Dynamics 365 Retail is Ready for 2019, Are You?
Jan30

Dynamics 365 Retail is Ready for 2019, Are You?

Dynamics 365 for Retail  Microsoft is continuously helping modern retailers adjust to customer expectations by driving new technologies and changing target audiences. They are currently higher than ever before by altering customer demands with the tools and technology needed to create a more personalized retail experience for their customers. With tools from Dynamics 365 for Retail,… Continue Reading Laura Brewer’s Article...

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Where is Kylo Winter Special
Jan30

Where is Kylo Winter Special

TDG – A Microsoft Community: The post Where is Kylo Winter Special appeared first on TDG. Continue Reading Rory’s Article on their blog

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Steve Chats with Steven (Guggs) Guggenheimer – Steve Mordue
Jan30

Steve Chats with Steven (Guggs) Guggenheimer – Steve Mordue

In this episode of “Steve has a Chat“, I called Steven (Guggs) Guggenheimer, who was not surprised that I had the Record Button on when he answered. “Guggs” is the Corporate Vice President – AI & ISV Engagement at Microsoft. Among other things, he is responsible for engaging with Customers on AI, as well as assisting Partners with ISV Motions focused on Microsoft Business… Continue Reading Steve Mordue MVP’s Article on...

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Refining your Resource search in URS
Jan30

Refining your Resource search in URS

In my previous post I wrote about how to enable a custom entity for scheduling with Universal Resource Scheduling, a part of Dynamics 365 Customer Engagement. In this post I will take it one step further, and help to refine our resource search with the help of a workflow. This is part of a series of articles about Universal Resource Scheduling (URS) and examples on how to customize and use it… Continue Reading Sara...

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D365 Saturday Boston Slide Decks
Jan30

D365 Saturday Boston Slide Decks

D365 Saturday Boston was amazing to see everyone at the event, Due to FOMO I have been have been reviewing the slide deck which have been shared by the presenters to get a small snippet of them where I can. It dawned on me as I was doing this that having a bit of a directory to the slide decks and related content might no be a bad idea. So this is a work in progress and will be updated as I gather more information. Jerry Weinstock ...

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Dynamics 365 for Marketing – Avoid Emails Being SPAM
Jan30

Dynamics 365 for Marketing – Avoid Emails Being SPAM

When you first start using Dynamics 365 for Marketing you may hit a problem that all your marketing emails go directly to the recipients junk lists. Meaning they never get to read your beautifully crafted messages! In this post I will describe how I resolved this issue. The Problem There are lots of reasons an email might be classified as SPAM but one common issue is when the sender of the… Continue Reading Neil...

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Add Twitter Feed To Microsoft Dynamics Portal
Jan30

Add Twitter Feed To Microsoft Dynamics Portal

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Keeping customers informed and up to date can be achieved using many different channels. If your organisation has a Twitter profile and it’s used regularly, this can be added to your portal for quick reference and accessibility. Twitter profiles, tweets and hashtags can easily be added to any website,… Continue Reading Megan V....

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KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation
Jan30

KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation

KRM: Kylie’s Research Management: D365 Saturday Boston 2019: Solution Management Presentation D365 Saturday Boston 2019: Solution Management Presentation It was great to be involved in D365 Saturday in Boston this weekend. There was an amazing line up of speakers and so many enthusiastic attendees. Aiden Kaskela,

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An Event Like No Other
Jan29

An Event Like No Other

TDG – A Microsoft Community: January 26th, 2019…. that date will be etched in my memory for a very long time. It was a momentous occasion as it was the very first Dynamics 365 Saturday event ever held in Scotland. If you haven’t been to an event like this before, and you are involved in Dynamics 365 in any capacity, it’s worth checking out (http://365saturday.com). These events are… Continue Reading Megan Walker’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Surveys
Jan29

MB2-719 Certification: Dynamics 365 for Marketing – Surveys

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I will look at surveys. The skills measured connected with surveys are shown below; Dynamics 365 for Marketing uses the existing Voice of the Customer… Continue Reading Neil Parkhurst’s...

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Goodbye: Microsoft Virtual Academy
Jan29

Goodbye: Microsoft Virtual Academy

Reading Time: 1 minute With all the changes that are ongoing within the Microsoft ecosystem, I have received a notification that the Microsoft Virtual Academy is coming to an end. This has been a very valuable resource for the community, and I often point anyone that is interested in Dynamics 365 to it. Fear not though Microsoft is not leaving us high and dry and have consolidated the… Continue Reading Dave Burrell’s...

