Microsoft’s Dynamics 365 Field Service Mobile app provides the ability to work on tasks and resolve issues from the mobile platform in online and offline modes. The technician can view their daily schedule, which includes details such as customer names, addresses, and appointment times. They can see the priority of each service call, helping them… Read More »
In a world where businesses generate vast amounts of data every day, extracting meaningful insights from this data has become crucial for making informed decisions and staying competitive. Microsoft has been at the forefront of innovation, consistently pushing boundaries to enhance user experiences. One such groundbreaking development is the introduction of the “Copilot” concept, brought… Read More »
Businesses use Dynamics 365 CRM to manage their sales activities and customer relations. However, they use conventional communication channels for getting notified of sales activities/events, like when a new lead enters the CRM or when the client accepts the quote, or if you are a manager and want to send a meeting notification to your… Read More »
Discussing how to generate Excel documents in Dynamics 365 CRM using a non-documented “RenderTemplate” request. We also explore its uses in the native CRM environment, while overcoming sandbox isolation mode limitations within HTTP web requests. We also provide JSON format to successfully execute the requests. Recently, we encountered a unique requirement, we needed to generate… Read More »
“Any sufficiently advanced technology is equivalent to magic”- Arthur C. Clarke Microsoft’s additions to its enhancements of technology Waves are designed to resolve client pain points further. Integrated search providers, enabled as filters to speedily filter the knowledge articles are one such addition. Microsoft has come up with another addition to the enhancement of the… Read More »
In a digital age where mobility and agility are paramount, mobile apps have transitioned from being a luxury to a necessity, revolutionizing modern business operations. Among these transformative tools, the Dynamics 365 CRM Mobile App and Power Apps have emerged as game-changers, redefining mobile productivity for businesses of all sizes. The Dynamics 365 CRM Mobile… Read More »
In this blog, we will learn how to import outbound Emails, Content blocks, and Email Templates into Real-time marketing. Currently, to work with real-time marketing we need to create new emails, content blocks, and templates which is time-consuming. So, to save time and reuse the existing outbound assets, we can import the same as required.… Read More »
In the realm of task management and customer relationship management (CRM), the Kanban method has gained immense popularity for its visual and efficient approach. Microsoft Dynamics 365 CRM natively available Kanban view is a feature that allows you to see and manage your records in a card-based layout. You can use the Kanban view for… Read More »
Microsoft Power Pages offer a low-code, no-code SaaS (Software as a Service) platform fortified with enterprise-level security. It simplifies the process of creating, hosting, and managing modern external-facing business websites. By default, when creating a Power Pages site, the primary navigation is positioned at the top of the header. However, there might be at times… Read More »
Sales is a challenging and competitive field that requires constant effort, skill, and strategy. One of the key factors that determine the success of a sales team is how efficiently and effectively they can manage their leads and opportunities and how quickly and smoothly they can close deals. However, many sales processes are still manual,… Read More »