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 »
Working with massive datasets in Microsoft Dynamics 365 Customer Insights-Data can be challenging. If you’re dealing with millions of records from different data sources, managing and filtering out unwanted data to enhance system performance is key. Loading unnecessary data can create bottlenecks, slow down processing, and waste resources when creating segments, calculating measures, or building… Read More »
Every CRM professional has faced this at some point: a workflow that performs flawlessly in testing but slows everything down when deployed at scale. You must have encountered this while handling a bulk update of 10,000 account records during a data migration in Dynamics 365 CRM. Although triggering a synchronous workflow in Dynamics 365 CRM… Read More »
Custom prompts in Power Apps enable makers to embed generative AI directly into business applications, solving unique challenges with advanced intelligence. Once built and validated using the Power Apps Prompt Builder, these AI-powered prompts can be seamlessly integrated into your app via Power Fx functions, making AI-driven experiences simple and scalable. In this blog, we’ll… Read More »
Imagine yourself managing a sprawling Dynamics 365 solution, bloated with thousands of components, including web resources, entities, and plugins, many of which are unused web resources with no dependencies. Cleaning them up via the Power Apps maker portal (https://make.powerapps.com/) means scrolling through endless lists and manually deleting each one, a tedious and error-prone task. One… Read More »
In Dynamics 365, the traditional way of sharing records involves manually managing user and team permissions. But what if you could simply generate a secure link and share it, so that anyone who clicks on it instantly gets access to the record? Sounds interesting, right? Microsoft’s GenerateSharedLink Action solves this problem by allowing users to… Read More »
Microsoft introduces an enhanced Import from Excel experience for Dataverse, aimed at simplifying how App makers bring structured data into existing tables. Previously, importing Excel files, especially those with multiple sheets, was limited, often requiring manual mapping and strict formatting. With the new experience, the process is more streamlined, intelligent, and reliable, making it easier… 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 »
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 »
In today’s competitive sales environment, equipping your team with the right tools can significantly contribute to success. One such powerful tool is the Sales Qualification Agent — a smart assistant designed to streamline prospect evaluation and outreach efforts. Before your sales team can fully leverage its capabilities, it’s crucial to lay the groundwork through proper… Read More »