Are you working on a Dynamics 365 Customer Engagement (CE) project and struggling to integrate a payment system that requires access to sensitive data—like a customer’s full bank account number? You’re not alone. Imagine this: you’re developing with backend plugins, operating under elevated privileges, and fully expecting the System Admin service to give you unrestricted… Read More »
Introduction In Microsoft Dataverse (Power Apps), there is often a need to retrieve summarized or aggregated data, such as counts, averages, sums, minimums, or maximums, rather than retrieving every individual record. Traditional query methods using QueryExpression focus on row-level data retrieval and do not inherently support aggregate functions. This creates challenges for developers who need… Read More »
Managing customer interactions efficiently requires having all related information, documents, screenshots, and other supporting files, readily accessible. One way to streamline this process in Dynamics 365 is by leveraging the Attachment Control component on forms. The Attachment Control is a powerful UI component that allows customer service representatives (also called agents or service reps) to… Read More »
In every Dynamics 365 or Power Apps implementation, it’s common to require fields where users select values from predefined lists—such as Job Title, Customer Category, Priority, or Region. These lists are typically implemented using Choice fields (Option Sets) or custom Lookup fields referencing separate entities. A common challenge when configuring Option Sets in Dynamics 365… Read More »
In this blog, we will examine how Dynamics 365 Email Engagement can revolutionize your sales process by offering real-time insights into how recipients interact with your emails. We’ll explore how this feature enables you to make informed decisions, communicate more effectively with customers, and foster stronger, more genuine relationships. Sales often feels like a continuous… Read More »
In Dynamics 365, impersonation allows actions to be performed on behalf of another user, enabling more flexible and secure workflows. For instance, when automating business processes like case assignments, it’s important to ensure that the actions are attributed to the appropriate user rather than a system account. Impersonation ensures the integrity of audit logs, preserves… Read More »
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 »