Workflows (also known as processes) in Dynamics 365 automate business logic such as approvals, field updates, or triggering other workflow actions. Sometimes, we need to check whether a workflow exists for a specific field before performing an action on a form. For example, when updating sensitive fields like Credit Limit or Risk Category, you may… Read More »
The AI Era Demands Clean CRM Data — Duplicates Are a Hidden Threat! In today’s AI-powered CRM world, duplicate records silently erode data quality — and with it, your ability to make smart decisions. “Mathew Smyth” vs. “Matthew Smith” = 2 leads, 1 real customer Confused reps, missed opportunities, and broken automations AI insights? Flawed,… Read More »
Introduction Often, we encounter challenges in mission-critical flows that drive key departmental or enterprise-wide processes, including bulk operations. While these flows are essential for business continuity, they can face disruptions in multiple ways, such as ownership changes due to role transitions or user deactivation, or exhausting daily Power Platform flow request limits. For example, if… Read More »
Struggling to communicate across languages in Dynamics 365 CRM? Serving international clients or collaborating with multilingual teams requires more than just basic translation, it demands real-time, seamless communication. Translate4Dynamics delivers exactly that, bringing instant multilingual support to Microsoft Dynamics 365 CRM, powered by Azure AI Translator. Communicate effortlessly across languages, improve customer experiences, and boost… Read More »
Do your customers expect instant replies on WhatsApp? They probably do! and missing that window can mean losing a lead or frustrating a loyal client. Managing WhatsApp chats inside Dynamics 365 CRM can be overwhelming without the right tools. That’s where WhatsApp4Dynamics comes in—turning your WhatsApp conversations into an intelligent, AI-powered customer engagement hub. With… Read More »
In today’s fast-paced digital world, businesses can’t rely entirely on manpower; they need to adopt powerful technologies and scalable platforms to boost productivity and delight customers. Microsoft’s Dynamics 365, Power Platform, and AI-powered Copilot are the secret weapons — but only if you know how to wield them. To unlock their full potential, companies need… Read More »
Introduction Just like we explored in Part 1, where Events in the PowerApps Component Framework (PCF) brought new possibilities to Model-Driven Apps, the same feature can be just as powerful in Canvas Apps. With Events, PCF controls can now trigger Power Fx expressions directly, enabling seamless interaction between the Custom UI components and App logic.… Read More »
Manually duplicating records, copying related data, and recreating configurations in Dynamics 365 CRM isn’t just frustrating- it’s error-prone and slows everyone down. Whether you’re, A sales rep needing to quickly clone opportunities A support agent recreating standard case templates Or an admin replicating setups across multiple environments – You’ve probably thought, “There’s got to be… Read More »
The Power Apps Component Framework (PCF) has long empowered developers to create custom controls for Power Apps, but its interaction capabilities were historically limited. In model-driven apps, form interactions were confined to some core events, which are OnLoad, OnChange, TabStateChange, and OnSave, tied to the form lifecycle or field updates. PCF controls could only trigger… Read More »
Want to notify your sales team when a high-value deal lands instantly? Or alert your support agents when a case is escalated? Missing a key update could mean lost opportunities or unsatisfied customers. That’s why knowing how to add and manage alerts in Dynamics 365 CRM is essential for any modern business team. That’s where… Read More »