Introduction Recently we had a requirement that BCC emails should be received in Dynamics 365 CRM i.e. while sending email if user adds another user as a BCC then email should be received against that user in Dynamics 365 CRM. But only the emails of ‘To’ and ‘CC’ participants gets tracked in Dynamics 365… Read More: How to Track the BCC emails in Dynamics 365 CRM »
The D-Day is here! We are finally at the much awaited 2019 User Group Summit and excited to reconnect with our Peers, closest friends, Business Partners and Solution Experts. As with all user group summits, this year will also see large number of attendees coming together to exchange knowledge, build connections and showcase wide range… Read More: User Group Summit Booth #1331 – Hub of Dynamics 365… »
Introduction Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need. In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be… Read More: Add/Remove members from Marketing List in Dynamics 365 CE UCI… »
Introduction In this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM. Microsoft Forms Pro allows you to create and send surveys to your customers or employees and collect their valuable feedback about your products or services. With Forms Pro, you can create and… Read More: Send and Store Survey Responses in Dynamics 365 CRM using… »
Just 5 Days to Go for User Group Summit / Power Platform Summit! With over 1000+ attendees, this Summit will give you an opportunity to gain vital knowledge to maximize your software performance and advance your job role, career, and product investment. Hosted by Dynamic Communities, it will feature all versions of Dynamics 365, AX,… Read More: User Group Summit Sessions – Organize your schedule with its… »
Businesses thrive on sales. Sales come from pursuing leads. These leads are assigned to team members by Sales Managers. Assigning and distributing leads is a significant yet tedious task. That what is our new innovative or productivity app as well call it all about – Lead Assignment & Distribution Automation. So what is it all… Read More: Round Robin Lead Assignment in Dynamics 365 CRM with our… »
Introduction In this AI Builder three-part blog series, first blog was about how to use AI Builder to extract Form document data and second blog highlighted the use of AI Builder Text classification model. Now in the third and final blog we will see how to build an AI Object Detector using Power Platform. Object… Read More: Power Platform: How to Build AI Object Detector using Power… »
Introduction In Dynamics 365 CRM, we have views which gives quick reference for records. While exploring Canvas apps, we found a new feature which helps us to display the views in the Canvas apps. In this blog, we are going to display the views in Canvas app using CDS connector. In Dynamics 365 CRM, we… Read More: Show Dynamics 365 CRM Views in Canvas App Using CDS »
Introduction Recently, we faced an issue in UCI where we had to filter customer field depending on Type of customer. Here, the requirement was as follows: If the type of customer is account then the customer field should show Account entity records only. If the type of customer is contact then the customer field should… Read More: Tip to Filter Customer Field depending on ‘Type of Customer’… »
September is over and we are now almost counting days or maybe hours for the User Group Summit starting October 15, it’s already a 2x exciting feeling to be at Summit booth 1331 this year. Developing innovative productivity apps, creating out of the box solutions, providing distinguished low-cost development services is what we do best.… Read More: Microsoft Preferred Dynamics 365 CRM Apps to explore at User… »