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…
Category: Customer Insights
Copilot
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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…
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…
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…
Artificial Intelligence
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Setting up notes analysis, helpful or not?
I was looking into an issue and then I was stumbling into this feature that is finding the intent of a note on the timeline and suggesting actions from it. At first, I thought, that was pretty cool, but playing a bit more with it I questioned more and more…
Power Apps
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Power Apps Grid Control: Enable column reordering in views
Recently I have posted a few things about the Power Apps Grid Control and how you can enable the jump bar (here) or use colors in your choice columns (here) to make it more user-friendly or look nicer. When using the Power Apps Grid Control, one of the things that…
Model-driven Apps
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Use colors for choice columns in your views
Last week I posted something about the Power App Grid Control that allows you to get the jump bar back in your views (read the full post here). One of the other cool settings on this control is it allows you to use colors for choice columns in your views,…
Model-driven Apps
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Where is my jump bar in the view?
A few (Wave) updates back, I can’t remember when exactly, when you were navigating to the different menu items you would get a view with for example active accounts, but at the bottom you would see the jump bar in the view. This jump bar was very useful if you…
Copilot
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Increase efficiency with Copilot smart paste feature
Copilot features are being launched rapidly lately. Sometimes in preview and sometimes they are available to you straight away. A while back Microsoft introduced the Copilot form fill suggestions using AI. I blogged about it when it was just released (blog post you can find here) and at that time…