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…
Category: Model-driven Apps
Using AI record summary for tables
One of the things that was just released in Public Preview is the AI record summary for tables (link to release plan). The cool thing about this feature is that it allows you to create your own custom AI Prompt, which will then be used to display the Copilot summary…
Prioritize seasonal sales using AI
In the past, I wrote about the UEFA Euro soccer championship and used the AI Builder prediction model to predict how well the Dutch team would perform (URL to post). That made me wonder if I could find a use case to apply a custom prediction model to one of…
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…
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,…
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…
Filter views using Copilot
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…
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…
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…
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…