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Tag: #mallareddygurram

{Do you know} Maker and Admins can see App description from app lists view Power Platform

uk365guy

Hello Everyone,

Today I am going to show how to see the description of the app from app lists view on Power Platform Maker Portal.

Let’s get’s started.

In the Power Apps environment, both makers and admins can now view their apps in a card format.
When managing a large number of resources within an organization, administrators no longer need to open each app individually to understand its functionality.

Instead, they can quickly get an overview of all their apps in one place.

Here are the key details:

1. Card View: Makers and Admins can see a card view of their apps in the Maker Portal. This format provides a concise summary of each app.

2. Description: Apps that don’t have description will have one automatically generated using AI(in managed environments within the US region).

These descriptions, whether AI-generated or set by the maker, are now visible in the card view. This
feature helps end-users easily understand what each app does without having to guess based on the app name or launch it.

So whether you’re a maker or an admin, you’ll find it easier to navigate and manage your apps with these environments.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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What is the difference between Standard and Elastic tables in Dataverse?

uk365guy

Hello Everyone,

Today I am going share my thoughts on the Elastic vs Standard Table in Dynamics 365.

Let’s get’s started.

Certainly! In Dynamics 365, let’s explore the difference between Elastic tables and Standard tables in Dataverse.

1. Standard Tables:

Included with Power Platform: Standard tables, also known as out of box tables, come pre-defined within a Power Platform environment that includes Microsoft Dataverse.

Examples: Some common standard tables include Account, Business Unit, Contact and User tables.

Customization: Most standard tables can be customized to suit your specific needs.

Managed Solution Import: Tables imported as part of a managed solution and set as customizable also appear as standard tables.

Activity Tables: These are a special type of standard table, best suited for rows related to activities(e.g appointment, tasks, emails).

Ownership: Standard tables can be owned by users or teams.

2. Elastic Tables:

Managed by Dataverse: Elastic tables are managed by Microsoft Dataverse.

Azure Cosmos DB: They share the same user experience and API as standard tables but have unique features powered by Azure Cosmos DB.

Large Datasets: Elastic tables are designed for storing very large datasets, often exceeding tens of millions of rows.

Behind the scenes: While standard tables are stored in an Azure SQL database, elastic tables use Cosmos DB.

Benefits: Elastic tables offer benefits like scalability, flexibility, and global distribution.

Limitation: However, they come with some limitations due to their underlying technology.

In summary, choose standard tables for strong data consistency, relational modeling and complex joins. Elastic tables are ideal for handling massive datasets while leveraging the power of Azure Cosmos DB.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Use Access Team Template on Modern UI Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share how to use Access Team Template on Modern UI of Dynamics 365 Sales.

Let’s get’s started

Super users or System Admin’s are get used to classic UI when using Access Team Templates, with the introduction of Modern UI how we can use the Access Team Plates?

Let’s see in action.

First of all Login into www.make.powerapps.com

Select the environment of where you want to use the Access Team Templates.

In this example open the Account Table and click on Properties and check the have an access team

Then click SAVE.

Head over to the Power Platform Admin Center: www.admin.powerplatform.onmicrosoft.com

Go to the Environment Settings and Expand Templates then click on the Access Team Templates.

Then a new window will popup and configure the Access Team Template with:

Name

Entity

Description

Save the template.

Now we have created Access Team Template and if you need to move this configuration into another environment.

Then create a solution from Maker Power Platform Portal.

Create a Solution.

Then add the Template to it by going into add existing and select OTHERS then select the Team Template.

Then select the Sales Manager Team template and the Add it.

Now next step is to add the form where we need to embed the Access Team Template on the subgrid.

Go to the classic view of the customization and open the Account Table and the main form add the subgrid by clicking on the Inser Tab.

Configure the name and associated records and save.

On Account table the form changes needs to be added then publish the changes on the form.

Now head back to the solution and publish all customizations.

Then if you want to publish the changes in another environment then export the solution as unmanaged or managed and import into another environment then you will be able to see the access team on the Account record.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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{How to} Allow users to get AI suggestions when creating formula columns

uk365guy

Hello Everyone,

Today I am going show preview feature of how to allow users to get AI suggestions when creating formula columns.

Let’s get’s started.

When you are creating canvas apps and you want to add formula to the canvas app with the use of AI generative Suggestions you will get the required suggestion from it.

How do you get that?

Login into Power Platform Admin Center.

Then go to settings and Features:

Turn ON AI Suggestions for formula Columns.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Choose a session from mulitple sessions event in Dynamics 365 Marketing

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to register for session from multiple sessions event on Dynamics 365 Marketing.

Let’s get’s started.

Boosting Participation and simplifying planning for events with multiple session based registrations in Dynamics 365 Marketing involves leveraging the platform’s capabilities to manage complex event structures efficiently.

Dynamics 365 Marketing provides a seamless integration of event planning, execution and follow up processes making it easier for organization to host events that cater to diverse audience interests.

Here’s a strategy to maximize participation and streamline event planning using Dynamics 365 Marketing.

Step 1: Create Your Event Framework

Define Event Objectives: Clearly define what you aim to achieve with your event, including learning outcomes, networking opportunities or showcasing products/services.

Event Setup: Utilize Dynamics 365 Marketing to set up your main event, detailimng its overall theme, duration and key information. This serves as the umbrella for all the sessions.

Step 2: Organize Sessions

Session Planning: Plan various sessions within the main event, catering to different topics expertise levels, or audience segments. Each session can have its unique set of speakers, timings and capacity limits.

Session-Based Registration: Enable attendees to register for individual sessions. This approach allows participants to customize their event experience based on their interests, increasing overall engagement.

Step 3: Personalize Marketing Communications

Segment: Use Dynamics 365 Marketing to segment your audience based on their preferences, past behaviors or demographic information. This enables targeted marketing efforts.

Customized Invitations: Send personalized invitations for the event or specific sessions. Highlight the value and relevance of sessions to each segment to increase interest and registrations.

Step 4: Simplify Registrations

User-Friendly Registration Process: Ensure the registration portal is intutive, providing clear information on sessions, speakers and other event details. Allow attendees to register for multiple session easily.

Automated Confirmation and Reminders: Set up automated confimation emails and reminders for registered sessions, including calendars invites. This helps in keeping the event on top of attendees minds.

Step 5: Engage Attendees

Interactive Elements: Incorporate interactive elements such as Q&A Sessions,polls, or networking opportunities within each session to enhance engagement.

Real-Time Engagement: Use Dynamics 365 Marketing during the event to send real-time notifications or changes in the schedule, session reminders or additional information to enhancd the attendees experience.

Step 6: Analyze and Follow Up

Feedback Collection: Post-event collect feedback for each session and the overall event, Utilize Dynamics 365 Marketing to automate this process, sending surveys to attendees.

Event Analytics: Analyze participation rates, session populatity feedback scores and other metrics within Dynamics 365 Marketing to assess the event’s success and identify areas for improvement.

Step 7: Leverage Integration for Comprehensive Insights

Integration with Dynamics 365 Customer Insights: Utilize Integration to gain deeper insights into attendees behavior and preferences, enhancing future event planning and personalized marketing stratgies.

Sales and Marketing Synergy: Leverage the integration with Dynamics 365 Sales to follow up on leads generated from the event, ensuring a smooth transiton from event participation to sales engagement.

By following these steps and leveraging the robust features of Dynamics 365 Marketing for events with multiple session-based registrations, organizations can not only boost participation rates but also significantly simplify the planning and execution process.

This strategic approach ensures that each attendee has a personalized and engaging experience, leading to higher satisfaction and better outcomes for both the attendees and the organizers.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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