Category Archives: Dynamics 365 v9

Configuring custom views for Inboxes through Agent Experience Profile within Dynamics 365 CRM

In the recent rollout of wave 2 this year, Microsoft has come up with various enhancements and features as a continuous value addition to the business of Dynamics 365 across the globe. There are times when the system administrator preferably looks for a way to come up with something which could let him setup configurable… Read More »

Segmentation in Real-Time Marketing within Microsoft Dynamics 365 Marketing

In this blog, we will see one of the features introduced in Dynamics 365 Marketing. Creating segments is a key aspect of improving marketing return on investment. The logic builder in Dynamics 365 makes it easier to create segments right within the real-time marketing area. This easy-to-use feature does not require any specified knowledge of… Read More »

3 Key Microsoft Dynamics 365 CRM Implementation Essentials Addressed

Implementing a CRM has been a challenge for organizations because of the layers of changes it brings with itself. As per statistics, almost 70% of CRM implementation projects fail. But as the saying goes, “Failure is simply the opportunity to begin again, this time more intelligently”- Henry Ford Also, the benefits of a successful implementation… Read More »

Advanced Edit filter criteria “Under” and “Not Under” for Field Services within Dynamics 365 CRM

Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit… Read More »

Microsoft Teams Rule-Based Suggested contacts in Dynamics 365 CE

Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to… Read More »

Enhanced Timeline View within Dynamics 365

Now we can customize the timeline with some more additional features added in the 2022 wave 2 release, so let’s see how can we configure and use these new features:- Profile Picture: Now you can manage the setting for whether to show or hide the user profile picture on the timeline view. On selecting Always… Read More »