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Livefeed of your CRM actions !
Jan29

Livefeed of your CRM actions !

Hello everyone, The other day i was thinking about a fun thing to do but which could be useful in some use cases. My mind ended up on a livefeed of actions which happen in the CRM. A fully configurable one so it can be used by anyone without technical background. Nothing revolutionary here but what is interesting in that solution is also the concepts behind the Livefeed solution. We are… Continue Reading Clement’s Article...

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{Advanced Customization}10 Tips to design CRM Views like a Pro – Nishant Rana’s Weblog
Jan29

{Advanced Customization}10 Tips to design CRM Views like a Pro – Nishant Rana’s Weblog

MSDYNAMICSBLOG BY DEEPESH Here are a set of 10 Tips to design CRM Views like a Pro: Try to limit the number of columns on the View and limit the number of scrolls that are required to be done on the View. Usually, end users do not like to scroll more than 2 times even on the Web client. Also, more the number of columns, slower the view will load as it has performance implications. In case views show All Records then out of box status...

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Recommended reading for software engineers
Jan29

Recommended reading for software engineers

In my whole life, I have known no wise people who didn’t read all the time – none, zero. Charlie Munger Books allow you to delve deep into a topic, stop focusing on doing and think about your situation, your approach and effectiveness.  Spending time on design before writing code creates better quality code, thinking about how you code, run a scrum team, deliver a project, work with people helps you do these things better. Reading a...

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Export Reports from Dynamics 365 to PowerPoint
Jan28

Export Reports from Dynamics 365 to PowerPoint

Microsoft Dynamics 365 now offers an option to export reports to PowerPoint in addition to the formats such as Excel, PDF and other file formats which have been supported for several versions.  Here is how the Export menu looks on a report: The output of the report is converted into pages which become pages in the PowerPoint file.  By default the pages do not fit in a standard PowerPoint… Continue Reading noreply@blogger.com...

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The Rise of the Power Platfom
Jan28

The Rise of the Power Platfom

TDG – A Microsoft Community: This is the presentation Chris Huntingford did at the D365 Saturday Scotland Event on the Rise of the power platform.The post The Rise of the Power Platfom appeared first on TDG. Continue Reading Chris Scruff Huntingford’s Article on their blog

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D365 Quick Tip: Shortcut to Settings from the Unified Interface
Jan28

D365 Quick Tip: Shortcut to Settings from the Unified Interface

If you’re spending time looking and wondering that you always need to go to the app switcher to go the Settings from the Unified Interface, you need to do the following – Once you are in the Unified Interface, click on the Gear icon next to the help icon on top-right corner as shown below and click Advanced Settings –   Right on the next tab, Settings with the classic UI is shown – And… Continue...

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20 minute build CanvasApp, from:365 Saturday – Power Platform Over –
Jan28

20 minute build CanvasApp, from:365 Saturday – Power Platform Over –

TDG – A Microsoft Community: If you attended 365 Saturday in Glasgow. You may have attended Chris Huntingford’s session on the Power Platform overview – I was sitting in the crowd building a Canvas App as part of his session for Leads management that had a floating haggis – all built in around 15-20 minutes. Please download it from here.The post 20 minute build CanvasApp, from:365 Saturday –…...

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D365 Saturday Scotland shared resources.
Jan28

D365 Saturday Scotland shared resources.

As one of the organisers of D365 Saturday Scotland it was amazing to see everyone at the event, the downside to this is that I missed a lot of the great content being delivered. Due to FOMO I have been have been reviewing the slide deck which have been shared by the presenters to get a small snippet of them where I can. It dawned on me as I was doing this that having a bit of a directory to the slide decks and related content might no...

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D365UG Birmingham – Feb 6th
Jan28

D365UG Birmingham – Feb 6th

We have two fantastic topics planned for our next D365UG Birmingham event. One being about Logic Apps and the other being Dynamics 365 for Marketing. I’ll be demonstrating Marketing and I’m currently busy preparing my demo. Why not join in???   Joe Gill (Irish MVP and absolute Rockstar) will talk to us about Logic Apps. I’m definitely looking forward to that. I’m also presenting!… Continue Reading Neil Parkhurst’s Article...

