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Improvements on Microsoft Dataverse connector to import large dataverse tables into Customer Insights – Data.

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the improvements on Microsoft Dataverse Connector to import large dataverse tables into Customer Insights – Data.

Let’s get’s started.

Certainly! The Microsoft Dataverse Connector has undergone significant enhancements, enabling seamless import of large dataverse tables into Customer Insights – Data.

Here are the key features:

1. Selective Tables Import:

You can now select specific tables, columns, and even rows from Dataverse to import into Customer Insights.

New row filters allow you to save time by choosing only the data you need.

2. Performance improvements:

The Dataverse connector has been optimized to be best choice for importing tables.

Smoothly import large Dataverse tables into Customer Insights without previous scale or performance limitations.

3. Flexible Column Processing:

Select only the columns you want to process and output in Customer Insights.

Apply filters to exclude inactive records or include records modified within a specific time frame(e.g the last year).

4. Automatic Linking:

Tables imported via the Dataverse connector are automatically linked to the unified CustomerProfile tables in Customer Insights.

These improvements empower you with more control, faster performance, and efficient data management within Dynamics 365 Customer Insights.

No more read-only mandatory tables selections!.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Lock and Unlock customizations for other user roles on Dynamics 365 Model Driven App

uk365guy

Hello Everyone,

Today I am going to show how to lock and unlock customizations for other user roles other than Administrators.

Let’s get’s started.

Login into Dynamics 365 Sales Hub.

Click on Sales Accelerator.

Settings new work item appearance window will be displayed.

You can switch the admin mode to YES and a check box with the LOCK CUSTOMIZATIONS will appear on the right hand corner of the screen where the sellers can’t edit any changes as admin mode is turned on, and save the changes.

That’t it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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{Do you know} How to change the model driven app record icon appearance

uk365guy

Hello Everyone,

Today I am going to show how to change the model driven app appearance.

Let’s get’s started.

Login into Dynamics 365 Customer Service Hub.

Select the ” Focused View” from Account Table List view.

Then account records will be on the focused view.

Click on three dots on focused view and then click on settings:

There are four icon appearances:

1. Record Image:

2. Record Initials

3. Record Type

4. Activity Type

You can set the icon apperance based on your preferences and save the changes.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365Blogpostsin365Days

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{Do you know} Set timelines display layout types on Dynamics 365 Model Driven Apps

uk365guy

Hello Everyone,

Today I am going to show types of timelines display layout on Dynamics 365 CE.

Let’s get’s started.

How do you set this display layout on Dynamics 365 CE Timeline View.

Login into Dynamics 365 Customer Service HUB.

Open an Account record as an example:

Go to the Timeline view and click on … three horizontal dots.

As you can see the two types of display layouts:

1. Cozy: It shows brief view of the activity on the Cozy View.

2. Roomy: It shows the details of the each activity on the roomy layout

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{New} Block unmanaged customizations in Dynamics 365 CE

uk365guy

Hello Everyone,

Today I am going to share my thoughts on new feature “Block Unmanaged Customizatios in Dynamics 365 CE(Preview)”.

Let’s get’s started.

The Block unmanaged customizations feature in Dynamics 365 allows system administrators to control unmanaged customizations within Dataverse environments.

When this setting is enabled, the following operations are blocked for the environment:

You can enable from Environment settings > Feature

1. Import of unmanaged solutions: You won’t be able to import unmanaged solutions into the environment.

2. Creation of new solution components: This includes apps, tables and other customizations.

By enabling this feature, you can reduce the impact of unmanaged customizations in production environments. If you encounter any issues related to applying changes in a new version of a managed solution, consider reviewing the customizations and their impact on the environment.

Keep in mind that documentation explaining which specific customizations prevent certain changes may not be readily available, but experimenting with the “Overwrite unmanaged customizations” option might help your desired outcome.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365Blogpostsin365Days

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