Recently when I had a client requirement for implementing segmentation within outbound marketing, I referred to our previous blog and started implementing the same but surprisingly came to know that there is no outbound marketing within Marketing which was there before. Then I started exploring more related to this and realized that in a recent… Read More: Merging Customer Insights Journeys and Data within Dynamics 365 »
Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks… Read More: How to bookmark activities on the timeline in Dynamics 365… »
Introduction Co-presence in Power Pages is a powerful feature that optimizes collaboration and communication in the web design and development process. It provides a visual representation of users, facilitates direct communication through Microsoft Teams, and offers a streamlined overview of who is working on specific web pages. This feature promotes a more efficient and productive… Read More: Co-presence in Power Pages »
In the recent release of Dynamics 365 CRM, a feature called Focused View has been introduced which is the most useful feature for all CRM users. The main purpose of the Focused View feature is to focus on the ongoing task view manage the records along with their associated activities on one page and reduce… Read More: Manage records and associated Activities on a page using Focused… »
This blog will guide you on how to enable copilot in Power BI Desktop. This will help you create DAX (Data Analysis Expressions) suggestions just by saying what you want in natural language. Power BI is nothing but the visualization of data to gain insights for business. Previously, you needed to create a dashboard manually… Read More: How to get Data Analysis Expressions using Copilot in Power… »
Field Service contains the ability to define characteristics for resources. These are used to record the skills and certifications of a resource. It has information that is used on work orders to ensure only correctly qualified engineers are assigned. Characteristics are the skills or attributes of resources. For example, they will be indicating a license… Read More: Enhanced characteristics Setting with Dynamics 365 Field Service »
In the world of digital tools, Microsoft always tries to make things easier for people. Recently Microsoft released a new feature to increase end-user productivity and help users plan and prioritize their work items. It’s called the Sales Accelerator. In this article, we’ll talk about the new things in Sales Accelerator that can help you… Read More: Improvements in Sales Accelerator: Making Work Easier with Microsoft’s New… »
As per the Oct 2023 Microsoft Update, one can now pin/unpin records to the timeline, keeping them at the top for easy access. This makes it easier for users to find the required records quickly, without having to scroll through the timeline. By default, you can pin/unpin the Note table records only as you can… Read More: Pin or Unpin records in the Timeline with PowerApps »
Dataverse Search has been a prominent feature in the Microsoft Dynamics 365 CRM environment, offering access to advanced search capabilities. The earlier “Relevance Search” has been upgraded to “Dataverse Search” with some interesting additional enhancements. Previously, we demonstrated how to utilize the Relevance Search API in Power Automate and Canvas Apps. Today, let’s explore the… Read More: Use Dataverse search Suggestions API of Microsoft Dynamics 365 »
Make your developers’ lives easy with yet another feature added to Microsoft Dynamics where they can perform operations using new plug-in messages that have been Introduced for bulk operations as below. Let’s dig into this preview feature! CreateMultiple: Creates multiple records of the same type of entity in a single request. Example: UpdateMultiple: Updates multiple… Read More: Using New Bulk Operation Messages in the Plugin »