Introduction: Service Provider companies manage cases to provide support or service to customers with resolution to the incident reported by the customer. With the help of automatic record creation and update rules, external source data can be captured to create Dataverse records which help to reduce manual efforts and improve the efficiency of service. For example,… Read More: Manually Map a Contact in Power Automate »
Introduction In this blog, we will see one of the preview features introduced in Dynamics 365 Marketing. New content fragment allows you to quickly assemble beautiful mails with just a few clicks. These new content fragments can include layout, advanced elements, and personalization that anyone can use. A content block is a piece of content… Read More: Create emails in CRM quickly by using enhanced reusable content… »
Introduction In this blog, we will learn how we can create one random color in RGBA format by generating random numbers. Problem: We have a Canvas App, where we have created one Display Form. Here, we have displayed the list of categories of All Accounts in the color-coded format as shown in the below screenshot.… Read More: How to generate a random number using Rand() and RandBetween()… »
Introduction Recently, we faced performance issues in our organization as it became slow. Hence, we wanted something to monitor the performance of our organization so that we can take further steps to improve it. It was then that we found a Diagnostic tool provided by Dynamics 365 CRM which generates a report and displays latency… Read More: How to monitor the performance of an organization by using… »
Managing documents and storage space in Dynamics 365 CRM is no mean feat given the volume of data in CRM. And most business professionals agree that this tedious task tends to hamper their productivity. In such situations, it becomes necessary to find new smart ways to tackle this persisting problem. And this is exactly what… Read More: Webinar: Document management, data security, free up storage space, and… »
Introduction Recently, many enhancements were introduced under Power Platform for creating Power Automate Flow. And “Process Advisor” is one such enhancement. In our previous blog, you have already explored the way to create Process Advisor. While creating Process Advisor, there was a requirement to add some recordings to it as recordings are a way to train… Read More: Use of Process insights (Preview) feature for monitoring/analysing Power Automate… »
A famous mathematician once said, “If you cannot measure it, you cannot improve it.” This stands true for all small, medium, and large enterprises, involved in the SaaS business model as they have more complex finances as compared to traditional businesses. And because of this, SaaS metrics are required to capture the key factors that… Read More: Gain insights of your business health with SaaS metrics in… »
Introduction Developers in today’s generation are moving fast with their development and to further help them with their pace for designing custom components for Canvas Apps, Microsoft has introduced a kit that includes all the essential components. This kit is nothing but a managed solution named Creator Kit. Now, the developers will not be required… Read More: Deep Dive into the Creator Kit for Canvas Apps »
Nowadays Microsoft is working on enhancing the reporting capabilities within Dynamics 365, there are many embedded Power BI reports that are now available in Dynamics 365 sales. In the previous blog, we have already explored the capabilities of one of such embedded Power BI report named “Sales Acceleration reports”. In this blog, we will explore… Read More: Exploring sales usage reporting feature in Dynamics 365 CE sales… »
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: Webinar – 1 Click Productivity Apps to Clone, Export &… »