{How to} Get Latest Portal Solution Metadata Translations on Power Pages
Hello Everyone, Today I am going to show how to get latest Power Pages Portal Solution metadata translations. Let’s get’s started. Suppose we have provisioned a website, the Power Pages solutions are installed on the related environment. During the insallation of solutions, the solution metadata translations like field name, form name, veiw name are installed only for the languages currently activated in the...
{How to} Set Power Pages Site Actions
Hello Everyone, Today I am going to show how to set Power Pages Site Actions. Let’s get’s started. When we configure Power Pages and there are important actions we need to be aware when working on Power Pages Sites. Site Actions: 1. Restart Site: If there is a need to restart the site then click on Restart site. 2. Shut down this site: If there is a need to shut down site then click on it, site will be turned off until it...
{How to} discover makers working on the Power Pages Site with Copresence
Hello Everyone, Today I am going to show how to find out multiple users working on the Power Page Site using Copresence. Let’s get’s started. Suppose you are working in a team on Power Pages Project and you are working on the site and if the other team members making changes to the same site then some of the changes done by the team may overwritten. How to resolve this issue? With the help of the Copresence user can see...
Release Plans for Dynamics 365, Power Platform, Microsoft Cloud of Industry
Hello Everyone, Today I am going to share microsoft all release plans i.e Dynamics 365, Power Platform, Microsoft Cloud of Industry. Let’s get’s started. Do you want to see all the release plans for wave1 and wave2 then click here You can also see Archived release, and Release Planner too. That’s it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY) #365BlogPostsin365Days Source...
{How to} Set Power Apps Standard Settings
Hello Everyone, Today I am going to share how to set Power Apps Settings. Let’s get’s started. Power Apps behaves based on its settings, lets see what they are? When you open power apps and on ribbon you will see the settings, click on it. Settings: 1. General 2. Display 3. Upcoming features 4. Support General : General settings will have what is the name of Power App, description about it, App icon, icon your...
{Do you know} How many activity types needs to be activated per table?
Hello Everyone, Today i am going to share how many activities types needs to be activated per table in Dynamics 365 CE Apps. Let’s get’s started. Have you ever faced delay in loading the timeline? It is yes then according to Microsoft Selecting more than 10 activity types will slow down your timeline. So always try to choose below 10 activity types per table. That’s it for today. I hope this helps Malla Reddy...
{How to} set up Guided Channel Setup in Dynamics 365 Customer Service
Hello Everyone, Today i am going to show how to set up Guided Channel Setup in Dynamics 365 Customer Service. Let’s get’s started. Suppose you want to configure how the customers can contact your business either Email or Case in Dynamics 365 Customer Service. How do you do that? Login into Customer Service Hub an choose the Customer Service Admin Center. Then click on the Guided channel Setup. There are 4 steps which needs...
{How to} enable case forecasting(Preview) in Dynamics 365 Customer Service
Hello Everyone, Today I am going to share how to enable case forecasting in Dynamics 365 Customer Service. Let’s get’s started. Login into Dynamics 365 and choose Customer Service admin center App. Case forecasting(preview) Manage configuration for case forecasting. At least 2 weeks of historical case records are required to generate a forecast. Enable case forecasting = ON. Basic forecasting configuration: Forecasting...
{How to} turn on unified routing in Dynamics 365 Customer Service
Hello Everyone, Today i am going to show how to enable unified routing in Dynamics 365 Customer Service. Let’s get’s started. Login into Dynamics 365 and choose the Customer Service Admin Center App. Turn on the Unified Routing = ON For more information about the benifits and prequisites click Here That’s it for today. I hope this helps Malla Reddy Gurram(@UK365GUY) #365BlogPostsin365Days Source...
{How to} Enable Enhanced Full Case Form in Dynamics 365 Customer Service
Hello Everyone, Today I am going to share what is the significance of Enhanced Full Case Form in Dynamics 365 Customer Service. Let’s get’s started. In the Dynamics 365 Customer Service – Agents create and work on multiple cases and need to switch between multiple screens to view customer details or refer to past cases and prior interactions. At the moment agents can upload attachments and capture notes during...
