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…
Reporting
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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…
Reporting
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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…
Sales
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Reopen a won quote, as simple as that?
On the opportunity record, this functionality has already existed for a long time, and I have had lots of requests from colleagues who were asking, “Can I reopen a won quote? ” because the customer came back to us, and now I need to make a few minor changes to…
Dataverse
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Finally there, hide a choice column value, or not?
Some of you still probably know them as option sets, but nowadays they are called Choice columns, and Microsoft has recently released functionality to hide the choice column values. But the question is, is it working like we think it is or not? I have seen some threads on the…
Reporting
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Classic vs Power Automate, different ways of using Word templates
Recently I wrote about the differences between the classic way of generating Word templates vs the new way of managing this via the Power Platform Admin Settings (blog here). This was discussed in the Power Platform BOOST Podcast (Power Platform Boost Podcast) from Nick Doelman and Ulrikke Akerbæk and Nick…
Copilot
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Using Copilot to visualize data in views
Another promising preview feature that has been released recently, now you can use Copilot to visualize data in views 😍. Based on the data and columns in your views, Copilot can now generate charts for you. These charts are, same as in the traditional charts, interactive which therefore allows you…
Model-driven Apps
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Smooth UI or not? Create Word and Excel templates
Microsoft has transformed the settings from the classic user-interface settings to a new way of managing the settings via the Power Platform Admin Setting app. This week I faced a setting where I believe unfortunately the classic interface has more advantages: create Word and Excel templates. Most people will remember…
Model-driven Apps
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Manage access of views via security roles
It is still in preview but has massive potential, to manage access of views via security roles. Microsoft announced this and I saw a few community members blogging already about it but I must admit, I was a bit skeptical in the beginning but after having a chat with Megan…
Model-driven Apps
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Help, how to configure help feature?
Have you ever pressed the ? button in the main ribbon? When you are new to Dynamics 365 you have perhaps clicked on this to check the documentation or when you already work day in and day out with it, perhaps you clicked on this accidentally because you were too…