Time is one of the most important resources in any organization. Business professionals are increasingly seeking time-saving productivity tools that can allow them to focus more on business-centric decision-making rather than data organization or other redundant tasks. Organizations that use Dynamics 365 CRM / Dataverse (Power Apps) have a great advantage for being productive due… Read More »
Introduction Showing meaningful icons alongside view columns is a great visual experience to have in the Microsoft Dynamics 365 apps. It quickly gives an idea to the user about what kind of record it is. Microsoft had added this capability to show icons alongside the View columns in 2016. If you check our older blog,… Read More »
Introduction In Dynamics 365 CRM 2021 release wave 1, you will notice there are many features available in Field Service app. One of these features includes a simplified setup of frontline workers, work orders, etc. By using this setup of frontline workers and work orders in the field service app admin can streamline the field… Read More »
The key to sustain success in any organization is through maintaining deeper customer relationships. And it all starts with Leads. The Leads are pursued and turned to Opportunities and then eventually converted to Customers. You have to give your 100 percent, find out what the customer needs – their goals, preferences – and make sure… Read More »
Introduction I am sure you may have used OnSave event several times in your projects. We generally use this event and write code in it to do some validation on the record to restrict the user from saving the record (using prevent Defaults method). The nature of OnSave event is synchronous. It is not the… Read More »
Introduction Dynamics 365 Customer Voice (formerly known as Microsoft Forms Pro) is a one of feedback management application that allows us to easily keep track of the customer feedback that matters most to our business. In this blog, we are going to see how to use variables in the Dynamics Customer Voice. Scenario: If we… Read More »
Finding difficulty in managing the large number of subscriptions? Tired of the daily workload of generating Invoices and Sales Orders in your CRM? Want a way out from these manual recurring billing processes? Then don’t look further! Subscription and Recurring Billing Management is just what you need! Specifically designed for Software Publishers and Value-Added Resellers… Read More »
Introduction Canvas App is no code/low code business app with which you can design an app by dragging and dropping elements onto a canvas. It is used to build mobile apps along with many functionalities. Recently, we had a requirement to create a feedback app for which we used Canvas App. As this app will… Read More »
Visual representation gets 90% more views than text-based information. Majority of the data is now presented in a visually appealing manner to capture the interest of audience and it also helps them to analyze data in a much better way. This has given rise to numerous visualization apps in market that projects complex information in… Read More »
Introduction In our earlier article, we explored the reference app released by Microsoft for Document Automation using the Form Processing model of AI Builder. The app that is a ready-to-use sample app demonstrates the process of reading the form submitted through email and extracting the data submitted in the form and presenting it to the… Read More »