Sales Accelerator – Dynamics 365 Sales Insight

By | June 5, 2020

During 2020 wave 1 release under continuous product enhancement, Microsoft has also released the public preview of Sales Accelerator as a new feature under Dynamics 365 Sales Insight add-on of D365 Sales module. This is a very useful feature for Sales team as this provides a tailored experience for sellers by minimizing the time they… Read More »

Use SQL to Query CDS (Common Data Service) Data

By | May 15, 2020

Since I attended the MBAS 2020 (Microsoft Business Applications Summit), wanted to try this feature and took lot of time to achieve this, hence thought of sharing this blog with you all to explain the errors I faced and how to addressed it. Finally I could query the CDS data using SQL Query. What a… Read More »

Enable Customer Service Analytics & Insight

By | May 9, 2020

During current roll-out, Microsoft has released new Preview feature called Analytics & Insights for Customer Service Module. Basically, this features are available as standalone like Customer Service Insight & Customer Service Analytics for Dynamics 365 in PowerBI. Under this preview, both these features are brought inside the Customer Service Hub itself for better navigation &… Read More »

Embedded Canvas Apps on Model-Driven Form

By | May 6, 2020

While working on one of the POC for the prospect where wanted to make use of multiple Canvas Apps within Model-driven app form, I came across this error while embedding the second canvas app on the form. You have more than one canvas app with Phone form factor, the maximum is one for this form… Read More »

Assigning Power Apps per App Plan License to Users in your Organisation

By | February 23, 2020

Power Apps license types are changed again. There are two type of license that are of use and it depends on how many apps you want to roll-out. There’s the unlimited plan (Power Apps per User Plan), and the per app plan (Power Apps per App Plan). Visit https://powerapps.microsoft.com/en-us/pricing/ for more details. Steps to assign… Read More »

Opportunities in the Kanban view – Dynamics 365 Sales – 2020 Release wave 1

By | February 8, 2020

Microsoft has recently announced the 2020 wave 1 release plan which has Kanban view for opportunities & Activities. Today, lets look at how we can configure the same for Opportunity view of Dynamics 365 Sales Note: This feature is available in the Unified Interface only. This capability is available in Dynamics 365 Sales Enterprise and… Read More »

Custom Domain & SSL Certificate for Power Apps Portals

By | January 25, 2020

Recently, I came across challenge where we wanted to enable the Power Apps Community Portal for our blog website with custom domain name & SSL certificate, hence thought of writing of step-by-step guide on how one can achieve the same. By default, your Power Apps portal will use Azure’s wildcard certificate which is used on… Read More »

Contextual Custom Help Panes in Dynamics 365/Power Apps

By | January 12, 2020

Since Microsoft has announced the UCI as default interface for Dynamics 365 Customer Engagement, there was always a question as what will be a replacement of the contextual custom help which was available in Web UI known as Learning Path, but as always Microsoft has answered it well with Custom Help Panes in UCI. Now,… Read More »

Enable Territories Out-of-the-box hierarchical relationship

By | December 8, 2019

With Dynamics 365 Customer Engagement Wave 2 release, Microsoft has released very small but useful feature as territories hierarchical view. In case you don’t get this featured enabled by default, follow the steps shown below to enable the same manually. To enable territory hierarchical view, follow the steps Step 1: Open Territory Entity in Classic… Read More »