Exploring the Underutilized Power of Tabbed Sections in Dynamics

Within the landscape of Dynamics customization, the Tabbed Section stands out as a potent yet frequently overlooked feature. This tool offers a novel method for enhancing user interfaces, yet many may not be aware of its existence. What is a Tabbed Section? A Tabbed Section is a single-column section tailored to enhance your Dynamics forms. … Continue reading Exploring the Underutilized Power of Tabbed Sections in Dynamics →

Enhance Accessibility with Pinning Capabilities in Your Timeline

The feature to pin and unpin activities, like important tasks, to the top of a timeline ensures these items are both prominently visible and easily accessible. This functionality removes the need for agents to sift through an entire timeline for specific information. By pinning key activities, agents can drastically reduce the time spent navigating through … Continue reading Enhance Accessibility with Pinning Capabilities in Your Timeline →

Balancing Scalability and Functionality: A Discussion on Dataverse Elastic Tables

Max: Zoe, have you heard about the new Dataverse feature - elastic tables? Zoe: Yes, I've read a bit about them. They seem tailored for handling large volumes of data in real-time, right? Max: Exactly! They're great for scenarios like large retail campaigns where you might need to handle millions of transactions quickly. They automatically … Continue reading Balancing Scalability and Functionality: A Discussion on Dataverse Elastic Tables →

Incorporate Custom Icons with Tooltips into a Grid Column

Adding custom icons to your subgrid not only makes the experience more interactive and enjoyable but also leverages the adage "a picture is worth a thousand words" by enhancing the user interface to be more engaging and informative. A notable feature of Dynamics allows for the conditional inclusion of custom icons, which adds a dynamic … Continue reading Incorporate Custom Icons with Tooltips into a Grid Column →

Link activities to various related records

Introducing a new feature that allows users to connect activity records like emails, appointments, tasks, and calls to multiple related party records such as accounts, contacts, leads, and opportunities. This marks a departure from the past when it wasn't possible to link an activity record with more than one related party. Now, users can easily … Continue reading Link activities to various related records →

Enhancing Model-Driven Power Apps with Custom Pages

Custom pages in Power Apps blend the flexibility of canvas apps with the structured approach of model-driven development, elevating the app creation process. These pages enable the integration of multiple tables, facilitate defining interactions, and empower users with low-code tools to craft versatile pages, dialogs, or panes. Each custom page represents a distinct element within … Continue reading Enhancing Model-Driven Power Apps with Custom Pages →

Tracking Record Origins – Manual Creation vs. Import Jobs

Are you curious about whether a record in Dynamics 365 was created through a regular process or imported from an external source like an Excel or CSV file? Understanding the origin of your data can be crucial, especially when it comes to managing large datasets. Dynamics 365 offers a handy feature for importing data from … Continue reading Tracking Record Origins – Manual Creation vs. Import Jobs →

Setting Up the Advanced Email Template Editor Interface

In today's fast-paced digital environment, having efficient email template editing tools is vital. Now, you can elevate the email template editing experience across your organization’s applications. How to Enable the Enhanced Email Template Editor: Select Your Environment: In Power Apps, choose the environment housing your solution. Access Solutions: Navigate to 'Solutions' on the left panel, … Continue reading Setting Up the Advanced Email Template Editor Interface →

Exploring JavaScript Debugging Techniques: Disabling Event Handlers and Beyond

Are you facing common challenges when working with model-driven app forms? In this article, we'll delve into troubleshooting techniques to help you overcome these issues and optimize your experience with these forms. Deactivating the Command Bar Sometimes, you may want to disable the command bar on your form pages. With the "DisableFormCommandbar" feature, you can … Continue reading Exploring JavaScript Debugging Techniques: Disabling Event Handlers and Beyond →

[PowerTips] Mastering Mentions in Activity Feeds

In Dynamics 365, Posts are a valuable tool for sharing events or significant milestones on the timeline. They facilitate communication among team members, functioning much like an internal chat system. Additionally, Posts assist in presenting a chronological visualization of the activities associated with specific records such as contacts, leads, and opportunities, helping teams to stay … Continue reading [PowerTips] Mastering Mentions in Activity Feeds →