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…
Category: Sales
Sales
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Enable sales usage reports to gain insights
When it comes to the adoption of different business applications, one of the things that you would like to get insights in is how well the application is being used. There are multiple ways how to get insights into this, for example: Now the good news is, that when it…
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…
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…
Copilot
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The 360-degree view of an account with AI-generated summary
One of the features that was part of the 2024 Wave 2 Release is the 360-degree view of an account with an AI-generated summary. The cool thing about this feature is that it collects valuable information (in some cases configurable) and shows this in a nice and efficient way. The…
Copilot
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How Copilot can draft emails more efficient
It is still in preview, but there is now an option where Copilot can draft emails or reply to emails that will make you more efficient. Helping with the length or the tone of your email is something that Copilot can easily help with. Is all of this authentic? probably…
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…