[This topic is pre-release and is subject to change.] Easily bring dynamic mapping capabilities into your canvas apps by viewing the physical position of entities from a data source, or by inputting new physical locations. Pan, tilt, zoom, and drag to center your map view. As you zoom out, the markers will optionally cluster to … Continue reading Visualize and interpret location data with the Interactive map component.
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
You can download Unified Service Desk 3.3.0 Version Package Deployer and Executables from the below links, Name Size Download Link Description Dynamics365-USD-220.127.116.119-PackageDeployer.exe 119.6 MB Click here USD Package Deployer to install solution components in CRM Dynamics365-USD-18.104.22.1681-amd64.exe 82.7 MB Click here 64 bit USD client Dynamics365-USD-22.214.171.1241-i386.exe 82.7 MB Click here 32 bit USD Client Click here to … Continue reading Unified Service Desk 3.3.0 released
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Found an interesting article to prevent USD from closing a session with unsaved changes.