Tag: Tips

The following are the retention periods for various environment types within the Microsoft Power Platform, indicating that you can back up your environments for the last X number of days specified. Environment types System backup Manual backup Production with Dynamics 365 apps 28 days 28 days Production without Dynamics 365 apps* 7 days 7 days...

CRM systems, despite offering a treasure trove of customer data and interaction tools, can still lead to sales process management headaches. The sheer volume of tasks, spread across different departments (sales, marketing, customer service) can be overwhelming, and process dependencies become tangled webs. Furthermore, reporting on progress and identifying bottlenecks can be a challenge without...

Makers now have the ability to customize the Power Platform app header colors beyond the default settings, in the modern, refreshed look that’s been enabled in the app. Note: This functionality is available in build 9.2.23094 or later version. Click here to know more about your Model-driven app server version. This article will guide you...

Follow the below steps to know about the Server Version of your Model-driven app. Step 1: Open the required Model-driven App. Step 2: Click on Settings. Step 3: Click on About. A pop-up will be opened which shows all the details along with Server version. Hope you had followed all the steps and got the...

We recommend having 3 to 6 Views for every Entity in Dynamics 365 and Power Apps. Learn how to tidy up your Views with a few simple clicks. https://www.crmsoftwareblog.com/wp-content/uploads/Hiding-Views.mp4 Transcript This is Steve Pestillo from P2 Automation. Here in this video, I want to show you how to clean up your list of views. In...

Author: congruentX Understanding and adapting to the evolving landscape is crucial for success in the dynamic world of sales and customer relationship management (CRM). Recently, I was listening to a podcast, and Jacco van der Kooij, Managing Director at Winning by Design, made an appearance, sharing important insights on significant shifts in sales performance metrics and...

    A Dynamics 365 plug-in is a powerful feature that can allow you to inject custom functionality directly into your CRM. Plug-ins extend the limits of the native automation tools available within Dynamics 365. Whether you’re looking to automate complex business processes or simply streamline daily tasks, plug-ins are an essential tool for any...

When you use loops like ForAll function in a low-code plug-in, ThisRecord will change its meaning from the table row associated with the plug-in run, to the row inside the loop. Disambiguating is fairly straightforward… once you know how. (more…) The post Tip #1460: Loops and ThisRecord in low-code plug-ins appeared first on Power Platform...

Migrating from an on-premises Dynamics CRM system to Dynamics 365 in the cloud involves several considerations that can impact the success of the transition. It includes upgrading to more modern software as well as moving data and operations from local servers to a managed cloud environment. This can offer numerous advantages in terms of scalability,...

Prior to the advent of Copilot, sales groups were bogged down by the management of intricate client relationships and manual duties, affecting the effectiveness of lead management. This often resulted in hindrances in acquiring leads and opportunities. Does that ring a bell? If you answered ‘yes’, then continue reading. Currently, with the integration of Copilot...