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{How to } Add a table to the Quick Create on Application Ribbon Global Home Page in Dynamics 365

uk365guy

Hello Everyone,

Today i am going to share how to add a table to Quick Create on Application Ribbon Global Home Page in Dynamics 365 Sales App.

Let’s get’s started.

Suppose you have requirement to add a table to Quick Create on Application Ribbon Global Home Page, Where do you enable this feature on a table?

When you are creating a table you have an option to check the box for Allow Quick Create.

Once you check the box then save and publish the changes…

Also check on the site map to add the Quick Create Account checked.

It will automatically appear on the Application Ribbon in Dynamics 365 Sales Global Home Page.

That’s it for today.

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

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{Do you know} Now you can directly access partners apps in Model Driven App

uk365guy

Hello Everyone,

Today i am going to share how to use partner apps straight from Model Driven App.

Let’s get’s started.

As you know there thousands of Partner Apps in Marketplace to easily solutionize your business needs, so now you can access those partner apps from your Model Driven App.

How do you do that ?

Login into your model driven app lets say Dynamics 365 Sales.

Change the settings to “App Settings”

Then in the App Extensions: Select the Partner Apps

Then you will see the Partner Apps on the right hand side of the screen.

The Apps includes Microsoft free apps and Microsoft Partner Apps too, so some of them are for free trial and then subscription based.

So overall its good feature to see this change straight inside the model driven app instead of browsing on other webiste.

That’s it for today.

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

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{How to} Enable Excel to Table in Dataverse and Canvas App on Power Platform Environment

uk365guy

Hello Everyone,

Today i am going to show how to enable “Excel to Table in Dataverse and Canvas App on Power Platform Environment”.

Let’s get’s started.

What you mean by “Excel to Table in Dataverse and Canvas App on Power Platform Environment”?

This is a new feature which allows Copilot AI to help import an Excel file to a table in Dataverse and create a Canvas App.

How to activate or install the app in your environment?

Login into www.admin.powerplatform.microsoft.com

1. Click on the environment and select the environment where you want to install the app.

2. Locate the “Excel to Table in Dataverse and Canvas App.

3. If it is not installed then click install or if there are any updates available then click on update.

A new pop up will be displayed to agree terms and conditons to update the changes.

Then the updates will be installed and you are good to go with the import of Excel file into Dataverse to create a Table and Canvas App.

That’s it for today.

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

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{Resolved} Error message Invalid Argument when classic workflow condition properties opened in Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to show how to resolve the error message when a workflow condition properties is opened.

Let’s get’s started.

Suppose you want to edit workflow condition properties, when clicked on the properties the following error message will be displayed with Invalid Argument.

In my case i had a scenario when i try to export data to excel, two field values should be same as it updates the related fields when a user updates them.

Solution:

I figured it out that there is a unsupported component on the form and so i troubleshoot each tab and sections by removing one at a time, finally there is a unsupported custom component in the control tab of the form and i have removed from the form and then i am able to edit the workflow condition properties, finally error Invalid Argument will be resolved.

That’s it for today.

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

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{How to} enable new features release channel selector on Power Platform Admin Center

uk365guy

Hello Everyone,

Today i am going to show how to select the release channel selector for Power Platform Admin Center.

Let’s get’s started.

Suppose your organisation want to enable new release features monthly channel or semi-annual channel then you need to select the changes on the Power Platform Admin Center.

How do you do that on Power Platform Admin Center?

Login into www.admin.powerplatform.microsoft.com

Select the environment and click on “Settings”.

Then expand Products and click on the Behavior

You can see the Release channel with Semi-annual channel or Monthly channel.

You can select based on your decision to release the new features either Monthly or Semi-annual channel.

If monthly channel is enabled, new end user impacting features are released each month automatically with the YYMM.1 build. Validation is available on the build one month earlier.

Note: If the features are released in July 2023, all features released will be appear as July 2023.

Feature Build is when the feature defaults on witthin the monthly channel’s default release. The Validation Build is the minimum build needed to start validating an upcoming the monthly release. The Release Short Name is used with the URL parameter to allow switching to a different release for a single session as outlined in Changing Release Channel.

For more information about the Release channels for your model-driven app click here

That’s it for today.

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

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