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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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…
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Hello Everyone, Today i am going to show how to add Power App to your Microsoft Teams. Let’s get’s started. Suppose your Sales teams always use Dynamics 365 Sales for day to day work, and “Adding the Power App to Teams” will give a chance for your sales team to work from Microsoft Teams instead…
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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…
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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 …
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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…
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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…
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Hello Everyone, Today i am going to show how to visualize your data quickly from Power Apps and Dynamics 365 Apps. Let’s get’s started. If you want to know how to enable the Visualize a view on Model Driven App read my previous before this blog post. Now we are going to see how we…
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Hello Everyone, Today i am going to share new features option while creating Model Driven Apps. Let’s get’s started. When you create a model driven app from maker portal now you have different options to choose from. Let’s see in action. Login into www.maker.powerapps.com Click on Apps and then choose new app and then model…
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Hello Everyone, Today i am going to show how to generate report for detailed view from Power Platform usage information in the Power Platform admin center(Preview) Let’s get’s started. Suppose you want to view the consumption of power platform requests for licensed users, non-licensed users, and per flow licensed flow runs. How do you do…
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