Set Advisor Program Preview in Dynamics 365 CE Apps
Hello Everyone, Today i am going to show how it looks when an advisor program is enabled in your organisation. Suppose if your organisation is enabled the Advisor Program(Preview) feature in your organisation so when a user from the advisor program logins in then the user will be prompted with a slide whether you want to volunteer to help other makers at your organisation. The user has to be click the notification as available...
{How to} use Distill Web Monitor on Dynamics 365 Apps
Hello Everyone, Today i am going to show how to use DISTILL WEB MONITOR on Dynamics 365 Apps. Let’s get’s started. Suppose you have a requirement to monitor a solution deployment then how do you normally do that by visiting frequently on the browser. Now with the DISTILL WEB MONITOR you can enable the tool and monitor your deployment on it. Download tool from here Open your environment where you want to monitor and...
{How to} add custom button on the ribbon button on Dynamics 365 CE Apps using XRMTOOLBOX
Hello Everyone, Today i am going to show how to add custom button to the ribbon on Dynamics 365 CE Apps using XRMTOOLBOX. Let’s get’s started. Suppose you have a requirement to add a report to the custom button on the Dynamics 365 CE App. How do you that? Open XRMTOOLBOX and connect to your environment and add the solution into it. Drag the button the menu and give it a name and publish, all changes will appear on the...
{How to } generate ribbon metadata in Dynamics 365 CE Apps
Hello Everyone, Today i am going to show how to generate ribbon metadata in Dynamics 365 CE Apps. Let’s get’s started. Suppose you have requirement of issue ribbon command bar often casused by missing or incorrect ribbon metadata. A button on the command bar is hidden when it should be visible. A button on the command bar is visible when it should be hidden. A button on the command bar is not working correctly. A command...
{How to} see sales usage reports on Dynamics 365 Sales Hub
Hello Everyone, Today i am going to show how to see the sales usage report on Dynamics 365 Sales Hub. Let’s get’s started. Login into Sales Hub. Choose the Sales from settings. Under the Sales Analytics click on Sales Usage Reports. Opportunity Usage Reporting: Opportunity record operations over time, Users Contributing to Opportunity record operations. Top users creating Opportunity records, Top users updating Opportunity...
{Did you know} Modern security role editor experience in the Power Platform admin center
Hello Everyone, Today i am going to share how to use the Modern security role editor experience in the Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the environment and then settings; New window will be displayed with all the security roles and some noticable changes like display only parent security roles to toggle turn ON by default where you can be...
{How to} refresh Power BI Report Datasets on Power BI Service
Hello Everyone, Today i am going to show how to refresh the Power BI Report datasets on Power BI Service. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Choose the the Power BI Then you will land on POWER BI Workspace and select the report and click on refresh icon. That’s it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY) #365BlogPostsin365Days Source...
{How to} to set Focused View for tables in Dynamics 365 Sales
Hello Everyone, Today I am going to show how to set Focused View for tables in Dynamics 365 Sales App. Let’s get’s started. Login into Sales Hub. Select the table like Lead , Opportunity, Account, Contact. Click on account table and then click on the Focused view. Now you have the visibility of the table and stay focused on the tables you are working. That’s it for today. I hope this helps Malla Reddy...
What do you mean by Microsoft Entra ID in Power Platform
Hello Everyone, Today i am going to share what is Microsoft Entra ID in Power Platform. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Enlarge the Admin Centers and you will see the Microsoft Entra ID. You may be wondering what is all about Microsoft ID – otherwise known as Azure Active Directory 😁 A new name for Azure Active Directory, you can continue to use the Azure AD without any...
How to configure Power Apps Assets within Power Apps Admin Center
Hello Everyone, Today i am going to share what is the significance of Power Apps Assets in Power Apps. Let’s get’s started. Normally when working with Power Apps you can get stuck in a problem and with the help of AI, you can get some answers. But in some critical cases bot fail to give accurate answers for you. To over come situation Microsoft introduced Power Apps Assets. As the name itself is advisors, so it lets...
