Use of ‘Conditional Access’ to reduce unauthorized access to Dynamics 365 CRM by location or IP

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: Use of ‘Conditional Access’ to reduce unauthorized access to Dynamics… »

Microsoft Dynamics 365 CRM Adoption guide – Top 4 Reasons for low user adoption and How to Tackle them!

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: Microsoft Dynamics 365 CRM Adoption guide – Top 4 Reasons… »

Easily transform your visual design into Canvas App in Power Apps

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: Easily transform your visual design into Canvas App in Power… »

Exploring sharing capabilities in Dynamics 365 CRM sales forecasting

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: Exploring sharing capabilities in Dynamics 365 CRM sales forecasting »

Create Rich Text format Single Line Text and Multiple Line Text fields in PowerApps

Introduction: Microsoft keeps introducing new enhancements in every release. In previous release, we have seen that we can add Rich Text Editor Control on any multiple-line text field. Refer to this blog to know more about the Rich Text Editor Control and its use. In recent releases, Microsoft introduced Rich Text and Format for Single… Read More: Create Rich Text format Single Line Text and Multiple Line… »

Create Custom notifications – Reinvent alerts & notifications within Microsoft Dynamics 365 CRM

Can you imagine a day without alerts and notifications? It’s simply not possible because setting alerts or reminders have become a part and parcel of both our personal and professional lives. There are many hi-tech apps to help keep updated in your professional lives. And Alerts4Dynamics is one such popular alert management app for Dynamics… Read More: Create Custom notifications – Reinvent alerts & notifications within Microsoft… »

Enable Administration Mode from Power Platform Admin Center

Introduction: In this blog, we will see how to enable Administration Mode from Power Platform Admin Center. Enabling the Administration Mode comes in handy while performing operational changes to the environment like copying a sandbox instance to the production. Previously, this setting was available from the Office 365 portal for sandbox instances. For more details,… Read More: Enable Administration Mode from Power Platform Admin Center »

D365 CE Summit: Explore Real-Time Location Tracking, Auto Scheduling, Territory Management, Optimized Routing, and more within Dynamics 365 CRM

Since the global pandemic of 2020, digital transformation has witnessed unprecedented growth and development. The manner of data storage, too, has inclined more towards public cloud services. According to Gartner Inc, by 2024, more than 45% of the IT spending would be shifting to cloud services from traditional technology. In this situation, Microsoft Dynamics 365… Read More: D365 CE Summit: Explore Real-Time Location Tracking, Auto Scheduling, Territory… »

Exploring additional filtering capabilities in Sales Forecasting

Introduction The sales forecasting feature of Dynamics 365 is useful for sellers and their managers to track the sales performance against Targets & Quotas. Recently when I was exploring the sales forecasting feature of Dynamics 365 in 2022 release wave1, I came across many enhancements in the forecast configuration. In the previous blog, we have… Read More: Exploring additional filtering capabilities in Sales Forecasting »