Tag: #dynamics365blogs

Dynamics 365 and Power Apps

{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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{How to} refresh Power BI Report Datasets on Power BI Service

Hello Everyone, Today i am going to show how to refresh the Power BI Report datasets on Power BI Service. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the the Power BI  Then you will land on POWER BI Workspace and select the report and click on refresh icon. That’s it for today. I hope this helps. Malla Reddy…
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More with Pipeline in Power Platform

Hello Everyone, Today i am going to share my thoughts on pipeline, we can do more with it. Let’s get’s started. Pipeline in Power Platform typically refer to data integration pipeline created using Power Automate or Power Apps. These pipelines allow you to automate workflows and integrate data across various Microsoft and third party applications.…
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How do you know your Dynamics 365 Apps have updates available

Hello Everyone, In my previous post i have shown how to do update of Dynamics 365 Apps. Today i am going to show how to find out your Dynamics 365 Apps have updates available ? Login into www.admin,powerplatform.microsoft.com Choose the Environment and click on Dynamics 365 Apps and look for Dynamics 365 for Field Service as…
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{How to} Hide + button on global ribbon menu in Dynamics 365

Hello Everyone, Today i am going to show how to hide the global ribbon button “+” on Dynamics 365. Let’s get’s started. Suppose you had a requirement to hide the + sign button on Global Ribbon on Dynamics 365 from your organisation business stakeholders, then how do you do that? Hiding the “+” (New Record)…
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{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…
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{How to} see Data export performance for Power Apps and Power Automate

Hello Everyone, Today I am going to show how to see the data export performance for Power Apps and Power Automate. Let’s get’s started. Now you can see how the data export performance for power apps and power automate. Login into www.admin.powerplatform.microsoft.com Click on the Data Export on the left navigation pane, Click on the new…
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{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…
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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…
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