Category Archives: Technical

Execute Custom actions using sales insight cards (assistant V3) in D365 CE

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: Execute Custom actions using sales insight cards (assistant V3) in… »

Use Pre-Defined Dynamic text to personalize content in Real-Time Marketing

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: Use Pre-Defined Dynamic text to personalize content in Real-Time Marketing »

How to keep track of linked chats and activities of Microsoft Teams in Dynamics 365

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: How to keep track of linked chats and activities of… »

Sales Forecasting-Increase Accuracy with AI Predictive Forecasting

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: Sales Forecasting-Increase Accuracy with AI Predictive Forecasting »

Schedule Board Extensibility in Microsoft Dynamics 365 Field Service

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: Schedule Board Extensibility in Microsoft Dynamics 365 Field Service »

Auto Update Applications on Power Platform

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: Auto Update Applications on Power Platform »

Adding the Power Fx Formula column (PREVIEW) into Dataverse

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: Adding the Power Fx Formula column (PREVIEW) into Dataverse »

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… »

Usability enhancements to grids in Model-Driven Apps

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: Usability enhancements to grids in Model-Driven Apps »

Modify and delete multi-table lookups within Dynamics 365 CRM

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: Modify and delete multi-table lookups within Dynamics 365 CRM »