Before the built-in Confirm() function existed, adding a simple yes/no confirmation in Power Apps required significant manual effort. In canvas apps, developers typically had to create overlay screens, place message text and action buttons, and manage visibility and state with variables and formulas, similar behavior often demanded custom JavaScript or other workaround techniques. These bespoke… Read More »
What if your CRM could tell your team exactly what to do next – and explain why? Sales and customer service teams using Microsoft Dynamics 365 CRM often struggle with manual lead prioritization, delayed follow-ups, inconsistent pipeline management, and missed revenue opportunities. Reps spend hours reviewing CRM records, tracking emails, analyzing engagement history, and deciding… Read More »
Document management in SharePoint is often underestimated. Many organizations believe simply creating a document library is enough. In reality, managing documents at scale becomes complex very quickly. As document volume increases, common challenges appear: Users rely on folders instead of structured metadata. File names become inconsistent. Metadata fields are left blank. Searching depends on keywords… Read More »
It’s 90 minutes before a high-stakes renewal call. Your sales rep opens Dynamics 365 to pull up the account, check the contact history, and review last week’s email thread. But the record isn’t there. Neither is the linked contact. nor the activity timeline. Gone because someone hit delete on the wrong row while cleaning up… Read More »
Model-driven apps in Power Platform provide a structured way to build data-centric applications using Dataverse where the user interface is automatically generated based on tables, relationships, and business logic. As these apps evolve it incorporates complex forms, business process flows, security roles, plugins, and integrations. Over the time the need for automated, reliable testing becomes… Read More »
Artificial Intelligence has evolved from being an experimental capability to a strategic necessity. Enterprises today are asking where AI will create the most measurable impact. One of the most transformative, yet often underestimated, areas where AI is reshaping decision-making is location intelligence. Every business operates in a physical world. Customers live somewhere, assets are deployed… Read More »
Power BI provides powerful built-in visuals, but sometimes you need custom behavior—such as animated line transitions when filters change. In this blog, we’ll build a custom animated line chart using pbiviz, TypeScript, and D3.js. By the end of this article, you’ll know how to: Create a custom Power BI visual using pbiviz Bind categorical data… Read More »
You’ve likely heard the term “omnichannel”, but what does it really mean for your business? Today’s customers expect seamless support across multiple channels, including WhatsApp, SMS, website live chat, social messaging, and Microsoft Teams. Miss a beat, and you risk frustrated customers, lost sales, and missed growth opportunities. Microsoft Dynamics 365 Omnichannel for Customer Service… Read More »
In the previous blog (Part I), you explored the overview of AI testing evaluation; now, you can dive deeper into the detailed functionality and practical implementation. If you work in IT, especially in a global organization, you understand how critical consistency and accuracy are in daily operations. As a Dynamics 365 CRM Engineer, you likely… Read More »
In the finance and banking sector, forecast accuracy is not just a sales metric; it’s a business risk indicator. Whether it’s corporate lending, investment advisory, insurance sales, or relationship banking, leaders must predict outcomes with precision. Yet many financial institutions still rely on: Manual pipeline reviews Static lead scoring rules Lagging performance indicators This is… Read More »