Enable Copilot for Dynamics 365 Sales environment

Enable Copilot for Dynamics 365 Sales environment

Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment. It is recommended to do this in your Sandbox instances first. Enable Copilot for Dynamics 365 Sales Given that you have the … Continue reading Enable Copilot for Dynamics 365 Sales environment

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Enable Copilot for Dynamics 365 Sales environment

Hierarchy Settings in Dynamics 365 CE | Power Platform Admin Center

You must have seen Security Roles, Field Level Security, Access Teams etc. as a way to access records in Dynamics 365 CE (or CRM). Here’s what Hierarchy Security is all about – There are 2 types of Hierarchy Settings in Dynamics 365 CE and what they mean in a short explanation – Configure Hierarchy Settings … Continue reading Hierarchy Settings in Dynamics 365 CE | Power Platform Admin Center

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Enable Copilot for Dynamics 365 Sales environment

Position Hierarchy Settings in Dynamics 365 CE

In this post, you’ll learn how to configure Position Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Positions of the Users the intended data. Scenario Let’s consider the below scenario on … Continue reading Position Hierarchy Settings in Dynamics 365 CE

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Enable Copilot for Dynamics 365 Sales environment

Manager Hierarchy Settings in Dynamics 365 CE

In this post, you’ll learn how to configure Manager Hierarchy for Dynamics 365 CE environment – Let’s first look at the scenario which we want to look at and then how we can configure the Hierarchy to limit and show the Managers the intended data. Scenario Let’s consider the below scenario on who reports to … Continue reading Manager Hierarchy Settings in Dynamics 365 CE

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Enable Copilot for Dynamics 365 Sales environment

Time and Materials Billing Backlog table in Project Operations

Even wondered what is Time and Materials Billing Backlog table in Project Operations which you see in the Sitemap but you might not be sure what records are in it – Time and Materials Billing Backlog Here’s the purpose of Time and Materials Billing Backlog entity – Hope this was useful! Here are some Power … Continue reading Time and Materials Billing Backlog table in Project Operations

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.