Manage your Dynamics 365 CRM Storage Space by moving or copying Email Attachments to SharePoint or Dropbox using Attach2Dynamics

Attach2Dynamics

With the release of our new product Attach2Dynamics we have completely redefined management of Dynamics 365 CRM documents on SharePoint and Dropbox. Although Dynamics 365 CRM is an extremely powerful tool that has native integration with SharePoint, not many features are supported in this integration. For instance, Dynamics 365 CRM allows Uploading single file at… Read More »

Copy Agreement ribbon button on Agreement entity in Dynamics 365 for Field Service

Copy Agreement ribbon button on Agreement entity in Dynamics 365 for Field Service

Introduction Field Service delivers end to end customer centric experience that helps to organize and manage service agreement, keeping track of assets, inventory management, identifying resources and allocation of work orders to resources. Managing Service Agreements is also a crucial part in Field Service. One good feature provided in Field Service is “Copy Agreement” button… Read More »

Business Process Flow Stage Name in Dynamics 365

Business Process Flow Stage Name in Dynamics 365

Introduction In Dynamics 365 Microsoft included various updates and improvement to Business Process Flow (BPF). Previously when a BPF was started, all the information regarding the BPF was stored within the record itself. There were fields as ProcessId (ID of BPF), StageId (ID of the active BPF).  These fields are getting deprecated, so below is… Read More »

Clone records of One Entity to another Entity along with relationship details in one click within Dynamics 365 CRM

Click2Clone

Earlier organizations invested in different methodologies to retain customers without any cohesion. What did it cost – resources and financial burdens. Over the past few decades, CRM systems have cropped up at an unmatchable pace and adapted to the super-modern slick technology. Microsoft has been one of the earliest adopters of innovation and have maneuvered… Read More »

Solution History Entity in Dynamics 365 CRM

Solution History entity in Dynamics 365

Introduction Many times the customer wants to see the history of managed and unmanaged solutions so in this blog we will see how this can be implemented using “Solution History.” A solution is a container that encompasses Dynamics 365 CRM components. It is available in two flavors Managed and Unmanaged. Managed solutions are usually used… Read More »

Send SMS to user when a new record is created in Dynamics 365 CRM using Nexmo

Introduction Many times manager or higher management wants to receive SMS notification in their smart phone whenever any record is created in Dynamics CRM. Lets see how this is possible using Nexmo. Consider a senario where Sales manager wants SMS in their smart phone whenever Account record is created in their Environment. To make this… Read More »

Find Who Cloned Product In Microsoft Dynamics 365 CRM?

Cloned Product In Microsoft D365

Introduction Microsoft Dynamics 365 is a treasure box which includes Sales, Service, Settings and so on. In this blog, we are going to explorer one of the valuable piece in this treasure box which named as Product. So this is something about the OOB “CLONE” button on Product entity, which ease our job by making… Read More »

Microsoft Power Platform – How we can help automate your business processes in Dynamics 365 CRM

Microsoft Flow

Innovators have an innate quality, they break down complex structures into basic elements and then, combine permutation and combinations of those elements to form another module. This leads to groundbreaking inventions, thereby ushering a wave of innovative solutions. It is an indigenous cycle that is adopted by developers and Technical Architects in order to revolutionize… Read More »