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RE: Custom dashboard

Hi Laura~ I am putting together a detailed how-to document for Kim Crawford for the process that I followed - will be glad to share with you and whomever else might be interested. ETA in the next couple of days :) I'm glad to hear that others may find it useful! Elaine​ -- Elaine Bardzil CRM...


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RE: Custom dashboard

@Elaine Bardzil - I would be very interested in what you did to convert your notes to an activity! That is an interesting approach! thank you so much! Laura​ -- Laura Mortick Marketing Information Systems Manager Terracon Olathe KS Kansas City CRMUG Chapter Leader --


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RE: Custom dashboard

Hi Kim~ Unfortunately, a view of Notes cannot be pulled into a Dashboard at last check. According to the Dynamics Community on Microsoft's site: " The way to achieve this is to create a report or a web resource that uses JavaScript and then show it within an iframe or a dashboard." Our...


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Custom dashboard

I have created an advance find view for Notes, but I can't seem to figure out how to add it to my custom dashboard. I am unable to find the Notes view under any of the component list/charts, etc. Any advice would be greatly appreciated Saved view #Technical #FieldService #PowerApps ​​​ -- K...




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Custom Help Panes - Still in Public Preview?

I've started using the custom Help Panes and I'm running into a few bugs which got me wondering... Is this feature still in Public Preview? I found this Microsoft blog post from November of 2019 and this Microsoft video from January of 2020 - both announcing Help Panes as public preview. How...


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Digital Användarföreningslunch - Rundabordsdiskussioner kring PowerPlatform-förvaltning

Välkommen till rundabordsdiskussioner kring hur man förvaltar PowerPlatform! Vi pratar om hur vi hanterar floran av appar som kontinuerligt utökas, ändras och utgår. Hur underhåller man detta? Vad gör vi som användare och IT-ansvariga? Hur påverkar detta IT-miljöerna och förvaltningen...

 Apr 28, 2021 | 12:00 PM - 01:00 PM CET


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PowerApps - Contacts and Accounts

I am building an App via PowerApps where a User can look up a Contact from the Dataverse, open the Contact, edit it, or create a new Contact. Usually within a Contact, there is an Account field to represent "This person is a part of this company". My question is related to 2 parts: 1. I built...