Tackle Duplicate Dynamics 365 CRM Data with ease this Holiday Season!

As the festive season approaches, businesses are gearing up for a period of increased activity and heightened data demands. From managing customer interactions and inventory levels to tracking holiday shipments and ensuring timely delivery, businesses rely heavily on their data to navigate the holiday rush. However, the accumulation of data, especially during peak periods, can… Read More »

WhatsApp + Dynamics 365 CRM: Your Secret to Christmas Marketing Success

The holiday season is a busy time for businesses, and Christmas🎄 is no exception. With so much competition for consumers’ attention, it’s important to find effective ways to reach your target audience. That’s where WhatsApp4Dynamics comes in. WhatsApp4Dynamics integrates WhatsApp and Dynamics 365 CRM and allows businesses to connect with their customers on a more… Read More »

A Guide for Monitoring and Resolving Issues with Automated Record Creation Rules in Dynamics 365 CRM

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 »

Manage Dynamics CRM records along with their associated activities on the same page using Focused view – Part 2

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 »

Copilot and Power Platform: Highlights from Microsoft Ignite 2023 and What They Mean for You!

This year we experienced a surge in new ways to work day to day all thanks to new Advancements in AI. With various brands and tech giants put up their version of AI for public use cases, back in June Microsoft unveiled their take on AI enabled system, the infamous – Copilot, a collaborative tool… Read More »

Prevent and Remove Duplicates in Dynamics 365 CRM: 5 Benefits of Data Hygiene App DeDupeD

In sales, success hinges on data – its accuracy and relevance. For businesses using Dynamics 365 CRM, data quality is important for informed decision-making and strategic planning. Duplicate, inaccurate, or incomplete records can turn the CRM into a liability rather than an asset. Duplicate Dynamics 365 CRM records can lead to confusion among sales representatives.… Read More »

How to convert Power Page Portal into a Progressive Web App (PWA) & App Package

You can transform your Power Pages portal into a Progressive Web App (PWA) through Power Apps Portals Studio, giving it a native app-like feel and appearance. This PWA approach ensures multiplatform support, making your portal accessible on Android, iOS, Windows, and Chromebooks, across different devices like mobiles, desktops, and tablets. PWAs offer users a seamless… Read More »