How to use Subway Nav Creator Kit in Canvas apps – Power apps
Introduction: Steps to add Subway Nav Component Properties of Subway Nav Component Implementation: ClearCollect(col_Modules,AddColumns(‘Master Deliverables’,”Checked”, false ));ClearCollect(col_SubNav,Table({ItemKey:1,ItemLabel:”Basic Information”,ItemState:”CurrentWithSubSteps”},{ItemKey:2,ItemLabel:”Basic Details”,ParentItemKey:1,ItemState:”Current”},{ItemKey:3,ItemLabel:”Questionnaire”,ParentItemKey:1,ItemState:”NotStarted”},{ItemKey:4,ItemLabel:”Area/Module”,ItemState:”NotStarted”},{ItemKey:5,ItemLabel:”Summary”,ItemState:”NotStarted”})) [Put above code in On Start of Canvas App] Switch(Self.Selected.ItemLabel,”Basic Details”,Set(var_BasicDetails, true );Set(var_Questionery, false );Set(var_AreaModule, false );Set(var_Summary, false ),”Questionnaire”,Set(var_BasicDetails, false );Set(var_Questionery, true );Set(var_AreaModule, false );Set(var_Summary, false ),”Area/Module”,Set(var_BasicDetails, false );Set(var_Questionery, false );Set(var_AreaModule, true );Set(var_Summary, false ),”Summary”,Set(var_BasicDetails, false );Set(var_Questionery, false );Set(var_AreaModule, false );Set(var_Summary, true ),””)
How to Set up OneNote integration in Power apps
Introduction: Enabling OneNote integration to provide the advantage of seamlessly incorporating OneNote for capturing or revisiting customer notes directly within our records. This integration can be configured alongside SharePoint Online, but it requires a Microsoft 365 subscription for leveraging OneNote functionality within model-driven and customer engagement apps. Steps to Turn on OneNote integration. Implementation:
Streamlining Project Scheduling with D365 Project Operations’ Calendar Control Feature
Introduction: In the fast-paced world of project management, efficiency is key. Microsoft’s Project Operations has long been a valuable tool for managing resource and non-stocked based scenarios. However, a notable pain point existed in the previous versions, particularly when it came to managing work hours and calendars. The cumbersome process of copying work hours from resources to calendar templates and then to projects often led to confusion and inefficiencies. Fortunately, with the latest update, Microsoft has introduced the Project Calendar Control feature, simplifying the way project calendars are managed. Applies To: The Project Calendar Control feature is specifically designed for resource and non-stocked based scenarios within Project Operations. It is compatible with Project Operations in a Microsoft Dataverse environment, version 4.88.0.127, and became generally available in November 2023. The Problem Area: In earlier versions of Project Operations, work hours were set on individual resources, and a time-consuming process ensued to create project calendars. Work hours were copied from resources to calendar templates and then applied to projects. The major drawback was that these copies were static, not dynamic links. Any changes made to the calendar template wouldn’t automatically propagate to the projects already using it. This resulted in a confusing and error-prone experience for project managers. Latest Feature Update – Project Calendar Control: The new Project Calendar Control feature addresses the challenges posed by the previous workflow. Instead of navigating through the resource -> calendar template -> project process, Project Managers can now directly access and edit project work hours through a dedicated calendar tab on the project entity itself. Key Advantages: Streamlined Process: The new feature eliminates the need for intermediary steps, offering a more intuitive and streamlined process for managing project calendars. Real-time Updates: With the direct editing capability on the project entity, any changes made to work hours are instantly reflected in the project calendar. This ensures that project managers always have the most up-to-date information at their fingertips. Reduced Confusion: By removing the static copies and implementing dynamic links, the Project Calendar Control feature significantly reduces the chances of confusion arising from discrepancies between calendar templates and project calendars. Enhanced Collaboration: The simplified process enhances collaboration among project teams by providing a clear and efficient way to manage work hours without the need for complex copying procedures. Conclusion: The Project Calendar Control feature in D365 Project Operations marks a significant leap forward in the realm of project management. By addressing the challenges of the previous workflow and introducing a more user-friendly interface, Microsoft has empowered project teams to work more efficiently and collaboratively. As organizations continue to strive for excellence in project execution, embracing this latest feature ensures they stay at the forefront of innovation in project operations. Reference: What’s new November 2023 – Project Operations for resource/non-stocked based scenarios | Microsoft Learn Thank you, Sayantan for your insights!
