Category Archives: Dynamics 365

Microsoft Dynamics 365 CRM + Power Apps Portal Development – Get the best of both worlds!

Today, the Service industry sector has become an important part of the growing economy. It includes IT, Media, Travel, Hospitality, Healthcare, Finance, Insurance, etc. Customer is the king in the service industry. So, it all comes down to providing exceptional services to customers for the success and growth of any service industry. For this, the… Read More: Microsoft Dynamics 365 CRM + Power Apps Portal Development –… »

Create emails in CRM quickly by using enhanced reusable content blocks

Introduction In this blog, we will see one of the preview features introduced in Dynamics 365 Marketing. New content fragment allows you to quickly assemble beautiful mails with just a few clicks. These new content fragments can include layout, advanced elements, and personalization that anyone can use. A content block is a piece of content… Read More: Create emails in CRM quickly by using enhanced reusable content… »

Adding custom pages in model-driven app with responsive layouts

Introduction Microsoft is continuously working on enhancing the maker experience for app design. The new maker experience is all about designing the pages throughout. These custom pages bring the power of Canvas apps into model-driven apps. We have already seen the modern app making experience in the previous blog when the modern app designer maker… Read More: Adding custom pages in model-driven app with responsive layouts »

Exploring sharing capabilities in Dynamics 365 CRM sales forecasting

Introduction: The sales forecasting feature in Dynamics 365 CRM provides organizations with the ability to predict the revenue that can be generated within a given time frame. When configured correctly, Dynamics 365 forecasting plays a key role in helping organizations estimate future sales performance and predict overall business success. Recently, I was configuring sales forecasting… Read More: Exploring sharing capabilities in Dynamics 365 CRM sales forecasting »

Enable Administration Mode from Power Platform Admin Center

Introduction: In this blog, we will see how to enable Administration Mode from Power Platform Admin Center. Enabling the Administration Mode comes in handy while performing operational changes to the environment like copying a sandbox instance to the production. Previously, this setting was available from the Office 365 portal for sandbox instances. For more details,… Read More: Enable Administration Mode from Power Platform Admin Center »

Conditionally Modify the Dropdown in the Canvas App

Introduction: The Canvas app provides us with a visually rich representation of our data on mobile devices. Recently we came across a couple of requirements where we were needed to conditionally show respective options in the Dropdown and also conditionally disable the dropdown in the Canvas app. Now, let’s see the detailed steps on how… Read More: Conditionally Modify the Dropdown in the Canvas App »

Global search and Barcode scanning in Field Service Mobile App

Introduction The ability to search a record by scanning its barcode is an intuitive and useful feature making the searching process quite easier. In our previous blog you saw adding of the Barcode field in the Case form. By adding this you can scan any Barcode and unique value of that Barcode will get updated… Read More: Global search and Barcode scanning in Field Service Mobile App »

AI model-based suggestions for similar Cases and Knowledge Articles within Dynamics 365 CRM

Introduction Using AI-based suggestions for similar Cases and Knowledge articles that have been successfully resolved and published previously helps a Salesperson in swiftly finding the proper solutions which increases the salesperson’s productivity in providing better and faster service to the customer. The AI-based recommendations for similar cases and knowledge articles appear in the smart assist… Read More: AI model-based suggestions for similar Cases and Knowledge Articles within… »