Introduction As seen in our previous blog, we can create a custom API that can be triggered in Dynamics 365 CRM Workflows. But since Microsoft is moving away from Dynamics 365 CRM Workflows to Power Automate Flows, we should too. So, in this blog, we will see how to use the same Custom API in… Read More: Use of Custom API in Power Automate Flow »
Most of you would be well acquainted with our popular assignment automation app for Dynamics 365 CRM – Lead Assignment and Distribution Automation. Already a Preferred app on Microsoft AppSource, Lead Assignment and Distribution Automation is a productivity app that automates the allocation or distribution of Leads (or any other entity records) recorded in Dynamics… Read More: 3 Best Practices for Increasing your Lead Conversion Rates –… »
Introduction As we already know the Subject table is used to create a hierarchy of topics to organize and maintain information and categorize service Cases, Knowledge Base Articles, and Products in Dynamics 365 CRM. In recent 2021 Wave 2 release, new user experience on Subject table has been introduced i.e. a new subject control –… Read More: Enhanced user experience with new Modern Control on Subject Field »
Setting alerts or reminders have become a part and parcel of our daily lives. Be it office or home we have set reminders to notify us of upcoming birthdays, anniversaries, bill payments, meetings, etc. So why not incorporate this notification system within Dynamics 365 CRM/Dataverse (Power Apps) and make your daily work life smooth and… Read More: An Alert on Time, Saves Nine – Try Alerts4Dynamics for… »
Facing difficulties in managing huge number of subscriptions in your CRM? Then get ready for an exciting session on our new billing app for Dynamics 365 CRM – Subscription and Recurring Billing Management which will help you manage subscriptions, streamline billing processes and automate tax calculations within Dynamics 365 CRM. Want to know how it… Read More: Webinar: Smartly Manage Subscriptions, Recurring Billing & Tax Calculations with… »
One thing that sales team all across the world has in common is the need and use of a powerful customer relationship management software. Tracking relationships, follow-ups and reminders, mapping sales pipeline, etc., were done in a traditional way using desktops. But the sales team once in the field, gets disconnected from their Dynamics 365… Read More: Maps Integration now within Dynamics 365 CRM, Power Apps and… »
Introduction: Microsoft recently introduced us to the Custom API feature which is a new way of creating custom actions in Dynamics 365 CRM as seen in our previous blog. However, while writing the previous blog, there wasn’t any way of using this custom API in workflows. But recently, we did see an approach to make… Read More: How to use a custom API as a step in… »
Introduction: Earlier, whenever there was a need to add new columns or remove columns from the home grid of any entity you had to perform a series of steps like navigating to customization, choosing the entity, adding the columns and then publishing it. Now, with just one click on the setting in the model-driven apps,… Read More: Use of new column options settings in grid view page »
Introduction: Recently, Microsoft introduced the multi-entity/table lookup field which was one of the most awaited features. Previously it was only available for the OOB customer lookup field; for example, the customer field has contact and account for selection in the customer lookup field. In this release of Dynamics 365 CRM, it is now possible to… Read More: Multi-Entity/Table lookup in Dynamics 365 CRM »
Managing subscriptions and recurring billing processes within Dynamics 365 CRM is no mean feat. And in the coming years, it is estimated that more than 50% of software revenue will be generated from subscription model. In such situation, wouldn’t it be smart to automate all these processes which are now done manually? If you think… Read More: Infographic: How to automate subscriptions, recurring billing processes, tax calculations… »