Introduction Knowledge Articles are part of a knowledge base that is used to store vital information on Products and Services that the Clients are using. Knowledge Articles are perfect for Service, however, they can be used in other departments as well, for example, to help the Users find solutions to the problems that they are… Read More: Knowledge Article Templates in Dynamics 365 CS as per 2019… »
Introduction Power Automate is the next big thing for Microsoft as it helps to perform automated actions and operations without requiring pro-dev capabilities. The power of the flow however, depends on how comprehensive the connectors are. Microsoft has been working to enhance its connectors for Dynamics 365 CRM. This journey started with the release of… Read More: Creating Activities using Power Automate Flows now possible! »
Visualization makes it quicker and easier to understand any given data. The human brain captures visual information faster than text. In this fast paced business environment, managing workflows efficiently is crucial for success. Organizations are constantly looking for ways to streamline their processes and improve productivity. This is where Kanban Board comes into play. Kanban… Read More: Why Kanban Board is the next must have app for… »
Introduction Sales Insights is available as an option to configure when Dynamics 365 for Sales is installed. As part of the Dynamics 365 Sales offering, only some of the basic features are available for free. Notes Analysis requires you to have a Sales Insight license. You can enable a free trial of this app though,… Read More: Notes Analysis from Sales Insights »
Introduction Recently, I was working on an Appointment entity and faced a scenario where I needed to create appointment records in bulk for some testing purposes. This I did it using excel file in Data Import. The records were successfully created showing appropriate data in Appointment entity in Dynamics 365 CRM. But it was strange… Read More: No Organizer for appointments in Dynamics 365? Won’t sync to… »
In our previous few posts, we have seen how managers can create Alerts and Announcements for Dynamics 365 using Alerts4Dynamics. This post will focus on one more profound feature of the app where any user can create Record Based Alerts. Usually, managers can create any sort of alerts, but with this new feature, users also… Read More: How to create Alerts or Reminders for Individual Records in… »
Introduction Field service mobile app provides information which is essential for Field technicians to work at customer location and complete their work orders on time. There are various features that are available while working with customization of the Field Service Mobile app. Woodford is the configuration for customizing components for Field Service Mobile app. It… Read More: How to update records within Resco Rules for Field Service… »
Introduction In the recent times, Dynamics 365 CRM have undergone a complete UI overhaul. The new UI is called Unified Client Interface which is most commonly known as UCI. To be honest, the new UI is great, the load page time has improved as compared to the yesteryear UI. But, the simplest of things can… Read More: How to see Business Process Flows in UCI App »
As Dynamics 365 CRM/PowerApps users have a continuous need to create duplicate records it eventually turns to be a hectic job tiring the workforce. Creating bulk of duplicate records not only is tiresome, but also at the same time takes up a lot of your productive time. A solution for this would be cloning similar… Read More: 1-Click to deep clone Dynamics 365 CRM records with hierarchical… »
Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customizations like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created… Read More: Use Playbooks in Dynamics 365 CE »