Dynamics 365 Education and Knowledge

Many people don't know that Pen control exists as a Out of the box feature in Dynamics 365. The Pen control will allow the user to capture customer signature on a record, and it is available for both built-in and custom entities. In this post, I will go through the steps and show you how to Add and Use the Pen control in Dynamics 365 forms that allow you to capture the customer signature . For the sake of this post, I created a multi-line field in the Account entity and you can follow the below steps to enable the Pen control to capture the customer signature . Put the field in a specific form section Open the Fields Properties > Formatting tab and set the number of rows for better appearance (i.e: 5) Go to Controls tab > Add Control ...

Auto-numbering was, is, and will stay a main request to a lot of organizations when it comes to records' uniqueness whether working in Sales, Customer Service, or any other area. As for the consulting company, auto-numbering was a development task, where the developer has to write a bunch of code and test it in order to achieve this mission. However, in PowerApps and CDS, you can now create auto-number fields without writing a single line of code. Login to your PowerApps maker https://make.powerapps.com and open the solution you are working with Open the entity you want to create the auto-number field and create new field Note: I am using the Account entity, but you can use any entity In the right Pane, select the Data Type dropdown > A...