More with Pipeline in Power Platform
Hello Everyone, Today i am going to share my thoughts on pipeline, we can do more with it. Let’s get’s started. Pipeline in Power Platform typically refer to data integration pipeline created using Power Automate or Power Apps. These pipelines allow you to automate workflows and integrate data across various Microsoft and third party applications. To do more with Pipelines in Power Platform, you can explore the following...
How do you know your Dynamics 365 Apps have updates available
Hello Everyone, In my previous post i have shown how to do update of Dynamics 365 Apps.Today i am going to show how to find out your Dynamics 365 Apps have updates available ?Login into www.admin,powerplatform.microsoft.comChoose the Environment and click on Dynamics 365 Apps and look for Dynamics 365 for Field Service as as an example.Click on Update available for Dynamics 365 Field Service and Confirm the update.Update intitiated...
{How to} update Power Apps App Copilot App in Environments
Hello Everyone, Today i am going to show how to update the Dynamics 365 Apps in Environment. In this example i am i will show how to update the Power Apps App Copilot App . Login into Power Platform Admin Center. Click on the environments and choose the environment that you would like to update the App, choose the Dynamics 365 Apps. Choose the Power Apps App Copilot App and click on the “…” and choose the...
{How to } enable show emails as conversation on timeline
Hello Everyone, Today i am going to show how to enable show emails as conversation on timeline. Let’s get’s started. Sign in to Sales Hub. Click on settings and then Personalization Settings. This displays the Set Personal Options dialog box so you can use the following steps to enable the email view on timeline. Select the Email tab. Select the Show emails as conversation on timeline check box. Select OK. The...
New Microsoft Certifications Path for Power Platform and Dynamics 365
Hello Everyone, Today i am going to show Microsoft Certification path for Power Platform and Dynamics 365. May be you are new to Microsoft Domain or New to Power Platform or Dynamics 365 or Azure or Microsoft 365 and you would like to start your certification journey. Then this blog is for you. Please click here to see the certification path. That’s it for today. I hope this helps. Malla Reddy Gurram(@UK365GUY)...
{How to} Simplify address entry with smart autocomplete using Bing Maps Dynamics 365
Hello Everyone, Today i am going to show how to enabel email address suggestions with smart autocomplete using Bing Maps Dynamics 365. Let’s get’s started. Suppose you are entering the address in the address field and you can see the suggested addresses as they type. So it minimize manual input and saving valuable time. This leads to increased productivity, enabling users to focus on core selling tasks and customer...
{How to} Hide + button on global ribbon menu in Dynamics 365
Hello Everyone, Today i am going to show how to hide the global ribbon button “+” on Dynamics 365. Let’s get’s started. Suppose you had a requirement to hide the + sign button on Global Ribbon on Dynamics 365 from your organisation business stakeholders, then how do you do that? Hiding the “+” (New Record) button on the global ribbon in Dynamics 365 involves modifying the Ribbon Workbench or using a...
{How to} lock the records listed with editable grid in a view on Dynamics 365 Sales
Hello Everyone, Today i am going to show how to lock the fields on editable grid when on list view of the dynamics 365 sales record. Let’s gets’s started. Scenario: There is a requirement to lock some of the fields which are locked at record level but they are editable when on editable grid of the dynamics 365 sales record. So now we need to lock those locked fields on the editable grid as well. Also that...
{How to } Set Forecast Manager Security Role in Dynamics 365 Sales
Hello Everyone, Today i am going to share how to configure the Forecast Manager Security Role and what is the purpose of the Forecast Management. Let’s get’s started. How to add Forecast Manager security role to the user? Login into Sales Hub, Settings > Security Roles > User > Assign the FORECAST MANAGER ROLE. What is Forecast Management? It helps sellers can track performance against targets and identify...
{How to} enable data improvement with email validation on Dynamics 365 Sales
Hello Everyone, Today I am going to share how to enable email validation on Dynamics 365 Sales for leads and contacts. Let’s get’s started. What are the benefits of Email validations(preview) 1. This will alert sellers when a lead or contact have same email address that are known or suspected to be invalid. 2. Only primary email address will be checked. So Primary email address will be marked as not valid in the following...
