Why this post? This post is a segment of something I covered during my User Group Summit 2019 session. This session was called “Triple Threat – Microsoft Flow, Dynamics 365, and You“. During this session I covered various ways you can utilize Microsoft Flow with Dynamics 365. If you attended the User Group Summit 2019 […]
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Creating PDF Quotes in Dynamics 365
Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365. The reason for mentioning this site is that buried in there is a great little nugget of […]
Read MoreDynamics 365 October 2019 Updates-Headers and Density
Dynamics 365 October Updates Highlights In my previous blog, I highlighted a few of the items I am excited about in the upcoming October 2019 updates. If you haven’t checked this blog out, you can find it here: https://www.crmsoftwareblog.com/2019/06/highlights-of-upcoming-dynamics-365-october-2019-updates/ Header and Density Updates First of all, you may be wondering what “Density” is. I will detail […]
Read MoreSet Up Auto-Complete Control in Dynamics 365
Have you ever needed to have a field in Dynamics 365 be an auto-complete field? If so, we will cover how to set this up in the Unified Interface. Dynamics 365 Form End Result Before we dive into how to set this up, check out the screenshots below. The reason I’m showing this early is […]
Read MoreCreate & Edit Views in PowerApps View Editor (video)
This video covers how to create and edit views using the new PowerApps View Editor. This works in conjunction with the Dynamics 365 Unified Interface. Be sure to check out the previous video “How to create a Dynamics 365 Model-Driven App“.
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