The Power of WhatsApp Marketing for Brands: A Game Changer Today, brands constantly bombard customers with emails, calls, and social media ads. It can be hard to stand out from the noise and connect with customers in a meaningful way. But what if there was a way to reach customers directly on a platform they… Read More: Extend your customer outreach with WhatsApp marketing within Dynamics 365… »
Introduction: Recently in Dynamics 365 CRM 2022 release wave1, I came across new capabilities that are added in the Sequence grid. There are two capabilities that were recently added to help you better understand the sequence and user interactions. The new capabilities introduced are as below: “Sequence Stats”: Used for comparing sequence performance statistics over… Read More: Sequence Stats and Reshuffling of columns in Sales Accelerator »
Introduction: With Power Automate FLOW, we can execute a huge number of operations by connecting various systems. Now, we are talking about the Dynamics 365 CRM where we can execute the Actions of Dynamics 365 CRM. Here, we know that with the “Perform an unbound/bound” action step we can execute the CRM actions. So, we… Read More: How to WIN/LOSE Dynamics 365 CRM Opportunity through Power Automate… »
Setting alerts or reminders have become a part and parcel of our daily lives. Be it office or home we have set reminders to notify us of upcoming birthdays, anniversaries, bill payments, meetings, etc. So why not incorporate this notification system within Dynamics 365 CRM/Dataverse (Power Apps) and make your daily work life smooth and… Read More: An Alert on Time, Saves Nine – Try Alerts4Dynamics for… »
When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes… Read More: Dynamics 365 CRM Document Management and Data Security – Get… »
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 record to restrict the user from saving the record (using prevenDefaults method). The nature of OnSave event is synchronous. It is not right to call… Read More: Get Quick details on new Async OnSave Event in Dynamics… »
The use of mobile devices like Smartphones and Tablets is rapidly increasing amongst sales and businesses around the world. The rise in need of real time data when on field has become a must and to cater to these rising demands, Mobile CRM strategies are being adopted by Sales Teams. With Mobile CRM, salespeople can… Read More: 7 Benefits for having a Mobile Strategy for your Field… »
Easy data storage and seamless attachment management is the necessity of the hour. No business can function efficiently if its data is not maintained properly. Dynamics 365 CRM, a Powerful CRM Software which brings all of your Business Functions Together is one such application which businesses around the world rely on. Now to make Dynamics… Read More: Top 3 reasons why SharePoint Security Sync is must for… »
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: Simplify Dynamics 365 Field Service setups with 2021 release wave… »
Attach2Dynamics – a Preferred App on Microsoft AppSource – is a one stop solution for managing documents/attachments in multiple cloud storages from within Dynamics 365 CRM/Power Apps. SharePoint, Dropbox or Azure Blob Storage – Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments in any or all of these cloud… Read More: Explore the new “Open Folder” button within Dynamics 365 CRM… »