Tag: table

 

Posted by: | on January 13, 2026

Show/Hide custom buttons with PowerFX when a lookup column has no value

A friend of mine was recently trying to make a custom button on an opportunity form in Dynamics 365 Sales show on the form, but only when a certain lookup field had a value. They turned to PowerFX to make it happen but there were some some problems getting it to work correctly. For those who haven’t used it much, Power Fx is the low-code formula language built into theRead More

Posted in Configuration, Contact Center, Customer Service Workspace, D365 Customer Service, D365 Field Service, D365 Sales, PowerFX, Project Service Automation | Tags:, , , , , , , , , , , , | Comments Off on Show/Hide custom buttons with PowerFX when a lookup column has no value

Posted by: | on May 28, 2024

Configurable Copilot Summaries for D365 Field Service

If your organization is using Dynamics 365 Field Service, then you probably have seen the summarization feature for bookings and work orders. This feature is currently in public preview and it uses artificial intelligence to generate a recap for a work order or a booking record in Dynamics 365 Field Service. This summary contains information about the work order and related data, such as work order products, work order tasks,Read More

Posted in Configuration, D365 Field Service | Tags:, , , , , , | Comments Off on Configurable Copilot Summaries for D365 Field Service