In this article, We will discover more about the brand-new feature that Microsoft unveiled in the 2023 Release Wave 1. The recent records component allows users to view related cases on a form. Compared to the old grid, this component has better visualization of the record list. Also, we will see how we can see… Read More: Recent records component and show customer details in the side… »
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: Dynamics 365 CRM Wave 2 Release: Enhance Categorization of Knowledge… »
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: Ease the use of Dynamics 365 Timeline »
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: Workflow Automation in Dynamics 365 CRM: Triggering Actions on Email… »
We are already familiar with the Auditing feature, which enables us to track user access to the system, monitor updates made to specific columns, retrieve previous column values before updates, identify record deletions, and much more. Audit logs can be viewed in the Audit History tab for a single record and in the Audit Summary… Read More: Auditing of Security Role in Microsoft Dynamic 365 CRM with… »
With the wave 1 rollout in Microsoft Dynamics 365 CRM earlier this year, there has been an addition of a new type of entity in Dynamics CRM. It is called an “Elastic” entity. In this blog, we will walk through one of the capabilities of this newly launched feature, what makes it different from the… Read More: Enabling/creating the entity as type “Elastic” within Microsoft Dynamics 365… »
Introduction We learned how to link teams with Microsoft Dynamics 365 CRM in our previous blog. We will now learn how to view Teams chat in the record’s timeline. Email and phone calls are effective ways to communicate with customers, but chatting with them casually can also help resolve their issues faster. This gives them… Read More: How to show Teams chat on the connected records timeline… »
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: Email Template Selection Enhancement within Microsoft Dynamics 365 CRM »
Earlier, Power BI reports on the CRM were directly added to the dashboard. However, recently we received a request from a client, who wanted to view a Power BI report of leads and opportunities related to accounts. He wanted to have this view in a tab on the account form itself. We researched this request… Read More: Add Power BI Reports On Model-Driven App Form with Power… »
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: View & Manage License Consumption in a Dynamics 365/ Power… »