{How to} Raise support ticket from Power Platform Admin Center
Hello Everyone, Today i am going to show how to raise a support ticket from Power Platform Admin Center. Let’s get’s started. Login into www.admin.powerplatform.microsoft.com Expand the Resources and click on the Help + Support. Then create a new support ticket so for that click on + “Get Help + Support” Then a new side window will popup and there you need to select “problem”, you need to...
{Resolved} The report can’t be viewed because the underlying dataset uses row-level security(RLS) in Dynamics 365 Power BI Report
Hello Everyone, Today i am going to show how to resolve the report can’t be viewed because the underlying dataset uses row-level security(RLS). Let’s get’s started. When an end user try to see the report published using Power BI and dataset used in the report have security roles associated with it, then the user who is accessing the Power BI report on Dynamics 365 Model Driven App then this type of error...
{How to} see Data export performance for Power Apps and Power Automate
Hello Everyone, Today I am going to show how to see the data export performance for Power Apps and Power Automate. Let’s get’s started. Now you can see how the data export performance for power apps and power automate. Login into www.admin.powerplatform.microsoft.com Click on the Data Export on the left navigation pane, Click on the new data export and new window will popup there you can select: Create an Azure Data Lake...
{How to} set up Microsoft Teams call directly from Dynamics 365 Sales
Hello Everyone, Today i am going to show how to set up Microsoft Teams call directly from Dynamics 365 Sales. Let’s get’s started. Login into Dynamics 365 Sales. Change the Settings from bottom left corner side from Sales to APP Settings. Click on Teams Calls and Microsoft Team calls settings will be opened. You can set up Microsoft Teams so your sales team can call customers directly from Dynamics 365, with seamless...
{How to } Enable Sales usage reports in Dynamics 365 Sales Model Driven App
Hello Everyone, Today i am going to share how to enable Sales usage reports in Dynamics 365 Sales. Let’s get’s started. Login into Dynamics 365 Sales Go to Settings on the bottom left corner and change to APP Settings from Sales. Turn on Sales usage reports to YES, and SAVE. SALES USAGE REPORTS: Which provides information about the historical operational metrics and key performance indicators....
How to switch to new Org Chart from old version on Dynamics 365 Model Driven App
Hello Everyone, Today i am going to share how to switch to New Org chart will fully replace the old version. Let’s get’s started. Login into Dynamics 365 Sales New Org Chart: Help sellers gain a deeper understanding of account hierarchies and contact influence levels within an account. Org Chart help you visualize the hierarchy and relationship between departments and roles in your customers organisations. Note:...
Productivity tools settings for Dynamics 365 Sales
Hello Everyone, Today i am going to show how to set the productivity tools settings on Dynamics 365 Sales from App settings. Let’s get’s started. Login into Dynamics 365 Sales. Change the settings from Sales to App Settings. 1. Enhanced email for timeline: Toggle to ON and SAVE It will allow Multitask, compose, and save drafts using email pop -up. Note: This change will apply to all applications in your...
{How to} Using LevelUp View all record values on web browser on Dynamics 365 Model Driven App
Hello Everyone, Today i am going to show how to see the all record values on a browser. Let’s get’s started. Suppose you need to see all records values in one view instead of scrolling through the record form. Solution: 1. Open the record and click on the Level Up tool on the browser 2. Click on the “All Fields” then the new tab will be opened with all fields displayed(see below) 3. You can check...
{Resolved} Data Import error on Dynamics 365 Model Driven App
Hello Everyone, Today i am going to show how to resolve data import error when a template is used on Model Driven App. Let’s get’s started. Suppose you have requirement to import the data using template into model driven app and you get this error message, then how to resolve it. Let’s see how i resolved this issue in my case. Solution: I have tried to import the data for Opportunity but previously i have used Level...
{How to} Uninstall Power Apps app from Microsoft Teams
Hello Everyone, Today i am going to show how to uninstall Power App from Microsoft Teams. Let’s get’s started. Suppose you don’t want to see Power App in Microsoft Teams, then you can uninstall it and it will be removed from view. How do you do that? Login into Microsoft Teams using your organisation credentials. Then Click on … to see the Power App app on Microsoft Teams. As you can see from above screenshot,...
