Are you tired of missing important updates in your CRM system? Whether it’s a hot lead, a critical support ticket, or an overdue invoice, every second counts in today’s fast-paced business environment. That’s where Dynamics 365 alerts notifications come into play. In this post, we’ll walk you through the best practices for alerts in Dynamics… Read More »
Introduction to AI Agents in Power Pages Microsoft Power Pages has introduced a powerful capability that allows creators to build AI-driven agents directly from forms. These agents are powered by Microsoft Copilot Studio, enabling seamless interaction between users and the data collected through Power Pages forms. This feature simplifies the process of embedding intelligent, conversational… Read More »
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 »