The General Data Protection Regulation (GDPR) by the European Union is designed to protect the personal information of the EU citizens, which means every organization around the globe who have their customers who are citizens of the EU must comply to this law. As per this law, an organization should not hold any personal information… Read More »
Innovation starts with your Team, Partner, Customer and the end Users. Well, with a combined effort of all these, we are glad to bring up another new set of strong and innovative features in our Click2Export – Your favorite Dynamics 365 CRM App to export Dynamics CRM reports in a click. In our last blog,… Read More »
Introduction: We all know, PowerApps, helps you build business apps. The potential that PowerApps beholds is humongous. PowerApps can help us build an app as basic as a Survey App or maybe a complex one which could have a potential of being a calculator. Well! This blog post is dedicated to describing one of the… Read More »
Introduction: In one of our recent blog we saw, How to automatically send greeting email on Birthdays using Microsoft Flow. In order to take customer relations to a next level, any company or establishment would surely like to greet their valuable customers regardless of whether they are born on 29 Feb or not. This blog… Read More »
CRMUG Summit 2018 is just around the corner and while we are busy planning for travel et al, it’s time to review the sessions and organize them for another amazing CMRUG experience like every year. This year Summit Phoenix kicks off on Monday, instead of the typical Tuesday so we there’s time for more learning,… Read More »
Introduction: With the release of Dynamics 365 v9.0 Microsoft introduced a new data type i.e. Multi Select Option Set with the help of this we can select more than one option set in Dynamics 365. Multi-Select Option Set has a list of options and we can select more than one option from the list on… Read More »
Introduction: Schedule Board provides an overview of the resource availability and bookings. It is a feature within Dynamics 365 Field Service module. Schedule Board by default provides all schedulers with an “Initial Public View” that includes all resource types, territories and unscheduled work orders. Users have the ability to create their own tabs by bringing… Read More »
Businesses, where the sales team has access to all the customer data, can have better sales performance. With the availability of customer data including financial data can help the Sales Team understand their customers and provide a better customer experience. However, due to security reasons, organizations prefer not to integrate their accounting and CRM systems… Read More »
Introduction: Using the OOB Workflow, you can use values that are only accessible under the Workflow context to perform operations. If you want to use values that are not under the context of the Workflow or not related to the entity record for which the Workflow is going be executed, then you will need to write a custom assembly… Read More »
Recently we received a business requirement where client wants to send Birthday Emails to the CRM contacts. We tried this using Microsoft Flow. In this blog we will discuss this. First we need to create a Recurrence trigger so that this functionality will run every day. To create recurrence trigger in Flow please follow below… Read More »