Another preview feature that will make a lot of people excited is that you are now able to find, sort, and filter views using Copilot. Using your AI prompting skills in Copilot allows you to work with data more efficiently. At the moment you already have some of this functionality…
Category: Model-driven Apps
Power BI
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Visualize your view with Power BI
Sometimes you stumble upon a feature that makes you think “that is pretty cool 😎”. There are plenty of ways of interrogating sales data within Dynamics 365 which I will touch in a bit, but there is also an option that I was not aware of is to visualize your…
Power Automate
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Get your quote approved with workflow approvals using Power Automate
Inspired by a number of great people in the community who wrote about Workflow Approvals using Power Automate in the past I wanted to use this in a prototype based on requests that I have seen in the field. This idea is translated into the use case I have used…
Model-driven Apps
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New Column Security Profile experience
most of you perhaps still know it as Field Security Profiles but it depends on whether you are working via the “classic interface” or using the Power Platform Admin Center for example and are more familiar with the term Column Security Profiles. For a long time, both options were still…
Sales
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Enhanced grid options to analyze data
With the Microsoft 2024 Wave 2 release there is another great feature available which allow sellers to have enhanced grid options. This allows you to analyze for example opportunities or quote data a lot quicker and more efficiently. Move left Move right This is one that is perhaps the simplest…
Copilot
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How to add Copilot to a model-driven app
Have you ever wanted to add Copilot to a model-driven app? There is a simple way of doing this. When opening the Sales Hub App you immediately notice that on top of the menu, the Copilot menu item is there. In order to add Copilot to a model-driven app, I…
Model-driven Apps
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Sublime way of collaborating on a record in model-driven apps
Sometimes you come across something that you think “Ah that is kind of cool”. I had such a moment this week where I came across something around collaboration on a record within a model-driven app. It is already there for a couple of months based on what I can see,…
Model-driven Apps
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Awesome refreshed look for Model-Driven apps.
Microsoft has released a new awesome refreshed look to model-driven apps. The classic theming, where you were able to select a color by using a color picker, was user-friendly and allowed you to compare different themes quite easily. The new refreshed look allows you only to modify the colors that…