D365 "Taylored" to you!

Tag: View

Posted by: Dian Taylor | on December 31, 2024

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

Posted in Configuration, D365 Customer Service, D365 Field Service, D365 Sales | Tags:accounts with no activity, Activities, fetch, Fetch XLM Builder, fetch xml, FetchXML, fetchXMLBuilder, filtering, inner, join, query, sql, View, views | No Comments »

Posted by: Dian Taylor | on December 10, 2024

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

Posted in Copilot, Customer Service Workspace, D365 Customer Service, D365 Field Service, D365 Sales, Unified Interface | Tags:Copilot, Copilot Search, Copilot Views, Grid Search, natural language, Natural Language Search, Search, Smart Grid, Smart Paste, View | Comments Off on Smart Paste and Smart Grid(search) in Model Driven Apps