Tag: #uk365guy

Dynamics 365 and Power Apps

{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…
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{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…
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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} Uninstall Power Apps app from Microsoft Teams

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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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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{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…
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{Do you know} How to add Power App to Microsoft Teams as a tab

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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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…
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{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 …
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