Generating and sharing Dynamics 365 reports shouldn’t take hours each week. Yet many users still spend time manually exporting reports, converting them to PDF, and emailing them to stakeholders, often multiple times. This guide walks you through two efficient ways to export Dynamics 365 reports to PDF: Manual Export: Ideal for one-time or ad-hoc reporting… Read More »
In today’s digital workflows, teams across HR, operations, finance, and support deal with repetitive manual tasks every day. One of the most common inefficiencies is manually entering data into third-party web forms, especially when those portals do not provide APIs for direct integration. This repetitive work not only slows down productivity but also leads to… Read More »
What an incredible experience it was! ✨ The Community Summit North America 2025, held in Orlando, Florida, from October 19 to 20, brought together over 5,000+ Dynamics 365 and Power Platform enthusiasts from across the globe. Known as the largest Microsoft Business Applications User Conference on the planet, this year’s event was nothing short of… Read More »
Microsoft’s standard approval emails make it easy to send and capture user feedback directly through Outlook. However, one major limitation is that when multiple users receive the same approval email, only the first response is considered, leaving others frustrated when they try to act on an already-approved request. To overcome this limitation and deliver a… Read More »
Working with massive datasets in Microsoft Dynamics 365 Customer Insights-Data can be challenging. If you’re dealing with millions of records from different data sources, managing and filtering out unwanted data to enhance system performance is key. Loading unnecessary data can create bottlenecks, slow down processing, and waste resources when creating segments, calculating measures, or building… Read More »
Why Clean Data is Every Manager’s Competitive Edge If your sales and marketing teams rely on Microsoft Dynamics 365 CRM, you already know this: duplicate data kills productivity. Multiple records for the same customer lead to fragmented conversations, inaccurate reporting, and poor customer experiences. That’s where duplicate detection and merging come in, not as a… Read More »
Exceptional customer service doesn’t end when a support ticket is closed. In many cases, the most insightful feedback comes after the resolution. Microsoft Dynamics 365 now offers a preview feature that enables organizations to automatically send satisfaction surveys to customers once a case is marked as resolved. In this blog post, we’ll walk you through… Read More »
Are you tired of missing important updates in your CRM system? Whether it’s a hot lead, a critical support ticket, or an overdue invoice, every second counts in today’s fast-paced business environment. That’s where Dynamics 365 alerts notifications come into play. In this post, we’ll walk you through the best practices for alerts in Dynamics… Read More »
Introduction to AI Agents in Power Pages Microsoft Power Pages has introduced a powerful capability that allows creators to build AI-driven agents directly from forms. These agents are powered by Microsoft Copilot Studio, enabling seamless interaction between users and the data collected through Power Pages forms. This feature simplifies the process of embedding intelligent, conversational… Read More »
You can enhance Microsoft Power Pages list views using conditional formatting with JavaScript. This approach lets you visually highlight records such as “Qualified” or “Cancelled” leads based on their status field, improving readability, prioritization, and overall data presentation. What Is Microsoft Power Pages? Microsoft Power Pages is a low-code platform that allows users to build… Read More »