“The first line is free, but the rest should be billed.” “Some customers don’t pay—but we still need to track the service.” “Zero-dollar items still need to be provisioned.” These may sound like simple billing rules, but implementing them inside Dynamics 365 CRM? That’s where most small and mid-sized businesses hit a wall. You need… Read More »
Introduction While working on a recent feature for one of our Dynamics 365 solutions, we ran into an issue where users with the right security roles were still facing unexpected “access denied” errors. After some investigation, we realized the root cause wasn’t missing permissions—it was missing licenses. This highlighted a common gap in how ISVs… Read More »
Still Using CRM Like It’s 2010? Let’s Talk Visuals. According to a data report, many CRM users feel overwhelmed by cluttered data and complicated navigation. That’s a lot of missed opportunities — and miscommunication. Scrolling through endless records and tabs isn’t helping anyone close deals faster. So, what if your CRM showed you exactly what… Read More »
In today’s digital world, creating a consistent brand experience is essential. Your Copilot agent, which serves as a vital point of interaction for customers, should reflect your brand. Making sure its visual design aligns with your identity can greatly boost user experience and build trust. In this blog, we’ll explore three effective ways to customize… Read More »
Cleaning CRM data is essential; without it, slow CRM speed, reporting misleads, and customer engagement stalls. Businesses often struggle to identify duplicate Dynamics 365 records, especially when dealing with large volumes of inconsistent or outdated data. Keeping that data clean isn’t always easy. Many businesses still rely on outsourcing CRM data cleanup to BPOs, hoping… Read More »
While creating a Power Automate flow, I discovered an exciting new feature called the “Savings” (Preview) feature in Power Automate. When I tried it, I found it very helpful for those looking to reduce costs by automating tasks with Power Automate flows instead of performing them manually. This feature helps you record exactly how much… Read More »
For professionals who are using Bing Maps/Azure Maps with Dynamics 365 CRM for Geo-Mapping, you already know how useful it is for visualizing data on maps, planning routes, managing territories, and tracking field reps. But there’s one hidden problem that can mess everything up—duplicate records in your CRM. That’s where DeDupeD – a data hygiene… Read More »
In today’s competitive sales environment, equipping your team with the right tools can significantly contribute to success. One such powerful tool is the Sales Qualification Agent — a smart assistant designed to streamline prospect evaluation and outreach efforts. Before your sales team can fully leverage its capabilities, it’s crucial to lay the groundwork through proper… Read More »
Microsoft has introduced Translytical Task Flows (Preview) in Power BI — a groundbreaking capability that brings transactional actions directly into the analytical environment. With this new feature, users can initiate tasks such as creating, updating, or deleting records, and even trigger automated workflows — all within a Power BI report. This marks a major shift… Read More »
Merging duplicate records in your CRM can feel like a trade-off: either keep one version and lose the rest, or manually copy-paste critical data field by field. Notes get overwritten, preferences disappear, and numeric totals get misreported. If you’ve ever tried to detect and merge duplicate Dynamics CRM records manually, you know how time-consuming and… Read More »