Introduction To make the easier life for Dynamics 365 CRM users and consultants, Microsoft always comes up with amazing features every six months. Here, we are going to see one such functionality that Microsoft has released in 2021 wave 1. This feature is useful for technical consultants. Earlier we were not able to update/edit Case… Read More: Update Resolved and Cancelled Cases in Dynamics 365 CRM Programmatically »
Exporting and sharing data from Dynamics 365 CRM – both internally and externally – is an all-time process. Normally employees spend 25% of their time per week on exporting data manually from CRM. And to err is human which results in a major portion of data that is exported being insufficient or inaccurate. These are… Read More: Click2Export: Automate Dynamics 365 Data Export – PDF, Word &… »
Introduction Microsoft has designed new Field Service (Dynamics 365 CRM) mobile app which is built on Microsoft Power Platform as a Model Driven App. Field Service technicians often need to see and update their work orders while onsite at a job. Now, Microsoft is recommending to use the Field Service (Dynamics 365 CRM) mobile app… Read More: How to show Non-Production apps within Field Service (Dynamics 365… »
Time is one of the most important resources in any organization. Business professionals are increasingly seeking time-saving productivity tools that can allow them to focus more on business-centric decision-making rather than data organization or other redundant tasks. Organizations that use Dynamics 365 CRM / Dataverse (Power Apps) have a great advantage for being productive due… Read More: Visualize Dynamics 365 CRM Relationships & Connections in Mind Map… »
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 »
Introduction In Dynamics 365 CRM 2021 release wave 1, you will notice there are many features available in Field Service app. One of these features includes a simplified setup of frontline workers, work orders, etc. By using this setup of frontline workers and work orders in the field service app admin can streamline the field… Read More: Simplify Dynamics 365 Field Service setups with 2021 release wave… »
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… »
Introduction I am sure you may have used OnSave event several times in your projects. We generally use this event and write code in it to do some validation on the record to restrict the user from saving the record (using prevent Defaults method). The nature of OnSave event is synchronous. It is not the… Read More: Know Details about new OnPostSave Event in Dynamics 365 CRM… »
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 »
Finding difficulty in managing the large number of subscriptions? Tired of the daily workload of generating Invoices and Sales Orders in your CRM? Want a way out from these manual recurring billing processes? Then don’t look further! Subscription and Recurring Billing Management is just what you need! Specifically designed for Software Publishers and Value-Added Resellers… Read More: First Look Webinar – Manage Subscriptions, Recurring Billing & Tax… »