Category Archives: Uncategorized

Webinar: From newbies to experts – Enable swift adoption of Dynamics 365 CRM adoption with new-age monitoring app!

Did you know that today over 91% of businesses use CRM as compared to 12% in the last decade? But the interesting fact is that most organizations use only 50% of their paid CRM features. This is because of a lack of proper training as adopting this advanced CRM application is a lot like learning… Read More: Webinar: From newbies to experts – Enable swift adoption of… »

A new experience for Subject Management is now available in Dynamics 365 CRM

Introduction: In the previous blog, we explored the new subject control i.e. Selection TreeView Control introduced on the subject table. In this blog, we are going to explore the enhanced Subject Management page with some additional settings available on the table that makes it easier for users to manage Subjects in the subject tree. How… Read More: A new experience for Subject Management is now available in… »

Perform Asynchronous Operations with New Async OnLoad Event in Dynamics 365

Introduction: First, let us understand what is OnLoad event and where we use it. It is an event which occurs after a form gets loaded or on the creation of a record. Generally, we use the OnLoad event to bind some data or hide/show fields, sections, tabs, etc. based on some conditions. The behaviour of… Read More: Perform Asynchronous Operations with New Async OnLoad Event in Dynamics… »

Benefits of Pause and Resume Customer Voice Survey feature

Introduction Microsoft introduced Customer Voice in 2020 to get feedback from the customer and save it into Customer voice entities in Dynamics 365 CRM. They also introduced new features in the Customer voice. In this blog, we will discuss one of the new features of customer voice i.e., Pause and Resume Customer Voice. Please find… Read More: Benefits of Pause and Resume Customer Voice Survey feature »

How to Show or Hide the Time Part of DateTime Column using client API in Model-driven app

Introduction As we know in the latest release Microsoft has introduced many new features in the Client API. There are number of client APIs provided by Microsoft that help developers work seamlessly with Dynamics 365 CRM. In this blog, we will explore one of the Client API to Show or Hide the Time part of… Read More: How to Show or Hide the Time Part of DateTime… »

Re-Defining Location-based analytics each time: Maps integration within Dynamics 365 CRM with Real time Field reps tracking, Land area mapping, Advanced Territory assignment et al!

And the wait is over, you favourite Maps integration app for Dataverse (Power Apps) and Dynamics 365 CRM, Maplytics is back again with May 2021 release with advanced features like real-time tracking for field reps, assigning territories on defined rules and conditions, Land area visualization, enhancements in Detail Map & Check-in feature, and much more.… Read More: Re-Defining Location-based analytics each time: Maps integration within Dynamics 365… »

Retrieving data and displaying icons on Dynamics 365 view columns

Introduction Showing meaningful icons alongside view columns is a great visual experience to have in the Microsoft Dynamics 365 apps. It quickly gives an idea to the user about what kind of record it is. Microsoft had added this capability to show icons alongside the View columns in 2016. If you check our older blog,… Read More: Retrieving data and displaying icons on Dynamics 365 view columns »

How automation of Lead and Case assignment in Dynamics 365 CRM using Round Robin or Capacity Algorithm can result in higher ROI

The key to sustain success in any organization is through maintaining deeper customer relationships. And it all starts with Leads. The Leads are pursued and turned to Opportunities and then eventually converted to Customers. You have to give your 100 percent, find out what the customer needs – their goals, preferences – and make sure… Read More: How automation of Lead and Case assignment in Dynamics 365… »

How to Create and Use Variables in Dynamics Customer Voice

Introduction Dynamics 365 Customer Voice (formerly known as Microsoft Forms Pro) is a one of feedback management application that allows us to easily keep track of the customer feedback that matters most to our business. In this blog, we are going to see how to use variables in the Dynamics Customer Voice. Scenario: If we… Read More: How to Create and Use Variables in Dynamics Customer Voice »

Enhanced experience for Product Properties in Dynamics 365 CRM

The product properties concept used in the product is an important feature of the Dynamics 365 Product Catlog. In this blog, we will have an overview of the new features and improvements included while using product properties in the D365 online release. Defining product properties is useful to distinguish one product from another. You can… Read More: Enhanced experience for Product Properties in Dynamics 365 CRM »