Manage records and associated Activities on a page using Focused View in Dynamics 365 – Part 1

In the recent release of Dynamics 365 CRM, a feature called Focused View has been introduced which is the most useful feature for all CRM users. The main purpose of the Focused View feature is to focus on the ongoing task view manage the records along with their associated activities on one page and reduce… Read More: Manage records and associated Activities on a page using Focused… »

Easy linking of Notes to the Table from the Timeline with Power Apps

In this blog post, we will explore a new feature introduced by Microsoft, which allows us to seamlessly link Notes records directly to Account, Contact, or Case table records from the Timeline. Additionally, we also have the capability to create new Account, Contact, or Case table records directly from the Timeline and directly link Notes… Read More: Easy linking of Notes to the Table from the Timeline… »

How to get Data Analysis Expressions using Copilot in Power BI Desktop (Preview)

This blog will guide you on how to enable copilot in Power BI Desktop. This will help you create DAX (Data Analysis Expressions) suggestions just by saying what you want in natural language. Power BI is nothing but the visualization of data to gain insights for business. Previously, you needed to create a dashboard manually… Read More: How to get Data Analysis Expressions using Copilot in Power… »

Unveiling the Future of Power Platform with AI revolution : Highlights from #MPPC23 Keynote!

This year, Microsoft had some big announcements to make at the Power Platform Conference, which was held at the stunning MGM Grand, Las Vegas, Nevada from Oct 3 – 5, 2023. MPPC is the largest tech community event for Microsoft enthusiasts, who are eager to learn about the latest technologies and innovations in the Microsoft… Read More: Unveiling the Future of Power Platform with AI revolution :… »

Create a Journey with Copilot in Dynamics 365 Marketing (Customer Insights – Journeys)

In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 2. Anyone can now quickly construct customer journeys with Dynamics 365 Marketing (Customer Insights–Journeys), including those who have never done it before. The journey will be built for you by Copilot’s generative AI if you just describe… Read More: Create a Journey with Copilot in Dynamics 365 Marketing (Customer… »

Partner Solution Showcase | Reinvent Maps for Dynamics 365 CRM! | Oct 18, 2023 | #MySummitNA

Did you know? A patient needed emergency surgery and had a rare blood group. The hospital had saved the optimized routes to all the blood banks in the city, so blood could be delivered to the patient immediately! John’s delivery van got stuck in the mud, but his colleagues tracked him down in real time… Read More: Partner Solution Showcase | Reinvent Maps for Dynamics 365 CRM!… »

Enhanced characteristics Setting with Dynamics 365 Field Service

Field Service contains the ability to define characteristics for resources. These are used to record the skills and certifications of a resource. It has information that is used on work orders to ensure only correctly qualified engineers are assigned. Characteristics are the skills or attributes of resources. For example, they will be indicating a license… Read More: Enhanced characteristics Setting with Dynamics 365 Field Service »

Detect, Prevent & Merge – Say Goodbye to Duplicate Records in Dynamics 365 CRM!

A 66% surge in revenue is possible if organizations implement data quality best practices, like using a deduplication solution. In an age where information is paramount, ensuring the reliability of data is not just a necessity; it is an imperative. Due to importing data in bulk, manual entries by different users, or integration with other… Read More: Detect, Prevent & Merge – Say Goodbye to Duplicate Records… »

Improvements in Sales Accelerator: Making Work Easier with Microsoft’s New Features

In the world of digital tools, Microsoft always tries to make things easier for people. Recently Microsoft released a new feature to increase end-user productivity and help users plan and prioritize their work items. It’s called the Sales Accelerator. In this article, we’ll talk about the new things in Sales Accelerator that can help you… Read More: Improvements in Sales Accelerator: Making Work Easier with Microsoft’s New… »