Introduction Sales forecasting has introduced few interesting features and one of them is Advanced Scheduling. Previously while configuring the forecast there was only a scheduling option available in the general tab of sales forecast, but now there is flexibility to configure the scheduling as per the calendar format that organizations use. For example: If you… Read More: Advanced Scheduling in Dynamics 365 Sales Forecasting »
Introduction We recently came across a requirement to create a mobile app to show the product information. So we have decided to develop an app in the Canvas App. The salesperson can use this app to collect information about the needs of the customer, such as a record of products that the customer wants. After… Read More: Use of Print function in Canvas Apps »
Half a year is gone by, it’s time to roll your sleeves, tighten the belt and get ready for round two of target achievement. For this, you need to make use of all available tools in the market to boost your productivity. And the first step should be to enhance your CRM productivity. But the… Read More: Smartly Manage Alerts, Boost Productivity by visualizing CRM Data in… »
Introduction Microsoft introduced Customer Voice in 2020 to get feedback from the customer and save it into Customer voice entities in Dynamics 365 CRM. They also introduced new features in the Customer voice. In this blog, we will discuss one of the new features of customer voice i.e., Pause and Resume Customer Voice. Please find… Read More: Benefits of Pause and Resume Customer Voice Survey feature »
It’s a fact that we process visual images faster than written words. Therefore, using visualization apps to analyze Dynamics 365 CRM data by capitalizing upon our natural ability to process images faster is the smart way to go ahead. A preferred app on Microsoft AppSource – Kanban Board – is one such visualization app that… Read More: Kanban Board new feature – View aggregate field values of… »
Introduction: In the recent release, Microsoft added one powerful feature called ‘Global Intelligent Search’. In this blog, we will see how the admin can enable this for the organization and how it helps the user, and some tricks to get quick results. Enable Relevance Search: In the Power Platform admin center, select an environment. Select Settings> Product > Features. Under Search,… Read More: How to get quick results by using ‘Global Intelligent Search’ »
A recent addition to the suite of “insights” applications has been the Dynamics Customer Insights. This is a standalone application that can be subscribed to and is part of their Customer Data Platform offering. The idea behind this app being the ability to collate customer information including transaction history or behavioral actions across multiple systems… Read More: Get 360 degrees view of your Customer using Dynamics Customer… »
Introduction: I am sure you may have used OnSave event several times in your projects. We generally use this event and write code in it to do some validation on record to restrict the user from saving the record (using prevenDefaults method). The nature of OnSave event is synchronous. It is not right to call… Read More: Get Quick details on new Async OnSave Event in Dynamics… »
InoLink – a Preferred App on Microsoft AppSource – is your go-to app when it comes to integrating Dynamics 365 CRM with QuickBooks Online. Most of you must be well aware of our popular integration app. But for those of you who are yet to get acquainted, let’s see why our Dynamics 365 CRM friends… Read More: Integrate QuickBooks Online with Dynamics 365 CRM for the best… »
Introduction We recently had a business requirement to load data in Dynamics 365 CRM. We had a case where the user will create Account records in a CRM and at the end of the day, it should load records in the other Dynamics 365 CRM. To achieve this we have used the Azure Copy Data… Read More: Load Data in Dynamics 365 CRM using Azure Copy Data… »