Category Archives: Dynamics 365

Enhancing Mobile Productivity: Exploring Dynamics 365 CRM Mobile App with Power Apps

In a digital age where mobility and agility are paramount, mobile apps have transitioned from being a luxury to a necessity, revolutionizing modern business operations. Among these transformative tools, the Dynamics 365 CRM Mobile App and Power Apps have emerged as game-changers, redefining mobile productivity for businesses of all sizes. The Dynamics 365 CRM Mobile… Read More »

How to import Outbound Emails, Content Blocks, and Email Templates in Real-time Marketing

In this blog, we will learn how to import outbound Emails, Content blocks, and Email Templates into Real-time marketing. Currently, to work with real-time marketing we need to create new emails, content blocks, and templates which is time-consuming. So, to save time and reuse the existing outbound assets, we can import the same as required.… Read More »

Design Custom Sidebar within Microsoft Power Pages

Microsoft Power Pages offer a low-code, no-code SaaS (Software as a Service) platform fortified with enterprise-level security. It simplifies the process of creating, hosting, and managing modern external-facing business websites. By default, when creating a Power Pages site, the primary navigation is positioned at the top of the header. However, there might be at times… Read More »

Pipeline View in Microsoft Dynamics 365

Pipeline view is a control introduced by Dynamics 365 for visualizing records of the entities, displaying them on a graph, and focusing on the current pipeline phase of records of the selected entity. The data which you can visualize on two different dashboards called “Deal tracker” and “Sales funnel” is shown by a bubble chart/graph… Read More »

Recent records component and show customer details in the side pane in Dynamics 365 CRM Customer Service

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 »

Workflow Automation in Dynamics 365 CRM: Triggering Actions on Email Send and Receive Events

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 »

Auditing of Security Role in Microsoft Dynamic 365 CRM with Enhanced UI

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 »