In customer service operations, teams often struggle to get a clear understanding of case performance and SLA compliance in real time. Users usually need to open multiple records, review reports manually, and switch across screens just to identify which cases require immediate attention. This process becomes time-consuming and makes quick decision-making difficult, especially when dealing… Read More »
Managing business documents inside Dynamics 365 can become increasingly difficult as CRM data grows. Sales teams upload proposals, support teams attach customer files, and finance teams store contracts and invoices every day. Over time, these attachments start consuming significant Dataverse storage. At the same time, users often struggle to organize documents properly or quickly locate… Read More »
When building Power Apps code apps, one of the most powerful things you can do is reach directly into Dataverse to trigger business logic. Whether it is routing a support ticket to the right queue, checking who the current user is, or running a custom API operation, Dataverse actions and functions are the engine behind… Read More »
Construction is one of the most logistically demanding industries in the world. Sites are spread across cities and regions, sometimes even across countries. Materials, teams, and equipment all need to be in the right place at the right time. And when something goes wrong, it usually cannot wait. Most construction companies already manage their operations… Read More »
Managing enterprise applications across Microsoft Power Platform and Dynamics 365 can be challenging for administrators. Teams must continuously monitor storage, licensing, environmental health, operational failures, and platform updates across multiple systems. As organizations increasingly depend on these platforms for business-critical operations, even a minor issue can quickly disrupt users and impact overall business processes if… Read More »
Duplicate records silently erode your CRM’s performance, inflating costs, triggering duplicate outreach, distorting reports, and reducing trust in your data. This guide answers the most common questions about detecting, merging, and eliminating duplicate data in Microsoft Dynamics 365 CRM. Whether you’re recovering from a messy migration, managing leads from multiple sources, or trying to create… Read More »
The first wave of workplace AI focused on helping employees work faster. AI could summarize meetings, draft emails, generate reports, and answer questions on demand. But enterprise productivity was never limited by typing speed alone. The larger problem has always been operational coordination, gathering updates, switching between systems, managing follow-ups, aligning teams, and manually connecting… Read More »
This blog demonstrates how to automate project assignments in Microsoft Dynamics 365 using Microsoft Power Automate and Power Apps Code Apps, where unassigned projects are retrieved from Dataverse and automatically assigned to developers based on project scale and developer skill level. Business Scenario An IT services company manages multiple software development projects across different technologies… Read More »
Modern customers expect businesses to respond instantly, personalize every interaction, and maintain conversation continuity across channels. A customer may start a conversation on live chat, continue it on WhatsApp, and expect support updates through SMS – without repeating information at every step. But for many businesses, customer communication is still fragmented. Sales teams switch between… Read More »
We spend a lot of time working inside Dynamics 365 CRM forms. Accounts, Opportunities, Cases and other commonly used entities. One area that always had room for improvement was how data gets presented within those forms. For example, if a sales manager wants to see the pipeline breakdown for a specific Account, they typically have… Read More »