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MB2-719 Certification: Dynamics 365 for Marketing – Events (Part Two)
Jan28

MB2-719 Certification: Dynamics 365 for Marketing – Events (Part Two)

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I will look at events. This post is the second of two describing the functionality we have in Dynamics 365 for Marketing connected with events. You can view… Continue Reading Neil...

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Exam 70-778 Revision Notes: Publish and Embed Reports
Jan27

Exam 70-778 Revision Notes: Publish and Embed Reports

Welcome to the eleventh post in my blog series concerning Microsoft Exam 70-778, where I hope to provide a revision tool for those planning to take the exam or a learning aid for those looking to increase their Power BI knowledge. In last week’s post, we covered a broad spectrum of topics ranging from Dashboards through to integrating on-premise data sources within Power BI Online. Dashboards… Continue Reading The CRM...

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MB2-719 Certification: Dynamics 365 for Marketing – Events (Part One)
Jan27

MB2-719 Certification: Dynamics 365 for Marketing – Events (Part One)

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I will look at events. From the extract of the skills measured statement below you can see that events (and webinars) make up an important section of the… Continue Reading Neil Parkhurst’s...

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The A-Z of Marketing & Branding
Jan27

The A-Z of Marketing & Branding

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. This post is a written article based on a presentation I delivered at the D365 Saturday Scotland event held in Glasgow on January 26th, 2019. It’s a collection of tips and ideas of mainly out of the box functionality you can use to keep the marketing and branding of your organisation consistent, with… Continue Reading Megan V. Walker’s...

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MB2-719 Certification: Dynamics 365 for Marketing – Customer Journeys
Jan27

MB2-719 Certification: Dynamics 365 for Marketing – Customer Journeys

I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing for this exam. In this post I’ll review customer journeys. You can see the skills measured statement for customer journeys below. They are a key part of the MB2-719 exam and I would… Continue Reading Neil Parkhurst’s...

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Develop 1 Limited Blog | DateTimes – it’s never the last word!
Jan27

Develop 1 Limited Blog | DateTimes – it’s never the last word!

Way back in 2011 I blogged about the behaviour of DateTimes in Dynamics CRM (as it was then!). I titled the post ‘the last word?’ but of course, it’s never the last word when it comes to a technology that is always moving forward. This post aims to explain where we are today with Date & Times fields inside the Common Data Service for Applications (CDS) and PowerApps. User Local vs. Time Zone… Continue...

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D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?
Jan25

D365 Quick Tip: Why BPF wouldn’t appear in D365 Unified Interface?

Got stuck trying to figure out why the Business Process Flow you created/modified couldn’t be seen in the Unified Interface? Like I have this BPF called ‘Onboarding Process’ But when I look at the form on the Sales Hub, it won’t show up   And when I Switch Process and try to apply, it won’t apply either Where could we check to make sure it appears – Whether it was Activated. Whether it...

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Microsoft Flow & IOT
Jan25

Microsoft Flow & IOT

TDG – A Microsoft Community: See Article for thisThe post Microsoft Flow & IOT appeared first on TDG. Continue Reading joao_lucindo’s Article on their blog

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IoT Button: Process automation with Microsoft Flow using NodeMCU and Arduino IDE
Jan25

IoT Button: Process automation with Microsoft Flow using NodeMCU and Arduino IDE

TDG – A Microsoft Community: IoT Button: Process automation with Microsoft Flow using NodeMCU and Arduino IDE   In this article it will be developed an IoT button applied to the scenario of maintenance of a coffee machine using Microsoft Flow. However, it can be easily adapted to any other scenario or application. Requirements Access to Microsoft Flow or Azure Logic Apps Arduino IDE NodeMCU… Continue Reading...

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How to install the Data Gateway
Jan25

How to install the Data Gateway

I wrote a post a little while ago about how to use Flow to synch Dynamics 365 record changes to an on prem database using the Data Gateway. In this post I wanted to show how easy it is to install the Data Gateway.  The data gateway acts a bridge between your on-premise data sources and your cloud services such as PowerBI, PowerApps, Flow and Logic Apps. You install the Data Gateway on an… Continue Reading Joe Gill’s...

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Collapsible Sections
Jan25

Collapsible Sections

TDG – A Microsoft Community: The forms are connected to CDS Account entity. You can connect to any data source you want.The post Collapsible Sections appeared first on TDG. Continue Reading Ee Lane’s Article on their blog

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Get End-to-End Project Management Capabilities with Project Service Automation
Jan23

Get End-to-End Project Management Capabilities with Project Service Automation

What is Project Service Automation?  Microsoft Dynamics 365 Project Service Automation (PSA) delivers a cloud-based project management application that keeps each step of the project moving forward, and each employee in the working productively. PSA enables project-based organizations to deliver customer engagements’ on-time and within budget through an end-to-end solution for sales,… Continue Reading Laura Brewer’s...

