If your Dynamics 365 environment feels slower than it used to, you’re not imagining it. As your system grows to include millions of records across Accounts, Contacts, Cases, Activities, and custom tables, search performance becomes the primary bottleneck, not storage. What once took minutes now takes seconds. And in high-volume environments, those seconds add up… Read More »
Managing file storage in Dynamics 365 can be challenging as attachments accumulate across emails, notes, and CRM records. When Dynamics 365 attachments storage isn’t organised effectively, it can lead to slower system performance, higher storage costs, and difficulty locating critical documents. This guide explains how to optimise file storage and streamline attachments in Dynamics 365… Read More »
Dynamics 365 Customer Insights – Journeys is one of the most preferred modules offered by Microsoft, which provides a flexible platform that enables organizations to engage their audience across every stage of the customer journey. It empowers businesses to create personalized, timely, and meaningful interactions based on customer behavior and preferences. As we all know,… Read More »
Imagine you run a business that gets dozens or hundreds of order requests via email every day from new clients or repeat customers. Normally, each request follows a long manual sequence – first reading the email, then validating customer details, checking item availability in inventory, preparing a quote, sending it to the customer, waiting for… Read More »
In the Dynamics 365 and Power Apps ecosystem, we have several options for building applications, each one is for a specific type of requirement. Model-driven Apps works well when we need a structured UI with standard components, while we use Canvas Apps to create custom, mobile-friendly interfaces with a low-code approach. Recently, Microsoft introduced another… Read More »
Introduction When working with large files in Microsoft Dataverse (Dynamics 365 CRM), standard download methods often fail due to payload size limits, network interruptions, or memory overload. To address these challenges, Dataverse provides a chunked, block-based download mechanism through APIs such as: InitializeFileBlocksDownloadRequest InitializeAttachmentBlocksDownloadRequest InitializeAnnotationBlocksDownloadRequest This method is the recommended and most reliable way to… Read More »
Introduction In Dynamics 365 and the Power Platform, solutions are the primary vehicle for application lifecycle management (ALM). As a best practice, direct changes to the base (parent) solution in production or UAT environments should be avoided. Instead, every hotfix or small enhancement should be applied via patches. Each patch adds a separate layer on… Read More »
Managing invoicing within project operations is an integral part that project managers use on a daily basis for billing purposes. Earlier invoicing in Project Operations required multiple clicks and a lot of manual work, as features like bulk editing, consolidation of line items were not feasible. With Microsoft’s new Modern Invoice experience, the entire process… Read More »
Handling large-scale data tasks in Dynamics 365 CRM can be challenging, especially when syncing thousands of records with external systems. Background Operations allow these resource-intensive tasks to run asynchronously, keeping the system responsive. In this article, we’ll walk through the technical setup using a practical scenario: syncing thousands of records with an external system. You’ll… Read More »
Introduction In Microsoft Dynamics 365, auditing helps you keep track of what’s happening inside your CRM. Every time a record is created, updated, or deleted, the system records this activity as an audit log. While this is great for transparency and troubleshooting, there’s a challenge – the platform doesn’t directly show how much storage each… Read More »