In this blog, we will walk through the process of creating a new segment in Real-Time Journeys and updating the segment by adding members using the Microsoft Dynamics 365 Web API. (Create a segment-based journey) A segment is a group of contacts or leads, either dynamically updated or statically defined, that you target in your… Read More »
Embedding process mining reports in Power BI workspaces allows organizations to visualize, analyze, and refine their actual business processes. The combination is powerful, transforming sophisticated event data into actionable insights—making it simpler to spot inefficiencies, track performance, and drive ongoing improvement, all in a familiar, collaborative analytics setting. In order to customize process mining reports… Read More »
A recent requirement involved adding multilingual support to a custom page within a model-driven app. The objective was to enable users from different regions to interact with the app seamlessly in their preferred languages. To achieve this objective, Microsoft has provided an excellent guide: Customize pages to support multiple languages. If you follow the step-by-step… Read More »
In this blog, we will examine how Dynamics 365 Email Engagement can revolutionize your sales process by offering real-time insights into how recipients interact with your emails. We’ll explore how this feature enables you to make informed decisions, communicate more effectively with customers, and foster stronger, more genuine relationships. Sales often feels like a continuous… Read More »
In Dynamics 365, impersonation allows actions to be performed on behalf of another user, enabling more flexible and secure workflows. For instance, when automating business processes like case assignments, it’s important to ensure that the actions are attributed to the appropriate user rather than a system account. Impersonation ensures the integrity of audit logs, preserves… Read More »
Audit logs are essential for enhancing security, meeting regulatory requirements, and monitoring changes made to business data within Microsoft Dataverse. However, as organizations scale, managing and analyzing large volumes of audit data can become increasingly complex and costly. Azure Synapse Link for Dataverse offers a streamlined solution by enabling the seamless export of audit data… Read More »
Introduction: In today’s fast-paced work environment, entering customer details manually into CRM can be time-consuming and repetitive. It often takes focus away from what matters—helping customers and closing deals. Small tasks like typing in names, phone numbers, or company info from a business card can add up quickly, especially when handling multiple inquiries. To solve… Read More »
In this blog, we’ll show you how to create a reusable, dynamic review card component in Power Pages using custom web templates. This allows you to display customer reviews in a visually engaging way—perfect for product pages, homepages, or testimonial sections. In the world of e-commerce, showcasing product reviews effectively is key to building trust… Read More »
As Microsoft’s Copilot becomes an integral part of the Dynamics 365 CRM ecosystem, understanding how users interact with it has become essential for businesses aiming to enhance their digital customer experience. Recently, a client approached us with a unique requirement – they wanted to capture the user details like username, Business Unit, Timestamp, and the… Read More »
Responding to customer inquiries quickly and accurately is essential for maintaining customer satisfaction. While agents have always been tasked with crafting personalized responses, the process can be time-consuming, especially when addressing multiple customer issues. This is where Inline Assistance with Copilot comes in, changing the way customer support agents respond to emails. Using AI, Inline… Read More »