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.
The enhanced email experience (originally a preview feature in 2019 Wave 2) allows users to multi-task while they compose emails, navigating to other records while they write an email. This feature can only be turned on in the Sales Hub app, but once you turn it on, it can be used from any model-driven app.
If you use Team Member licenses in your Dynamics 365 deployment, you need to know about new enforcement that is coming in 2020 Wave 1 for Dynamics 365.
Wave 1 2020 introduces a great way to visualize your opportunity pipeline on a kanban board, either by stage or status. In today’s video tip we show you how to configure the kanban visualization and how to use it. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take […]
In today’s video tip, we cover how to add images to knowledge articles in Dynamics 365 in 2020 Wave 1. Traditionally, if you wanted to include images in knowledge articles, you had to host them externally and link to the external image file. Starting with 2019 wave 2, you can enable a setting that allows […]