[This topic is pre-release and is subject to change.] You can add a number of geospatial components to your canvas app to support scenarios that involve mapping locations and addresses. The following prebuilt components can be used for geospatial and mapping scenarios: Interactive mapAddress input Prerequisites An admin must enable the geospatial features in the Power … Continue reading Add Geospatial components to your App (Preview)
Scenario: in this post we will see how configure Node.js and Typescript into your machine to develop your first custom component (PCF). Solution: installing TypeScript we install the TypeScript compiler tsc. The compiler is the main component you need to compile your TypeScript code into JavaScript that will be sent to the browser to execute: Currently there … Continue reading How To configure Node.js and Typescript into your environment to develop PowerApps Component Frameworks (PCF)
Introduction “Send Direct Email” button allows to send an email to multiple recipients by using email templates. Also known as direct or bulk emailing. This feature was only available in Classic UI. Now, “Send Direct Email” button is also supported in Unified Interface. By default, the direct email feature is disabled. An administrator must enable the direct email feature. Enable … Continue reading Enable “Send Direct Email” button in Unified Interface
When you create a custom model-driven app, you can choose a default solution to create a site map for the app. However, the list contains solutions that are based on entity forms only. The forecast options are based on URL custom control forms and do not appear in the solution list. You must manually add … Continue reading Add the forecast grid and configuration options in a site map
Use the Activate & add quotas step to activate the forecast and make it available for users. After the forecast is active, you can download a template (Excel workbook) and upload it back with data, such as quotas and sample column types for all users who are defined in the forecast hierarchy. Note: At a time, you … Continue reading Sales Forecasting: Activate and upload simple columns data
In the Layout step of the forecast configuration, you can configure columns to define the forecast grid that appears for users. You can configure roll-up columns from option sets that are defined for opportunities in your organization. Perform the following steps to add columns and configure the forecast grid: Add columns from an option set.Configure columns.(Optional) Apply … Continue reading Sales Forecasting: Choose layout and columns
In the Permissions step of the forecast configuration, you define which team members can view and adjust the forecast data at each level of the hierarchy. Also, you can provide access to users who have specific security roles to view the forecast. To set viewing permissions In the User security field section, choose User lookup field. Choosing this field determines … Continue reading Sales Forecasting: Provide viewing permissions
Using the general properties and scheduling options of the forecast configuration page, you can define a forecast model by specifying a hierarchy and timeframe. To enter configuration and scheduling information In the General step, enter a descriptive name for the forecast. For example, SPEGA's Org FY 2020 Forecast. NOTE: By default, Rollup entity is configured as Opportunity. This value can't be … Continue reading Sales Forecasting: Define general properties and scheduling
You must select a template to create a forecast. The selected templates populate the Hierarchy route field that defines the entity type in your hierarchy. To select a template, go to the Forecast configurations page and select one of the following templates: Org chart forecast: Roll-up columns and projections are based on your organization's reporting structure. This template uses … Continue reading Sales Forecasting : Select a Forecast Template
Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customization like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created … Continue reading Use Playbooks in Microsoft Dynamics 365 Customer Engagement
