Automating the Microsoft Dynamics 365 (D365) user interface is notoriously difficult. Developers often struggle with dynamic iFrames, deeply nested DOM hierarchies, and fragile XPath selectors that break after every minor CRM update. Traditional Selenium-based frameworks frequently suffer from “flakiness,” failing before completing a single stable execution. However, Playwright has redefined the standard for D365 testing.… Read More »
If your CRM contains multiple versions of the same customer, you don’t just have a data issue; you have a revenue, experience, and AI-readiness problem. Sales teams lose confidence in pipelines. Marketing struggles with audience accuracy. And AI tools like ChatGPT, Microsoft Copilot, Gemini, etc., can’t deliver reliable insights without unified customer profiles. This FAQ-style… Read More »
In 2026, customer communication expectations have fundamentally changed. Today’s buyers demand instant, conversational, and mobile-friendly interactions, not long email threads they might open hours or even days later. For Dynamics 365 CRM users, this shift is significant. Businesses are moving away from traditional email as the primary CRM channel and adopting WhatsApp CRM integrations like… Read More »
In Microsoft Dataverse, Power Automate flows are commonly used to execute business logic when records are created, updated, or deleted. They work well for most user-driven and real-time business operations. However, in certain scenarios such as integrations, background jobs, bulk data operations, or system maintenance tasks running these flows is not always required and can… Read More »
AI is no longer optional in CRM. With Copilot, forecasting models, and automation now embedded into Microsoft Dynamics 365, organizations expect instant insights, accurate predictions, and intelligent recommendations. But there’s a hidden problem most teams discover after enabling AI: AI is only as reliable as the data it consumes. And duplicate CRM records are the… Read More »
In the rapidly evolving landscape of sales automation, staying ahead means leveraging the latest AI capabilities. The Sales Qualification Agent is a significant advancement in Microsoft Dynamics 365 Sales, designed to revolutionize lead qualification processes. This advanced AI agent functions as an autonomous member of the sales team. It is capable of qualifying leads by directly engaging… Read More »
Dynamics 365 is the backbone of customer data for many organizations. From sales and service records to financial and operational insights, CRM data plays a critical role in reporting, compliance, and decision-making. But when it comes to exporting that data regularly, many teams still rely on manual processes — exporting to Excel, running Advanced Find… Read More »
In many Dynamics 365 Sales implementations, sales users need a simple and intuitive way to preview a quote, generate a PDF, and share it with customers. Traditionally, this requirement is handled using Word templates, which often feel rigid, require backend configuration, and do not provide a smooth preview experience for users. Microsoft has introduced PDF… Read More »
If you’ve ever worked in sales, you know this feeling- “A long drive for a meeting that’s canceled at the last minute, back-and-forth visits to nearby prospects on different days, or losing deals not because the product lacked value but simply because you arrived late or were overwhelmed by logistical hassles”. Selling today is more… Read More »
Earlier, the Task Details pane in Project Operations was standard and not customizable at admin level. When users clicked the info icon present next to a task, a fixed task pane from Project showed only predefined fields. Organizations could not add custom fields or modify the layout, so users often had to navigate away from… Read More »