From beginners to experts – Shorten the journey of adapting to Dynamics 365 CRM with our advanced User Adoption Monitor app!

Tools make human life easy. Whether it is a mere spoon or latest model MacBook, it enhances the quality of our life and make us more productive. Same can be said about Dynamics 365 CRM. It is a perfect tool used by business organizations to maintain and nurture customer relationships. Wielded correctly by an experienced… Read More »

Execute JS within rules on the Field Service Mobile for Dynamics 365 Field Service

Introduction: Field Service technicians use Field Service Mobile application which provides brief information related to the Work Order, Booking and Service location. And, Woodford application allows us to help customize the Field Service Mobile application based on the business requirements for each organization. Woodford customization application provide various ways to automate process so that technician… Read More »

Dataverse Search – Easier than before to find data in Dynamics 365 CRM / Dataverse

Amongst the various options to quickly lookup or search data in Dataverse / Dynamics 365, the most popular remain 1. Search box in the view – search within the view being listed 2. Advanced find search – you can setup your detailed search criteria for specific tables and columns and get the desired results 3.… Read More »

Top 5 Reasons why Subscription and Recurring Billing Management is must for easy subscription management within Dynamics 365 CRM!

Here are some interesting facts that shows why masses prefer subscriptions: In recent years, the subscription economy has shown a significant growth of 437%. Out of 78% international adults that currently have subscription services; 75% feel people will subscribe more services in future, 64% feel connected to companies that they regularly subscribe from, 42% choose… Read More »

Collaboration between makers now available in Preview for Model Driven Power Apps in Dynamics 365 CRM / Dataverse

Introduction In PowerApps, Microsoft has introduced one new feature i.e. Comments. With the help of comments you can add comments against a view, form, and dashboard. Because of this feature, another person who is working on the same entity form or view will get an idea of what changes were made by the person. Mainly… Read More »

Configuring Timeline (Show/Hide) activity display information in Dynamics 365 CE

Introduction: Recently we came across a request from a customer that they wanted to show/hide a few activity field labels and data that are displayed in the timeline by default. We then started exploring timeline configuration capabilities in 2021 release wave 2 by following this doc. Here we came across a new enhanced feature for configuring… Read More »

Document Management Solution for your Dynamics 365 CRM – How to choose the better one?

In both personal and professional lives we like being organized, neat and tidy. No one likes to leave one’s home or office space in clutter. The famous phrase – A place for everything and everything in its place – aptly captures this sentiment. The same principle applies when it comes to managing documents/attachments in Dynamics… Read More »