Welcome to my RU-vid channel, where we talk all things Dynamics 365, Power Apps, Power Platform and user adoption. My goal is to provide valuable tips, tricks and late-breaking news about Dynamics 365 and the Power Platform that can equip you to better manage your system and enhance user adoption at your organization!
Hi there! I am unaware of any way using out-of-the-box functionality to do that. I'd suggest checking into custom code as your solution. Though... if you don't allow creation of anything on your timeline - why would you have a timeline?
Great Thanks for sharing. I have a question: Can we deploy environment setting from DEV to another environment? or should work each setting in each environment setting manually? Thanks in advance
Hi there, thanks for your question! The environment-level settings cannot be deployed between environments. You'll have to update settings within each environment in the Power Platform Admin center. Maybe this will be updated in the future, but that's the answer for now! :)
I have the focussed indicator option available on focussed view in sales accelerator against contacts, but cant find the indicator in focussed view of contacts home grid. I have checked settings and it is there actually but not showing on the ui. I am system administrator of the environment but cant see it. Any idea what could be the issue here?
Hey there! First of all, you're off to a great start!! Which model-driven app are you using? If it's easier to chat via email, feel free to send me one heidi@reenhanced.com.
Hi Heidi, I’m new to CRM. I’ve added Status Reason to the pipeline view but it is not editable. How can this field be made to be editable in this view? I had made it editable in the form. Thanks
Great solution for creating the required record url Heidi, which can then be used in a <a href="INSERT DYMANIC OUTPUT HERE"> Direct Link to Case </a> as @joefoodservice suggested
If anybody is curious as to how the Activities option magically appeared after the cut, you need to go to the table properties (this is the properties button in the top left panel which displays the table name etc), advanced, then select (Make this table an option when) Creating a new activity.
Hi there, thanks for your comment. For collaboration in Outlook, you'd want to look at the Copilot for Sales, or if you are using D365 CRM, you can use the Dynamics 365 App for Outlook.
so completely useless features while modern controls are still buggy and lack a huge amount of capabilities. Why is microsoft so bent on pushing out new products while leaving some of their biggest feature in preview? Having apps with half modern controls is ridiculous, but great, now I can auto complete a form? No one asked for this.
These will all require a subscription for the service. I'm not sure if any of these offer a free trial or free service, but I doubt it. Do you currently use any document signing solutions at your company? If so, I'd check if they have a connector first. If not, you can check if they have an API and then you can create a custom connector for it. Hope that helps!
Just to second Megan's comment about naming - I too have a lot of trouble with the new name. Honestly, I understand how important re-branding is from time to time, but MS takes it to the extreme. Not just Marketing, as we know. The whole D365 stack. It's the Babel of online platform branding. But anyway stepping down from the soapbox ... wonderful content in this video - thanks very much!
....and just like that, it has been removed from the release notes.... This is exactly why we recommend NOT using things in preview in your production instance. If I see it pop up again, I'll reach back out here.
Thanks, Heidi for the amazing video, I just have a question how many recommendations, and messages can we show on one field. Is it possible to have 2 recommendations at the same time to the user and let the user select from them??
GREAT QUESTION! I wasn't sure, so I tried it. Turns out you can only have one recommendation display on a field. I turned on two business rule recommendations to the same field, and when conditions were met for both, only the first I published is visible. If you need more than 1 recommendation shown, it looks like you'll need to consult Business Rule's second cousin once removed.... JavaScript!
@CRMHeidi I am now learning to transition away from workflows and starting to use power automate 😅.... I loved your tutorial on sending a teams message for won opportunities and using a HTML table .... it blew my mind and I impressed the client 🎉.... you're super 👌
Thanks for the video, Heidi. I am creating a lead record in D365 when a form is submitted. How would I add the document to the SharePoint folder of the lead record?
Great question with a complicated answer. I'm assuming you want to use out-of-the-box Document Management with SharePoint through Dynamics 365. If that is the case, you'd have to find the folder in SharePoint first. After that, you would use the same trigger, but your first action would be to create a lead in Dataverse (add new Dataverse record action). Then, you can lookup or create the folder in SharePoint for the lead, which is where you store the attachment. If you need help on this flow, we have this awesome service if you are interested: reenhanced.com/products/power-automate-consultation/ Or email me at heidi@reenhanced.com.
Good video. One thing that confuses me is the difference between: 1) created a standard table and enabling Acitvities ( as you have just shown) veses 2) creating an activity table.
Hi there, thanks for your question! Let me know if this clears it up for you: 1. Creating a table and enabling Activities: You are creating a new table (entity) in Dataverse and allowing Activities to be appended to it. 2. Creating an activity table: this creates only a custom activity type that can be added to a record's timeline. It would work the same way Phone Call, Task and Appointment do today. For this video, I was specifically pointing out the setting you need to check to allow your table to display in the Dynamics 365 App for Outlook.
@@przerazajace-historie I have two things to check: 1. Look at your model-driven app and make sure your table is added to the site map, and 2. Look at security roles and make sure your users have proper permissions on the new activity table.
Hi there! Are you looking for in-app notifications? Check out this article from Microsoft Learn: learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/send-in-app-notifications
>Optimizing Dataverse for Model-driven App Global Search No 'optimization' hints. only 'how to turn on\off' BTW1 why you index tables with '0 columns'? Its better to remove those until you have columns to index. BTW2 ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-46Q-ckGN2Q0.html - here you can use Ctrl+F for search BTW3 to 'optimize' global search - you need to do auditing of indexed columns, consider search scenarios - i.e. thats a bad idea to index some system data columns, or i.e. optionsets. But names and some unique ID i.e. 'Account autonumver' should be indexed if they are used by people in the org.
Unbelievable. I, too, was growing incredibly frustrated with the info out there to do something that should be SO SIMPLE! BOOM! Done & done! Finally, our email notifications for leads, cases, agreements, assets etc. no longer have a generic link to the VIEWS page, they actually link directly to the specific instance... ::wiping tears from eyes:: Thank you Heidi!
Figured it out... Switch "send an email step" to HTML. Then use HTML and paste output "link" in between the quotes, and desired link text as in our "Direct Link to Case" example -> <p><a href="INSERT DYMANIC OUTPUT HERE"> Direct Link to Case </a> </p>
