Let’s get it straight – Visualization is the best way to interpret and analyze data easily. And one of the factors that help in maintaining efficiency, productivity, and agility in business processes is seamless data visualization. This is why there is a need for robust visualization apps that help to interpret and analyze business data.… Read More: Maximize Efficiency with Kanban Board in Dynamics 365! »
Introduction: The “Customer Service Insights” is now embedded in the Dynamics 365 customer service with the inbuilt AI capabilities. In the previous blog, we have already seen the “Customer service historical analytics” report which helps the service agents and managers to view historical analytics directly within the customer service. In this blog, we will have… Read More: Knowledge Analytics Report in Dynamics 365 Customer Service »
Introduction: Microsoft has announced the release of Wave 2 where new features will be available for preview. In this blog, we will see one of the features of Dynamics 365 CRM – Duplicate lead detection. Most users already use existing duplicate lead detection however it only shows the alert message. In the latest duplicate lead… Read More: Duplicate lead detection for sales lead management in Dynamics 365… »
Introduction: In the Power Automate Flow, there was no option of Undo and even if we mistakenly delete something, there was no option to redo it. In April 2022 release wave 1, Microsoft introduced the feature that allows users to Undo/Redo their operations/actions in the cloud flows designer. Now, let’s explore this new feature! Given… Read More: Undo/Redo Feature is now available in the Dynamics 365 Cloud… »
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… »
Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More: Enhanced Experience for Adding Line Items/Products along with price list… »
Managing attachments/documents in Dynamics 365 CRM and ensuring the security of data stored in cloud services are crucial for the smooth function of business organizations. Because you never know when or what information you may need or the unknown risks that threaten the security of that information. So, what can be done to overcome such… Read More: Integrate Dynamics 365 Customer Engagement with SharePoint – The secure… »
Introduction: In the Microsoft 2022 release wave 1, many new features have been introduced. One such feature is – Power Apps (Preview) for Windows – which will help us to run model-driven apps or canvas apps on any of our Windows devices. Given below are the steps to configure and use the Power Apps (Preview)… Read More: Power Apps now available for Windows »
Introduction: While working on the flow, sometimes there can be multiple failed runs due to which flow makers need to resubmit each failed runs individually to rerun them. It is the same in the case of canceling the flow run as well. But now in the recent April 2022 release wave 1, Microsoft introduced the… Read More: Resubmit/Cancel Multiple Runs at the same time in Dynamics 365… »
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… »