[How To] Enable Dark Mode in Dynamics 365 CE (Power Apps too!)

Aug 13, 2024 | Dynamics 365 CRM QuickTips, How to, Microsoft Dynamics 365

Dark mode is popular among computer users for many reasons, including reduced eye strain, increased readability and possibly increasing the battery life of your devices. Some people just think it looks cool! Dynamics 365 has not had a dark mode option, but previously...

[How To] Add Email Signatures in Dynamics 365

Aug 9, 2024 | How to, Microsoft Dynamics 365

A professional email signature is essential for consistent branding and effective communication. If you’re using Dynamics 365 Customer Engagement (CE), setting up and managing your email signature is a straightforward process. Follow these four steps to create and...

[How To] Dynamics 365 Competitor record best practices

Jul 25, 2024 | Dynamics 365 CRM QuickTips, Dynamics 365 Sales, enCloud9, How to, Microsoft Dynamics 365

While we all understand the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM. one of the more underappreciated entities that can be a valuable piece of data is the Competitor. The Dynamics 365 Competitor record is used to store...

[How to] Turn off Copilot Form Fill assistance in Dynamics 365

Jul 22, 2024 | Dynamics 365 Sales, How to, Power Apps, Power Platform, Sales Copilot

The Problem Perhaps you have noticed a new feature in Dynamics 365 CRM that has works like this – you create a new record – say an account. You fill in the important data, and as you try to save your record, you get a tool bar message and a pop-up message...

[How To] Use the Dataverse Recycle Bin in Dynamics 365

Jul 20, 2024 | Dataverse, How to, Microsoft Dynamics 365, Power Platform

Accidental deletions are an inevitable part of managing data, and Power Platform finally provides a robust solution to recover from such mishaps – the database recycle bin. The capability to restore deleted table records is a critical feature for administrators,...

How to Create a Personal View in Dynamics 365

Jul 3, 2024 | How to, Microsoft Dynamics 365

This blog is part one of a multi-part series on managing views, charts, and dashboards in Dynamics 365. This blog will review the types of views as well as how to create a personal view in Dynamics 365. The next parts will cover creating and understanding charts,...