The seller can personalize the pipeline view to match their unique preference and management style. This personalization helps them to prioritize follow-ups, analyze key metrics, and gain insights into the current status of deals within the pipeline, including closed, lost, and revenue-related information. Let’s explore! Show the List or Combo You can select whether you… Read More »
In the world of sales, the medium you choose for communication carries just as much weight as the message itself. Picking the right channel can make or break your connection with potential customers. Imagine trying to discuss a complex enterprise software solution over a quick text message or delivering a delicate sales pitch through an… Read More »
Opportunity Pipeline View visualizes the data and displays it in graphical formats based on the current pipeline phase of the records which helps the seller to find the records they want more quickly than the standard read-only grid. You can find more details regarding the look and feel of the same in the Pipeline View… Read More »
In the previous blog, we have already explored prebuilt AI prompts that are offered by Microsoft which can be integrated further with Power Automate to make our lives easy. In this blog let us focus on how we can create custom AI prompts as per our need which can be used further in Power Automate… Read More »
In our previous blog, we discussed how to enable the Canvas App for offline use and work offline with canvas app, which helps those users who need continuous access to data even in the absence of a stable internet connection. In this blog, we will explore how to use files and images offline in canvas… Read More »
In this blog post, we’ll explore the process of allowing multiple users to collaborate on “The Canvas App” simultaneously from anywhere. By leveraging this functionality, we can connect our Canvas App to Git, enabling other users to collaborate on the same app. In this scenario, Git serves as a repository, it allows you to create,… Read More »
Recently, we’ve witnessed a noticeable shift in user behaviors and strategies for capturing customer attention. This transition has moved from calls to emails and currently involves embracing social media as a communication channel with a huge user base. Given its nature, text messaging services like SMS have become a significantly convenient means for direct, personalized… Read More »
In this blog post, we will explore a new feature introduced by Microsoft, that enables the effortless linking of activities with multiple records. With the introduction of this feature, the Activity records can now be linked to additional records such as Accounts, Contacts, Leads, Opportunities, and Users using the new party list attribute. Note: As… Read More »
Detecting and cleaning up duplicate records in Dynamics 365 CRM is both time consuming and costly. The fact that the average duplicate rate in any database is 20%-30% makes it evident that it is very common for duplicated Dynamics 365 data to accumulate in databases. According to a study by SiriusDecisions, verifying a record upon… Read More »
Microsoft Power BI is an interactive tool to visualize the data. Using Power BI, users can interact with the data in order to develop business reports and make business-level decisions. Power BI visuals are tools, and they are picture illustrations of data. Microsoft introduced the on-object feature, i.e., an easy way to construct and setup… Read More »