Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More »
Introduction: In a recent project while working on client-side scriptings, we had come across a requirement where we interact with Dynamics 365 CRM data using WebAPI and query expressions. In most cases, we needed the current Model-driven app AppId to build the WebAPI URLs. We had achieved this by using Dynamics CRM Client API references.… Read More »
In our earlier blog we talked about the new modern advanced find experience. As a part of modernization exercise we lost the button. Here we discuss what they gave us – Ability to choose the views that you see in the View selector. And that’s a huge one. With the modern advanced find experience enabled,… Read More »
Much loved and one of the most important features of Dynamics 365 CRM / Dataverse gets an update. The query builder that has been there since inception and one of the most important tool that is used not just by admins but also power users had not seen much updates. In one of the recent… Read More »
Collaboration is the key to success and being able to collaborate with other users while using an APP is no different. Microsoft has been working on strengthening the collaborations available for Dynamics 365 CRM for a while now. Collaborate using Teams – where there is a channel created with regards to an account and that… Read More »
Amongst the various options to quickly lookup or search data in Dataverse / Dynamics 365, the most popular remain 1. Search box in the view – search within the view being listed 2. Advanced find search – you can setup your detailed search criteria for specific tables and columns and get the desired results 3.… Read More »
Introduction In PowerApps, Microsoft has introduced one new feature i.e. Comments. With the help of comments you can add comments against a view, form, and dashboard. Because of this feature, another person who is working on the same entity form or view will get an idea of what changes were made by the person. Mainly… Read More »
Introduction: I was creating a user in one of the online trial environment 2021 Release wave 2 (version V9.2) from Office 365 admin center but somehow it was not appearing in users area in Power Platform admin center even after waiting for few hours. It was then that I found this doc which explains how… Read More »
Introduction: Recently when I was exploring the searching feature of Dynamics 365 sales, I came across “Dataverse Search” feature introduced in 2021 release wave 2. Previously “Relevance search” feature was introduced which is now replaced with “Dataverse Search” along with some additional features. You can refer our previous blog which explains about “Relevance search” and… Read More »
In our earlier article we talked about the new app designer experience and with the new updates in the app designer, command bar or the ribbon bar editor also gets an update. Editing or defining Command bar had been a tedious task involving editing the xml tags and I remember I could never get it… Read More »