Document management is a critical part of any business, but it can be a daunting task. There are so many different solutions in the market, and it can be difficult to know which one is right for you. With the rise in low-code no-code solutions, you might have been considering using Power Automate for your… Read More »
We know that Power Automate allows us to execute a variety of tasks by connecting our present environment to the platform through the Microsoft Dataverse connector. This connector establishes a link between our current environment and Power Automate, enabling us to automate various tasks within our existing environment. While we can efficiently carry out tasks… Read More »
In today’s competitive world, targeting a specific type of audience for marketing based on filtered criteria like demographic, firmographic, behavioral data, and other considerations is the key to success. Segments in “Customer Insights – Journeys” help you to create groups of audiences that you can target specifically. You can refer to this doc for more… Read More »
Halloween is over, but some horrors still linger, especially when it comes to the security of your data. If you use Dynamics 365 CRM and SharePoint, you know how vital it is to integrate them securely and make the most of their features without risking any mishaps. Security breaches on your SharePoint can be more… Read More »
The new Enhanced case experience will help agents easily interact with customers regarding the case in the Customer Service Workspace app, and it is available in the Customer Service Workspace app only. How to Enable it? 1. Open the Customer Service Admin Center app and click on Miscellaneous under Operations group, and then click on… Read More »
Gerard had mastered the art of outsourcing since the raw age of 8 when he would pass on his English homework to his elder sister, Grace whilst he pulled in some extra minutes of practice at the field. In return, he smuggled cupcakes into the house for her, sold at his field’s canteen. Although he… Read More »
Recently when I had a client requirement for implementing segmentation within outbound marketing, I referred to our previous blog and started implementing the same but surprisingly came to know that there is no outbound marketing within Marketing which was there before. Then I started exploring more related to this and realized that in a recent… Read More »
If you are a Microsoft Dynamics 365 CRM user, you might be wondering whether you should choose an ISV-packaged solution or a custom development for your business needs. Both options have their pros and cons, but which one is more suitable for your specific scenario? In this blog, we will compare and contrast ISV packaged… Read More »
Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks… Read More »
WhatsApp is not just a messaging app. It is a powerful platform for any businesses, as it offers convenience, versatility, and familiarity to both businesses and customers. However, many start-ups, organizations, and sellers are not fully utilizing WhatsApp’s potential and are missing out on golden opportunities. With a low retention rate and fierce competition, it… Read More »