In Dynamics 365, the TDS (Tabular Data Stream) endpoint allows developers to query Dataverse data using SQL-like commands. For example, suppose a sales manager wants to find the top three accounts with the highest revenue. Here’s how they can use the TDS endpoint to get that data. Why Use SQL for Retrieving D365 Data? Familiar… Read More: Retrieving Dynamics 365 Data Using SQL in Plugin: TDS Endpoint »
Welcome to the world of Microsoft Copilot Studio, where we will learn to make use of yet another feature that is included in Microsoft Copilot Studio. Microsoft Copilot Studio allows users to upload images; now this feature allows your agents to analyse images and respond accordingly. Let’s see how to properly make use of this… Read More: Allowing Image Input and Analysis in Microsoft Copilot Studio »
“Every step toward efficiency is a step toward success.” At Maplytics, we believe that innovation is not a choice but a continuous journey. Businesses thrive when they optimize their resources, streamline operations, and enhance decision-making based on location intelligence using the right tools. That’s where Maplytics comes in—your certified geo-analytics and geo-mapping solution integrated seamlessly… Read More: Smarter Features, Greater Productivity with Azure Maps in Dynamics 365… »
As a salesperson, your success depends on providing accurate and on-time information to your clients. Whether it’s product brochures, pricing details, sales pitches, or specifications, having instant access to this data is critical. Most of these clients store this kind of information in SharePoint folders, but searching for it manually can be time-consuming. This is… Read More: Harnessing Dynamics 365 Copilot to Access Tailored Content from SharePoint »
Duplicate records in Dynamics 365 CRM can create chaos—conflicting customer information, inaccurate reporting, and wasted time manually sorting through redundant data. Misspelled names and inconsistent phone number formats make it nearly impossible to maintain a unified customer view. Even worse, without an automated system in place, detecting and merging duplicates becomes an endless, error-prone task.… Read More: Webinar – Auto Detect, Prevent, & Merge CRM Duplicates in… »
Microsoft Power Automate enables organizations to automate approval processes and document workflows across multiple platforms, including SharePoint, Dynamics 365, Salesforce, and OneDrive for Business. It helps eliminate manual follow-ups, reduce delays, and ensure consistent decision-making across teams. One powerful yet often underutilized feature in Power Automate is the “Send Email with Options” action, which allows… Read More: How to Send Approval Emails with Options Using Power Automate… »
Building Canvas Apps in PowerApps presents a challenge. Microsoft has provided great built-in functions, but what if your App needed something other than the built-in functions? You would have to create workarounds—repeating formulas, juggling nested logic, and spending extra time managing it all. It worked, but it wasn’t ideal. Now, Microsoft is upgrading the process… Read More: How to Use User-Defined Functions and User-Defined Types in Canvas… »
High time we all agree—managing customer and lead accounts in CRM is no less than solving a puzzle, right? Is it just me, or have you also found it difficult to figure out how different stakeholders are connected, who the key decision-makers are, or even which influencers to reach out to? Without the right tools,… Read More: Simplifying Complex CRM Relationships in Dynamics 365 with new Mind… »
One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing, Customer Support, Billing and Finance, and more. This process was slow, tiring, and often led to inaccuracies. To make managing these categorized emails even easier, we created a… Read More: Automatically Categorize Your Data with AIClassify in Dynamics 365 CRM »
In one of our previous blog, we explored how to add and subtract dates using Date Time functions in Power Automate. This blog will demonstrate how to achieve the same functionality using the Formula Column in Power Apps. With this approach, there is no need to create a Power Automate flow to handle date calculations.… Read More: How to Add & Subtract Date Values With Formula Column… »