Category Archives: Dynamics 365

Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM

A few interesting features have been added to the Timeline view in the 2023 release wave 1 plan. These include Display Layout, Copy to Clipboard command, and inline images and files in the notes. Let’s explore! Display Layout You can choose the timeline layout as required from two options, i.e., roomy or cozy. When you… Read More: Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM »

Enabling modern “Share” provision on Dashboards and Views within Dynamics 365

As we all already know the significance of the ability to share any sort of data/information with other users in the system, in general, Dynamics 365 allows users to share the records of the entities with other users across the system. Taking this further, In the wave 1 rollout of Microsoft D365, this ability to… Read More: Enabling modern “Share” provision on Dashboards and Views within Dynamics… »

‘Maker Welcome Content’ Option in Power Platform Admin Center

In the previous blog, we covered how to enable managed environments to get more visibility and control. We also discussed areas that help you scale as a better environment administrator. Likewise, in this blog, we will see the new features introduced in the Power Platform Admin Center called Maker Welcome Content. So let’s get started!… Read More: ‘Maker Welcome Content’ Option in Power Platform Admin Center »

Automatically sending Power Apps cards to Microsoft Teams channels using Power Automate Flow

Microsoft has added a new feature called Cards in the Wave 2 release.  Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. In the previous blog, we explained how to create cards using Power Apps. In this blog, we have explained how to… Read More: Automatically sending Power Apps cards to Microsoft Teams channels using… »

Microsoft Dynamics 365 CRM (Dataverse) Security Configuration using New Modern UI

Microsoft Dynamics 365 has introduced a new feature with the latest release. To control data access and protect sensitive data, we are encouraged to apply security roles to users. You can now assign security roles using the new modern UI, though the legacy UI is still available to change security roles. To access the Modern… Read More: Microsoft Dynamics 365 CRM (Dataverse) Security Configuration using New Modern… »

Finding colleagues viewing the same records as yours within Power Apps

In an organization, many people work on the same data, and at times it becomes quite necessary to have a conversation with the people who are working on it in order to establish clarity of the work done on that data. To initiate the conversation, we must know who is working on that data. To… Read More: Finding colleagues viewing the same records as yours within Power… »

Enabling external providers/sources for knowledge search in Microsoft Dynamics 365 CRM

In today’s competitive market, we all know the significance and importance of sources of data and information. When it comes to the business of Microsoft Dynamics 365, customer service is widely used. “Knowledge search” stands as an integral component/module of the customer service hub in Microsoft Dynamics 365 letting users work by searching through the… Read More: Enabling external providers/sources for knowledge search in Microsoft Dynamics 365… »

Microsoft Dynamics 365 2023 release wave 1: Automate the addition of columns in Forms and Views

In the new Microsoft Dynamics 365 2023 release wave 1, the “Update forms and views” feature has been introduced that allows users to add table columns to the selected forms and views automatically using the table designer and table hub. One of the biggest friction points for Microsoft Dataverse is the inability to automatically update… Read More: Microsoft Dynamics 365 2023 release wave 1: Automate the addition… »

Microsoft Power Platform: An Overview of the 2023 Release Wave 1 Plan

Microsoft Power Platform has unveiled its 2023 release wave 1 plan, offering a new era of digital transformation for businesses. The release will bring hundreds of new features to the Power Platform applications, enabling individuals, teams, and organizations to foster a data culture and provide solutions for low and no-code development, advanced governance capabilities, and… Read More: Microsoft Power Platform: An Overview of the 2023 Release Wave… »

Maximize Efficiency and Save Time: The Benefits of AI in Power Automate Flow

AI (Artificial intelligence) has become an essential aspect of modern businesses, as it enhances productivity, and efficiency and simplifies work. Power Automate is a powerful tool that allows businesses to automate repetitive tasks, thereby saving time and reducing errors. Recently, I have been working on Power Automate Flow, creating large and complex flows that require… Read More: Maximize Efficiency and Save Time: The Benefits of AI in… »