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 »
We worked as Power Platform Administrators for our client on one of their financial services projects, where we managed multiple Power Pages sites. One day, an AI-generated summary on one of our public portals accidentally revealed sensitive client information on a public-facing portal, and it quickly became a huge problem. This wasn’t just a small… Read More »
If you’re juggling between QuickBooks and Dynamics 365 CRM, you’re not alone. Businesses using both platforms often face disjointed processes, data inconsistencies, and wasted hours on manual syncs. The good news? A robust Dynamics 365 Online QuickBooks integration can eliminate these pain points and streamline your operations end-to-end. Let’s break down the most common issues… Read More »
Microsoft Power Apps Test Engine provides a powerful automation framework to validate Canvas apps using test plans written in YAML and Power Fx. With the recent releases, Microsoft has introduced Preview Power Fx functions, enabling deeper, more realistic interaction with the app, pausing test execution, running Playwright scripts, and more. Prerequisites To start using the… Read More »
In the world of CRM, data visibility, navigation, and relationship mapping are critical for smooth operations. Yet many Dynamics 365 CRM admins still struggle with understanding how records are connected – especially in complex scenarios involving accounts, contacts, opportunities, cases, and custom entities. Are you dealing with: Difficulty visualizing relationships between records Manual effort to… Read More »
Logging time is nobody’s favorite part of the job. It’s repetitive, prone to mistakes, and usually eats up way more time than it should. But what if it didn’t have to be that way? Thanks to Copilot in Dynamics 365 Project Operations, time entry just got a major upgrade. Whether you’re tracking hours or adding… Read More »
Tired of Clicking Around in CRM? If you’re a Dynamics 365 CRM user, chances are your day involves jumping between views, clicking through endless records, and manually updating fields — only to realize you’re still not getting the full picture. Actually, CRM was supposed to simplify your workflow. Instead, it often becomes a cluttered maze… Read More »
Still copying WhatsApp chat details into your CRM manually? If yes, there’s a faster, smarter way! The latest Dynamics 365 WhatsApp integration update introduces Dynamic Field Mapping — a feature that automatically fills CRM records with real-time chat data. No more copy-paste. Just click, map, and go! WhatsApp4Dynamics, the leading solution behind Dynamics 365 WhatsApp… Read More »
In a world where businesses interact with customers across multiple regions and languages, analyzing multilingual content is no longer optional; it’s essential. Whether you’re collecting feedback, managing leads, or reviewing support tickets, knowing the language of your data opens doors to better automation, routing, and personalization. As we know, Power BI itself does not have… Read More »
Tired of switching between Dynamics 365 CRM and SharePoint for effective document management? What if your documents were Fully Secure Easy to Search and Find Fully in sync with your CRM access — all in one place? Let’s explore why this is important and discover how you can achieve it easily through SharePoint and Dynamics… Read More »