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…
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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…
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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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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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Hello Everyone, Today i am going to show how to uninstall Power App from Microsoft Teams. Let’s get’s started. Suppose you don’t want to see Power App in Microsoft Teams, then you can uninstall it and it will be removed from view. How do you do that? Login into Microsoft Teams using your organisation credentials.…
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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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