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Failed to Generate Excel error when trying to Export Data from Advanced Find
Jan23

Failed to Generate Excel error when trying to Export Data from Advanced Find

Here is the most common issues seen while trying to Export data to Excel from an Advanced Find view. And you end up seeing this error which says ‘Failed to Generate Excel’ – Getting the Error So this is what you typically do – When you run an Advanced Find and click on Export when you see the results Or, when you are in an entity’s view and you want to Export to Excel right from the ribbon… Continue...

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Introducing Dynamics 365 AI for Customer Service
Jan23

Introducing Dynamics 365 AI for Customer Service

Introducing Dynamics 365 AI for Customer Service ” Incremental Group Microsoft has announced that their new AI solution, Dynamics 365 AI for Customer Service, will be generally available from 5 th April 2019. AI for Customer Service is part of a new series of applications focusing on providing useful artificial intelligence (AI)....

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What’s Coming in April 2019? Start from PowerApps & Flow
Jan22

What’s Coming in April 2019? Start from PowerApps & Flow

As promised, Microsoft published the release notes for the April 2019 release wave on January 21st. Instead of just a high level blog post, there’s a huge list of items in 16 top level categories at the docs.microsoft.com site. If you want to consume the content in an offline mode, there’s a PDF version available of the same content, with 315 pages of April 2019 release notes. 315… Continue Reading Jukka Niiranen’s Article...

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Building XrmToolBox Tools, Part 2
Jan22

Building XrmToolBox Tools, Part 2

Finally getting a chance to finish up my Part 2 post! This post is a bit long as we discuss tools and templates used to build XrmToolBox Tools, how to get started with debugging, a review of the sample code, and step through constructing our own Tool. Note that for this post, I am assuming that you have some development background and are familiar with Visual Studio and C#. In our… Continue Reading Jim Novak’s Article on...

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Linear Slider Custom Control in D365 v9.x UCI
Jan22

Linear Slider Custom Control in D365 v9.x UCI

Using Custom Controls is the new cool in Dynamics 365. Specifically, if visual cue of approximation or ‘to what extent’ is priority over the textual/numeric data, using Custom Control is the best way forward. Something like this – Use Case In my use case, I want to know the client budget so that I keep Quotes for them around the range they can afford. Now, number will give me an idea…. Continue Reading priyeshwagh777’s...

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Moses Chats with Bruce Sithole
Jan22

Moses Chats with Bruce Sithole

TDG – A Microsoft Community: We got Bruce Sithole eventually, Moses and Bruce wear Flamingo (bar man) and Panda (hugger) outfits to get the party started and when there is no… Continue Reading Brett Rogers’s Article on their...

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Using Liquid To Enhance The Portal Experience
Jan22

Using Liquid To Enhance The Portal Experience

Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. Using a Dynamics 365 Portal allows you to provide self service access to your customers. Once they are logged in, they can view their cases and any other account data you have provided. That’s great, but would about customising their experience even more? Liquid is an open-source template language… Continue Reading Megan V. Walker’s...

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Dynamics 365 and Power Platform April 2019 Release – Marketing Suite first impressions – 365lyf.com
Jan22

Dynamics 365 and Power Platform April 2019 Release – Marketing Suite first impressions – 365lyf.com

It feels like Christmas to me, and I’m tearing open my presents. Welcome to my ‘unboxing’ blog series on the upcoming D365 and Power Platform April 2019 Release. Over the next few weeks I’ll be going through the April 2019 release, module by module. I’ll be specifically looking for those gold nuggets that I think will make a big impact, as well the leaps in… Continue Reading Andrew Ly’s Article on their...

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April 2019 Release: PSA
Jan21

April 2019 Release: PSA

Reading Time: 1 minute As many of you will know the April 2019 release note has become available today. I will be updating over the next few days on my thoughts on each of the areas and the exciting things that are coming. I thought I would start with this one though as it is by far the smallest section in the notes at a single page. This short update is however exciting and one to… Continue Reading Dave Burrell’s Article...

