Webinar: Real-Time Tracking of field reps, Territory Management, Optimized Routing, streamline business operations instantaneously within Dynamics 365 CRM

Sales is the ultimate goal for every business. However, a lot goes behind the scene to convert a lead to a customer and to maintain that healthy relationship. Every second counts and the delays could break deals. Hence, it is helpful to channel the processes such as lead segregation, appointment scheduling, data visualization, etc. Maplytics,… Read More »

New activity dropdown to show only relevant activities in Dynamics 365 CRM

Introduction: In the new Microsoft 2022 release wave 1, many new features have been introduced. In this blog, we will walk through the features of ‘New Activity’ dropdown that shows only relevant activities in the model-driven app. Activity Dropdown to show only relevant activities: Initially, ‘All activities’ were being displayed in Dynamics 365 CRM irrespective… Read More »

Get valuable insights into CRM data with new-age smart Data Visualization apps – Kanban Board and Map My Relationships!

Recently, data visualization apps have become an integral part of many business processes. Increasingly, companies across the world are taking advantage of these tools to sort through massive amounts of data and for presenting it to stakeholders and business owners in ways that they can understand. Quicker decisions, improved insight into business health, higher productivity… Read More »

Editable Grid feature in Model-driven apps with Power Apps grid control

Introduction: Microsoft has brought in some intuitive features in its 2022 Wave 1 release. In this blog, we will explore the new editable features in the Power Apps grid control in model-driven apps. There are two primary additions to the new Power Apps grid control (preview) for model-driven apps: Infinite scrolling: Users no longer need… Read More »

Use of “Close all Quotes” button to close all Quotes of opportunity in Dynamics 365 CRM

Introduction: In this blog, we will see how to close all Quotes of individual opportunities by using the ‘Close all Quotes’ button which is situated on the ribbon bar of the Opportunity entity. Scenario: We have one Opportunity with multiple Quotes which are in ‘Draft’ status. Due to some product irrelevancy, we have lost the… Read More »

Webinar – Give a new look and feel to Dynamics 365 CRM data with Kanban View and Mind Map View!

Data visualization has now become an integral part of analyzing and improving business process in organizations. Visualization tools help businesses to recognize patterns and trends more quickly, simply because it presented analysts and executives with a graphical representation of their processes. The days of analyzing rows and rows of raw data have become a distant… Read More »

How to hide Ribbon Bar options

Introduction: Recently we added a PCF Control for our entity which didn’t have any interaction with ribbon bar options. Hence, we wanted to hide the ribbon bar options like commandbar, viewSelector, quickfind and groupby. We achieved this by setting the following properties in ControlManifest file: cds-data-set-options=”displayCommandBar:false;displayViewSelector:false;displayQuickFind:false;displayGroupBy:false;” Given below is the PCF Control for our grid… Read More »