Posts

PowerApps: Canvas vs Model Driven

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  Both  Canvas Apps  and  Model-driven Apps  have some similar components to their design. Although there are many differences between the two apps – fundamentally, they are the same. Both are business apps that can be created by non-developers. Even if you don’t know how to code, Microsoft’s low coding platform allows businesses to build their own custom apps.  Model Driven Apps Compared to canvas apps, model-driven apps in PowerApps are based on underlying data — specifically, the data stored in Common Data Service (CDS). CDS is a secure, cloud-based storage space that organizations can use to store business application data. According to  Microsoft : “Data within Common Data Service is stored within a set of entities. An entity is a set of records used to store data, similar to how a table stores data within a database. Common Data Service includes a base set of standard entities that cover typical scenarios, but you can also create custom entities specific to your organization and

Dynamics 365 Business Central Tip

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Users can personalize and customize how Dynamics 365 Business Central looks. There are fields that are hidden and shown by default. With Personalization, you can add field, hide fields, move fields, or freeze panes. There are standard fields that sometimes are not shown within the page, but through Personalization you can add those fields as you need to. How to Personalize Pages, Cards, and Lists Go to the gear icon in the top right corner and then click ‘Personalize’.   Click ‘+Field’ to add fields to the current page you’re on. You can add , move ,and  hide fields, or freeze panes.       Add – When adding a field, you can drag them to the specific spot onto the page.      Move – For fields that are already visible on the page, you can move them to a different       section of the page, or above or below a different field. Click on the column name and drag to the position you want it at.      Hide – Anything that’s hidden will have the grey slash marks and will be greyed out. Hover o

Add Dynamics 365 app to a Teams meeting

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  The Dynamics 365 app can be added in one of two ways: ·        Automatically add the app : If you link a Dynamics 365 record to a meeting while creating it in Dynamics 365 or Microsoft Outlook, the Dynamics 365 app is added automatically to the meeting. This allows you to view record details before, during, and after a meeting. ·        Manually add the app : If you don't link a Dynamics 365 record to a meeting while creating it in Dynamics 365 or Microsoft Outlook, it's recommended that you add the app to the meeting before joining the Teams meeting for a better experience. To add an app before a meeting, first send the meeting invite, then open the meeting in Teams. Select  Add a tab , search for the Dynamics 365 app, and add it. To add an app during a meeting, after the meeting starts, select   Add an app  in the meeting controls at the upper-right area of the screen, search for the Dynamics 365 app, and add it. Work with the Dynamics 365 app The Dynamics 365 a

What is Bookings in Teams

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  Watch Books in Teams video Bookings in Microsoft Teams lets you track, manage, and organize your team's appointments and calendars all in one place. You can create a Bookings calendar and add team members to it, build new appointment types, and create and manage in-person and virtual visits for your staff and attendees.    For staff:  Bookings calendar  - Create a Bookings calendar and view your staff's availability in a calendar view.  Appointment type  - Set up different appointment types and add details like a title and confirmation message that attendees will see. Toggle on attendee options to let them join from a mobile browser, or to send them text message confirmations. You can also add an email reminder for your staff members and attendees about an upcoming appointment. Schedule appointments  - Select  New appointment , choose an appointment type, and make it a Teams meeting or an in-person one. Details from your chosen appointment type get pulled in, but you can add

Tabs for Everything in Teams

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Productivity and ease of access within your work group is utilizing   the tabs within your Teams and Channels. These Tabs can simplify access to show more complex Apps to manage work and help with day to day activities. To add a tab click the ‘+’ sign on the right-hand side of your Channel and search for the app you want to add to the Teams work area.  The more popular Apps, are at the top with more available below:   There are too many to mention them all; however, here are some of the ways I have found tabs useful in Teams: ·    Simply Exposing Office documents or Websites  on a tab for quick reference – I have found this useful in many scenarios from quick access to templates through to tracking spreadsheets of various types. ·      Task Management  –The quick access to tasks and scheduling is useful. There are more complex task and project management apps that you can use from the store. ·       OneNote  – for those that love OneNote, you can create a OneNote tab and off

Sneek Peek - Microsoft Outlook 365 - Coming Soon!

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  Sneak Peek Microsoft Outlook 365 – Coming Soon! Outlook brings your Email, Calendar, Contacts, and Tasks together in one app. It's your place to connect, organize, and get things done. With this in mind, we've updated the user experience with a new location for your core Outlook capabilities, and we're providing easy access for you to access other Microsoft 365 applications.   Launch : You can now quickly access To Do and other Microsoft 365 apps directly from Outlook. Customize : You can customize which apps show in this new experience by pinning them. Or, reorder them so your most used apps are always easily accessible. 

Creating Webinars in Microsoft 365 Teams

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  Create Webinar in Teams Video How webinars are different from ordinary meetings Ordinary meetings generally include a lot of back-and-forth among the participants: discussions, sharing, assigning and accepting tasks, making plans, maybe coming to a consensus. Webinars, on the other hand, are more controlled, and the participants have clear roles: One or several experts (the presenters) share their ideas or provide training to an audience (the attendees). Webinar steps Schedule a webinar Set the day and time, invite additional presenters, and create the registration form that prospective attendees will fill out. For a webinar overview, see  Get started with Teams webinars . If you run into any issues, contact your IT admin. Enter webinar details for presenters In the Teams calendar, select the arrow to the right of  New meeting  and then select  Webinar . By default, the webinar is open to everyone. You can change it to  For people in your org  by selecting the down arrow next to  Req