Category Archives: Dynamics 365 v9

Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

If you’ve ever tried to retrieve Business Process Flow (BPF) stages programmatically in Dynamics 365 CRM, you’ve probably noticed something frustrating: the order you get from the backend doesn’t always match what you see on the form. Recently, while working on a real project requirement, you may find yourself needing the BPF stages in the… Read More: Get Business Process Flow Stages in a defined sequence within… »

Explore new options of ‘Copy link’ and ‘Manage Access’ to share individual CRM records in a jiffy!

In this blog, we are engaging with two new options introduced within Microsoft Dynamics 365 CRM, “Copy Link” and “Manage Access“. Before these options were introduced, we needed to manually copy the link and share it with the required CRM user. Similarly, to give access to a particular CRM record, we needed to share that… Read More: Explore new options of ‘Copy link’ and ‘Manage Access’ to… »

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: Configuring custom views for Inboxes through Agent Experience Profile within… »

How to configure Power Apps assets within Power Apps

While working with Dynamics 365 CRM, there can arise a situation where you’re stuck somewhere, and it seems impossible to troubleshoot the situation. Well, Microsoft came up with a provision that takes help from AI to help in these cases; but in some niche cases, the bots usually fail to find the correct answers for… Read More: How to configure Power Apps assets within Power Apps »

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: Segmentation in Real-Time Marketing within Microsoft Dynamics 365 Marketing »

Set Timezone format field based on Account Location in Microsoft Dynamics 365

In Dynamics 365, we have the flexibility to store data of a variety of types such as text, number, lookups, options, etc. Time Zone is a type of format for Whole Number, which allows the user to store the Time zone information of a particular record in CRM. The screenshot below explains the same In… Read More: Set Timezone format field based on Account Location in Microsoft… »

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: 3 Key Microsoft Dynamics 365 CRM Implementation Essentials Addressed »

Smart Email Validation for Effective Lead Management within Microsoft Dynamics 365

In a previous blog, we had engaged in understanding duplicate lead detection which helps organizations with the cleaning up of data. Recently, Microsoft announced one more powerful feature called email validation with the help of which a user trying to enter an invalid email id will not be allowed to do so within Dynamics 365.… Read More: Smart Email Validation for Effective Lead Management within Microsoft Dynamics… »

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: Advanced Edit filter criteria “Under” and “Not Under” for Field… »

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: Microsoft Teams Rule-Based Suggested contacts in Dynamics 365 CE »