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 »
In model-driven apps, forms often have many fields spread across multiple tabs and sections, which can make it hard and time-consuming for users to quickly find the key information they need. Navigating through these tabs slows down productivity and increases the chance of missing important details. The Row Summary feature helps solve this by showing… Read More »
“Which stage is causing the biggest backup?” “Where is my team spending most of their time?” “Why does this lane keep getting longer and longer?” If you’ve ever tried to answer these questions by looking at a cluttered CRM screen, you know how frustrating it can be. Managing tasks without a clear view is like… Read More »
Model-driven apps within the Microsoft Power Platform offer structured and efficient ways to manage business data. Now, with the integration of intelligent agents, these apps go beyond data handling, they become smarter, more responsive, and highly efficient in assisting users. This blog explores the two main types of agents available in model-driven apps: autonomous agents… Read More »
Struggling to keep CRM users informed at the right time? From missed follow-ups to delayed escalations, communication gaps in Dynamics 365 CRM can slow down operations and impact productivity. That’s why smart teams are turning to Alerts4Dynamics—a no-code notification app that allows you to schedule, customize, and target alerts across email, pop-ups, and in-app posts.… Read More »
Canvas Apps in Power Platform provide a flexible way to build rich, custom user interfaces using a low-code approach. However, as these apps grow in complexity—handling multiple screens, dynamic logic, and business-critical processes—the need for automated, repeatable UI testing becomes critical. Automated testing is essential to ensure application reliability by consistently validating functionality across different… Read More »
Managing a flood of incoming documents, whether for loan applications, onboarding, or compliance, can quickly become chaotic. Manually sorting emails, classifying attachments, tagging metadata, and filing them correctly in SharePoint eats up valuable time and leaves room for errors. But what if this entire workflow could be automated? Join our exclusive live webinar to see… Read More »
In Dynamics 365, JavaScript plays a crucial role in customizing forms and enhancing the user experience. One useful function in D365 form scripting is “setIsValid()”, which allows developers to control field validation dynamically. In this blog post, we’ll explore a real-world business use case for “setIsValid()” and demonstrate how it can improve data integrity and… Read More »
Struggling with messy, inconsistent SharePoint folders for CRM records? If your teams manually create folders or share files without proper access control, you’re risking a security gap, lost documents, and endless IT support tickets. With SharePoint Security Sync, you can automatically generate structured SharePoint folders using metadata from Dynamics 365 CRM, and instantly apply the… Read More »
Verifying user privileges in Dynamics 365, such as access to prvReadQuote for compliance or operational purposes, often involves identifying which users hold specific privileges. Initially, a complex FetchXML query was used to retrieve this data, but it posed significant challenges: The FetchXML was large, hard to maintain, and error-prone due to its multiple joins and… Read More »