Field service workers are dispatched to off-site locations to perform tasks, such as repairs, sales, customer support, or inspections. It helps businesses manage all the resources involved in field service management activities. Latest Field Service upgrades introduced this feature independently for Field Service by configuring the settings in “Field Service Setting”. There are various options… Read More »
Microsoft Dynamics 365 Field Service Mobile app provides the ability to work on the task and resolve issues using the mobile platform. Additionality it provides the feature to add custom JavaScript code on the form to execute some custom business logic. When the JavaScript web resource is added to the form, the developer can easily… Read More »
By 2024, a staggering 70% of new applications developed by enterprises will utilize the cutting-edge power of no-code or low-code technologies. This eye-opening statistic is brought to you by Gartner’s insightful 2022 report on the dynamic low-code/no-code market. So, what’s behind the meteoric rise of low-code/no-code development? Let’s delve into the captivating reasons why this… Read More »
Microsoft provides the ability to develop Power BI reports in order to have an analytical history of the data at a glance. There can be various visuals used to get meaningful information. There are various ways we can integrate the Power BI report in Microsoft Dynamics 365 CRM, such as Power Pages, Canvas Apps, and… Read More »
Flexibility is key for subscription-based businesses. As customers’ needs evolve, businesses must adapt to cater to their needs. However, this evolution often brings challenges, especially when it comes to billing. Imagine this scenario: A customer is subscribed to a service with a set number of users. Midway through their billing cycle, they decide to increase… Read More »
The Resco Mobile App provides a valuable feature that enables users to customize reports through the Resco Report Tool. This tool constructs a report in the form of a template, storing it within the CRM system. Within a form, there is a command named “Run Report,” which grants users the choice to initiate the report… Read More »
WhatsApp is the most popular messaging app globally, boasting a staggering user base of over 2 billion active users! Renowned for its simplicity, speed, and user-friendliness, WhatsApp Business has become a vital communication tool for enterprises worldwide. Studies reveal that businesses utilizing WhatsApp experience a 40% increase in response rates, leading to enhanced customer satisfaction.… Read More »
Pipeline view is a control introduced by Dynamics 365 for visualizing records of the entities, displaying them on a graph, and focusing on the current pipeline phase of records of the selected entity. The data which you can visualize on two different dashboards called “Deal tracker” and “Sales funnel” is shown by a bubble chart/graph… Read More »
Microsoft Dynamics 365 CRM is an amazing solution for managing customer relationships. But as businesses scale, the amount of customer data in the system grows exponentially. This starts to jeopardize Microsoft Dynamics 365 CRM Document management capabilities. While managing large amounts of attachments in Microsoft Dynamics 365 CRM, businesses can face challenges like storage limitations,… Read More »
In this article, We will discover more about the brand-new feature that Microsoft unveiled in the 2023 Release Wave 1. The recent records component allows users to view related cases on a form. Compared to the old grid, this component has better visualization of the record list. Also, we will see how we can see… Read More »