Introduction: Microsoft has included quite a number of new capabilities in this Dynamics 365 Wave 2 Release which spans across its Sales, Marketing, Customer Service, Field Service, Finance, HR and Retail applications. In this blog, we will highlight some of the major features of Dynamics 365 Wave 2 Release. 1) Auto populate Lead fields with known… Read More: Dynamics 365 CRM Wave 2 Release Highlights! »
Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More: How to enable and use Connection Insights feature in Dynamics… »
Introduction: Earlier to the Wave 2 release there was no option to customize the Opportunity Close dialog box. While closing an opportunity, organization would like to know why the opportunity is lost or won. If it is lost then business will try new strategies to improve win rates. In this Wave 2 release Microsoft has… Read More: Customization of Opportunity Close dialog box in Dynamics 365 »
Introduction We use images in reports which were taken as external images from notes or from entity image of CRM. In this blog, we will see how we can use image web resource of CRM in SSRS report. Consider a scenario where in a report, we need to show different images depending on logged in… Read More: How to use Image Web Resource of Dynamics 365 CRM… »
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: Empowering Field Sales and Service Reps within Dynamics 365 CRM… »
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: Install Apps from AppSource where tenant is split into Multiple… »
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 Enable Auto Numbering for Field Service Entities in… »
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: How to use Scope with Common Data Service in Microsoft… »
At first, a Big Thank You for all your wonderful feedback and suggestions that have helped us make 6 of our Dynamics 365 apps as Microsoft Preferred Solution(s). It’s your enthusiasm to encourage new approaches that propel us to develop innovative solutions for you. So here we are, once again, happy and excited to introduce… Read More: [Live Webinar] Alerts4Dynamics: Create, Manage and Track Alerts/Notifications in Dynamics… »
Introduction Microsoft Dynamics 365 CRM has introduced the feature called ‘Solution Layers’ in V9.x. In this blog, we will describe the use of ‘Solutions Layers’. As the user of Dynamics 365 CRM, we usually play with the solutions in our CRM for many purposes. We export/import many components like entity, dashboards, etc. using solutions within… Read More: How to use Solution Layers in Dynamics 365 CRM V9.x »