Enable Copilot for Dynamics 365 Sales environment
Jan16

Enable Copilot for Dynamics 365 Sales environment

Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment. It is recommended to do this in your Sandbox instances first. Enable Copilot for Dynamics 365 Sales Given that you have the … Continue reading Enable Copilot for Dynamics 365 Sales environment Continue Reading priyeshwagh777’s...

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Hierarchy Settings in Dynamics 365 CE | Power Platform Admin Center
Jan15

Hierarchy Settings in Dynamics 365 CE | Power Platform Admin Center

You must have seen Security Roles, Field Level Security, Access Teams etc. as a way to access records in Dynamics 365 CE (or CRM). Here’s what Hierarchy Security is all about – There are 2 types of Hierarchy Settings in Dynamics 365 CE and what they mean in a short explanation – Configure Hierarchy Settings … Continue reading Hierarchy Settings in Dynamics 365 CE | Power Platform… Continue Reading...

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Position Hierarchy Settings in Dynamics 365 CE
Jan15

Position Hierarchy Settings in Dynamics 365 CE

In this post, you’ll learn how to configure Position Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Positions of the Users the intended data. Scenario Let’s consider the below scenario on … Continue reading Position Hierarchy Settings in Dynamics… Continue Reading...

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Manager Hierarchy Settings in Dynamics 365 CE
Jan15

Manager Hierarchy Settings in Dynamics 365 CE

In this post, you’ll learn how to configure Manager Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Managers the intended data. Scenario Let’s consider the below scenario on who reports to … Continue reading Manager Hierarchy Settings in Dynamics… Continue Reading...

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Time and Materials Billing Backlog table in Project Operations
Jan08

Time and Materials Billing Backlog table in Project Operations

Even wondered what is Time and Materials Billing Backlog table in Project Operations which you see in the Sitemap but you might not be sure what records are in it – Time and Materials Billing Backlog Here’s the purpose of Time and Materials Billing Backlog entity – Hope this was useful! Here are some Power … Continue reading Time and Materials Billing Backlog table in… Continue Reading...

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Create Project Plan using Copilot in Project Operations
Jan03

Create Project Plan using Copilot in Project Operations

Now that you must have enabled Copilot for Project Operations [If not, you can refer this post to learn how you can enable Copilot for Project Operations – ] Note: Please note that this is a Preview feature at the time of writing this post and hence, not recommended for Production usage. Enable Copilot For … Continue reading Create Project Plan using Copilot in Project Operations Continue Reading...

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Enable OneNote Integration for Dynamics 365 Sales environment
Jan02

Enable OneNote Integration for Dynamics 365 Sales environment

Since collaboration tools like Teams, SharePoints are a norm, so is OneNote. Here’s how you can enable OneNote Integration in your Dynamics 365 CRM Instance – Settings Given that you are a Dynamics 365 Administrator, you can navigate to Power Platform Admin Center of your environment – Hope this post helps! Here are some Power … Continue reading Enable OneNote Integration for Dynamics 365… Continue...

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Setting up Project Operations Lite | Blog Series
Jan02

Setting up Project Operations Lite | Blog Series

I felt that I should document steps to setup a Project Operations Lite Trial environment for everyone who’s trying to spin up a Project Operations Instance and trying to get the basic setup done as of January 2024. Hopefully, this blog series will help you to quickly access and understand the info you need to … Continue reading Setting up Project Operations Lite | Blog Series Continue Reading...

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Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations
Jan01

Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations

Now that in the previous blog posts of this series, the Organization Units, Cost Price and Sales Prices were setup – Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations┬áLite, let’s look at what Roles (or Resource Roles) are and how you can add them to the Price Lists Resource Roles … Continue reading Resource Roles and adding Role Prices to Cost and Sales… Continue Reading...

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Enable Copilot for Project Operations
Jan01

Enable Copilot for Project Operations

Recently, you must have observed Copilot being introduced in every other Microsoft Business and M365 applications. Dynamics 365 Project Operations too being no exception! Here’s how you can get the same Enable Copilot in Project Operations Here’s how you can enable Copilot in Project Operations – Disable Copilot Here’s how you can disable Copilot if … Continue reading Enable Copilot for… Continue...

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Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite
Jan01

Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite

One of the first things to do when starting a new Project Operations Lite environment is to start setting up organizational data for your environment and in that, setting up Organizational Units, Price Lists and Roles is one of the first things to start setting up – Let’s see on how you can start the … Continue reading Setting Up Default Organizational Unit, Cost and Sales Price List in… Continue Reading...

