Tag Archives: Dynamics 365 CRM

Retrieving data and displaying icons on Dynamics 365 view columns

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 »

Simplify Dynamics 365 Field Service setups with 2021 release wave 1

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 »

How automation of Lead and Case assignment in Dynamics 365 CRM using Round Robin or Capacity Algorithm can result in higher ROI

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 »

Know Details about new OnPostSave Event in Dynamics 365 CRM / Dataverse (PowerApps)

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 »

First Look Webinar – Manage Subscriptions, Recurring Billing & Tax Calculations in Dynamics 365 CRM in a smart way with our new Subscription & Recurring Billing Management app!

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 »

Seamless visualization of Dynamics 365 CRM / Power Apps data in Kanban View across devices – Desktops, Tablets and Mobiles, now possible!

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 »

Expanding scope of business and field productivity using geo-analysis & locational intelligence within Dynamics 365 CRM / Power Apps

Maplytics has been one of the pioneers that saw the curve of data analysis and intelligence moving towards the geographic domains and jumped at the opportunity because of its potential. Today, we proudly sit in the Microsoft AppSource arena with a 5-star review and a Preferred Solution badge because we spent countless hours pinpointing the… Read More »

Manage Subscriptions, Recurring Billing & Tax Calculations in Dynamics 365 CRM/Power Apps in a smart way – Releasing soon our new 3 in 1 billing app!

Be it entertainment, news, online shopping, employment, mobile, internet, or food delivery services – today, we have subscriptions for everything. And millions of people use these services in their day-to-day lives. So, you can imagine the scale of operation required to manage these subscriptions. The situation is the same for our other B2B customers who… Read More »

Microsoft Document Automation Application using AI Builder Form Processing Model

Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More »

Improving Customer voice feedback quality with Ranking, Likert, Net Promoter Score & Copy Question with Customer Voice in Dynamics 365

Introduction One of the finest feedback products of Microsoft is Customer Voice that is integrated with Dynamics 365. It not only improves the quality of the product by taking valuable feedback from customers but also enhance the productivity of the team by monitoring the feedback given by the customer. There are some new options available… Read More »