This is still in preview, but something that I was waiting for to be introduced for a while: using AI Prompt columns in your tables. In this blog, I will demonstrate two use cases and how to create your own: AI Prompting for SWOT Analysis When you work in sales,…
Single SharePoint document storage place across sales process
Let’s start with the fact that I am not a SharePoint “Guru,” so I still need to learn a lot in that area. I wanted to have a single SharePoint document storage place for the sales process of Padel Vamos. The difficulties I found when working with SharePoint are the…
Deprecation of smart email address validation
Microsoft shared that the email address validation for columns will be deprecated as of the 31st of July 2025. This feature is still in preview as of today, and based on what I found, this was introduced in Q3 or Q4 of 2023 and has been in preview since then….
Less frustrations by setting up a maintenance window
Have you ever faced the issue that you have planned to do a deployment, but by the time you are ready to import your solution, you find out Microsoft is doing an update? Setting up a maintenance window will help reduce these frustrations. When you have selected your solution file…
Slow performance on lookup columns with big datasets?
When working with big datasets within a model-driven app, it can be a very frustrating thing, the performance on lookup columns when the dataset is big. Examples of these could be Accounts, Contacts, Products, or other cases, of course, depending on the business you are operating in. When I receive…
Clever or not? Updating data using Excel
One of the most popular tools that people use and find convenient is Microsoft Excel. I have been part of so many conversations where we had discussions about being able to export to Excel (or not). Updating data using Excel can be tricky, if you don’t use it for the…
Copilot’s new form fill assist toolbar including the support of files
Still in preview, but looks very promising, the form fill assist toolbar, which also allows you to use files now. This is an extension of something that I wrote about before a while back, when the Copilot smart paste feature was introduced (blog here). At this stage, the new toolbar…
Activate a previous quote revision, that easy!
You have perhaps faced this in the past, you are working with a client on a quote. Creating multiple revisions that go back and forward, and then the client gives approval on revision 2 😅, which is closed already. Now you likely don’t want to rebuild revision 2 with the…
Download your uploaded document templates now!
This is another post in the category, “this button was not there the last time I checked it“. Last week, I already wrote about being able to apply security roles on document templates (link to post). From that same discovery, I also found out that you can now download your…
Enable security roles on templates is now available
We probably all have seen this occasionally, you are working in an area on the platform that you know, and you all of a sudden see a new button or something else that you are pretty sure was not there before. This week I spotted a new button to enable…