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Starting a Project Operations Lite Trial Environment
Jan01

Starting a Project Operations Lite Trial Environment

One of the first things you want to get done is to spin up a Project Operations Trial environment. Here’s how you do it!Note that no Credit Card is required for a Project Operations trial environment. Project Operations Trial Environment Here’s how you start a Project Operations trial environment – Deployment Type Questionnaire As we … Continue reading Starting a Project Operations Lite… Continue Reading...

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Difference between Project Operations Deployment Types
Jan01

Difference between Project Operations Deployment Types

Now, as you know that there are the following 3 types of Project Operations Deployments – To keep the comparison understandable and simple, let’s review the below in a short summary. Comparison Project Operations Lite Project Operations for Resource/Non-stocked Project Operations for Production/Stocked Finance & Operations module is not setup Finance & Operations setup is … Continue reading <span…...

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Getting Started with Microsoft Graph API
Dec31

Getting Started with Microsoft Graph API

Microsoft Graph API is a superb way to leverage Microsoft 365 services as a developer. Before you start to wonder where all to get started from, this post is for you! Microsoft Graph Explorer Here’s how you can start using the Microsoft Graph API – Important Notes Here’s the official link to the Microsoft Graph … Continue reading Getting Started with Microsoft… Continue Reading priyeshwagh777’s...

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Permanently Delete users from Power Platform
Dec31

Permanently Delete users from Power Platform

Often times, as organizations have users enabled and disabled, over the course of time we see a lot of Disabled Users pile up in the system. Power Platform now lets you delete these Users permanently from the system. Warning: Please note that this process will not get back the User you delete as you are … Continue reading Permanently Delete users from Power Platform Continue Reading priyeshwagh777’s Article on their...

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Permanently Delete a User in Entra ID
Dec31

Permanently Delete a User in Entra ID

In case you are managing Users in Microsoft 365, a Deleted User still exists in Soft Delete state for 30 days.Here’s how you can immediately delete the user permanently!Please do this when you are entirely sure that you want to delete the User as this a permanent step and won’t get back the User once … Continue reading Permanently Delete a User in Entra ID Continue Reading priyeshwagh777’s Article on their...

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Manually Add Licensed Users in Dataverse Environment in Power Platform Admin Center
Dec31

Manually Add Licensed Users in Dataverse Environment in Power Platform Admin Center

In case you want to reflect a recently licensed user in a Dataverse environment but you don’t see it reflect immediately, here’s how you can manually add users to the Dataverse environment yourself. Check that the User has an appropriate license From Microsoft 365 Admin Portal, ensure that the user has been successfully been given … Continue reading Manually Add Licensed Users in Dataverse… Continue Reading...

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Microsoft Loop is now in GA for Microsoft 365 work accounts
Nov27

Microsoft Loop is now in GA for Microsoft 365 work accounts

Microsoft Loop is now Generally Available for work accounts in Microsoft 365. Here’s an exciting new product that will make collaboration fun and productive! Here’s Microsoft’s Announcement article on the same – https://techcommunity.microsoft.com/t5/microsoft-365-blog/microsoft-loop-built-for-the-new-way-of-work-generally-available/ba-p/3982247?WT.mc_id=DX-MVP-5003911 But, let me summarize… Continue...

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Power Automate Cloud Flows designer using Copilot | Now in GA
Nov21

Power Automate Cloud Flows designer using Copilot | Now in GA

As Microsoft rolled out using Power Automate Cloud Flows designer using Copilot on 8th Nov 2023, here’s a look at how you can use it in your scenarios while designing Cloud Flows! Copilot in Power Automate As you might have noticed by now (based on the currently supported region you are in), Copilot is enabled … Continue reading Power Automate Cloud Flows designer using Copilot | Now… Continue Reading...

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Check your recent sign-in attempts | Microsoft 365 Quick Tip
Nov20

Check your recent sign-in attempts | Microsoft 365 Quick Tip

In case you and your team members are working on a small project which has only MFA enabled on the Admin account you’ve been given with, here’s how you can check who was trying to sign-in if it wasn’t any of your team members!! Microsoft 365 Portal Simply log-in to M365 Portal (https://portal.office.com/) or even … Continue reading Check your recent sign-in attempts | Microsoft 365… Continue Reading...

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Read Excel File from SharePoint Online and create Records in Dataverse | Power Automate Flow
Nov13

Read Excel File from SharePoint Online and create Records in Dataverse | Power Automate Flow

One of the most common scenarios is to be able to pick an Excel spreadsheet from a SharePoint Document location and create records in Dataverse. There are several ways to do this. But, one of the most common scenarios could be to use Power Automate Flow and use Excel Online and SharePoint Online connectors to … Continue reading Read Excel File from SharePoint Online and create Records in… Continue Reading...

