The Queue Items control is another addition to the new PCF controls available for Customer Service. This feature allows users to see related queue item details directly within the case, without needing to open them by clicking a button. It makes it much easier to quickly check which queue the case is in and who… Read More: Enhance Efficiency with the New Queue Items Control in Dynamics… »
As a support agent, I engage with customers and address their concerns. In an earlier instance, I was handling a case for an organization named “A. Datum Corp. (Sample)” Our system contained records for Curron, Smith, and several other contacts linked to the company. I filled out all the fields and used Smith as the… Read More: Simplifying Case Creation: Disabling Validations on contact and customers »
In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, which can result in missing important information. During a recent meeting with a potential client, Alex, our new CRM feature allowed me to take notes and upload documents in real-time—without having to… Read More: Improve Collaboration by Adding Notes Before Saving in Dynamics 365 »
Recently, we received a client requirement to show a button to users who have the Create permission for a specific entity. In the traditional approach, we would use the Ribbon Workbench in XrmToolBox to add buttons and write JavaScript code to check user permissions. While this method works fine, it can be a bit complex… Read More: Show/Hide Buttons Based on Entity Permissions Using Power FX »
In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently. Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead. Now with the new… Read More: Discover the Latest 2024 Updates to Dynamics 365 Lead Qualification »
In today’s digital landscape, email remains one of the most powerful tools for brand communication. Whether you’re reaching out to potential customers, engaging with loyal clients, or nurturing leads, your emails serve as a direct reflection of your brand. Therefore, it’s essential to ensure that your email communications are not only consistent but also a… Read More: Step-By-Step Guide to Use Brand Profiles in Emails: Enhancing Engagement… »
Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolutionize this process. The 2024 Wave 2 update introduces a ground-breaking AI-powered account summary feature that provides a comprehensive, 360-degree view of each account. But please note this is a preview feature.… Read More: Get AI Generated 360-Degree View of Account Summary in Dynamics… »
Being a salesperson working in an organisation with a huge customer base, things turn out to be a bit more challenging in terms of managing the appointments, open tasks, and other upcoming, overdue activities against the customers. Sometimes, this is likely to end up leading to missed deadlines and disappointed customers, as managing the activities… Read More: Customize Record Forms in Dynamics 365 CRM using the Due… »
Microsoft Dynamics 365 continues to provide users with exciting features to streamline their business processes. One of the existing features in the upcoming 2024 release wave 2 is the enhanced Grouping and Aggregation capabilities in views and subgrids. These will help users to have more control over their data, making it easier to analyze and… Read More: Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM… »
Welcome to our guide on designing your marketing calendar in Dynamics 365 CRM! In today’s dynamic business landscape, having a well-organized calendar is essential for managing and optimizing your marketing efforts. This feature not only allows you to tailor your calendar to fit your unique preferences but also helps you effortlessly schedule meetings, avoid conflicts,… Read More: A Step-by-Step Guide to Designing Your Marketing Calendar in Dynamics… »