Relationship Mapping and Data Visualization in Dynamics 365 CRM: A Complete Guide

In modern B2B selling, revenue rarely depends on one contact. It depends on networks, influencers, decision-makers, sponsors, blockers, subsidiaries, and cross-functional teams. Yet in many organizations using Microsoft Dynamics 365, those relationships live across multiple records, forms, and dashboards. The data exists. The clarity doesn’t. This guide explores how CRM data visualization, relationship mapping, org… Read More »

Adding Native Confirmation Dialogs with Power Fx function

Before the built-in Confirm() function existed, adding a simple yes/no confirmation in Power Apps required significant manual effort. In canvas apps, developers typically had to create overlay screens, place message text and action buttons, and manage visibility and state with variables and formulas, similar behavior often demanded custom JavaScript or other workaround techniques. These bespoke… Read More »

Coming Soon: AI-Powered Next Best Action for Dynamics 365 CRM

What if your CRM could tell your team exactly what to do next – and explain why? Sales and customer service teams using Microsoft Dynamics 365 CRM often struggle with manual lead prioritization, delayed follow-ups, inconsistent pipeline management, and missed revenue opportunities. Reps spend hours reviewing CRM records, tracking emails, analyzing engagement history, and deciding… Read More »

Modernizing Document Management in SharePoint with Autofill Columns

Document management in SharePoint is often underestimated. Many organizations believe simply creating a document library is enough. In reality, managing documents at scale becomes complex very quickly. As document volume increases, common challenges appear: Users rely on folders instead of structured metadata. File names become inconsistent. Metadata fields are left blank. Searching depends on keywords… Read More »

Automating UI Testing for Model Driven Apps with Power Platform Test Engine (Preview)

Model-driven apps in Power Platform provide a structured way to build data-centric applications using Dataverse where the user interface is automatically generated based on tables, relationships, and business logic. As these apps evolve it incorporates complex forms, business process flows, security roles, plugins, and integrations. Over the time the need for automated, reliable testing becomes… Read More »

AI-Driven Location Intelligence for Modern Businesses

Artificial Intelligence has evolved from being an experimental capability to a strategic necessity. Enterprises today are asking where AI will create the most measurable impact. One of the most transformative, yet often underestimated, areas where AI is reshaping decision-making is location intelligence. Every business operates in a physical world. Customers live somewhere, assets are deployed… Read More »

Omnichannel CRM Solutions: Boost Customer Engagement with WhatsApp, SMS, and Live Chat

You’ve likely heard the term “omnichannel”, but what does it really mean for your business? Today’s customers expect seamless support across multiple channels, including WhatsApp, SMS, website live chat, social messaging, and Microsoft Teams. Miss a beat, and you risk frustrated customers, lost sales, and missed growth opportunities. Microsoft Dynamics 365 Omnichannel for Customer Service… Read More »