Formula columns are great, just read Work with Dataverse formula columns. But there are some limitations in the Power Fx functions you can use, as well as with the return types.. Need a formula column returning a whole number? Make it a decimal with 0 precision. Need to produce currency? Make a formula to return...
Author: Aloye Computer Enterprises LLC
How to use /mention in Outlook web client for Dataverse records?
One of the most common scenarios that business has in day-to-day life is, sharing the information of Dataverse applications with your colleagues on an email. In general, you need to jump out of Outlook web experience and open your Dataverse record and then copy and paste the link of the record into your email. This...
Tip #1448: Never delete columns in translation
Another day, another guest Q&A post. (Have a tip of your own? Send it to jar@crmtipoftheday.com) Question I saw the Easy Translator · XrmToolBox was updated, so thought I would give it another try on our app which is in 14 languages. Tanguy, can i delete rows and tabs that do not require translation? Or will it...
Microsoft Dynamics CRM Partners Award Winning Profile Pages
Which Microsoft Dynamics Partners on the CRM Software Blog are getting the most traffic to their profile pages? Congratulations to the companies on this list for having the most views of their profile pages in 2023. How do readers find a profile page? They read a post and click the author profile link to find...
Microsoft Power Automate Flow improves user experiences
Microsoft Power Automate flow is an automated workflow that can be created using Microsoft Power Automate. Power Automate is a cloud-based software that allows users to create and automate workflows and tasks between multiple applications and services. Power Automate can be used to automate repetitive tasks and bring efficiencies to any organization. When...
Tip #1447: Use Parse JSON for settings
I often see makers declaring multiple settings in a Power Automate flow using a single variable per setting. For complex flows, it can quickly get out of hands as variables must be declared on the top level; they cannot be nested or even scoped. An environment variable per each setting, you say? Way to make...
Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE
Activity records like emails, appointments, tasks, and calls can be associated to additional activity participants (parties) such as accounts, contacts, leads, and opportunities through a new partylist attribute. Previously, it wasn’t possible to associate an activity record to additional related party records. With this feature, users will be able to associate activity records with additional...
How to Provide Outside Telemarketers with Access to Your CRM System
An easy-to-use Telemarketing Feature for CRMPlus365 or Dynamics 365. https://www.crmsoftwareblog.com/wp-content/uploads/Telemarketing.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how we’re using our own CRMPlus365 system for telemarketing. We just started a telemarketing campaign and we have somebody from the outside doing the dials. If I click up...
How Employee Feedback Transforms Dynamics 365 and Empowers Resistant Users
When it comes to getting the most out of Dynamics 365 for your team, feedback loops are key. They not only enhance performance but also serve as invaluable support systems for users who may initially be resistant to Dynamics. In this article, we’ll delve into the significance of feedback and its transformative impact on addressing employee...
Tip #1446: Empty array in Power Automate
To create an empty array in a Power Automate formula, just use json('[]'). That’s it — there’s your entire tip. But when might you need this? Let’s say you’re working with the same third-party service as I did the other day. The service returns an array of objects, and you need to loop through the...
