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Tag: #365blogpostin365days

{Do you know} Power Pages Trial period is for 90 days

uk365guy

Hello Everyone,

Today i am going to share Power Pages Trail period now extended to 90 days now.

Let’s get’s started.

When you want to do some PoC on Power Pages or get started with Power Pages, you usually get 30 days trial period and sometimes it’s not enough so now microsoft providing 90 days trial period.

So websites created in a PRODUCTION Power Platform environment will start as a 90- day trial. The longer trial duration will give makers a longer time to develop their websites without concerns of losing site access within 30 days or having to start paying for licenses by converting the websites to production mode.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to } enable show emails as conversation on timeline

uk365guy

Hello Everyone,

Today i am going to show how to enable show emails as conversation on timeline.

Let’s get’s started.

Sign in to Sales Hub.

Click on settings and then Personalization Settings. This displays the Set Personal Options dialog box so you can use the following steps to enable the email view on timeline.

Select the Email tab.

Select the Show emails as conversation on timeline check box.

Select OK.

The email conversation view is based on the user preferences. Personal Settings are tied to the user, not the form, which means when you enable the threaded email, the setting is applied to all of your timeline views.

That’s it for today.

I hope this helps.

Malla Reddy Gurram (@UK365GUY)
#365BlogPostsin365Days

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{Resolved} The report can’t be viewed because the underlying dataset uses row-level security(RLS) in Dynamics 365 Power BI Report

uk365guy

Hello Everyone,

Today i am going to show how to resolve the report can’t be viewed because the underlying dataset uses row-level security(RLS).

Let’s get’s started.

When an end user try to see the report published using Power BI and dataset used in the report have security roles associated with it, then the user who is accessing the Power BI report on Dynamics 365 Model Driven App then this type of error message will appear.

How to resolve it?

Need to check the report existing Dataset Security settings and Role-Level Security was empty for the report, so compared it with an existing report and added the related CRM Users “User Group” to the Report.

Add the Row-Level Security group to the report (see above screenshot).

Reason for the error message in my case is due to :

From app the dashboards reference are located in the Solution i was working on, for some reasons the default report value was empty, so it was not pointing to a report and causes the “Failed to get report Error message”

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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How to switch to new Org Chart from old version on Dynamics 365 Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to switch to New Org chart will fully replace the old version.

Let’s get’s started.

Login into Dynamics 365 Sales

New Org Chart:

Help sellers gain a deeper understanding of account hierarchies and contact influence levels within an account.

Org Chart help you visualize the hierarchy and relationship between departments and roles in your customers organisations.

Note: Starting October 2023, the new org chart will fully replace the old version: Features includes:

Improved Experience: Now access the org chart from contacts form as well. All the contacts associated with the account will be pre-loaded into a list on the left pane. Easily drag and drop from the list to build your org chart.

Add more information: Define contact’s influence level by adding labels or by setting them as assistants.Keep track of important information by veiwing and adding seller notes.

Do more by upgrading your license: Understand the relationship health with your contacts at a glance and stay connected to them through the LinkedIn Integration.

Contact labels:

Now you can create custom labels or modify existing ones and define the label colours through the link below.

1.System administrator or similar role users can turn on org chart feature for sales managers and sellers in your organization.

2. If you have a Sales Manager, Salesperson, or similar role, you can manage org charts and view org charts.

Permissons required:

Roles other than sales managers or salespersons should have permissions to custom entities.

Custom Entities – Microsoft Orgchart node entity – Organization – Create, Write, Read, and Delete

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} How to add Power App to Microsoft Teams as a tab.

uk365guy

Hello Everyone,

Today i am going to show how to add Power App to your Microsoft Teams.

Let’s get’s started.

Suppose your Sales teams always use Dynamics 365 Sales for day to day work, and “Adding the Power App to Teams” will give a chance for your sales team to work from Microsoft Teams instead of logging into Dynamics 365 Sales Hub.

Login into www.make.powerapps.com

Select the model driven app and click on “Add to teams”.

Microsoft Teams will be opened and then select the team or channel to show this sales hub, so that it will show to your entire team as tab.

Tab will be created and save it.

Finally Sales Hub is added as a tab for your sales teams, see below.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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