How to create and activate a segment in Dynamics 365 Sales

Hello Everyone,

Today i am going to share how to create and activate segment in Dynamics 365 Sales.

Let's get's started.

What is segment?

Create a condition to get group of records, by defining different conditions for each segment. Once a segment is activated and a record satifies the conditions that are defined in the segment, the record becomes a member of the segment.

Login into Dynamics 365 Sales - Model Driven App.

Then change the settings to sales insights settings and click on the Segments underneath Sales Accelerator

Choose the Record type as Opportunity or Leas and Create a New Segment 

Create a segment for Opportunities:

Name, Description, Priority.

Then check the Allow Opportunities to be moved from other segments to this one and check the box of Update seller assignments as well.

Start creating segmentation using ADD ROW, ADD GROUP, ADD RELATED ENTITY 

Add row: you can add row conditon, add group or add related entity based on the segmentation condition you would like to see.

Note: you can only have 10 conditions per segment.

When you set up conditions and you can check whether there is data available for your conditions by clicking on Simulate results.

Once you finish the segmentation condition click SAVE and Activate the segment.

Once segment activated and your filter starting working for you.

Thats it for today.

I hope this helps

Malla Reddy(@UK365GUY)

#365BlogPostsin365Days

New all in one place for Dynamics 365 Community forums user groups.

Hello Everyone,

Today i am going to share Microsoft Dynamics 365 Community Modern UI for all your questions, blogs in one place.

Let's get's started.

"Get answers, Solve Problems, Work smarter"

Visit the https://community.dynamics.com/

You can explore Dyamics 365 forums, find answers to your questions and connect with community experts and peers.

Get involved in user groups, so you can achieve more with your Dynamics 365 business applications.

That's it for today.

I hope this helps

Malla Reddy(@UK365GUY)

#365BlogPostsin365Days

{How to request } Power Apps License from Organisation Admins

Hello Everyone,

Today i am going to show how to request Power Apps Premium License from Organisation Admin.

Let's gets started.

Suppose you have been shared a Power App and when you run it, you will be prompted that you need a license.

It will prompt to "Request a license" or you can trial 30 days for free.

Once the request is submitted for license a confirmation message will appear at the top of the page saying the request was sucessfully sent to their admin.

User can also request a license while on trial from the top banner of the screen of the power apps screen.

So Admin will be notified of all incoming licensing requests on the Microsoft 365 Home Page.

The admin will check whether to approve or reject the Power Apps Requests at once and include a message for their users.

All Admins can continue to user custom license request process and configure the proper settings in Microsoft 365 Admin Center.

For more information about license request and settings visit here

Thats it for today.

I hope this helps.

Malla Reddy(@UK365GUY)

#365BlogPostsin365Days

How to check Power Platform Admin Center updates to the products using message center

Hello Everyone,

Today i am going to show how to see the installed updates from the Power Platform Admin Center using Message Center.

Lets gets started.

Login into PPAC

Message Center and click on Show all 

You will be prompted to www.portal.office.com/adminportal/home#/MessageCenter

Click on the Service  and you can filter by either power apps or power automate or Dynamics 365 etc...

Then  you will see what has been updated recently.

Thats it for today.

I hope this helps

Malla Reddy(@UK365GUY)

Release monthly channel for Model driven apps

Hello Everyone,

Today i am going to share new feature that is General Availability on Power Platform Admin Center is Monthly Release of new features into selected environment.

Let's gets started.

Normally Microsoft have two releases in a year as wave 1 and wave 2.

Microsoft decided to release the new features monthly so that user adoption of new features are easy to digest instead of all developed features semi annual channel.

This way of release makes business users happiers as through Microsoft 365 release new features semi annual channel and business users are happier.

So how to manage release channels from Power Platform Admin Center ?

Login into PPAC

Select the environment you want to manage release channel and click on settings:

 

Also you can set the programmatically by updating a configuration table or with a URL parameter &channel=monthly.

These changes are already rolled out fully to use - Change Release Channels

To test the change release rolled out or not you can go to the settings on Model Driven App and settings and ABOUT - you will see the update.

That's it for today.

I hope this helps

Malla Reddy(@UK365GUY)

#365BlogPostsin365Days

Shared Device Mode for Power Apps on Andriod

Hello Everyone,

Today i am going to share new features which is released by Microsoft related to Power Apps is Shared Device Mode.

Let's gets started.

What is Shared Device Mode for  Power Apps?

Shared Device Mode is an App where multiple users can use same device based on their shifts patterns.

Shared Device Mode (SDM) for Power Apps Mobile App on shared Andriod devices, joining the portfolio of apps including Microsoft Teams, Outlook, Edge, Viva Engage and Managed Home Screen.

So this Shared Device Mode allows frontline workers to sign in or out of Power Apps and other Microsoft Products in a single step, providing convenience, security for the workers who frequently hand off shared devices.

This features is particularly useful for field engineers, frontline workers, healthcare workers, where mulitple users changes there shifts to cover whole day.

For more information about the SDM

Shared Device Mode uses Itune Application Protection Policies

Thats it for today.

I hope this helps.

Malla Reddy(@UK365GUY)

#365BlogPostsin365Days

How to schedule meetings easily with Calendly for Outlook Microsoft 365

Hello Everyone,

Today i am going to show unusual blog post from me which Microsoft 365 apps.

Calendly for Outlook: Schedule meetings easily without ever leaving your inbox - and never get double booked again.

Let's gets started.

Sign into Microsoft 365 Admin Center www.portal.office.com

Click on Get it now.

Now is the time to deploy new app.

so two apps selected 

1. Calendly makes scheduling super easy - web apps

2. Calendly for Outlook - Outlook

click next.

Now add users:

You can test the deployment to YES.

Assign users: to specific users/groups = select email address you would like to send notification about this deployment.

Then click NEXT.

Accept the permissions will share some of the company information and user info with the app.

Then click on NEXT.

Deployment completed, now you can use the calendly from your outlook to schedule meetings.

Thats it for today.

I hope this helps.

Malla Reddy(@UK365GUY)

#365BlogPostsin365Days