Introduction: In today’s fast-paced work environment, entering customer details manually into CRM can be time-consuming and repetitive. It often takes focus away from what matters—helping customers and closing deals. Small tasks like typing in names, phone numbers, or company info from a business card can add up quickly, especially when handling multiple inquiries. To solve… Read More »
As Microsoft’s Copilot becomes an integral part of the Dynamics 365 CRM ecosystem, understanding how users interact with it has become essential for businesses aiming to enhance their digital customer experience. Recently, a client approached us with a unique requirement – they wanted to capture the user details like username, Business Unit, Timestamp, and the… Read More »
Managing multiple projects often means constantly updating stakeholders with the latest information on timelines, budgets, and client feedback. For many project managers, this usually involves digging through CRM systems for updates, manually copying details, and attaching them to emails, a tedious and time-consuming task. There’s always the added pressure of ensuring the shared information is… Read More »
In this blog, you’ll learn how to set up a streamlined CI/CD process for Dynamics 365 CRM using Azure DevOps Pipelines, automating solution exports, managing deployments across environments, In Dynamics 365 CRM, automating the export and import of CRM solutions is crucial for ensuring consistency and efficiency in deployment processes. By utilizing Azure DevOps Pipelines,… Read More »
In this blog, we’ll explore how Microsoft’s AI-powered Copilot enhances text input in canvas apps, simplifying email writing, improving productivity, and ensuring clarity. We’ll guide you through using Copilot’s features for generating and rewriting content with tailored length and tone adjustments. In an era where digital interactions dominate, clear and effective text input is crucial… Read More »
In this blog, we will explore how Natural Language Grid Filtering & Sorting feature improves data search in Dataverse, making it easier to interact with large datasets using natural language. Managing and analyzing large datasets in Dataverse can often be challenging, especially when dealing with complex filters and advanced queries. However, with the introduction of… Read More »
Meet Jack, a customer service representative working at a B2B company. He often finds himself too busy and stressed under a constant stream of cases, customer chats, and follow-ups. He juggles multiple conversations at once, trying to manage urgent support tickets while keeping up with ongoing inquiries. The back-and-forth causes him to lose track of… Read More »
For instance, there is an IT company where different teams like sales, marketing, and product management work with distinct sets of data in Dynamics 365 CRM. However, the default public system view displays all data to every user within a team. This means a sales team admin who primarily needs to see “All Leads” must… Read More »
In Dynamics 365, the TDS (Tabular Data Stream) endpoint allows developers to query Dataverse data using SQL-like commands. For example, suppose a sales manager wants to find the top three accounts with the highest revenue. Here’s how they can use the TDS endpoint to get that data. Why Use SQL for Retrieving D365 Data? Familiar… Read More »
Building Canvas Apps in PowerApps presents a challenge. Microsoft has provided great built-in functions, but what if your App needed something other than the built-in functions? You would have to create workarounds—repeating formulas, juggling nested logic, and spending extra time managing it all. It worked, but it wasn’t ideal. Now, Microsoft is upgrading the process… Read More »