How to Boost SharePoint Performance and Security in Dynamics 365 CRM

Organizations rely heavily on Dynamics 365 and SharePoint integration to streamline collaboration, document management, and business processes. However, poor SharePoint performance can create bottlenecks that impact user productivity and business efficiency. This blog will explore how to improve SharePoint performance in Dynamics 365 through proven strategies, key challenges, and security best practices. Why SharePoint Performance… Read More »

How to Leverage Custom Prompts in Power Apps within Dynamics 365 CRM

Custom prompts in Power Apps enable makers to embed generative AI directly into business applications, solving unique challenges with advanced intelligence. Once built and validated using the Power Apps Prompt Builder, these AI-powered prompts can be seamlessly integrated into your app via Power Fx functions, making AI-driven experiences simple and scalable. In this blog, we’ll… Read More »

Webinar: How to Reduce Dynamics 365 Storage Costs

Are you experiencing storage capacity issues with Dynamics 365 while attempting to maintain secure document access across your organization? You’re not alone. As businesses increasingly rely on Dynamics 365 CRM for critical operations, two major challenges consistently emerge: skyrocketing storage costs from attachments and complex security management between Dynamics 365 and SharePoint. But wait! There’s… Read More »

How to Use Copilot to Create Inspection Templates in Dynamics 365 Field Service from PDF and Image Uploads (2025 Guide)

Microsoft’s Dynamics 365 Field Service mobile app empowers field technicians to manage tasks, log inspections, and ensure compliance directly from their mobile devices or browsers. A core feature of this platform is the Inspection Template, which helps technicians record system status quickly and accurately on-site. Traditionally, building inspection templates were a manual, time-consuming process. However,… Read More »

Complete Guide to Optimizing Field Service Routes, Mileage, and Expenses in Dynamics 365 CRM!

If you’re a field agent or sales rep, you already know the challenges: Endless hours stuck in traffic. Struggling to keep track of mileage and expenses. Worrying about being late and letting clients down. Backtracking across the city just to make all your appointments. Now imagine a workday where your CRM doesn’t just hold customer… Read More »