Attach2Dynamics tricks – Unable to create anonymous link of file in SharePoint within Dynamics 365 CRM

Introduction Attach2Dynamics integrates cloud storages like Dropbox, Azure Blob and SharePoint seamlessly within Dynamics 365 to allow easy access to files related to CRM records including drag and drop multiple files and folders feature. Files stored on these cloud storages with Attach2Dynamics can be accessed by creating anonymous sharable link. During one of our implementation… Read More »

Power Platform : How to extract Form document data using AI Builder and Microsoft Flow

Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More »

New App Release: Alerts4Dynamics – Schedule & Track Alerts and Notifications for your Dynamics 365 users in a smart way!

The wait is finally over! We are officially announcing the release of Alerts4Dynamics – your one-stop solution to create, schedule, track and manage alerts and notifications in Dynamics 365 CRM. You can have better control over your team’s performance by simply notifying them within CRM. For instance, if you are a Sales Manager, you can… Read More »

Schedule Export of SSRS/Word Templates & Auto-Send Emails in Dynamics 365 CRM with Click2Export new release!

Click2xport has already turned the burdensome work of exporting reports/word templates into an effortless task for Dynamics 365 CRM users. In our last release we focused on the following features – Auto Send email with exported report, Export CRM reports in CSV & TIFF format, Export & Upload CRM reports to SharePoint and Support of… Read More »

Increase productivity of CRM users by using Dynamics 365 Virtual Agent

Introduction In our previous blog, we illustrated how we can use Dynamics 365 Virtual Agent to create Chabot for the customers. In this blog, we will see how we can use Dynamics 365 Virtual Agent for employees of the organization or the CRM users. We can allow the CRM users to use Chabot to perform… Read More »

Configure Data Synchronization from QuickBooks to Dynamics 365 CRM and vice versa using InoLink

Introduction In this blog you will learn how to configure and synchronize data from QuickBooks to Dynamics 365 CRM and vice versa at specified intervals. If you want to sync your data i.e. Customer, Product, and Transaction History records from QuickBooks to Dynamics 365 CRM, or if you want to bulk promote your data i.e.… Read More »

Drag, Drop, Preview and now control the way attachments are stored in SharePoint, Dropbox or Azure Blob Storage within Dynamics 365 CRM!

Thank You for all your feedback on how Attach2Dynamics is helping you to manage attachments on SharePoint, Dropbox & Azure Blob Storage within Dynamics 365 CRM and how more enhancements will help you be more productive and the app more user friendly. Our last release saw the addition of Azure Blob Storage to the existing… Read More »

Create chatbot using Dynamics 365 Virtual Agent for your Customers

Introduction Customer service is the key aspect of any organization that add value to their growth. It becomes very important for organizations to focus on satisfying the customers with their services. We know email, phone call are the channels that the customer use to reach out to the organization and get what they are looking… Read More »