Category Archives: Dynamics 365

Configure Account, Contact & Opportunity creation while qualifying Lead from Dynamics 365 Field Service Mobile App

Introduction In this blog, we will see how to remove the options to enable/disable the creation of Account, Contact or Opportunity while qualifying lead from the Dynamics 365 Field Service Mobile App. On qualifying the lead using out of the box ‘Qualify’ command in the Field Service App we are redirected to a window with… Read More »

Create Records quickly in Dynamics 365 CRM by using new Microsoft Wave 2 feature – Business Card Scanner

Introduction: With the growth of machine learning and artificial intelligence in our day to day life, Microsoft is also embracing ML and AI in Dynamics 365 CRM. With the recent Wave 2 general availability release, Microsoft has added some really good features and one them is – Business Card Scanner. Microsoft has combined its latest… Read More »

Add/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced Find query

Introduction Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need. In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be… Read More »