Multi-Entity/Table lookup in Dynamics 365 CRM

Introduction: Recently, Microsoft introduced the multi-entity/table lookup field which was one of the most awaited features. Previously it was only available for the OOB customer lookup field; for example, the customer field has contact and account for selection in the customer lookup field. In this release of Dynamics 365 CRM, it is now possible to… Read More »

Infographic: How to automate subscriptions, recurring billing processes, tax calculations within Dynamics 365 CRM

Managing subscriptions and recurring billing processes within Dynamics 365 CRM is no mean feat. And in the coming years, it is estimated that more than 50% of software revenue will be generated from subscription model. In such situation, wouldn’t it be smart to automate all these processes which are now done manually? If you think… Read More »

New Model-Driven App experience for Sharing Entity Rows

Introduction: In the new 2021 release wave 2, Microsoft has introduced a new Unified Interface dialog experience using which users will be able to share rows easily. Let’s check out! Go to the table’s home grid and select the rows that you want to share. For example, I have selected Account table rows as shown… Read More »

Bridge gap between Mailchimp & Dynamics 365 CRM data with our New Marketing4Dynamics integration app!

In business, Sales & Marketing always go hand in hand. So, if you want to enhance your Sales & Marketing team productivity, then the first step is to collate data from both departments on a single platform. And now with the launch of our latest integration app – Marketing4Dynamics – you can now easily integrate… Read More »

Custom Pages: A step towards disappearing lines between Canvas Apps and Model Driven Apps in Power Platform / Dynamics 365 CRM

Power Apps provides support for 2 types of design experience for Apps. Model-driven apps – Data first approach – more for backend end user with full form experience. Canvas Apps – Design first approach – more for the field users with a mobile experience with simple to use and easily accessible apps being designed to… Read More »