Tip #1323: Kill the case customer field

The “Customer” field on cases is a bad idea, and you can’t change it to not-required. I just want to add a lookup to accounts and automatically populate the customer field. Anonymous reader “Meve Stordue” You can’t make the customer field non-required, but it is possible to replace it with an account lookup and automatically […]

Tip #1321: Formatting currency values in Power Apps portals

Dollars are dollars are dollars. Until they’re not. I’ve been working on the portal implementation where pricing can look like this: Forms seem to be fine but any custom layout, uhm, is suddenly very challenging. I can get values without any issues but can’t format them for display. Before long, an SOS is sent: Folks, […]

Tip #1307: PowerApps designer makes your work in progress easier

Monitor on a busy desk with the words "Do More" on the screen

Today’s tip is from EY Kalman. Got a tip? Send it to jar@crmtipoftheday.com (and include either your Twitter handle or LinkedIn profile link for the eternal appreciation link). Late last night I decided to start playing around with entering the data fields directly into the entity first (the aim is to drive a Model App […]

Tip #1282: Dynamics 365 customization & configuration using the Power Platform

Configuration

In this video, we show how and where to find the typical items that Dynamics 365 consultants worked with to configure and customize Dynamics 365 applications using the Power Platform. We will demonstrate how to find and change common tasks like administrative and business settings, security roles, email configuration and more. In addition, we will […]