Category Archives: Technical

Dataverse Search – Easier than before to find data in Dynamics 365 CRM / Dataverse

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 »

Collaboration between makers now available in Preview for Model Driven Power Apps in Dynamics 365 CRM / Dataverse

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 »

Configuring Timeline (Show/Hide) activity display information in Dynamics 365 CE

Introduction: Recently we came across a request from a customer that they wanted to show/hide a few activity field labels and data that are displayed in the timeline by default. We then started exploring timeline configuration capabilities in 2021 release wave 2 by following this doc. Here we came across a new enhanced feature for configuring… Read More »

How to WIN/LOSE Dynamics 365 CRM Opportunity through Power Automate FLOW

Introduction: With Power Automate FLOW, we can execute a huge number of operations by connecting various systems. Now, we are talking about the Dynamics 365 CRM where we can execute the Actions of Dynamics 365 CRM. Here, we know that with the “Perform an unbound/bound” action step we can execute the CRM actions. So, we… Read More »

Premium Auto Capture in Dynamics 365 CRM

Introduction In our previous blog, we have explained how “Auto Capture” feature helps salespeople to keep their mails private unless users track them. “Premium auto capture” now supports capturing emails, meetings, and contacts from outlook with the help of activity and contacts suggestions. Premium auto capture not only tracks email suggestions like the previous Basic… Read More »

How to Add Users and Sync Profile Information in Dataverse Instantly (On Demand)

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 »

Configuring Dataverse Search in Dynamics 365 CRM

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 »