In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM… Read More »
While working on Sales Forecasting, I came across one interesting feature which is Predictive Forecasting. As, it’s almost impossible for humans to know and predict the future result, even after making a lot of efforts to convert most of the opportunities into successful Sales. So, now with the help of these advanced AI technologies, sales… Read More »
The Dynamics 365 Schedule Board provides an ability to view resources and schedule/book them for particular Work Items. As per the business scenarios, the preferences for the dispatcher differ in the real-world scenarios, and Field Service within Dynamics 365 allows us to be flexible and customize the Schedule Board as per the business need. Dynamics… Read More »
App Auto Update is a new feature in public preview that allows automatic updates of applications. Those applications are installed through Microsoft AppSource. If the applications are installed manually within CRM then those publishers will not be shown in the Publisher list. This feature helps both publishers and customers to keep the applications up-to-date in… Read More »
Recently when I was adding the new column in Microsoft Dataverse from the PREVIEW maker portal (https://make.preview.powerapps.com/) I was amazed by looking at the new option in the Datatype available named “Formula”. In this blog, we will focus on the introduction and related use cases where this “Formula” datatype can be useful. Formula Column Features:… Read 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 »
In the new Microsoft Dynamics 365 2022 release wave 2, the “Prevent slow keyword filter or quick find terms on view pages” feature has been introduced that allows or restricts the user while searching for the table records using slow keywords filters in the grid view. Let’s explore! When a Dataverse search is enabled, invalid… Read More »
In our previous blog, we looked at “how to create a lookup field with multiple tables”, where we created the Distributor lookup with Account, Contact and Lead tables on the custom table Retailer. In this blog, we will see how to add or remove tables from an existing multi-table lookup. For which we shall add the… Read More »
Introduction As we all know, the performance of applications is very crucial since the ultimate aim of all customers is to get quick results. That is why many developers struggle to fix the performance issues. But now, Microsoft has made it easier to find and fix the performance issues with the help of Performance Insights… Read More »
Introduction With every release of Dynamics 365, Microsoft introduces a wide variety of features. Some of which open new doors of opportunity whereas some help in overcoming existing limitations. Introduction of Multi-Select Option Set was kind of both. However, as a customizer, we still face a few roadblocks when it comes to dealing with any… Read More »