Introduction: With lots of new enhancements introduced by Microsoft this year, Deal Manager is a gem for the sales team. This latest feature provides a new approach to easily handle opportunities in Dynamics 365 CRM. The Deal Manager Workspace can be customize and altered based on seller’s preferences. How to Setup and Enable Deal Manager… Read More: Explore the new Deal Manager to increase your Sales in… »
Introduction: Power Platform security framework has received an update in the latest 2021 Release Wave 2 that is currently shipping across geos. Security framework has not seen much change in recent times with last change being introducing hierarchy security if I remember well. The security framework in Dynamics 365 CRM or Power Platform comprises of… Read More: 2021 Release Wave 2 Updates to Business Units, Security Roles… »
Introduction To build a mobile app in Dynamics 365, Canvas App is the better option. Canvas App is a no-code/low code business app where you can design the app by dragging and dropping elements onto a canvas. Currently, Natural Language has been gaining popularity among developers. To not get left behind, canvas app has also… Read More: New Ideas panel in Power Apps Canvas App »
Introduction: There are various options provided for Field service settings. This field service settings allows system administrators to set default settings for work orders, bookings, schedule board, agreements, and much more. The latest Field Service upgrades (version) introduced this feature independently for Field Service by configuring the settings from “Field Service Setting” area. This blog… Read More: Generate Actuals from Field Service for Dynamics 365 CRM »
Introduction Power Automate has released many new things one of which is Process Advisor which instantly collects precise stages for each process in your company, allowing you to better identify where workflows could be optimized. Some more benefits of Process Advisors are as follows, Determine which tasks take the most time Find out which activities… Read More: Exploring Automation Recommendation in Power Automate Process Advisor »
Introduction: In Dynamics 365 2021 release wave2, you will notice there are many enhancements added to the Sales Accelerator. One of which we came across is Adaptive Sequences. In the previous blog, we have already seen configuration of sales accelerator and steps for creating sequences (at that time this feature was in preview). Now, first… Read More: Enhancements in Sales Accelerator using Adaptive Sequences »
In the earlier articles we explored Power Virtual Agents and its capabilities integrating with Power Automate Flow and Adaptive Cards. In this article we will look at the option available for backup support and packaging the bots to share them across environments. Chatbots created using Power Virtual Agents are now Solution aware, this means that you… Read More: ALM for Chatbots created using Power Virtual Agents »
In the earlier article we integrated PVA with an external API using Power Automate HTTP connector. The response returned by the API was displayed in simple text format to the user. In this article we will explore displaying rich responses using Adaptive Cards. We will extend our earlier example and continue to use the Azure… Read More: Displaying rich responses in Power Virtual Agent Chat bot using… »
Introduction The release of Power Platform Wave 2 2021 has brought in some amazing features and functionalities. One of which is the Side Panes and the ability to incorporate multiple panels in it. In the earlier article we discussed how the panels are now capable of displaying entity forms, lists and even web resources and… Read More: Outlook style preview panes now possible using Side Panes with… »
Introduction The release of Power Platform Wave 2 2021 has brought in some amazing features and functionalities. One of which is the Side Panes and the ability to incorporate multiple panels in it. Earlier we had the provision to open a single panel using the method below Xrm.Panel.loadPanel(URL, title) Although this was an intuitive addition… Read More: Exclusive sneak peek at the new multi-tab Panel (Side Panes) »