We recently got a great new field type in CDS called the file type field. This allows creation of fields that contain files, and it is very useful for scenarios like the following: Order needs to have a copy of the purchase order before the order can proceed application must include a copy of applicant’s […]
Tip #1364: Customizing opportunity close status reasons
So you followed tip 1290 and you customized your opportunity close form. Great! But now that you did that, users don’t see all of the win/lose status reasons to select when closing the opportunity. What’s up with that? First thing to remember is that the custom opportunity close is a quick create form for a […]
Tip #1360: Customizing the activity timeline
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? […]
Tip #1354: UI Flow: Setting document typeface properties
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. […]
Tip #1352: Can’t create a trial database?
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 […]
Tip #1347: Hide the “related” records tab in Unified Interface
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
Tip #1345: When Power Automate picks the wrong type
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 […]
Tip #1343: Video guide to 2020 Wave 1: Resource utilization analytics in Dynamics 365 Field Service
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.
Tip #1342: Video guide to 2020 Wave 1: Export your Dynamics 365 Marketing results
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.
Tip #1336: Find your plan in Power Platform
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 […]