Category: D365 Sales
Conversational CRM: How to use Sales Agent in Microsoft 365 Copilot (preview)
I am sure most of you have heard of Copilot for Sales, which was announced by Microsoft in the fall of 2023. Back then you had to pay an additional fee for Copilot for Sales, but today it is available to all users who have a Microsoft 365 Copilot license. If you’re not familiar with the functionality of Copilot for Sales, let me give you some more details on this.Read More
Visualize Complex Relationships with New Hierarchy Control
Last September I wrote an article introducing the new Hierarchy Control for model-driven apps and how it helps us better visualize relationships between self-referencing tables. In the article I explained how you can easily visualize data within a single table, for example parent and child accounts. It was a great start, but the control still had limitations because we could only use one single table in this control, but let’sRead More
Ignite 2025 Announcements You Need to Know and Why They Matter
I was fortunate to attend Microsoft’s Ignite conference last week, and just like I’ve seen before at other conferences, we see that agents and AI are (and will probably stay) a big focus of Microsoft. After letting all the announcements sink in, one message came through loud and clear: agents aren’t just assistants anymore, they’re becoming core players in the low-code and business apps world. The Power Platform is nowRead More
Visualize data with the new hierarchy control
Previously there was a legacy hierarchy control for model-driven apps that allowed users to view N:1 (many-to-one) self-referencing relationships of a table. I always felt it is important to able to view relationships between rows using a hierarchy control because it provides clear visibility to users on how data is connected, making it easier to understand complex structures at a glance. Instead of having to navigating through multiple views orRead More
Enhance Data Protection in Dataverse with Secured Masking Rules
Have you heard of column level security in Dataverse? This feature has been around for a long time, and it allows makers to control access down to the column. Imagine you’re building an app in Dataverse. BUT, you’ve got a handful of columns with super-sensitive data, these could be social security numbers, salaries, or other private details. Most likely you don’t want any user to have access to the sensitiveRead More
What is coming in 2025 Wave 2: Dynamics 365 Sales
Microsoft has just released the 2025 Wave 2 notes for Dynamics 365 business applications and the Power Platform, and I couldn’t wait to dive in. Over the past few days, I’ve been going through the details to get a solid understanding of what’s coming as part of this wave. You’ll notice that some of these features have been announced previously but are just reaching GA and some of them areRead More
2025 Wave 1: Dynamics 365 Sales
It is that exciting time of year again! Last week, Microsoft released the plans for 2025 Wave 1 for Dynamics 365 business applications and the Power Platform. Since the announcement, I’ve been diving into the release notes to get a good understanding of all the new features and enhancements. As I do with every release wave, I am planning to write a series of articles accompanied by videos, to shareRead More
Create unique D365 views with Fetch XML Builder!
This article is the last article for 2024 and in today’s article will discuss how to use an amazing tool in the XrmToolbox that was created quite some time ago by Jonas Rapp. For the folks that don’t know Jonas, he’s been a business application MVP since early 2017 and he’s made a lot of amazing contributions to the community! The tool I am referring to is called Fetch XMLRead More
Smart Paste and Smart Grid(search) in Model Driven Apps
Have you ever had to enter information from a document, note or an email into a model driven app? Usually this takes a bit of time as you have to read the content in the document/note/email first, and then enter the information in the correct fields of a form. How great would it be to have Copilot look at all the information in that document, note or email and justRead More
