Category Archives: Dynamics 365 v9

Email Template Selection Enhancement within Microsoft Dynamics 365 CRM

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 »

View & Manage License Consumption in a Dynamics 365/ Power Apps Environment

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 »

Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM

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 »

Enabling external providers/sources for knowledge search in Microsoft Dynamics 365 CRM

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 »

Microsoft Dynamics 365 2023 release wave 1: Automate the addition of columns in Forms and Views

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 »

Leveraging Power Platform and Outsourced Development for Innovation and Efficiency: A Guide for CTOs

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 »