Empowering Field Sales and Service Reps within Dynamics 365 CRM with Maplytics July 2019 update

The new release of Maplytics – our CfMD preferred app for Dynamics 365 CRM and PowerApps (CDS)  is now available on our Website! Maplytics is constantly updated with new features frequently. With this release, other than small but helpful features, Maplytics has once again focused on navigation experience of Field Sales and Field Service Professionals… Read More »

Install Apps from AppSource where tenant is split into Multiple Geo

Microsoft AppSource is a one-stop marketplace for various Dynamics 365 Business application needs. AppSource could be called as App Store, but for Dynamics 365 Business Applications. Recently, we came across a scenario, where a client was trying to install one of our products, but he couldn’t see his production environment in the instance picker. After… Read More »

How to Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM

Introduction There are various options for providing an automatically generated number for the next record created in Dynamics 365 CRM. This feature is useful to uniquely identify records. Latest Field Service upgrades introduced (version) of this feature independently for Field Service by configuring the settings from ‘Field Service Setting’ area. This blog will be the… Read More »

How to use Scope with Common Data Service in Microsoft Flow

Introduction As we know in Dynamics 365 CE, the record access level plays a very crucial role, because it helps users to limit the access to the records in the Organization. This access of records can be to whole Organization, Parent: Child Business Units, Business Unit and User level. In the same way we can… Read More »

Automate Quote Approval Process in Dynamics 365 CRM using Microsoft Flow

Introduction Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization. In this blog, we are going to explore how to automate Quote… Read More »