Now Maximum of 10 alternate keys can be defined for an entity/table – 2021 Release Wave 1 – Dynamics 365
Previously, a maximum of 5 alternate keys could be defined for an entity. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/define-alternate-keys-entity#create-alternate-keys With 2021 Release Wave 1, the limit has been increased to 10. https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/data-platform/increased-alternate-key-limits While trying to create the 11th key…
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Status Reason filter (Timeline control), Multiline field (Quick View Form) and Improved accessibility for BPF on mobile app – 2021 Release Wave 1
2021 Release Wave 1 for Dynamics 365 adds a new Status Reason filter for the Timeline control. Activity status reason filter will show the status reasons of all the activities in the timeline. For…
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Case update after resolution settings in Dynamics 365 Customer Service Hub
With the 2021 Release Wave 1 Update, now we can update resolved and canceled cases through API / Power Automate . https://nishantrana.me/2021/04/20/update-resolved-and-cancelled-cases-incident-without-reopening-reactivating-2021-release-wave-1-dynamics-365/ To set it, we can navigate to Customer Service Hub > Service…
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How to – Update resolved and cancelled cases (incident) without reopening/reactivating – 2021 Release Wave 1 – Dynamics 365
To update resolved or cancelled cases we had to reopen the case record, update it and then close it back. https://crmfortress.com/2017/02/10/update-resolved-cases-in-dynamics-365/ http://www.kingswaysoft.com/blog/2017/03/31/Dance-with-CRM-Statuses-In-ETL-Project If we try updating case record through web service / Web API,…
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Search Providers (Preview) in Dynamics 365 Customer Service Hub
The new search provider options in Customer Service Hub allow agents to search for files, documents, or articles outside the current organization. The option can be found at Service Management > Knowledge Base Management…
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Knowledge Search Control improvements in Dynamics 365 Customer Service Hub – 2021 Release Wave 1
Knowledge Search control can be configured now in the new form designer, thus eliminating the need to switch to the legacy form designer. Here we have added the Knowledge search control in one of…
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Enhanced Personal Settings – 2021 Release Wave 1 in Dynamics 365 Sales
With 2021 Release Wave 1, a dedicated area for personal settings has been added in Dynamics 365 Sales Hub. Before 2021 Release Wave 1 à With 2021 Release Wave 1 à We can see…
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Check access to a record in Dynamics 365
Using the Check Box button in the command bar, the user can now check the privileges he has on the record. It also provides the details on how he has that particular privileges on…
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In-app or Push notification – Model-driven App – 2021 Release Wave 1 Power Apps / Dynamics 365
With 2021 Release Wave 1, the in-app notifications feature has been added to the Model-driven app, earlier it was only available for Canvas Apps. To see it in action à Login to Power Automate…
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Improved search experience now adds Quick Actions – 2021 Release Wave 1 – Dynamics 365
Improved search experience added features like easy access of search from within the header https://nishantrana.me/2021/01/12/improved-search-experience-in-dynamics-365-powerapps/ More details and filters option Incremental search or real time suggestions while performing the search Now the 2021 Release Wave…
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How to – Use Custom API to create custom messages in Dynamics 365
Custom API (preview) allows us to define our custom messages that can be called from web services, similar to Custom Actions. Usually, we would be creating custom workflow actions just to create a new…
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Improved search experience in Dynamics 365 / PowerApps
To enable the new search experience, we need to turn on the relevance search on that environment. Login to the admin portal and environments section https://admin.powerplatform.microsoft.com/environments Navigate to Settings -> Features and turn on…
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Dynamics 365 Sales mobile app (preview)
The new Dynamics 365 Sales mobile app (preview), has been introduced specifically for the field sellers who need quick access and intuitive management of the customer information on the go while travelling / meeting…
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