Introduction Dynamics 365 forms offer a powerful platform for customizing user interactions and logic using JavaScript. One often overlooked gem in this toolbox is the isDefaultPrevented() method. This little powerhouse is key to unlocking intricate control over your form’s save behavior, leading to smoother workflows and enhanced user experiences. The isDefaultPrevented() method is available on… Read More »
Introduction: Managing your customer’s organizations by using organization charts can help you visualize their hierarchy and the relationships between their departments and roles. As a result, you can tailor your sales approach to fit your customer’s needs and preferences, resulting in more successful sales. You can easily and precisely build an organization chart with Dynamics… Read More »
Microsoft Power Platform is a widely recognized low-code platform that allows anyone to build apps, automate processes, analyze data, and create chatbots efficiently. The latest addition to Power Platform’s capabilities is Copilot, a suite of next-generation AI tools. Developers and users alike can take advantage of generative AI’s power to enhance and streamline their solutions… Read More »
The seller can personalize the pipeline view to match their unique preference and management style. This personalization helps them to prioritize follow-ups, analyze key metrics, and gain insights into the current status of deals within the pipeline, including closed, lost, and revenue-related information. Let’s explore! Show the List or Combo You can select whether you… Read More »
Opportunity Pipeline View visualizes the data and displays it in graphical formats based on the current pipeline phase of the records which helps the seller to find the records they want more quickly than the standard read-only grid. You can find more details regarding the look and feel of the same in the Pipeline View… Read More »
In the previous blog, we have already explored prebuilt AI prompts that are offered by Microsoft which can be integrated further with Power Automate to make our lives easy. In this blog let us focus on how we can create custom AI prompts as per our need which can be used further in Power Automate… Read More »
In this blog post, we will explore a new feature introduced by Microsoft, that enables the effortless linking of activities with multiple records. With the introduction of this feature, the Activity records can now be linked to additional records such as Accounts, Contacts, Leads, Opportunities, and Users using the new party list attribute. Note: As… Read More »
Introduction Imagine you are working in a company that keeps records and transcription of phone calls for various reasons, like quality assurance or improvement purposes. Now, let’s say you need to transfer a call to someone outside the company, maybe a client or a partner. Previously, this transfer process might have involved a few steps,… Read More »
Introduction Microsoft’s Automated Record Creation (ARC) rule was added in the most recent edition. Its purpose is to generate or update systems or custom activities based on actions like emails, social media, or custom activities. This feature’s primary goal was to identify occurrences and fix them, which made it easier for administrators to find emails… Read More »
We learned in the last blog, how the focused view feature lets users handle their records and activities more efficiently. It saves time by avoiding switching between screens and boosts productivity. In this blog, we will explore the customization options that enable users to access the most important information of the record in the focused… Read More »