Seven everyday field problems. One working week. One map. Rather than list features, we follow an imaginary team through a typical week in Dynamics 365 and show how Maplytics handles each problem as it comes up. Meet a regional company with a sales team, a service team, and a CRM full of addresses. Their managers… Read More: 7 Ways Dynamics 365 Maps Save Time and Miles »
You have invested in Dynamics 365 to manage your business data. But have you considered how much it would cost to protect that data if something went wrong? A backup subscription might look affordable until you discover that restoring individual records costs extra, backup frequency is limited, or your data is processed outside your own… Read More: Dynamics 365 Backup: How Much Should You Pay for Data… »
The Blueprint: Researching PCF Best Practices Before Coding Every PCF developer knows the urge: run pac pcf init and start coding. One developer building a Fluent UI v9 component for a Model-driven app resisted it, and that choice avoided a problem that usually shows up only after deployment: CSS that breaks in unpredictable ways. The… Read More: Preventing CSS Conflicts in Model-Driven Apps using Shadow DOM »
Building a Copilot plugin is the easy part. The harder question comes after: who gets to use it, who approves it, and what happens when something goes wrong? In our previous blog, Web API Plugin for Declarative Agents in Microsoft 365 Copilot, we built an Account Assistant that connects to Microsoft Dataverse and retrieves matching… Read More: Manage Microsoft 365 Copilot Plugins from the Microsoft 365 Admin… »
Imagine your Dynamics 365 environment holds years of customer emails, notes, sales documents, and file attachments. Your organization wants to reduce Dataverse storage usage by moving these files to SharePoint or another cloud storage platform. But where do you start? Do you migrate every attachment? Should you move older files or retain them in CRM?… Read More: Dynamics 365 Attachment Migration Checklist: What to Check Before Moving… »
Videos are valuable resources for employee training, equipment maintenance, and troubleshooting. However, storing videos in SharePoint does not always make them easy to access when employees need them. Switching between business applications and SharePoint to find and play videos can interrupt workflows and delay important tasks. Imagine a technician standing next to a machine that… Read More: How to play videos directly in a Power Apps Canvas… »
A deleted customer record, a failed data import, or an integration that overwrites thousands of records can disrupt your Dynamics 365 CRM operations in minutes. Recovering the right data, however, can take much longer if your backup strategy is not built for these situations. Choosing the best backup and restore solution for Dynamics 365 CRM… Read More: Best Backup and Restore Solution for Dynamics 365 CRM: Top… »
Field technicians often work at customer locations and use the Dynamics 365 Field Service Mobile app to access work orders, update booking statuses, view related records, and record important information. On a mobile device, however, navigating forms and entering information can sometimes be difficult. Small controls and accidental taps can interrupt a technician’s workflow. The… Read More: UI Enhancement in Dynamics 365 Field Service Mobile app »
What if understanding your customer relationships was as simple as asking a question? Map My Relationships now lives inside Copilot and Teams. Just ask. Key Takeaways Prepare for customer conversations faster by exploring an account’s related contacts, opportunities, and cases in one interactive map. Use AI-generated relationship health analysis to review relevant context, key findings,… Read More: Explore Dynamics 365 CRM Relationships with AI – Introducing Map… »
Imagine managing sales teams across four states. Your California sales reps should see California accounts, your Arizona reps should see Arizona accounts, and your sales head should have access to all accounts. You could manage this using business units, teams, or manual record sharing. But as your business grows and records keep changing, maintaining these… Read More: Restrict Dataverse Record Access by Column Value Using Filtered Record… »