Dataverse

26
Oct

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
26
Nov

View rights to record

Here is a feature that I and many others have been waiting for a long time; see the privileges a
1 min read
11
Aug

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
1 min read
13
May

Multi-series charts

When you create a chart with multiple series, the chart editor insists on adding a secondary y axis scale. This
1 min read
08
May

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
1 min read
15
Oct

Affiliated Views

When viewing a list of records e..g opportunities, within a form there is a view option called "all
1 min read
30
Sep

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
1 min read
29
Jul

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
02
Jul

Mail Merge

The process of creating and working with templates is slightly simpler when working with CRM inside Outlook. The process within
2 min read
01
May

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