Print and Save button on the Report – Dynamics 365

Hi Everyone,

Today I was working with some user and somehow he was not able to Save and Print buttons on the report and the same were visible for me.

Very obviously, it would be a security role which is hiding the buttons as I am able to see the same with Admin Role. After some checking, I came to know that we have to give Print and Export to Excel privileges under the Business Management tab to show the buttons.

And it worked.

Hope this helps.

Happy 365íng

Gopinath.

Advanced Lookup – Are we getting our old simplified look and feel for Lookups? – Dynamics 365

Hi Everyone,

Today we have enabled 2021 Release Wave 2 on our instance and were checking new features. To check the things, I tried to create a contact and have observed an option as Advanced Lookup.

Clicking on the button, opens the Advanced Lookup Grid. I am super excited after seeing it as I assume we went back to my old days where Lookup was easy to search and view.

We can search, change Views, filter to show only records owned by logged in users etc..

We can also edit the records without navigating anywhere and not losing existing context, the system opens the record as a popup to edit.

We can add the new row from the window and the system will open the Quick View form to create the record easily.

Hope this helps.


Happy 365’ing
Gopinath.