Category Archives: Dynamics 365 v9

Sales Forecasting-Increase Accuracy with AI Predictive Forecasting

While working on Sales Forecasting, I came across one interesting feature which is Predictive Forecasting. As, it’s almost impossible for humans to know and predict the future result, even after making a lot of efforts to convert most of the opportunities into successful Sales. So, now with the help of these advanced AI technologies, sales… Read More: Sales Forecasting-Increase Accuracy with AI Predictive Forecasting »

Schedule Board Extensibility in Microsoft Dynamics 365 Field Service

The Dynamics 365 Schedule Board provides an ability to view resources and schedule/book them for particular Work Items. As per the business scenarios, the preferences for the dispatcher differ in the real-world scenarios, and Field Service within Dynamics 365 allows us to be flexible and customize the Schedule Board as per the business need. Dynamics… Read More: Schedule Board Extensibility in Microsoft Dynamics 365 Field Service »

Auto Update Applications on Power Platform

App Auto Update is a new feature in public preview that allows automatic updates of applications. Those applications are installed through Microsoft AppSource. If the applications are installed manually within CRM then those publishers will not be shown in the Publisher list. This feature helps both publishers and customers to keep the applications up-to-date in… Read More: Auto Update Applications on Power Platform »

Adding the Power Fx Formula column (PREVIEW) into Dataverse

Recently when I was adding the new column in Microsoft Dataverse from the PREVIEW maker portal (https://make.preview.powerapps.com/) I was amazed by looking at the new option in the Datatype available named “Formula”. In this blog, we will focus on the introduction and related use cases where this “Formula” datatype can be useful. Formula Column Features:… Read More: Adding the Power Fx Formula column (PREVIEW) into Dataverse »

Usability enhancements to grids in Model-Driven Apps

In the new Microsoft Dynamics 365 2022 release wave 2, the “Prevent slow keyword filter or quick find terms on view pages” feature has been introduced that allows or restricts the user while searching for the table records using slow keywords filters in the grid view. Let’s explore! When a Dataverse search is enabled, invalid… Read More: Usability enhancements to grids in Model-Driven Apps »

Modify and delete multi-table lookups within Dynamics 365 CRM

In our previous blog, we looked at “how to create a lookup field with multiple tables”, where we created the Distributor lookup with Account, Contact and Lead tables on the custom table Retailer. In this blog, we will see how to add or remove tables from an existing multi-table lookup. For which we shall add the… Read More: Modify and delete multi-table lookups within Dynamics 365 CRM »

Performance Insights (Preview) in Model-Driven Apps

Introduction As we all know, the performance of applications is very crucial since the ultimate aim of all customers is to get quick results. That is why many developers struggle to fix the performance issues. But now, Microsoft has made it easier to find and fix the performance issues with the help of Performance Insights… Read More: Performance Insights (Preview) in Model-Driven Apps »

Multi-Select Option field in Dynamics 365 V9.2 using Power Automate

Introduction With every release of Dynamics 365, Microsoft introduces a wide variety of features. Some of which open new doors of opportunity whereas some help in overcoming existing limitations. Introduction of Multi-Select Option Set was kind of both. However, as a customizer, we still face a few roadblocks when it comes to dealing with any… Read More: Multi-Select Option field in Dynamics 365 V9.2 using Power Automate »

Format input values into different user input formats using Formatting API in PCF Control

Introduction In the previous blog, we have explained the Formatting API of PCF Control where we used the Formatting API to format the input values. Earlier, we used different Formatting API methods to format the number and date values. In this blog, we will introduce a new Formatting API method (formatUserInput) that formats the given… Read More: Format input values into different user input formats using Formatting… »

Create emails in CRM quickly by using enhanced reusable content blocks

Introduction In this blog, we will see one of the preview features introduced in Dynamics 365 Marketing. New content fragment allows you to quickly assemble beautiful mails with just a few clicks. These new content fragments can include layout, advanced elements, and personalization that anyone can use. A content block is a piece of content… Read More: Create emails in CRM quickly by using enhanced reusable content… »