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Dataverse Low-Code Plugins | Dataverse Accelerator | [Preview]
Nov06

Dataverse Low-Code Plugins | Dataverse Accelerator | [Preview]

So by now, you must’ve come across Dataverse Low Code Plugins quite a lot if you’re following Dynamics 365 Wave Updates. Here’s a post that demystifies and summarizes what Low Code Plugins are all about and how you can start implementing the same. Note: Please note that this is in Preview at the time of … Continue reading Dataverse Low-Code Plugins | Dataverse Accelerator… Continue Reading...

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Enable App Auto-Updates in Power Platform Admin Center | [Preview]
Nov06

Enable App Auto-Updates in Power Platform Admin Center | [Preview]

Sometimes, Apps need to be up to date in order for some features to run effectively. Power Platform Admin Center now allows you to select Third-Party Publishers for an Environment to allow automatic App Updates in your defined Maintenance Window slots. Enable Auto-Updates Here’s how you turn on Auto-Updates for certain Publishers in your environment … Continue reading Enable App Auto-Updates… Continue Reading...

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Validate Email address on Email field in Model-Driven Apps | [Preview]
Oct31

Validate Email address on Email field in Model-Driven Apps | [Preview]

As part of various implementations, often you’ll need to ensure that the field validation is in place. Note: Please note that this feature is still in Preview at the time of writing this post. Enable Data Validation in Power Platform Admin Center Here’s how you can enable Data Validation for Email fields in Power Platform … Continue reading Validate Email address on Email field in Model-Driven… Continue Reading...

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Install correct .NET Framework for Dynamics 365 CRM Plugin Assembly | Plugin Registration Tool
Oct15

Install correct .NET Framework for Dynamics 365 CRM Plugin Assembly | Plugin Registration Tool

Here’s how to solve if you see the below error while updating/registering your Plugin assembly in Plugin Registration Toolbox Here’s how to go about solving the same! Error while Updating Plugin Assembly In case you see the above error in Plugin Registration Toolbox, here’s how you can upgrade your Project in Visual Studio to compile … Continue reading Install correct .NET Framework for… Continue Reading...

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Profitability Analysis on a Project Service Quote | Project Operations
Sep11

Profitability Analysis on a Project Service Quote | Project Operations

Here’s how the Profitability Analysis numbers are calculated for Project Operations! Continue Reading priyeshwagh777’s Article on their blog Profitability Analysis on a Project Service Quote | Project Operations Here’s how the Profitability Analysis numbers are calculated for Project Operations! Blog Syndicated with priyeshwagh777’s...

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App Access Checker in Power Platform Admin Center
Aug15

App Access Checker in Power Platform Admin Center

Here’s how to ensure the user has correct permissions/licenses to use the App. Continue Reading priyeshwagh777’s Article on their blog App Access Checker in Power Platform Admin Center Here’s how to ensure the user has correct permissions/licenses to use the App. Blog Syndicated with priyeshwagh777’s...

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Modern Share Experience on Views in Power Platform | [Preview]
Aug15

Modern Share Experience on Views in Power Platform | [Preview]

Here’s how you can share Views and Dashboards in Dynamics 365 CRM. Continue Reading priyeshwagh777’s Article on their blog Modern Share Experience on Views in Power Platform | [Preview] Here’s how you can share Views and Dashboards in Dynamics 365 CRM. Blog Syndicated with priyeshwagh777’s...

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Currency and Exchange Rate fields in a Dynamics 365 CRM entity | [Quick Tip]
Aug06

Currency and Exchange Rate fields in a Dynamics 365 CRM entity | [Quick Tip]

Here’s why Currency and Exchange Rate fields are not always in all the entities in Dynamics 365 CRM. Continue Reading priyeshwagh777’s Article on their blog Currency and Exchange Rate fields in a Dynamics 365 CRM entity | [Quick Tip] Here’s why Currency and Exchange Rate fields are not always in all the entities in Dynamics 365 CRM. Blog Syndicated with priyeshwagh777’s...

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Enable Modern Controls for Canvas Apps in Power Platform
Jul31

Enable Modern Controls for Canvas Apps in Power Platform

Here’s how you can enable Modern Controls for your Canvas Apps in the Studio Editor. Continue Reading priyeshwagh777’s Article on their blog Enable Modern Controls for Canvas Apps in Power Platform Here’s how you can enable Modern Controls for your Canvas Apps in the Studio Editor. Blog Syndicated with priyeshwagh777’s...

