D365 CRM, Power platform, AI

Custom buttons in Dynamics 365 CRM can be shown or hidden based on security roles and field values To show or hide a custom button based on security roles: Create a JavaScript function that checks both the user's security roles and field values Combining Security Role and Field Value Checks - JavaScript example // Chain request     function ChainrequestFormCustomization ( primaryControl ) {         "use strict" ;         debugger ;         var globalFormContext = primaryControl ;         var chainType = globalFormContext . getAttribute ( "emt_chaintype" ). getValue ();         var currentUserRoles =   Xrm . Utility . getGlobalContext (). userSettings . securityRoles ;         var chainManagerRoleId = "0e3ebb51-35ec-e911-a812-000d3a33febe" ; // Chain manager         var lamChainManagerRoleId = "38ee7b56-e2ed-ef11-be21-0...

The Copilot page in the Power Platform admin center provides a centralized location for managing Copilot features across Power Platform. The Usage section displays monthly active user metrics for each Copilot feature. This includes usage data for: Copilot Studio Power Apps Copilot features Power Automate Copilot features Power Pages Copilot feature Enable tenant level analytics: We can enable tenant level analytics by simply click on enable. This feature aggregates data from environments across all regions in your tenant and copies it into the default environment region  and tenant home region  for tenant-level reporting. The data will include aggregated metrics, user object IDs, and names of resource, such as apps and flows. Governance The Governance section displays the percentage of environments in your tenant that have specific Copilot features turned on or off. Selecting the Power Automate or Copilot Studio features lead you to docum...

Power Apps has introduced an exciting new data experience that streamlines how makers work with data sources and tables. This update brings significant improvements to data management, making it easier than ever to build powerful apps. To build meaningful business applications, data models consisting of multiple tables are almost always essential. The public preview of a brand-new data experience that simplifies working with complex data models in an Entity Relationship Diagram (ERD) view with the assistance of Copilot. This innovative feature allows you to seamlessly work with data from a variety of sources, including natural language inputs, Excel files, and SharePoint lists, all through a simple drag-and-drop interface akin to how you currently interact with app visuals. Accessing the ERD data experience Navigate to make.powerapps.com>Select the required environment>Enable the new data experience feature Once enabled, the new da...

Creating a grounded prompt in AI Builder using Dataverse is an innovative way to enhance AI capabilities by connecting them to a structured data source. Grounding AI prompts involves linking them to specific knowledge, in this case, the data stored within Dataverse. This process allows for more contextually relevant and accurate responses from AI systems, as they can draw directly from the data available in Dataverse. You can use prompts in various scenarios, such as to: Generate summaries or reports from your data. Generate categories or reports from your data. Answer question s from your customers or employees. Extract named entities from text. Draft a reply to a request. AI Builder provides a prompt builder that allows makers to write, test, save, and use prompts to generate text. Lets go and build a prompt now! To create a prompt in AI Builder, follow these steps: Sign in to Power Apps or Power Automate. On the left pane, select the ellipsis ( ... ) to expand the  More  ...

Sales forecasting is a critical component of business planning, allowing organizations to predict future sales and make informed decisions. In Microsoft Dynamics 365 CRM Sales, sales forecasting helps businesses estimate future revenue, set realistic sales targets, and optimize resource allocation. Configure forecasting In the Sales Hub app, select the Change area icon   in the lower-left corner, and then select  App Settings . Under  Performance management , select  Forecast configuration You can configure forecasts that are based on revenue or quantity. You define the type of forecast, the hierarchy, access permissions, and the details you want to see in the forecast grid. After a forecast is activated, your sales team can view the revenue, or quantity, and pipeline projections. Until you activate a forecast, your sales team can view an  out-of-the-box forecast  for the current month. The out-of-the-box forecast isn't available in the forecast config...

  Developers/Consultants/Customizers sometimes encounter unexpected errors while adding new flows or refreshing existing ones even tough you have a administrative permissions in the environment. In this blog, we will delve into a specific error faced during flow integration in Power Apps, exploring its causes and providing solutions. This error message shows differently based on the browser we use.  Error Message from Chrome Error Message from Edge Things to fix the below error we can try the following things, One of them may work to resolve the issue.  User Permissions: Environment Maker Role:  Ensure that the user attempting to add the flow has been assigned the "Environment Maker" role in the Power Apps environment. This role is essential for adding flows to custom pages. Custom Page Permissions:  Verify that the user has sufficient permissions to edit the specific custom page where the flow is being added. Flow Permissions: Flow ...