In Dynamics 365, we have the flexibility to store data of a variety of types such as text, number, lookups, options, etc. Time Zone is a type of format for Whole Number, which allows the user to store the Time zone information of a particular record in CRM. The screenshot below explains the same In… Read More: Set Timezone format field based on Account Location in Microsoft… »
Implementing a CRM has been a challenge for organizations because of the layers of changes it brings with itself. As per statistics, almost 70% of CRM implementation projects fail. But as the saying goes, “Failure is simply the opportunity to begin again, this time more intelligently”- Henry Ford Also, the benefits of a successful implementation… Read More: 3 Key Microsoft Dynamics 365 CRM Implementation Essentials Addressed »
In a previous blog, we had engaged in understanding duplicate lead detection which helps organizations with the cleaning up of data. Recently, Microsoft announced one more powerful feature called email validation with the help of which a user trying to enter an invalid email id will not be allowed to do so within Dynamics 365.… Read More: Smart Email Validation for Effective Lead Management within Microsoft Dynamics… »
In this blog, we will see how to share Dynamics records through ‘search’ in Microsoft Teams. Earlier, Microsoft Dynamics 365 supported enhanced collaboration with Microsoft Teams, You may refer to the blog to know how the collaboration between Microsoft Teams and Dynamics 365 happens. You can also refer to another blog to know how to Share and Update Dynamics… Read More: Sharing of Dynamics Records through search in Microsoft Teams »
Running a successful business organization and strategizing a plan for its growth is a full-time mental, emotional, and physical job. Investing too much time in daily operations leaves less time for the actual strategizing of functionality. The day-to-day operations are extremely important for the smooth functioning of the business and performing them regularly is a… Read More: Location Intelligence and Mobile Technology the new era of Field… »
Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit… Read More: Advanced Edit filter criteria “Under” and “Not Under” for Field… »
Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to… Read More: Microsoft Teams Rule-Based Suggested contacts in Dynamics 365 CE »
Ho Ho Ho! Winter is coming and soon it will be time to take the decorations out of the boxes and light up your homes and streets with twinkling lights. Although this holiday season is quiet, many of us think about the deadlines we have to meet before giving us a little rest. To help… Read More: Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this… »
Introduction In today’s blog, we will explore how to implement FirstN(), LastN(), and Index() functions for filtering records of the Data Table in the Canvas App. We had a client requirement where we needed to find out the top three highest Annual Revenue customers and bottom three lowest Annual Revenue customers for boosting their business.… Read More: How to use FirstN(), LastN(), and Index() functions In Canvas… »
When you are at your favourite Pizza house or Burger shop, have you ever wondered what those boards with different columns mean? You know, the ones where the cashier keeps adding and removing different tickets in different columns? It is like those ‘do, doing, done’ boards that we make with sticky notes but better. To… Read More: Stop Starting and Start Finishing with #1 Project management App… »