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Configuring Power Apps Assets for Internal Documentation and help for Makers | Power Platform
Jul11

Configuring Power Apps Assets for Internal Documentation and help for Makers | Power Platform

Here’s how you can set Power Apps assets to be used internally and also enable yourself or a team member as Power Apps Advisor! Continue Reading priyeshwagh777’s Article on their blog Configuring Power Apps Assets for Internal Documentation and help for Makers | Power Platform Here’s how you can set Power Apps assets to be used internally and also enable yourself or a team member as Power Apps Advisor! Blog...

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Enable yourself as a Power Apps Advisor
Jul11

Enable yourself as a Power Apps Advisor

Here’s how you can set yourself as available once you are eligible to be a Power Apps Advisor. Continue Reading priyeshwagh777’s Article on their blog Enable yourself as a Power Apps Advisor Here’s how you can set yourself as available once you are eligible to be a Power Apps Advisor. Blog Syndicated with priyeshwagh777’s...

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Create Dataverse Virtual Table from SQL in Azure | Power Platform
Jun07

Create Dataverse Virtual Table from SQL in Azure | Power Platform

Here’s how you can connect to external SQL table to create a Virtual table in Dataverse. Continue Reading priyeshwagh777’s Article on their blog Create Dataverse Virtual Table from SQL in Azure | Power Platform Now, you can create a Dataverse virtual table by referencing a SQL Table. This is an easy way to bring in schema from your SQL Table in use and make it into a Dataverse Table. Let’s see how. Blog Syndicated...

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Create Dataverse Virtual Table from SharePoint List | Power Platform
Jun06

Create Dataverse Virtual Table from SharePoint List | Power Platform

Here’s how you can connect to an external data source which is SharePoint in this case from Power Apps Maker portal! Continue Reading priyeshwagh777’s Article on their blog Create Dataverse Virtual Table from SharePoint List | Power Platform Now, you can create a Dataverse virtual table by referencing a SharePoint List. This is an easy way to bring in schema from your SharePoint List in use and make it into a Dataverse...

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Environment Assignment settings in Power Platform Admin Center
May23

Environment Assignment settings in Power Platform Admin Center

Here’s how you can restrict Environment creation to certain Admins and not available for Everyone based on the Type of environment being created. Continue Reading priyeshwagh777’s Article on their blog Environment Assignment settings in Power Platform Admin Center Environment Assignments and who should be able to create what types of Dynamics 365 CRM / CE / Dataverse environments can now be easily controlled. You can...

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Exchange Online Mailbox License Error | Exception Missing Exchange License
May11

Exchange Online Mailbox License Error | Exception Missing Exchange License

Here’s how you can reinstate an Exchange Online service if you see exception on your Mailbox by procuring an Exchange Online enabled license. Continue Reading priyeshwagh777’s Article on their blog Exchange Online Mailbox License Error | Exception Missing Exchange License In case you are setting up your M365 and setting up Exchange Online in the process, your Email URL is: https://outlook.office365.com/mail/ But, you see...

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See which form is displayed in Dynamics 365 CRM | [Quick Tip]
Apr26

See which form is displayed in Dynamics 365 CRM | [Quick Tip]

Here’s how you can see the correct name of the form even if the page shows you a name. Continue Reading priyeshwagh777’s Article on their blog See which form is displayed in Dynamics 365 CRM | [Quick Tip] At times, it is not clear which form is displayed when looking at a record. It may seem like Account form is displayed based on what the label says but things could be different. And you assume it is this form that is...

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PSA to PO Upgrade Errors |  Resolve by reviewing Upgrade Logs
Apr24

PSA to PO Upgrade Errors | Resolve by reviewing Upgrade Logs

Here’s how you can identify why Project Operations upgrade failed. Continue Reading priyeshwagh777’s Article on their blog PSA to PO Upgrade Errors | Resolve by reviewing Upgrade Logs Since you and your Org are preparing to upgrade from PSA v3 to Project Operations given that you are covered in terms of what licensing you need, the first step is to try upgrading your environments to PO. This upgrade operations needs to...

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Get the New Teams client for your organization | Teams Admin Center
Apr04

Get the New Teams client for your organization | Teams Admin Center

Here’s how to get the new Teams client for your organization if you are a Teams Administrator. Continue Reading priyeshwagh777’s Article on their blog Get the New Teams client for your organization | Teams Admin Center Here’s how you can enable Users to choose to update to the new Teams if you are a Teams Administrator in M365 Admin Center So since you are using the current (or old) Teams version,and the option to...

