Category Archives: Dynamics 365

Choose Between Model or Canvas-Based Low Code Power Apps: Which One Fits Your Business Requirements?

Introduction Say goodbye to complex coding! Low-code development is a way of crafting software that demands minimal coding expertise. It uses templates and drag-and-drop tools to create applications quickly and efficiently. In this blog post, we will explore the benefits of low-code development, the differences between low-code and traditional development, and the best low-code development… Read More »

Activate Copilot in the Email Rich Text Editor for Dynamics 365 CRM

Microsoft has provided various integrations of Copilot AI Capabilities with Dynamics 365 CRM which helps users to streamline and automate their business processes. In this blog, we will walk through one of these capabilities i.e. Enable Copilot in Email Rich Text Editor (Preview). This feature allows email content refinement based on the below-listed aspects. Length… Read More »

Segment Insights (Preview) feature using Differentiator and Overlap Analysis

In today’s competitive world, targeting a specific type of audience for marketing based on filtered criteria like demographic, firmographic, behavioral data, and other considerations is the key to success. Segments in “Customer Insights – Journeys” help you to create groups of audiences that you can target specifically. You can refer to this doc for more… Read More »

Merging Customer Insights Journeys and Data within Dynamics 365

Recently when I had a client requirement for implementing segmentation within outbound marketing, I referred to our previous blog and started implementing the same but surprisingly came to know that there is no outbound marketing within Marketing which was there before. Then I started exploring more related to this and realized that in a recent… Read More »

How to bookmark activities on the timeline in Dynamics 365 CRM

Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks… Read More »

Simplify Form Design using Associated Grid Control

The newly introduced Associated Grid Control allows us to enhance the form’s simplicity and readability by showcasing related record details up to four subgrids. This Associated Grid Control is available for all tables. Steps to configure the Associated Grid Control, 1. Navigate to https://make.powerapps.com 2. Select the environment that contains your solution and select Table… Read More »

Manage records and associated Activities on a page using Focused View in Dynamics 365 – Part 1

In the recent release of Dynamics 365 CRM, a feature called Focused View has been introduced which is the most useful feature for all CRM users. The main purpose of the Focused View feature is to focus on the ongoing task view manage the records along with their associated activities on one page and reduce… Read More »

How to Make Elastic Tables in Microsoft Dynamics 365 CRM

Elastic tables are a new feature in Dynamics 365 Dataverse. They come in four types: Standard, Activity, Virtual, and Elastic tables. Elastic tables are designed to handle data that changes a lot. They are great when you have data that might look different depending on the situation. In this blog post, we will talk about… Read More »

Boosting sales efficiency with Sales Copilot in Microsoft Dynamics 365 CRM

Say hello to Microsoft Sales Copilot – it’s like a buddy for folks who sell things. This friendly helper is all about making your work easier and helping you do a better job with your customers. You can find Sales Copilot in places where you usually work, like Outlook, Microsoft Teams, or Dynamics 365 Sales.… Read More »

Use Dataverse search Suggestions API of Microsoft Dynamics 365

Dataverse Search has been a prominent feature in the Microsoft Dynamics 365 CRM environment, offering access to advanced search capabilities. The earlier “Relevance Search” has been upgraded to “Dataverse Search” with some interesting additional enhancements. Previously, we demonstrated how to utilize the Relevance Search API in Power Automate and Canvas Apps. Today, let’s explore the… Read More »