Storing data is easy, but managing access? That’s the real challenge One of the biggest concerns for businesses using Dynamics 365 CRM is controlling who can view, edit, or delete sensitive documents. Granting excessive access poses challenges like the risk of accidental file deletions or data loss. But you want to ensure the security of… Read More »
In this blog, we will walk through the process of creating a new segment in Real-Time Journeys and updating the segment by adding members using the Microsoft Dynamics 365 Web API. (Create a segment-based journey) A segment is a group of contacts or leads, either dynamically updated or statically defined, that you target in your… Read More »
Pop quiz! You get two messages: 📩 A generic promo email you might read later 💬 A WhatsApp message that lands right after you browsed a product Which one do you open? Exactly. Real-time, relevant messaging wins—every time. In a world where attention spans are shorter than a TikTok video, customers crave relevance and speed.… Read More »
Embedding process mining reports in Power BI workspaces allows organizations to visualize, analyze, and refine their actual business processes. The combination is powerful, transforming sophisticated event data into actionable insights—making it simpler to spot inefficiencies, track performance, and drive ongoing improvement, all in a familiar, collaborative analytics setting. In order to customize process mining reports… Read More »
As businesses lean further into intelligent automation, the challenge remains—how do you efficiently work with the heaps of local documents stored across teams while tapping into the power of AI? If you’ve ever wished your assistant could find a document from your desktop and draft a ready-to-send email with it, attachments and all, then our… Read More »
A recent requirement involved adding multilingual support to a custom page within a model-driven app. The objective was to enable users from different regions to interact with the app seamlessly in their preferred languages. To achieve this objective, Microsoft has provided an excellent guide: Customize pages to support multiple languages. If you follow the step-by-step… Read More »
Are you a CRM professional juggling between QuickBooks and Dynamics 365 CRM? Tired of manual data syncing or chasing outdated records? You’re not alone. The good news? There’s a smarter way to connect both systems — and it’s called Real-Time Bi-Directional QuickBooks and CRM Synchronization. Let’s break it down in simple terms so you can… Read More »
In this blog, we will examine how Dynamics 365 Email Engagement can revolutionize your sales process by offering real-time insights into how recipients interact with your emails. We’ll explore how this feature enables you to make informed decisions, communicate more effectively with customers, and foster stronger, more genuine relationships. Sales often feels like a continuous… Read More »
Most sales teams are managing CRM SMS conversations the wrong way! Sales teams today manage dozens of SMS conversations across Leads, Contacts, and Opportunities, but CRM systems haven’t caught up to how real salespeople work. Here’s what typically happens: You get a reply from a lead, but you’re busy. You can’t reassign the chat without… Read More »
In Dynamics 365, impersonation allows actions to be performed on behalf of another user, enabling more flexible and secure workflows. For instance, when automating business processes like case assignments, it’s important to ensure that the actions are attributed to the appropriate user rather than a system account. Impersonation ensures the integrity of audit logs, preserves… Read More »