Tag: #mallareddygurram

Dynamics 365 and Power Apps

{How to} Set Power Apps Standard Settings

Hello Everyone, Today I am going to share how to set Power Apps Settings. Let’s get’s started. Power Apps behaves based on its settings, lets see what they are? When you open power apps and on ribbon you will see the settings, click on it. Settings: 1. General 2. Display 3. Upcoming features 4. Support…
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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} enable case forecasting(Preview) in Dynamics 365 Customer Service

Hello Everyone, Today I am going to share how to enable case forecasting in Dynamics 365 Customer Service. Let’s get’s started. Login into Dynamics 365 and choose Customer Service admin center App. Case forecasting(preview) Manage configuration for case forecasting. At least 2 weeks of historical case records are required to generate a forecast. Enable case forecasting…
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{How to} set up Guided Channel Setup in Dynamics 365 Customer Service

Hello Everyone, Today i am going to show how to set up Guided Channel Setup in Dynamics 365 Customer Service. Let’s get’s started. Suppose you want to configure how the customers can contact your business either Email or Case in Dynamics 365 Customer Service. How do you do that? Login into Customer Service Hub an…
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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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{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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{How to} to set Focused View for tables in Dynamics 365 Sales

Hello Everyone, Today I am going to show how to set Focused View for tables in Dynamics 365 Sales App. Let’s get’s started. Login into Sales Hub. Select the table like Lead , Opportunity, Account, Contact. Click on account table and then  click on the Focused view. Now you have the visibility of the table…
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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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