Category Archives: Dynamics CRM

Utilizing the Swarming feature in Teams (PREVIEW) for intelligent collaboration within Dynamics 365

Microsoft is continuously working on the Dynamics 365 feature which leverages the advantage of integration with Teams. In this blog, we will explore one such feature inside the D365 customer service named “Customer support swarming (preview)”. Note that this feature is still in PREVIEW mode. Need: To sustain any business in the long run “Customer… Read More: Utilizing the Swarming feature in Teams (PREVIEW) for intelligent collaboration… »

‘Setting’ as a solution component in Power Apps

Introduction In this blog, we have explained the Setting component of a solution and how to configure or edit the settings using the same. Earlier, this feature was not present in Power Apps, but it has been made available in the 2021 Wave 1 release. The setting component allows administrators or customizers to enable or… Read More: ‘Setting’ as a solution component in Power Apps »

Bulk Update records in Resco Mobile App within Dynamics 365/CRM and more!

Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on view. This feature is available in the latest version on Woodford i.e., 15.1. Till now there was no functionality to update multiple records in a single click same as a web client. Now this “Bulk Update” feature shall… Read More: Bulk Update records in Resco Mobile App within Dynamics 365/CRM… »

Deep Dive into the Creator Kit for Canvas Apps

Introduction Developers in today’s generation are moving fast with their development and to further help them with their pace for designing custom components for Canvas Apps, Microsoft has introduced a kit that includes all the essential components. This kit is nothing but a managed solution named Creator Kit. Now, the developers will not be required… Read More: Deep Dive into the Creator Kit for Canvas Apps »

Lead to Opportunity to Customer in Microsoft Dynamics 365 CRM – Get the first step right by automating Lead Assignment!

The success of a business depends on Sales. And sales depend on Leads. But even in this day and age of automation, only 25% of marketing and sales professionals have any kind of automation software specific to lead conversion. This means the majority of professionals are still inclined toward the manual process of pursuing and… Read More: Lead to Opportunity to Customer in Microsoft Dynamics 365 CRM… »

An enhanced experience for creating Email templates

Introduction In this blog, we will focus on the enhancements for creating an Email Template. With the help of Email Templates, users can send repetitive and recurring emails to multiple customers which saves time. This feature provides an advanced Design canvas and layouts which are responsive and can get adapted to any screen size to… Read More: An enhanced experience for creating Email templates »

Exploring sharing capabilities in Dynamics 365 CRM sales forecasting

Introduction: The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization. Recently, I was configuring sales forecast in Dynamics 365 trial… 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 »

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… »