Activate the Export to PDF Button

As highlighted in the main article, initiating this functionality can be quite daunting and definitely frustrating. This brief article outlines the most effective methods you can employ. Two techniques, aside from PowerShell, are present too. One is to utilize the Sales Hub, and the other is with the XRM Toolbox. The Sales Hub is only …

Dynamics 365 / MDA – Record to Document

Imagine you’re navigating through a Dynamics or Model-Driven App, and you come across a record that you want to present in a beautifully formatted document. How do you achieve this? There are a few Options you could imagine from easy to advanced from simple to unnecessary. We all agree that Screenshot shouldn’t be on the …

set of tool wrench

Ribbon Workbench – A tool you’ll need

Every table in Dataverse, when included in a Model-Driven App or Dynamics 365, typically features a command bar at the top, formally known as Ribbon but still has the same functionality. There are indeed three distinct Ribbon types: one for the main form, one for views, and one for subgrids. Each Ribbon type is tailored …

Currency Column Dataverse

A currency column in Dataverse allows you to store monetary values in different currencies. It also creates a base column that converts the values to a single currency using exchange rates. You can use this feature to perform financial transactions and analysis across multiple currencies. But how does it work and what can it do? …