Picture this: You’re crafting a robust sales strategy, powered by Dynamics 365. As part of the design, you introduce an approval button for sales exceeding €10,000—a key feature meant for Managers. Creating an enabled rule to detect high-value sales? Easy. A simple ValueRule gets the job done. But then comes the twist: how do you …
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Have you ever needed to copy, or rather, clone a record, perhaps from one entity to another or even within the same entity? I encountered this challenge and was initially clueless. However, after summarizing my knowledge and consulting Copilot, the internet, and YouTube, I discovered several articles on LinkedIn and a YouTube video. These resources …
If you want to filter one lookup column by another lookup column, you might think that Model Driven Apps have a simple solution for you: just check a box and you’re done. But is it really that easy? Well, it depends. The checkbox option only works for 1:N or N:1 relationships between the two lookup …
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