Checking buttons on the command bar
This Microsoft article describes a way to check if a button is hidden on the command bar because of a
View rights to record
Here is a feature that I and many others have been waiting for a long time; see the privileges a
Merging records now a background job
When merging records, users were used to seeing the result of the merge straightaway. If something prevented the merge, a
Multi-series charts
When you create a chart with multiple series, the chart editor insists on adding a secondary y axis scale. This
Reporting and Data Visualization in Dynamics 365 and Power Platform
Here are some reporting and data visualization tools to get all that data out of Dataverse:
* SQL Server Reporting Services
Affiliated Views
When viewing a list of records e..g opportunities, within a form there is a view option called "all
Activities Report and Activities Detail Report - Circle Colours
The out of the box Activites Report only shows activites that are regarding Opportunities and Cases.
The report includes an
Sorting on multiple columns in views
In any CRM view it is possible to change the column that is sorted on by clicking the title of
Mail Merge
The process of creating and working with templates is slightly simpler when working with CRM inside Outlook.
The process within
Sending Direct E-mail to Contact requires permission on parent account
Using Direct E-mail to send to a contact requires at least read access on the Parent Customer record.
Quite why