We spend a lot of time working inside Dynamics 365 CRM forms. Accounts, Opportunities, Cases and other commonly used entities. One area that always had room for improvement was how data gets presented within those forms. For example, if a sales manager wants to see the pipeline breakdown for a specific Account, they typically have… Read More »
Healthcare teams do not have time to waste navigating spreadsheets, disconnected systems, or inefficient routes. Whether it is a medical equipment rep visiting hospitals, a home healthcare coordinator handling urgent requests, or a patient searching for a specialist in an unfamiliar city, location, and timing directly impacts outcomes. Many of these organizations already use Dynamics… Read More »
Microsoft Dynamics 365 Customer Service provides AI-powered assistance through Copilot features that help customer service representatives improve productivity and streamline support operations. One of the latest additions is Copilot immersive (preview), which introduces a conversational workspace experience directly inside Dynamics 365 Customer Service. In this blog, we will explore how to enable Copilot immersive preview,… Read More »
Microsoft just pushed one of its most practical Power BI updates of the year. Here is everything that changed, explained. What is in the April 2026 Update? Power BI’s April 2026 release focuses on three core areas: AI and Copilot, reporting and visuals, and data modeling. There are also a few important deprecations every user… Read More »
In today’s digital-first business environment, customer portals are expected to deliver far more than convenience. They must provide a seamless user experience while maintaining strong security, compliance, and data protection standards. For organizations using Microsoft Power Pages, balancing usability with security is often one of the biggest operational challenges. Our team recently experienced this firsthand… Read More »
In the previous blog, the “what” and “why” of Server Logic were explored. This entry takes the concept further by demonstrating the implementation of a full CRUD (Create, Read, Update, Delete) interface that communicates with an external OData service. The goal here is simple: move the “heavy lifting” to the server so your frontend stays… Read More »
Most teams using Dynamics 365 have access to rich customer data, detailed activity history, and powerful dashboards. Yet a common problem remains: users still don’t know what to do next. They open a record, review data, and pause to decide the next step. That delay, repeated across deals and cases, impacts productivity, response time, and… Read More »
Microsoft Dataverse is widely used for storing and managing business data in Power Platform applications. In many real-world scenarios, developers need to integrate external applications, automate processes, or perform bulk data operations using Python. In this blog, we will learn how to connect Python with Microsoft Dataverse using Azure App Registration and perform CRUD (Create,… Read More »
How a US eCommerce Brand Reclaimed 1,100 Hours a Year with One Dynamics 365 App Every peak season, the operations team at a mid-sized US eCommerce company selling clothing and lifestyle products, braced for the same nightmare: Hundreds of new customer orders are flooding into Microsoft Dynamics 365, each requiring a near-identical setup across accounts, quotes,… Read More »
In complex B2B sales, deals are rarely won through a single contact – they’re won through networks of decision-makers, influencers, and stakeholders. Yet most CRM systems, including Dynamics 365, present this data in flat lists, making it difficult to understand who influences whom and how deals actually move forward. That’s where Map My Relationships – changes… Read More »