Category: Dynamics 365 Sales

Dynamics 365 and Power Apps

{How to} lock the records listed with editable grid in a view on Dynamics 365 Sales

Hello Everyone, Today  i am going to show how to lock the fields on editable grid when on list view of the dynamics 365 sales record. Let’s gets’s started. Scenario:  There is a requirement to lock some of the fields which are locked at record level but they are editable when on editable grid of…
Read more

{How to } Set Forecast Manager Security Role in Dynamics 365 Sales

Hello Everyone, Today i am going to share how to configure the Forecast Manager Security Role and what is the purpose of the Forecast Management. Let’s get’s started. How to add Forecast Manager security role to the user? Login into Sales Hub, Settings > Security Roles > User > Assign the FORECAST MANAGER ROLE. What…
Read more

{How to} Raise support ticket from Power Platform Admin Center

Hello Everyone, Today i am going to show how to raise a support ticket from Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Expand the Resources and click on the Help + Support. Then create a new support ticket so for that click on + “Get Help + Support” Then a new side window will…
Read more

{How to } Enable Sales usage reports in Dynamics 365 Sales Model Driven App

Hello Everyone, Today  i am going to share how to enable Sales usage reports in Dynamics 365 Sales. Let’s get’s started. Login into Dynamics 365 Sales  Go to Settings  on the bottom left corner and change to APP Settings from Sales. Turn on Sales usage reports to YES, and SAVE. SALES USAGE REPORTS: Which provides…
Read more

How to switch to new Org Chart from old version on Dynamics 365 Model Driven App

Hello Everyone, Today i am going to share how to switch to New Org chart will fully replace the old version. Let’s get’s started. Login into Dynamics 365 Sales  New Org Chart: Help sellers gain a deeper understanding of account hierarchies and contact influence levels within an account. Org Chart help you visualize the hierarchy…
Read more

{How to} set up Microsoft Teams call directly from Dynamics 365 Sales

Hello Everyone, Today i am going to show how to set up Microsoft Teams call directly from Dynamics 365 Sales. Let’s get’s started. Login into Dynamics 365 Sales. Change the Settings from bottom left corner side  from Sales to APP Settings. Click on Teams Calls and Microsoft Team calls settings will be opened. You can…
Read more

Productivity tools settings for Dynamics 365 Sales

Hello Everyone, Today i am going to show how to set the productivity tools settings on Dynamics 365 Sales from App settings. Let’s get’s started. Login into Dynamics 365 Sales. Change the settings from Sales to App Settings. 1. Enhanced email for timeline: Toggle to ON and SAVE It will allow Multitask, compose, and save…
Read more

{How to} Using LevelUp View all record values on web browser on Dynamics 365 Model Driven App

Hello Everyone, Today i am going to show how to see the all record values on a browser. Let’s get’s started. Suppose you need to see all records values in one view instead of scrolling through the record form. Solution: 1. Open the record and  click on the Level Up tool on the browser 2. Click on …
Read more

{Resolved} Data Import error on Dynamics 365 Model Driven App

Hello Everyone, Today i am going to show how to resolve data import error when a template is used on Model Driven App. Let’s get’s started. Suppose you have requirement to import the data using template into model driven app and you get this error message, then how to resolve it. Let’s see how i…
Read more

{How to} enable Power BI Service to generate report to visualize data in a view on Model Driven App

Hello Everyone, Today  i am going to show how to enable Power BI Service to generate report to visualize data in a view on Model Driven App. Let’s get’s started. You can create reports in the Power BI Service using the data that’s in a view of your model driven app. So Power BI automatically…
Read more