Did you know that roughly 40% of CRM users claim that a quarter of the week is spent on mundane and repetitive tasks such as updating records, exporting data, creating quotes, orders, and opportunities in Dynamics 365 CRM? And because they have to invest their time and effort in such mundane tasks, there is disengagement… Read More »
Introduction In our previous blog, we saw the process of adding Canvas apps to Teams. In that, the user can share the Canvas app by embedding it directly into Microsoft Teams (using the option Add to Teams in Power Apps). Now, in this blog, we will see how to share a Model-driven app by embedding… Read More »
In our previous blog, we saw how to restrict CRM access by Country or by IP Address. But at times there can arise a situation where the company doesn’t use any operating system other than Windows and wants to block access of CRM for all other operating systems apart from Windows. This can be done… Read More »
Introduction Microsoft is continuously working on enhancing the maker experience for app design. The new maker experience is all about designing the pages throughout. These custom pages bring the power of Canvas apps into model-driven apps. We have already seen the modern app making experience in the previous blog when the modern app designer maker… Read More »
The success of a business depends on Sales. And sales depend on Leads. But even in this day and age of automation, only 25% of marketing and sales professionals have any kind of automation software specific to lead conversion. This means the majority of professionals are still inclined toward the manual process of pursuing and… Read More »
Introduction In this blog, we will focus on the enhancements for creating an Email Template. With the help of Email Templates, users can send repetitive and recurring emails to multiple customers which saves time. This feature provides an advanced Design canvas and layouts which are responsive and can get adapted to any screen size to… Read More »
Introduction Data breaches and unauthorized access are two of the prime headaches for any Dynamics 365 CRM Administrator. Sometimes, there can arise a situation where we want to block access of CRM to a specific location. This can be done using ‘Conditional access’ in Azure Portal. Below are the pre-requisites for the same: A subscription… Read More »
Microsoft Dynamics 365 CRM is one of the most popular business applications used by business organizations globally to maintain and nurture customer relationships. But if not utilized properly, this powerful application becomes blunt and useless. And this is what happens in business organizations where employees are newly introduced to Dynamics 365 CRM. For a certain… Read More »
Introduction In the recent release, we have a new function called “Image” in the Create app feature of Power Apps using which it’s now possible to create a Canvas app by just uploading an image of an app or form. Also, it will help app-makers to easily turn their designs or sketches into working apps… Read More »
Introduction: The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization. Recently, I was configuring sales forecast in Dynamics 365 trial… Read More »