Add/Remove members from Marketing List in Dynamics 365 CE UCI using Advanced Find query

Dynamics 365 CE UCI

Introduction Adding/removing members from the marketing list is a tedious task. Evaluating members in marketing list on the basis of defined criteria is the feature we much need. In Dynamics 365 CE Unified Interface version 9.0.x. and above, by using ‘Manage Members’ à ‘Evaluate using Advanced Find’ option, one can evaluate the members to be… Read More: Add/Remove members from Marketing List in Dynamics 365 CE UCI… »

Send and Store Survey Responses in Dynamics 365 CRM using Microsoft Forms Pro

Microsoft Forms Pro

Introduction In this blog, we will take a look at how we can use Microsoft Forms Pro for survey within Dynamics 365 CRM. Microsoft Forms Pro allows you to create and send surveys to your customers or employees and collect their valuable feedback about your products or services. With Forms Pro, you can create and… Read More: Send and Store Survey Responses in Dynamics 365 CRM using… »

User Group Summit Sessions – Organize your schedule with its Mobile App!

CRMUG

Just 5 Days to Go for User Group Summit / Power Platform Summit! With over 1000+ attendees, this Summit will give you an opportunity to gain vital knowledge to maximize your software performance and advance your job role, career, and product investment. Hosted by Dynamic Communities, it will feature all versions of Dynamics 365, AX,… Read More: User Group Summit Sessions – Organize your schedule with its… »

Round Robin Lead Assignment in Dynamics 365 CRM with our new Lead Assignment Distribution & Automation App!

Round Robin Lead Assignment in Dynamics 365 CRM with our new Lead Assignment & Distribution Automation App

Businesses thrive on sales. Sales come from pursuing leads. These leads are assigned to team members by Sales Managers. Assigning and distributing leads is a significant yet tedious task. That what is our new innovative or productivity app as well call it all about – Lead Assignment & Distribution Automation. So what is it all… Read More: Round Robin Lead Assignment in Dynamics 365 CRM with our… »

Power Platform: How to Build AI Object Detector using Power Platform

AI Build

Introduction In this AI Builder three-part blog series, first blog was about how to use AI Builder to extract Form document data and second blog highlighted the use of AI Builder Text classification model. Now in the third and final blog we will see how to build an AI Object Detector using Power Platform. Object… Read More: Power Platform: How to Build AI Object Detector using Power… »

Show Dynamics 365 CRM Views in Canvas App Using CDS

Canvas App

Introduction In Dynamics 365 CRM, we have views which gives quick reference for records. While exploring Canvas apps, we found a new feature which helps us to display the views in the Canvas apps. In this blog, we are going to display the views in Canvas app using CDS connector. In Dynamics 365 CRM, we… Read More: Show Dynamics 365 CRM Views in Canvas App Using CDS »

Tip to Filter Customer Field depending on ‘Type of Customer’ in Dynamics 365 UCI

UCI

Introduction Recently, we faced an issue in UCI where we had to filter customer field depending on Type of customer. Here, the requirement was as follows: If the type of customer is account then the customer field should show Account entity records only. If the type of customer is contact then the customer field should… Read More: Tip to Filter Customer Field depending on ‘Type of Customer’… »

Microsoft Preferred Dynamics 365 CRM Apps to explore at User Group Summit Booth 1331

Microsoft Preferred Dynamics 365 CRM Apps

September is over and we are now almost counting days or maybe hours for the User Group Summit starting October 15, it’s already a 2x exciting feeling to be at Summit booth 1331 this year. Developing innovative productivity apps, creating out of the box solutions, providing distinguished low-cost development services is what we do best.… Read More: Microsoft Preferred Dynamics 365 CRM Apps to explore at User… »

Fix errors quickly in Dynamics 365 CRM Unified Interface Wave 2 release

Dynamics 365 Unified Interface

Introduction When we create an entity record, it is necessary to fill up the fields as required and click on save to create the record. Sometimes, we tend to forget to fill up the business required fields that are hidden under tabs. However, while saving, an error notification appears on top of the form through… Read More: Fix errors quickly in Dynamics 365 CRM Unified Interface Wave… »

How to rearrange traditional sub-grid in Dynamics 365 CRM Unified Interface

Unified Interface

Introduction Dynamics 365 CRM Unified Interface version 9.x. and above has brought many changes in the UI forms. This has made forms more appealing to eyes when used on different sized screens. You must have experienced the different behavior of sub-grid while operating on different screens (like Web, Tablet, Phone, etc.) For example, when you… Read More: How to rearrange traditional sub-grid in Dynamics 365 CRM Unified… »