A while back, I posted about the new visual hierarchy that became available (link here). This feature is now extended, which allows you to create your own multi-table visual hierarchy 😍. Personally speaking, I love this feature since it is a great and organized visual representation of the data. In…
Category: Model-driven Apps
Make Sales Fun again, How to configure your own Gamification
Making sales fun again and driving adoption, that was, in essence, what the gamification module was all about. Some of you can perhaps still remember the classic gamification module. Now it is time to configure your own gamification via some simple customizations. In this blog, I would like to demonstrate…
Smarter Navigation in Model-Driven Apps: Balancing Personalization and Control
When building a model-driven app, the menus can grow rapidly because lots of menu items are being added. Smarter navigation in model-driven apps can help tailor this by making it more “personal”. For most of these, you can decide in which Area or Section you want to add these, but…
Track your sales goals using Goal management
The functionality has existed for a long time already. Goal Management allows you to track your sales goals. When my Dynamics CRM journey started, back in 2015, this feature already existed. I believe it never changed that much over time, and perhaps a bit underestimated if you ask me. When…
The new Visual Hierarchy experience
A while back, I posted something on LinkedIn (URL to post: here) where I shared that the hierarchy control was going to be deprecated soon. The cool thing is that now there is a new Visual Hierarchy experience that looks really nice and has improvements in comparison to the previous…
Enhance your data using AI Prompt columns
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….
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…