In the last blog, we saw How to enable model-driven apps for offline use. Refer to the following link to enable the model-driven app for offline use. After enabling the app for offline use, the following pop-up gets displayed on the screen. The user is prompted to download the offline data as shown in the… Read More »
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 »
In this blog, let us see how we can add and subtract an ‘x’ time unit such as second, minute, hour, day, week, month, and year into and from the existing date. Requirement: We recently had a client requirement in which, the client wanted to calculate the next follow-up date for the current customer. This… Read More »
Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on the view which allows us to select multiple records and to perform Bulk Edit from the mobile app as well. Note: This feature is available in version 15.1 or later of the Woodford and Resco Mobile CRM App.… Read More »
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 »
Dynamics 365 Sales comes with a pre-defined set of Insight cards. These cards are divided into many categories. You can find more details with this doc. In addition to the pre-defined Insight cards, administrators can create custom insights cards using Power Automate FLOW if existing pre-defined cards don’t suit their requirements. Insight cards will help… Read More »
In this blog, we will see one of the features introduced in D365 Marketing. Marketing campaigns that include personalized messages can help achieve higher engagement rates. With a simple list of the most commonly used dynamic text, anyone can now personalize their content. Dynamic text (also known as a placeholder) automatically replaces the recipient’s details… Read More »
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 »