{Do you know} How to add Power App to Microsoft Teams as a tab.
Hello Everyone, Today i am going to show how to add Power App to your Microsoft Teams. Let’s get’s started. Suppose your Sales teams always use Dynamics 365 Sales for day to day work, and “Adding the Power App to Teams” will give a chance for your sales team to work from Microsoft Teams instead of logging into Dynamics 365 Sales Hub. Login into www.make.powerapps.com Select the model driven app and click on...
{Do you know} New Options while creating model driven app page options
Hello Everyone, Today i am going to share new features option while creating Model Driven Apps. Let’s get’s started. When you create a model driven app from maker portal now you have different options to choose from. Let’s see in action. Login into www.maker.powerapps.com Click on Apps and then choose new app and then model driven app. New Model Driven App: Then add page: New Page: Choose content for the page: 1....
{How to} Visualize your data quickly from Power Apps and Dynamics 365 Apps
Hello Everyone, Today i am going to show how to visualize your data quickly from Power Apps and Dynamics 365 Apps. Let’s get’s started. If you want to know how to enable the Visualize a view on Model Driven App read my previous before this blog post. Now we are going to see how we can visualize the data just like in Power BI Service, Visualize a view: In your model-driven Power App or Dynamics 365 app, select the Visualize...
{How to} enable Power BI Service to generate report to visualize data in a view on Model Driven App
Hello Everyone, Today i am going to show how to enable Power BI Service to generate report to visualize data in a view on Model Driven App. Let’s get’s started. You can create reports in the Power BI Service using the data that’s in a view of your model driven app. So Power BI automatically generates the visuals for you, so you can start exploring the data with just a few clicks. How to enable it ? Login into...
{How to} view detailed Power Platform request usage information in the Power Platform admin center
Hello Everyone, Today i am going to show how to generate report for detailed view from Power Platform usage information in the Power Platform admin center(Preview) Let’s get’s started. Suppose you want to view the consumption of power platform requests for licensed users, non-licensed users, and per flow licensed flow runs. How do you do that? Login into Power Platform Admin Center Select the Capacity from the left hand...
{How to} Turn on Modern refreshed look for model-driven apps(preview)
Hello Everyone, Today i am going to share how to turn on the Modern refreshed look for model-driven apps. Let’s get’s started. New features which includes new look in the modern refreshed experience: 1. Updating styling in forms and view pages, including the use of drop shadows and brighter background colors to create an elevated or floating appearance which helps to visually separate sections and focuses attention on...
{How to} add Power Apps grid control to views for an table
Hello Everyone, Today I am going to share how to add Power Apps grid control to views for an table. Let’s get’s started. What is Power Apps grid control? It allows Power Apps read-only grid control, allowing users to view, open and edit records from views and subgrids. Also allow inline editing, the conrol provides other capabilities including a modern data browsing experience via infinite scrolling, allowing users...
Show other people when they’re using the same form on Power Apps Model Driven Apps
Hello Everyone, Today i am going to show how to enable and Show other people when they’re using the same form in Model Driven Apps. Let’s get’s started. Firstly how to enable this feature: Login into www.admin.powerplatform.microsoft.com Go to settings > collabarations > turn on Show other people when they are using same form(see below screenshot) Suppose you are using the case record and your co-worker is...
{How to } Add a table to the Quick Create on Application Ribbon Global Home Page in Dynamics 365
Hello Everyone, Today i am going to share how to add a table to Quick Create on Application Ribbon Global Home Page in Dynamics 365 Sales App. Let’s get’s started. Suppose you have requirement to add a table to Quick Create on Application Ribbon Global Home Page, Where do you enable this feature on a table? When you are creating a table you have an option to check the box for Allow Quick Create. Once you check the box...
{Do you know} Now you can directly access partners apps in Model Driven App
Hello Everyone, Today i am going to share how to use partner apps straight from Model Driven App. Let’s get’s started. As you know there thousands of Partner Apps in Marketplace to easily solutionize your business needs, so now you can access those partner apps from your Model Driven App. How do you do that ? Login into your model driven app lets say Dynamics 365 Sales. Change the settings to “App Settings”...