Model-driven apps within the Microsoft Power Platform offer structured and efficient ways to manage business data. Now, with the integration of intelligent agents, these apps go beyond data handling, they become smarter, more responsive, and highly efficient in assisting users. This blog explores the two main types of agents available in model-driven apps: autonomous agents… Read More »
Struggling to keep CRM users informed at the right time? From missed follow-ups to delayed escalations, communication gaps in Dynamics 365 CRM can slow down operations and impact productivity. That’s why smart teams are turning to Alerts4Dynamics—a no-code notification app that allows you to schedule, customize, and target alerts across email, pop-ups, and in-app posts.… Read More »
Canvas Apps in Power Platform provide a flexible way to build rich, custom user interfaces using a low-code approach. However, as these apps grow in complexity—handling multiple screens, dynamic logic, and business-critical processes—the need for automated, repeatable UI testing becomes critical. Automated testing is essential to ensure application reliability by consistently validating functionality across different… Read More »
Managing a flood of incoming documents, whether for loan applications, onboarding, or compliance, can quickly become chaotic. Manually sorting emails, classifying attachments, tagging metadata, and filing them correctly in SharePoint eats up valuable time and leaves room for errors. But what if this entire workflow could be automated? Join our exclusive live webinar to see… Read More »
In Dynamics 365, JavaScript plays a crucial role in customizing forms and enhancing the user experience. One useful function in D365 form scripting is “setIsValid()”, which allows developers to control field validation dynamically. In this blog post, we’ll explore a real-world business use case for “setIsValid()” and demonstrate how it can improve data integrity and… Read More »
Struggling with messy, inconsistent SharePoint folders for CRM records? If your teams manually create folders or share files without proper access control, you’re risking a security gap, lost documents, and endless IT support tickets. With SharePoint Security Sync, you can automatically generate structured SharePoint folders using metadata from Dynamics 365 CRM, and instantly apply the… Read More »
Verifying user privileges in Dynamics 365, such as access to prvReadQuote for compliance or operational purposes, often involves identifying which users hold specific privileges. Initially, a complex FetchXML query was used to retrieve this data, but it posed significant challenges: The FetchXML was large, hard to maintain, and error-prone due to its multiple joins and… Read More »
Struggling to translate CRM field values in Dynamics 365? You’re not alone. As businesses expand across regions, language should never be a barrier to productivity. While Dynamics 365 CRM offers multilingual support for user interface elements, many organizations still face challenges when it comes to translating the actual data — like free-text fields, option sets,… Read More »
Copilot is an AI-powered assistant integrated into the Dynamics 365 Customer Service workspace that helps representatives respond faster and more effectively. The Draft a Chat Response feature allows agents to generate suggested replies automatically during live chat conversations. Instead of typing responses manually, agents can click a button to have Copilot draft a reply based… Read More »
“The first line is free, but the rest should be billed.” “Some customers don’t pay—but we still need to track the service.” “Zero-dollar items still need to be provisioned.” These may sound like simple billing rules, but implementing them inside Dynamics 365 CRM? That’s where most small and mid-sized businesses hit a wall. You need… Read More »