Dynamics 365 Attachment Migration Checklist: What to Check Before Moving Files to Cloud Storage

Imagine your Dynamics 365 environment holds years of customer emails, notes, sales documents, and file attachments. Your organization wants to reduce Dataverse storage usage by moving these files to SharePoint or another cloud storage platform. But where do you start? Do you migrate every attachment? Should you move older files or retain them in CRM?… Read More: Dynamics 365 Attachment Migration Checklist: What to Check Before Moving… »

How to play videos directly in a Power Apps Canvas App with the Stream (preview) control

Videos are valuable resources for employee training, equipment maintenance, and troubleshooting. However, storing videos in SharePoint does not always make them easy to access when employees need them. Switching between business applications and SharePoint to find and play videos can interrupt workflows and delay important tasks. Imagine a technician standing next to a machine that… Read More: How to play videos directly in a Power Apps Canvas… »

Best Backup and Restore Solution for Dynamics 365 CRM: Top 5 Picks for 2026

A deleted customer record, a failed data import, or an integration that overwrites thousands of records can disrupt your Dynamics 365 CRM operations in minutes. Recovering the right data, however, can take much longer if your backup strategy is not built for these situations. Choosing the best backup and restore solution for Dynamics 365 CRM… Read More: Best Backup and Restore Solution for Dynamics 365 CRM: Top… »

UI Enhancement in Dynamics 365 Field Service Mobile app

Field technicians often work at customer locations and use the Dynamics 365 Field Service Mobile app to access work orders, update booking statuses, view related records, and record important information. On a mobile device, however, navigating forms and entering information can sometimes be difficult. Small controls and accidental taps can interrupt a technician’s workflow. The… Read More: UI Enhancement in Dynamics 365 Field Service Mobile app »

Explore Dynamics 365 CRM Relationships with AI – Introducing Map My Relationships Agent!

What if understanding your customer relationships was as simple as asking a question? Map My Relationships now lives inside Copilot and Teams. Just ask. Key Takeaways Prepare for customer conversations faster by exploring an account’s related contacts, opportunities, and cases in one interactive map. Use AI-generated relationship health analysis to review relevant context, key findings,… Read More: Explore Dynamics 365 CRM Relationships with AI – Introducing Map… »

Restrict Dataverse Record Access by Column Value Using Filtered Record Ownership

Imagine managing sales teams across four states. Your California sales reps should see California accounts, your Arizona reps should see Arizona accounts, and your sales head should have access to all accounts. You could manage this using business units, teams, or manual record sharing. But as your business grows and records keep changing, maintaining these… Read More: Restrict Dataverse Record Access by Column Value Using Filtered Record… »

How to Fix Your Dynamics 365 and SharePoint Permission Audit Findings

In our previous post, [How Aligned Are Your Dynamics 365 and SharePoint Permissions? Take This Quick Audit], we walked through a self-assessment to identify security blind spots, administrative bottlenecks, and compliance risks caused by managing Dynamics 365 and SharePoint access manually. If your audit findings revealed delayed access revocations, mismatched security roles, or hours spent… Read More: How to Fix Your Dynamics 365 and SharePoint Permission Audit… »

How to Plan a Better Field Sales Week with Microsoft Dynamics 365 Maps

Every B2B sales team knows the feeling of a week that got away from it. Monday starts with good intentions, a few meetings move, a customer calls with something urgent, and by Thursday the rep has driven across the same region three times and still has accounts left unvisited. Most of the time, the problem… Read More: How to Plan a Better Field Sales Week with Microsoft… »

Enhancing Customer Service Automation with AI Agents in Dynamics 365 CRM – Part 2

In Part 1 of this series, we explored how to eliminate inbox noise and automate case triage using AI Email Classification, ARC Rules, and the Case Management Agent. We saw how the AI can instantly read emails, create cases, and even follow up with unresponsive customers without human intervention. Now, we will explore the final… Read More: Enhancing Customer Service Automation with AI Agents in Dynamics 365… »