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Perform a changeset request in Dataverse connector in Power Automate
Apr03

Perform a changeset request in Dataverse connector in Power Automate

Here’s how you can handle Dataverse connector requests with rollback capabilities using Changeset request in Dataverse connector in Power Automate Continue Reading priyeshwagh777’s Article on their blog Perform a changeset request in Dataverse connector in Power Automate Here’s how you can handle Dataverse connector requests with rollback capabilities using Changeset request in Dataverse connector in Power Automate...

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Migrate Flow to latest Microsoft Dataverse connector
Mar31

Migrate Flow to latest Microsoft Dataverse connector

Here’s how you can migrate your old Dataverse connector Flow to the new Dataverse connector automatically. Continue Reading priyeshwagh777’s Article on their blog Migrate Flow to latest Microsoft Dataverse connector If you are using the legacy Dataverse connector which has the gray logo and looks like the below. You can run Flow checker to identify if Power Automate can help you migrate the Flow to utilize the latest...

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Resolve Project Operation errors | PSS Error Logs
Mar26

Resolve Project Operation errors | PSS Error Logs

Here’s how you can solve Project Operations errors in Dynamics 365 Project Operations! Continue Reading priyeshwagh777’s Article on their blog Resolve Project Operation errors | PSS Error Logs In case you are new to Project Operations or have recently upgraded from Project Service Automation to Project Operations, and if you are running into some issues, here’s how to identify them Here’s an example error...

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Identify deprecated JS code in your Power Platform solution using Solution Checker
Mar15

Identify deprecated JS code in your Power Platform solution using Solution Checker

Here’s how you can identify deprecated code used in your Power Platform solution. Continue Reading priyeshwagh777’s Article on their blog Identify deprecated JS code in your Power Platform solution using Solution Checker Recently, you must’ve received an intimation from Microsoft saying that ODATA v2 is now deprecated. See this link:...

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Power Apps Developer Plan environments | Power Platform
Feb22

Power Apps Developer Plan environments | Power Platform

Here’s how Devs can have their own Developer Environment in your tenant! Continue Reading priyeshwagh777’s Article on their blog Power Apps Developer Plan environments | Power Platform Here’s how Devs can have their own Developer Environment in your tenant! Blog Syndicated with priyeshwagh777’s...

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Metadata Browser and Entity Metadata Browser in Dynamics 365 CRM | Managed Solution & XrmToolBox

Here’s how you can browser the metadata of your Dynamics 365 CRM organization! Continue Reading priyeshwagh777’s Article on their blog Metadata Browser and Entity Metadata Browser in Dynamics 365 CRM | Managed Solution & XrmToolBox As new developers for Dynamics 365 CRM, you would need to dive deeper into Dynamics 365 CRM metadata apart from what’s just offered in the Customize Solution. So, you have Metadata...

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Weekly Digest for usage insights | Power Platform Admin Center

Weekly Digest of Power Platform Tenant Analytics in your mailbox! Here’s how to get it. Continue Reading priyeshwagh777’s Article on their blog Weekly Digest for usage insights | Power Platform Admin Center One of the features in Power Platform Admin Center is that now you can receive Weekly Updates in the form of a Newsletter for the Managed Environments. Below are the Pre-requisites for enabling Weekly Digest...

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Enable Early Access Wave 1 2023 | Power Platform

Here’s how you can enable Early Access for Wave 1 2023! Continue Reading priyeshwagh777’s Article on their blog Enable Early Access Wave 1 2023 | Power Platform Like every 6 months, enabling Early Access is one of the best things to look forward to as Microsoft announces Release Plans! So, here’s how you can enable Early Access for Wave 1 2023 if you are new to managing Power Platform environments! Blog Syndicated...

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Publishing Error | Cannot start the requested operation | [Quick Tip]

Here’s what it means when you see an error while Publishing the Solution or customization for a Dataverse environment. Continue Reading priyeshwagh777’s Article on their blog Publishing Error | Cannot start the requested operation | [Quick Tip] Here’s what it means when you see an error while Publishing the Solution or customization for a Dataverse environment. Blog Syndicated with priyeshwagh777’s...

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Block user from signing-in into Microsoft 365 tenant

Here’s how you can block an M365 User from Signing in. Continue Reading priyeshwagh777’s Article on their blog Block user from signing-in into Microsoft 365 tenant Here’s how you can block an M365 User from Signing in. Blog Syndicated with priyeshwagh777’s...

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Enable Managed Environments in Power Platform Admin Center

Here’s what Managed Solutions can do. And how you can enable them. Continue Reading priyeshwagh777’s Article on their blog Enable Managed Environments in Power Platform Admin Center Here’s what Managed Environments do! They provide more control on how you administer the Environments i.e. by limiting App Sharing, applying Data Policies on the environment and even how Solution Checker should allow to import solutions...

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