You migrate data to Dynamics 365/Common Data Service and in the migration, you close activities. After the migration, the activity timeline shows the migration account in the top line of every activity. Say you want to have the timeline display something other than the account who closed the task. How do you customize this layout? […]
I recently was evaluating using UI Flow RPA to automatically print barcode labels. Using Microsoft Word or Wordpad and a freely available barcode TTF, I passed the barcode value to the document and hit the print button. All worked as expected, except I could not get the flow to properly record selecting the correct font. […]
You create a Power Apps trial at www.powerapps.com, but if you try to create an environment with a CDS database you get an error that adding a database requires at least 1 GB of free space. The reason you are getting this error is because when you create the environment, you choose what type of […]
Say you want to make a form simpler, or you love classic UI, and you don’t want to see the “Related” tab on a form in Unified interface. Here’s how to hide it using the classic configuration experience
When using the Parse JSON action in Power Automate, flow will guess what type of data your fields are. Sometimes it guesses incorrectly, such as thinking a number field should be a text string. When this happens, you will only be able to select the field for test fields, not number fields in update record […]
Dynamics 365 2020 Wave 1 introduces new Power BI powered visualizations for analyzing your field service resource’s utilization. This dashboard does not require you to have a Power BI license. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show you the new resource utilization analytics dashboard.
Marketing data becomes much more usable in Dynamics 365 2020 Wave 1, with the ability to export the results of your customer journeys to Excel. In today’s video tip, MVP Amey Holden shows how this new feature works.
So you want to build a model-driven app or use CDS or some other premium feature. Your boss tells you that you have Power Apps and Flow access. However, you need to know if it is just the version that comes with Office 365 or “full” Power Apps or Power Automate. How can you tell […]
This is part two of our overview of sales forecasting functionality in Dynamics 365 2020 Wave 1. To see more about how to set up forecasting in Dynamics 365, see part one here: https://crmtipoftheday.com/1334
First introduced as a preview feature in 2019, the sales forecasting capability in Dynamics 365 is now generally available and enhanced in 2020 Wave 1.