How to view what you’ve missed in the timeline?
Introduction: The “What you’ve missed” feature in the timeline enables users to promptly identify records they haven’t viewed. This enhances their efficiency by allowing them to prioritize and scroll through relevant records as necessary. Description: In situations where multiple users collaborate on the same opportunity, it’s common for various individuals to make updates to the timeline. This feature proves invaluable by ensuring you stay informed about any missed updates and providing clarity on the progress of the opportunity. Upon returning to the timeline, missed activities are prominently featured at the top, marked with a distinctive blue vertical line. Easily access these activities by opening them directly or smoothly scroll past them. In the provided screenshot, when a user updates the timeline, the post is marked with a blue vertical line for another user. Even after updating the timeline, unread posts may move down the list, but the blue vertical line persists until the post is read. Conclusion The timeline feature enhances collaboration by highlighting missed updates, ensuring users are promptly informed, and facilitating easy access to unread posts marked with a persistent blue vertical line, promoting clarity and efficient communication. 1 Blog post keywords Sales, Timeline, D365, Highlight post on Timeline 2 Purpose/intention of the post Stay updated on Timeline with missed updates 3 Potential headline View what you have missed in Timeline 4 Blog post outline 5 Category 6 Blog post type 7 Featured image Thank you, Surbhi! for your valuable inputs!
How to create a bookmark on the Timeline
Introduction Bookmarks are effortlessly accessible tools that allow users to establish and toggle between diverse filter configurations. By default, bookmarks are enabled. Steps to Create a Bookmark 2. Click on “Bookmark,” then choose “Add Bookmark.” 3. Enter the name of the bookmark and click “Save.” 4. The entered name will now be visible in the list of bookmarks. 5. Repeat the process to create another bookmark using the same steps. 6. Clear all filters and close the filter pane. Select the “Email” bookmark. This will display only emails on the Timeline. 7. Choose the “Notes” bookmark to show only notes on the Timeline. Conclusion Efficiently manage and organize your Dynamics 365 timeline by creating bookmarks for specific filters. Simplify timeline views by selecting relevant bookmarks based on your preferences. 1 Blog post keywords Sales, Timeline, D365, Create Bookmark 2 Purpose/intention of the post Use a Bookmark on Timeline 3 Potential headline Create a bookmark on Timeline 4 Blog post outline 5 Category 6 Blog post type 7 Featured image Thank you, Surbhi for your valuable inputs!
How to use DCP – DocumentsCorePack?
Summary: A new software solution to enhance the document design and generation along with automation with respect to the Microsoft Dynamics 365 environment. It is a creation of mscrm-addons.com, a company that specializes in adding functionality to Microsoft Dynamics products. Specially developed to be useful for creating multiple documents with help of a single template, such as contracts, quotes, invoices, etc. Key features and capabilities of DocumentsCorePackSolution: Configuration Steps: Get the DocumentsCorePack Template Designer Note: The trial being created is only of 14-days and it starts automatically once you are done with the complete configuration of your service. Conclusion For businesses looking to optimize their document generation and management procedures and rely on Microsoft Dynamics 365 or Power Platform for customer relationship management, DocumentsCorePack is a useful solution. While minimizing human data entry and document handling activities, it can aid in generating corporate documents with greater efficiency, accuracy, and consistency. Thank you, Angarika Mane for your valuable inputs!