Seamless visualization of Dynamics 365 CRM / Power Apps data in Kanban View across devices – Desktops, Tablets and Mobiles, now possible!

Visual representation gets 90% more views than text-based information. Majority of the data is now presented in a visually appealing manner to capture the interest of audience and it also helps them to analyze data in a much better way. This has given rise to numerous visualization apps in market that projects complex information in… Read More »

Document Automation with Forms Processing model using AI Builder Connector in Power Automate Flows

Introduction In our earlier article, we explored the reference app released by Microsoft for Document Automation using the Form Processing model of AI Builder. The app that is a ready-to-use sample app demonstrates the process of reading the form submitted through email and extracting the data submitted in the form and presenting it to the… Read More »

Expanding scope of business and field productivity using geo-analysis & locational intelligence within Dynamics 365 CRM / Power Apps

Maplytics has been one of the pioneers that saw the curve of data analysis and intelligence moving towards the geographic domains and jumped at the opportunity because of its potential. Today, we proudly sit in the Microsoft AppSource arena with a 5-star review and a Preferred Solution badge because we spent countless hours pinpointing the… Read More »

Manage Subscriptions, Billing & Tax Calculations in Dynamics 365 CRM/Power Apps in a smart way – Releasing soon our new 3 in 1 billing app!

Be it entertainment, news, online shopping, employment, mobile, internet, or food delivery services – today, we have subscriptions for everything. And millions of people use these services in their day-to-day lives. So, you can imagine the scale of operation required to manage these subscriptions. The situation is the same for our other B2B customers who… Read More »

Microsoft Document Automation Application using AI Builder Form Processing Model

Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More »

Improving Customer voice feedback quality with Ranking, Likert, Net Promoter Score & Copy Question with Customer Voice in Dynamics 365

Introduction One of the finest feedback products of Microsoft is Customer Voice that is integrated with Dynamics 365. It not only improves the quality of the product by taking valuable feedback from customers but also enhance the productivity of the team by monitoring the feedback given by the customer. There are some new options available… Read More »

Explore the new “Open Folder” button within Dynamics 365 CRM to open SharePoint site – Document Management gets more flexible!

Attach2Dynamics – a Preferred App on Microsoft AppSource – is a one stop solution for managing documents/attachments in multiple cloud storages from within Dynamics 365 CRM/Power Apps. SharePoint, Dropbox or Azure Blob Storage – Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments in any or all of these cloud… Read More »

Enhanced experience for Product Properties in Dynamics 365 CRM

The product properties concept used in the product is an important feature of the Dynamics 365 Product Catlog. In this blog, we will have an overview of the new features and improvements included while using product properties in the D365 online release. Defining product properties is useful to distinguish one product from another. You can… Read More »

Managing header and footer of the form in Dynamics 365 using Client API

Introduction In this blog, we will see how to show/hide header and footer parts using Client API. As we know, form is divided in 3 parts i.e. Header, Body and Footer. Let’s discuss how to show/hide header and footer section using script. Header Section: The header is divided into 3 elements 1. Header Command Bar.… Read More »

Matrix Dynamic Component within Inspections for Dynamics 365 Field Service

Introduction Field Service Inspections are used by Technicians to log the answers for various questions while working on the work orders. These questions can be related to Security Queries, Asset Property Details, Pass-Fail Test for asset-based on various measures, Customer Signature, Customer Feedback, etc. Microsoft has introduced this Inspection Template feature in Dynamics 365 Field… Read More »