In the dynamic world of customer relationship management, staying updated on the latest lead assignments is crucial. This guide is designed to empower CRM administrators with the knowledge to
Navigating the terminology surrounding Copilot and sales can be a daunting task. This month marked the introduction of Copilot for Sales’ premium version, leaving behind its “standard
Have you checked out the 2024 Release Wave notes for Dynamics 365 and Power Platform yet? It’s filled with exciting updates and improvements throughout the tech stack. In this blog, we will
This article is an overview of the different types of views available in Dataverse and Dynamics 365 CRM. You will learn how to work with the view canvas, adding and removing columns, changing column
I quietly launched my first online course during the last week of 2023 and I am thrilled to share the details with you here! Are you an aspiring or current system administrator in the Dynamics 365
After you have created a model-driven app, you will need to select which security roles and/or individuals can access your app. 3 Easy Steps You can share your model-driven app in three simple steps:
Dynamics 365, as a model-driven app, will use Dataverse search to power its global search functionality. Any Production environment with 2021 release wave 2 or more recent will have Dataverse search
Yesterday I held a free 90-minute webinar presenting my Summit North America session “System Admin 101.” 70 people attended it live, and I am thrilled to share the content here. You have
Calculated field in Dataverse are pretty cool ways to auto-magically perform calculations on any table. You can use them to automate manual calculations your users would otherwise need to make.
Power Automate has 15 amazing built-in connectors to help enhance your automations. Microsoft Power Automate is a powerful automation tool that enables users to automate workflows and tasks across