Transferring records from one user to another in Dynamics is typically an easy task. If you're dealing with a single record or a few records, you can handle it manually. However, when you need to assign all records owned by a particular user to another user or team, it becomes a more significant undertaking. Thankfully, … Continue reading Simplifying Record Reassignment in Dynamics
Organizational Settings, also known as Org Settings, encompass a set of configurations that facilitate the management of environment settings in Dynamics. These settings play a vital role in optimizing the user experience and functionality of Dynamics. Let's explore a few examples of these settings: DisableNavTour: By overriding the navigation tour setting for the entire organization, … Continue reading Modifying OrgDBOrgSettings Configuration with Power Automate
Power Apps grids are a versatile tool that allows users to view and edit data in a table format within a Power App. There are several customizable properties included with the control that let users tailor the grid experience for that table. To modify any of these properties, select Edit in the corresponding row, and … Continue reading Never miss the Jump Bar with Alphabetic List to filter your views again!
Side panes are a type of interface component that can display related information or actions to the user in a panel on the side of the screen. This can be particularly useful for improving the user experience by reducing the need to switch between different pages or tabs. Here's an example of how to use … Continue reading Taking Your Model-driven App to the Next Level with Xrm.App.sidePanes
Power Automate allows you to send in-app notifications to users in Dynamics 365 model-driven apps. Here are the steps to follow: Create a new flow: Open the Power Automate designer and create a new flow. Add the "Create a new record" action: Select the "Create a new record" action and choose the "Notifications" entity. Configure … Continue reading Send notifications from the power automate flow to model-driven app
The notification table in Dynamics 365 stores notifications for each user and is designed to facilitate the sending and receiving of notifications within a model-driven app. When a new notification is created, it is stored in the notification table and the system automatically polls for new notifications for each user. The notification center displays all … Continue reading Notifications within model-driven apps
In Dataverse, a business rule is a declarative way to apply a set of conditions and actions in the system. Business rules in Dataverse can be scoped at the entity level and at the form level. The scope of a business rule in Dataverse determines which records and forms the rule applies to. There are … Continue reading Plugin vs Entity scoped business rules
Real-time marketing triggers in Dynamics 365 Marketing are a powerful tool for automating marketing processes and delivering personalized experiences to customers in real-time. These triggers allow you to define specific actions to take place in response to events within the platform, such as form submissions, email opens, or changes to specific fields in records. Custom … Continue reading Move D365 Marketing custom triggers between environments
Updating security roles in Dataverse, is an important task for ensuring the security and privacy of your business data. By assigning specific roles and permissions to users, you can control who has access to your data and what they can do with it. Updating security roles in Dataverse can be done in several ways, including … Continue reading Dataverse update security role privileges in bulk
A SCOPE step in Power Automate is used to define a set of actions that are executed as a single unit. It acts as a container for the actions that are included within it, and it helps to isolate those actions from other parts of the flow. This can be useful for a number of … Continue reading SCOPE step in #PowerAutomate
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