Struggling with messy, inconsistent SharePoint folders for CRM records? If your teams manually create folders or share files without proper access control, you’re risking a security gap, lost documents, and endless IT support tickets. With SharePoint Security Sync, you can automatically generate structured SharePoint folders using metadata from Dynamics 365 CRM, and instantly apply the… Read More »
Verifying user privileges in Dynamics 365, such as access to prvReadQuote for compliance or operational purposes, often involves identifying which users hold specific privileges. Initially, a complex FetchXML query was used to retrieve this data, but it posed significant challenges: The FetchXML was large, hard to maintain, and error-prone due to its multiple joins and… Read More »
Struggling to translate CRM field values in Dynamics 365? You’re not alone. As businesses expand across regions, language should never be a barrier to productivity. While Dynamics 365 CRM offers multilingual support for user interface elements, many organizations still face challenges when it comes to translating the actual data — like free-text fields, option sets,… Read More »
Copilot is an AI-powered assistant integrated into the Dynamics 365 Customer Service workspace that helps representatives respond faster and more effectively. The Draft a Chat Response feature allows agents to generate suggested replies automatically during live chat conversations. Instead of typing responses manually, agents can click a button to have Copilot draft a reply based… Read More »
“The first line is free, but the rest should be billed.” “Some customers don’t pay—but we still need to track the service.” “Zero-dollar items still need to be provisioned.” These may sound like simple billing rules, but implementing them inside Dynamics 365 CRM? That’s where most small and mid-sized businesses hit a wall. You need… Read More »
Introduction While working on a recent feature for one of our Dynamics 365 solutions, we ran into an issue where users with the right security roles were still facing unexpected “access denied” errors. After some investigation, we realized the root cause wasn’t missing permissions—it was missing licenses. This highlighted a common gap in how ISVs… Read More »
Still Using CRM Like It’s 2010? Let’s Talk Visuals. According to a data report, many CRM users feel overwhelmed by cluttered data and complicated navigation. That’s a lot of missed opportunities — and miscommunication. Scrolling through endless records and tabs isn’t helping anyone close deals faster. So, what if your CRM showed you exactly what… Read More »
In today’s digital world, creating a consistent brand experience is essential. Your Copilot agent, which serves as a vital point of interaction for customers, should reflect your brand. Making sure its visual design aligns with your identity can greatly boost user experience and build trust. In this blog, we’ll explore three effective ways to customize… Read More »
As organizations increasingly rely on Microsoft Dynamics 365 to manage their sales, field service, and operations, location intelligence has become a strategic necessity. From managing vast regional territories to coordinating complex field resources, having a geospatial mapping solution embedded directly into your Dynamics 365 CRM can transform the way you work. FYI, about 77% of… Read More »
Cleaning CRM data is essential; without it, slow CRM speed, reporting misleads, and customer engagement stalls. Businesses often struggle to identify duplicate Dynamics 365 records, especially when dealing with large volumes of inconsistent or outdated data. Keeping that data clean isn’t always easy. Many businesses still rely on outsourcing CRM data cleanup to BPOs, hoping… Read More »