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How to get started with a Dynamics 365 free trial
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Customer experience | ...
How to change the default properties of the Rich Text Editor Control
Nick_Zheng 105
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Customer experience | ...
How to configure the Lookup views for a lookup field on a form
Nick_Zheng 105
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Customer experience | ...
Tip - How to set up a Condition in Power Automate flow to check if "the field...
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How to perform an unbound action

Unbound actions aren’t bound to a table and are called as static operations. Unbound actions are performed on the entire environment, not on specific tables or rows.To perform an unbound action in your flow, add Perform an unbound action to your f...

Nick_Zheng 105
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Tip – how to remove the option of creating a new record directly from the lookup f...

Scenario:The requirement is to remove the option of creating a New Contact in the Customer Name field on the Case formSolution #1:This can be controlled by restricting create privileges using Security Roles. Solution #2:Modification of an unmanage...

Nick_Zheng 105
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Tip – CRM tracking token#(auto-generated) in the reply emails

Scenario:One of agents sent an email to a client who is an existing Contact in CRM (the tracking token# is also generated automatically)then the client sent a reply email back to the customer service/support queue (the subject of the email also in...

Nick_Zheng 105
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How to get started with a Dynamics 365 free trial

Two methods that we can use to get a Dynamics 365 free trial:Dynamics 365 apps trialby this way, we can get CDS database, plus Microsoft pre-built apps (Sales, Services, Marketing, etc.)Power Apps trialthrough this method, we can only get the CDS ...

Nick_Zheng 105
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Types of Power Automate flows

Power Automate is a service that you can use to automate repetitive tasks to bring efficiencies to any organizations.You can create cloud flows, desktop flows, or business process flows.TypeTriggerUse caseAutomation targetAutomated flowCloud flo...

Nick_Zheng 105
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How to create a new publisher in Dynamics 365

Publishers indicate who developed associated solutions. there two ways to create a new publisher.Method #1 create a new publisher in Power AppsThe steps for creating a solution publisher in Power AppsGo to Power Apps portal, select Solutions on th...

Nick_Zheng 105
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Tip - Business Process flow does not appear in the unified interface

Scenario:A new Business Process flow called "Test BPF for case" is just created on Case entity, however, we cannot find it from Unified Interface. we can only find Phone to Case process BPF now.Solution #1:Go to Advanced Settings -> S...

Nick_Zheng 105
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How to customize the case resolution dialog

Customizing the case resolution dialog to suit the business needs, such as, adding fields like Resolution type, or removing fields like Remarks, if they don’t apply to your business scenarios. You can also create case resolution rules by add...

Nick_Zheng 105