Category Archives: Dynamics 365

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 »

‘Maker Welcome Content’ Option in Power Platform Admin Center

In the previous blog, we covered how to enable managed environments to get more visibility and control. We also discussed areas that help you scale as a better environment administrator. Likewise, in this blog, we will see the new features introduced in the Power Platform Admin Center called Maker Welcome Content. So let’s get started!… Read More »

Automatically sending Power Apps cards to Microsoft Teams channels using Power Automate Flow

Microsoft has added a new feature called Cards in the Wave 2 release.  Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. In the previous blog, we explained how to create cards using Power Apps. In this blog, we have explained how to… 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 »