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Moses Chats with Daniel Gad
Jan21

Moses Chats with Daniel Gad

TDG – A Microsoft Community: Violets are Red & Roses are Blue… ??? Moses narrates Dan’s wedding to funny text messages about Rabbi’s or Rabbits. To rocking up in Rolls Phantom to… Continue Reading Brett Rogers’s Article on their...

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Filter, Search, and Lookup functions in PowerApps compared. – Nishant Rana’s Weblog
Jan21

Filter, Search, and Lookup functions in PowerApps compared. – Nishant Rana’s Weblog

These are functions to find one or more records in a table.   Matches by a formula or a single string * Multiple formulas accepted Returns multiplerecords or a single record Returns the subset of the original dataset or one value No record found Function to check if no record found Filter Formula Yes Multiple Subset Empty table IsEmpty Search String No Multiple Subset Empty table IsEmpty Lookup Formula No First Single One value Blank...

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AI for Marketing Preview (my first look)
Jan20

AI for Marketing Preview (my first look)

AI for Marketing Preview (my first look) Its mad to look at the calendar this week and see that in single figure (overnight) sleeps that an event I have been organising with @TheMarkChrisitie will be here and there is no going back. If you have not seen us promoting that on Saturday 26th January 2019 in Glasgow at Strathclyde University TIC we are hosting #D365SaturdayScotland. Where have you been….why are you reading my blog??...

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Exam 70-778 Revision Notes: Report Publishing, On-Premise Gateway & Creating Dashboards
Jan20

Exam 70-778 Revision Notes: Report Publishing, On-Premise Gateway & Creating Dashboards

Welcome to my tenth post in a blog series aimed to provide a revision tool for Microsoft Exam 70-778, and for those looking to increase their expertise in Power BI. In last week’s post, we explored the possibilities developers have to leverage Power BI within their applications and how the Power BI API relates to all this. As we now get into the home stretch, this weeks post combines two exam… Continue Reading The CRM...

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365 Saturday, London – 2019
Jan20

365 Saturday, London – 2019

TDG – A Microsoft Community: Wow! Where do I start, I type this through slightly blurry eyes thanks to an immense after party with the Solgari team, the Maximus IT team, the Power Apps champions (@keith_whatling , Samit & Martin), our very own TDG CL’s (@roryn, @khill, @chrishuntingford and myself) and so much other awesome people Ana Maria Demeny, Artur Zielinski, Guido Preite, Daniel… Continue Reading William...

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SharePoint Modern Lists: Force forms to open in full size
Jan20

SharePoint Modern Lists: Force forms to open in full size

TDG – A Microsoft Community: SharePoint list forms on modern experience lists will open in a dialog side box by design (at the moment of writing this post, no out-of-the-box options are available to change this). In my opinion for non-customized forms that’s ok, but for PowerApps forms in SharePoint lists, the layout is not fine when the form layout becomes large, due to currently the forms… Continue Reading...

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Dynamics 365–Download April ’19 (Spring) Release Notes | Greg Olsen
Jan20

Dynamics 365–Download April ’19 (Spring) Release Notes | Greg Olsen

Home > Dynamics 365, Microsoft, Power Platform > Dynamics 365–Download April ’19 (Spring) Release Notes Dynamics 365–Download April ’19 (Spring) Release Notes JAN 21 2019 The Spring 2019 release notes have been released by Microsoft for Dynamics 365.  The April ’19 Spring release notes outline all new features that will be released from April 2019 through… Continue Reading yellowduckguy’s Article on their...

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D365 Quick Tip: Choose how currency field is displayed
Jan20

D365 Quick Tip: Choose how currency field is displayed

In D365 CE Apps, you have 2 options to display the currency fields, by symbol or by the currency code. Symbolic representation Currency Code representation Setting With a simple setting, you can apply this change organization wide. Navigate to Settings > Administration > System Settings and under General tab, look for Set the currency display option. Pretty simple! Continue Reading priyeshwagh777’s Article on their...

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Microsoft Dynamics 365 without code: Increase Sales with Dynamics 365 AI for Sales
Jan19

Microsoft Dynamics 365 without code: Increase Sales with Dynamics 365 AI for Sales

This is part-1 of my blog series on AI with Dynamics 365. In my earlier blog I discussed about the need for systems of intelligence and how Microsoft has introduced a suite of AI apps with Dynamics 365. This blog is on Dynamics 365 AI for Sales. Enterprise clients want a healthy sales pipeline with motivated sales force. It is vital to provide all necessary tools for the sales person, to… Continue Reading Mihir Shah’s...

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