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…
Category: Sales
Model-driven Apps
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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…
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…
Sales
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Activate a previous quote revision, that easy!
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…
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…
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…
AI Builder
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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…