The Resco Mobile App provides a valuable feature that enables users to customize reports through the Resco Report Tool. This tool constructs a report in the form of a template, storing it within the CRM system. Within a form, there is a command named “Run Report,” which grants users the choice to initiate the report… Read More »
Pipeline view is a control introduced by Dynamics 365 for visualizing records of the entities, displaying them on a graph, and focusing on the current pipeline phase of records of the selected entity. The data which you can visualize on two different dashboards called “Deal tracker” and “Sales funnel” is shown by a bubble chart/graph… Read More »
In today’s fast-paced digital landscape, there is an excess demand for streamlined solutions. And we, as makers, constantly seek ways to optimize workflows, enhance productivity, and deliver exceptional user experiences. This can be achieved by harnessing the potential of Excel spreadsheets, transforming them into entities, and ultimately evolving them into dynamic applications that resonate with… Read More »
In general, an importance of the categorization has always been extremely crucial in today’s business market full of data and the information. The Categorization overall makes the work a lot easier simply by dividing or grouping the data/records in an efficient manner. In the earlier wave 2 release of Dynamics 365, Microsoft came up with… Read More »
We were recently working on a requirement to create a polymorphic lookup attribute. We needed to use its navigation property further while working on the UI part. However, we were having issues using the navigating property of the field for some of the OOB entities. While further investigating, we found that the relationship was being… Read More »
In the recent 2023 release wave 1 plan, additional features have been added to the Timeline view under Personal Settings, such as Display layouts, Show email as, and Remember by filters. We have already written a blog about Display Layouts and some additional options. However, as part of this blog, we will discuss two topics:… Read More »
Microsoft Dynamics 365 CRM offers a plethora of robust features and capabilities, making it a highly sought-after solution for businesses aiming to enhance their customer relationship management processes. Dynamics 365 offshore development services can be a great way to leverage the benefits of this platform while reducing costs, gaining access to a wider talent pool,… Read More »
Introduction Recently, we were working on a customer requirement that required us to handle two specific scenarios: creating a phone call activity when an email is sent and creating an appointment upon receiving an email. We tried two approaches to meet this requirement. The first approach was to create a single workflow called “SendReceivedEmail” that… Read More »
The marketing segment is the starting point for many marketing activities, targeting a specific type of audience based on filtered queries. You can easily filter your audience (e.g. Contacts or Leads) based on customer journeys and target them accordingly. Segmentation for Outbound Marketing: According to the client’s business, they may target leads or contacts. Segmentation… Read More »
In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 1. The customer 360 component allows users to visualize the customer data on the case form. Previously, using the quick view form we could visualize the data but couldn’t edit the same. In the customer 360 component,… Read More »