprehensive view…
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{How to} Turn off the Copilot on Dynamics 365 Sales Hub

Hello Everyone, Today I am going to share how to turn off the Sales Copilot feature which is updated in release wave 2 oct 2023 on Dynamics 365 Sales Hub. Let’s get’s started. Recent release of wave 2 October 2023 – Sales Copilot. Firstly what is the use of Sales Copilot? When you enable Copilot…
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{How to} turn off Try new look Oct wave 2 release feature on Dynamics 365

Hello Everyone, Today I am going to show how to turn off “Try New Look” feature which is upgraded with OCTOBER WAVE 2 RELEASE 2023. Let’s get’s started As we know today 14/10/2023 OCT Wave 2 Released on Saas Applications – Dynamics 365 CE Environments. One of the feature is try new look which will…
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Release Plans for Dynamics 365, Power Platform, Microsoft Cloud of Industry

Hello Everyone, Today I am going to share microsoft all release plans i.e Dynamics 365, Power Platform, Microsoft Cloud of Industry. Let’s get’s started. Do you want to see all the release plans for wave1 and wave2  then click here You can also see Archived release, and Release Planner too. That’s it for today. I hope…
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{How to } Update Dynamics 365 URL from Power Platform Admin Center

Hello Everyone, Today I am going to show how to update the Dynamics 365 URL from Power Platform Admin Center. Let’s get’s started. Suppose you have created an environment and you would like to change the URL of the environment then how do you do that from Power Platform Admin Center. Login into Power Platform…
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{Do you know} How many activity types needs to be activated per table?

Hello Everyone, Today i am going to share how many activities types needs to be activated per table in Dynamics 365 CE Apps. Let’s get’s started. Have you ever faced delay in loading the timeline? It is yes then according to Microsoft Selecting more than 10 activity types will slow down your timeline. So always…
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{How to} add custom button on the ribbon button on Dynamics 365 CE Apps using XRMTOOLBOX

Hello Everyone, Today i am going to show how to add custom button to the ribbon on Dynamics 365 CE Apps using XRMTOOLBOX. Let’s get’s started. Suppose you have a requirement to add a report to the custom button on the Dynamics 365 CE App. How do you that? Open XRMTOOLBOX and connect to your…
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{How to} Enable Enhanced Full Case Form in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share what is the significance of  Enhanced Full Case Form in Dynamics 365 Customer Service. Let’s get’s started. In the Dynamics 365 Customer Service – Agents create and work on multiple cases and need to switch between multiple screens to view customer details or refer to past cases…
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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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