At the moment we are working with a charity that collects Gift Aid on donations. The donor has to sign a Gift Aid declaration so that the charity can claim this back on their behalf. These declarations expire after some time, so one goal our CRMCS Consultant Jess wanted to achieve here was to set up an automatic task reminder system, so that the charity could always keep up to date with these Gift Aid declarations.
Date field. In this article, we will be touching base with the ways in which users can search the date field in Microsoft Dynamics.
This guide will show us how to setup a Virtual Entity and use external data in our Power Apps without a more costly and time-consuming integration. We will look at connecting to a SQL Server running in Azure, and will also cover a few of the pit-falls which may occur in this process.
Microsoft has added a new tool which makes this process easier. A user no longer has to go through creating a solution or customising the system from the back end in order to alter or edit the views in ways the columns will appear. This new Edit Column Tool allows users to edit the views of the columns straight from the view that is in front of them.
