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Tag: #mallareddygurram

{How to} see sales usage reports on Dynamics 365 Sales Hub

Hello Everyone,

Today i am going to show how to see the sales usage report on Dynamics 365 Sales Hub.

Let’s get’s started.

Login into Sales Hub.

Choose the Sales from settings.

Under the Sales Analytics click on Sales Usage Reports.

Opportunity Usage Reporting:

Opportunity record operations over time, Users Contributing to Opportunity record operations.
Top users creating Opportunity records, Top users updating Opportunity records, Opportunities won, Top users for most opportunities converted.

Lead Usage Reporting:

Lead record operations over time, Users Contributing to Lead record operations.
Top users creating Lead records, Top users updating Lead records, Lead won, Top users for most Lead converted.

Account Usage Reporting:

Account records operations over time, users contributing to account record operations, Top users creating account records, top users updating account records.

Contact Usage Reporting:

Contact record operations over time, Users contributing to contact record operations, Top users creating Contact Records, Top users updating Contact Records.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days.

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{Did you know} Modern security role editor experience in the Power Platform admin center

Hello Everyone,

Today i am going to share how to use the Modern security role editor experience in the Power Platform Admin Center.

Let’s get’s started.

Login into www.admin.powerplatform.microsoft.com

Choose the environment and then settings;

New window will be displayed with all the security roles and some noticable changes like display only parent security roles to toggle turn ON by default where you can be displayed only parent security role(root level) or you can turn it off.

Also you can still go to Legacy UI for security roles on the command bar.

When you select the security role and click on the “…” you can edit the security role

Once you click on the edit button then new modern security role editor will be displayed.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} refresh Power BI Report Datasets on Power BI Service

Hello Everyone,

Today i am going to show how to refresh the Power BI Report datasets on Power BI Service.

Let’s get’s started.

Login into www.admin.powerplatform.microsoft.com

Choose the the Power BI

Then you will land on POWER BI Workspace and select the report and click on refresh icon.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} to set Focused View for tables in Dynamics 365 Sales

Hello Everyone,

Today I am going to show how to set Focused View for tables in Dynamics 365 Sales App.

Let’s get’s started.

Login into Sales Hub.

Select the table like Lead , Opportunity, Account, Contact.

Click on account table and then click on the Focused view.

Now you have the visibility of the table and stay focused on the tables you are working.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)

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