Recently, we had a requirement where we had to set a default view based on the selected app. Let us suppose, we have two apps i.e., the Sales Hub app and Customer Service App. Suppose there are two different views of the ‘Contact’ table. i.e., Sales Contact View (View 1) and Service Contact View (View… Read More »
As demonstrated in our previous blog, we can use the Dataverse search in Power Automate Flow comfortably. In this blog, we will have a look at how the optional parameters are used to limit the search as per our requirements. So, let’s dive in without further ado. To quickly revise everything that we have discussed… Read More »
Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements, which provides us with a better UI interface along with various configuration settings. Previously only a search button was available for the users to search the records. In this blog, we will have a look at how when you filter… Read More »
As we know, usually, we needed to create a relationship of tables to make proper data management and show data in the application. So, generally before designing the model-driven application forms, we had to be sure the tables, columns, and the relationship between them was fine. But now, we need not worry about creating relationships… Read More »
Collaboration is the key to success for any business. Microsoft has been working on having enticing and innovative collaboration ideas for a long time. As a result, using the power to collaborate uniquely, one can grow together and can build a strong connection with others. The same power of collaboration is needed in any app… Read More »
While doing day-to-day work in Dynamics 365 on mobile or tablet platforms, we navigate from one form to another form and from one tab to another on the same form to check the record details. In order to show visualization on the form and an easier way to find the details of the record, we… Read More »
We are already aware of the Advanced Lookup feature that is available on any lookup column that’s on a quick create form, edit form, or dialog box. Using this, we can easily sort rows and switch between tables or views in a lookup column. As an addition to the same, you can now use the Advanced Lookup feature… Read More »
It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next… Read More »
Filtering the table records for the Multi Choice fields/columns is easier if only one option is selected and can be done using the “Equal & Does not equal” filters present. But while filtering the data when more than one option is selected, the “Equal & Does not equal” filter doesn’t work as required so, in… Read More »
Recently we had a requirement from one of our clients for incorporating the customization in the OOB Field service technician service report in the field service mobile and web app. Microsoft Field Service Reporting is a managed solution that can be installed in the environment. Once you install the solution, the Report will appear on… Read More »