In the world of CRM, data visibility, navigation, and relationship mapping are critical for smooth operations. Yet many Dynamics 365 CRM admins still struggle with understanding how records are connected – especially in complex scenarios involving accounts, contacts, opportunities, cases, and custom entities. Are you dealing with: Difficulty visualizing relationships between records Manual effort to… Read More »
Logging time is nobody’s favorite part of the job. It’s repetitive, prone to mistakes, and usually eats up way more time than it should. But what if it didn’t have to be that way? Thanks to Copilot in Dynamics 365 Project Operations, time entry just got a major upgrade. Whether you’re tracking hours or adding… Read More »
Tired of Clicking Around in CRM? If you’re a Dynamics 365 CRM user, chances are your day involves jumping between views, clicking through endless records, and manually updating fields — only to realize you’re still not getting the full picture. Actually, CRM was supposed to simplify your workflow. Instead, it often becomes a cluttered maze… Read More »
Still copying WhatsApp chat details into your CRM manually? If yes, there’s a faster, smarter way! The latest Dynamics 365 WhatsApp integration update introduces Dynamic Field Mapping — a feature that automatically fills CRM records with real-time chat data. No more copy-paste. Just click, map, and go! WhatsApp4Dynamics, the leading solution behind Dynamics 365 WhatsApp… Read More »
In a world where businesses interact with customers across multiple regions and languages, analyzing multilingual content is no longer optional; it’s essential. Whether you’re collecting feedback, managing leads, or reviewing support tickets, knowing the language of your data opens doors to better automation, routing, and personalization. As we know, Power BI itself does not have… Read More »
Tired of switching between Dynamics 365 CRM and SharePoint for effective document management? What if your documents were Fully Secure Easy to Search and Find Fully in sync with your CRM access — all in one place? Let’s explore why this is important and discover how you can achieve it easily through SharePoint and Dynamics… Read More »
In model-driven apps, forms often have many fields spread across multiple tabs and sections, which can make it hard and time-consuming for users to quickly find the key information they need. Navigating through these tabs slows down productivity and increases the chance of missing important details. The Row Summary feature helps solve this by showing… Read More »
“Which stage is causing the biggest backup?” “Where is my team spending most of their time?” “Why does this lane keep getting longer and longer?” If you’ve ever tried to answer these questions by looking at a cluttered CRM screen, you know how frustrating it can be. Managing tasks without a clear view is like… Read More »
Model-driven apps within the Microsoft Power Platform offer structured and efficient ways to manage business data. Now, with the integration of intelligent agents, these apps go beyond data handling, they become smarter, more responsive, and highly efficient in assisting users. This blog explores the two main types of agents available in model-driven apps: autonomous agents… Read More »
Struggling to keep CRM users informed at the right time? From missed follow-ups to delayed escalations, communication gaps in Dynamics 365 CRM can slow down operations and impact productivity. That’s why smart teams are turning to Alerts4Dynamics—a no-code notification app that allows you to schedule, customize, and target alerts across email, pop-ups, and in-app posts.… Read More »