You can enhance Microsoft Power Pages list views using conditional formatting with JavaScript. This approach lets you visually highlight records such as “Qualified” or “Cancelled” leads based on their status field, improving readability, prioritization, and overall data presentation. What Is Microsoft Power Pages? Microsoft Power Pages is a low-code platform that allows users to build… Read More »
Managing multiple Business Process Flows (BPFs) in Dynamics 365 CRM can quickly become overwhelming. Teams often waste valuable time manually switching between processes – slowing down productivity and leading to inconsistent results. With the Pinned BPF feature on the Kanban Board, your most relevant process appears automatically. This not only reduces clicks but also ensures… Read More »
If you often build automation flows in Power Automate, you’ve probably used the “List rows” action to pull data from Microsoft Dataverse. It’s useful for basic data retrieval—but when your data grows or you need to search across multiple tables, it starts to hit limitations. That’s where the “Search Rows (Preview)” action comes in. It… Read More »
Field service teams across the U.S. and North America face a common challenge — scheduling appointments efficiently while keeping customers satisfied. Missed visits, long travel times, and last-minute cancellations can seriously impact both productivity and customer experience. With Dynamics 365 Field Service and its Appointment Scheduling capabilities, businesses can simplify booking, optimize routes, and ensure… Read More »
WhatsApp messages have a 98% open rate. Email sits at 21%. For businesses using Dynamics 365, this gap represents a massive opportunity. Most businesses struggle to connect their customer data with their messaging, leading to generic broadcasts that waste the platform’s potential. This guide shows you exactly how to integrate WhatsApp with Dynamics 365 for… Read More »
Nowadays, customer interactions often span many languages. Microsoft’s Copilot Studio provides a powerful way to build multilingual agents, chat agents or bots that can seamlessly converse in more than one language while being maintained as a single agent. What is a Multilingual Agent? A multilingual agent in Copilot Studio is an agent that: Has one… Read More »
Cloning a single record in Dynamics 365 CRM is easy, but what happens when that record has multiple related entities like Orders, Line Items, and Quotes? Manually duplicating them can be time-consuming, prone to errors, and inconsistent. With Click2Clone, you can perform hierarchical (deep) cloning, meaning you can copy related or child records automatically, maintain… Read More »
Every CRM professional has faced this at some point: a workflow that performs flawlessly in testing but slows everything down when deployed at scale. You must have encountered this while handling a bulk update of 10,000 account records during a data migration in Dynamics 365 CRM. Although triggering a synchronous workflow in Dynamics 365 CRM… Read More »
On September 25, 2025, Microsoft launched a reimagined Marketplace, merging Azure Marketplace and Microsoft AppSource into a unified destination. This single hub allows users to discover, try, buy, and deploy cloud solutions, AI applications, and intelligent agents. The move simplifies procurement and integration of third-party solutions within the Microsoft ecosystem, delivering a seamless, streamlined experience… Read More »
If you work with Dynamics 365 CRM every day, you’ve likely faced this challenge: Two records for the same customer appear in your search results. Sales updates one record, while support logs a case in the other. Reports pull inconsistent data, frustrating your entire team. Duplicate records are one of the biggest hidden productivity killers… Read More »