The 2024 Wave 2 release includes a notable feature for developers creating canvas apps: real-time collaboration using Coauthoring. What is Coauthoring?It was previously forbidden for many creators to edit an app at once. Coauthoring allows developers to quickly author and amend a canvas application. By facilitating rapid collaboration and app development across multiple makers, this … Continue reading Real-time collaboration using Coauthoring in Canvas App
Explore Dynamics 365 Sales vs. Sales piece in Project Operations: Crucial Distinctions to Remember
For most organizations running on Dynamics 365 (D365), the traditional Sales module and the specific Sales in Project Operations are some of their best options of choice. These solutions are designed to serve distinct purposes that are aligned with different business needs. In this article, we will delve into various particulars of these differences, or more specifically, what the … Continue reading Explore Dynamics 365 Sales vs. Sales piece in Project Operations: Crucial Distinctions to Remember
How to Set up OneNote integration in Power apps
Introduction: Enabling OneNote integration to provide the advantage of seamlessly incorporating OneNote for capturing or revisiting customer notes directly within our records. This integration can be configured alongside SharePoint Online, but it requires a Microsoft 365 subscription for leveraging OneNote functionality within model-driven and customer engagement apps. Steps to Turn on OneNote integration. In the … Continue reading How to Set up OneNote integration in Power apps
How to use Flexible Height Gallery in Canvas App
In Power Apps, a flexible height gallery is a dynamic container that shows a collection of data. Based on the information it contains, it dynamically adjusts its height to fit different types of data. By adapting to various screen sizes and presenting data in an organized way, this aids in the creation of adaptable and aesthetically pleasing … Continue reading How to use Flexible Height Gallery in Canvas App
Critical Path & Advanced Task Dependencies in Project Operations
Problem Definition: As we all know, that the WBS which is visible in Project Operations is based on Project for the Web and the features such as Critical Path and Advanced Task Dependencies are not the part of the Product. What is a Critical Path? The project's estimated start and conclusion dates are determined by … Continue reading Critical Path & Advanced Task Dependencies in Project Operations
Advances and Retainers in Project Operations
Problem Definition: Earlier, milestones were used for advance payments which was not the actual purpose of it. But with the introduction of Advances and Retainers, milestones will only be used for their real purpose on fixed price lines. What are Advances and Retainers? The feature Advances and Retainers are seen on the Project Contract form. … Continue reading Advances and Retainers in Project Operations
Searching on a table is easier with Dataverse Search in Dynamics 365 CRM
Introduction: In Dynamics 365 CRM, we have different search options to search data. As we have hundreds of records of different table, Relevance Search aka Dataverse Search is a global search box that gets the record information across all the tables. There is a new feature introduced in 2022 release wave one for Dynamics 365 … Continue reading Searching on a table is easier with Dataverse Search in Dynamics 365 CRM
Disable LookUp Hyperlink in D365
Introduction While working with a Read-only grid in Dynamics 365, if a user clicks on the lookup reference it takes you to the lookup reference record, while the intention was to navigate to the actual record. Let's see how we can disable the link to the lookup reference. Solution As you can see in the … Continue reading Disable LookUp Hyperlink in D365
Assignment Rule for Lead and Opportunity Routing
Problem Definition: Unassigned Lead or Opportunity would result in loss of business. Also, inability of a seller to reach out to the customer due to overburden of lead assigned could result in loss. Solution: Assignment Rule for Lead Routing This rule helps to assign new leads and opportunities to sellers and sales team automatically, thereby … Continue reading Assignment Rule for Lead and Opportunity Routing
Join Teams meetings from in-app appointments
Introduction Earlier we used to book an appointment either by using Microsoft Teams or from MS Outlook. But now we can book an appointment from in-app appointments, also we can add links, lists and other rich text in description with new rich text editor control. These features are introduced by Microsoft in Microsoft 2022 release … Continue reading Join Teams meetings from in-app appointments
D365 Feeds 