To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views. Here are the steps to access this feature- Step 1:… Read More »
Marketing involves presenting an idea, a product, or a service to a target audience. By focusing on a customer’s needs and wants, companies are able to determine who might purchase their product and how to attract them. The concept of email can be quickly transitioned to the concept of writing by using content ideas as… Read More »
In an organization, we all know the significance and importance of License Consumption by the Users for an Environment, especially in the Business of Dynamics 365. To ease this for the Users, Microsoft has introduced a new feature, as an enhancement, as a part of the recent “2023 Wave 1 Release” An organization can have… Read More »
A few interesting features have been added to the Timeline view in the 2023 release wave 1 plan. These include Display Layout, Copy to Clipboard command, and inline images and files in the notes. Let’s explore! Display Layout You can choose the timeline layout as required from two options, i.e., roomy or cozy. When you… Read More »
As we all already know the significance of the ability to share any sort of data/information with other users in the system, in general, Dynamics 365 allows users to share the records of the entities with other users across the system. Taking this further, In the wave 1 rollout of Microsoft D365, this ability to… Read More »
In today’s competitive market, we all know the significance and importance of sources of data and information. When it comes to the business of Microsoft Dynamics 365, customer service is widely used. “Knowledge search” stands as an integral component/module of the customer service hub in Microsoft Dynamics 365 letting users work by searching through the… Read More »
In the new Microsoft Dynamics 365 2023 release wave 1, the “Update forms and views” feature has been introduced that allows users to add table columns to the selected forms and views automatically using the table designer and table hub. One of the biggest friction points for Microsoft Dataverse is the inability to automatically update… Read More »
As companies increasingly look for ways to digitize and automate their business processes, Power Platform is becoming a top choice to quickly develop and deploy custom applications. Power Platform is a low-code development platform that allows users to build custom applications with little to no coding. These platforms provide a great opportunity for leaders like… Read More »
Introduction: In Microsoft Dynamics 365 CRM, the display string messages are those messages which are shown on the Forms, error Popups, etc. which provide appropriate information to the users. However, a user can modify a message as per the business case. To accomplish this, Microsoft now provides us with a feature where we can directly… Read More »
Recently, we were addressing a requirement where we needed to work with a custom connector. We had an API that accepted GET & POST request methods. Some values were needed to be read in the request as query parameters. Scouring through the internet, we found no documented way to read the query parameters. After some… Read More »