Tag Archives: Map Dynamics CRM

Maps integration within Dynamics 365 CRM/Power Apps – Auto Scheduling, Territory Management and more smart upgrades in December release!

It’s time for an upgrade! We are thrilled to announce the latest December 2020 release for your favorite mapping solution within Dynamics 365 CRM / Power Apps. This release enhances highly useful features for the management teams of businesses, features like Auto Scheduling, Territory Management, Detail Map PCF control, and Security Templates. Let’s unpack these… Read More »

Get Subgrid Information from the PCF Context

Introduction Recently we were working on a PCF dataset control that can be configured on the Home grid as well as on the subgrid. So while developing the control there were few queries such as what data can we get from the context object regarding the Subgrid. For example, the Subgird label, View ID, Relationship… Read More »

Leverage the potential of Text Translation AI model in Dynamics 365 Apps

Introduction Microsoft is continuously adding new Prebuilt AI models which are very easy to use. Currently, there are a few new prebuilt AI models that Microsoft recently introduced, two of them are: 1) Text Translation 2) Receipt Processing model. For Receipt Processing Model, you can check out our blog here. In this blog, we will… Read More »

Release 2020 Wave 2 – Agent Scripts and Macros as part of Customer Service workspace explored

In the earlier post, we had a look at the Customer Service workspace app with its Smart assist feature. In this part we will have a look at the capabilities to assist the agent and aid them with the help of Agent Scripts and Macros. Agent Scripts: These could be used to provide the agents… Read More »

Providing XML as an input to your Custom Connector Actions

One of the projects we were working on was to integrate with a third-party API that accepted input in the XML format. This is a quick tip on how to pass XML in the action body when it expects JSON. When you try to create a request and add XML string to the body, you… Read More »

Send Email is now available on Mobile Apps and Tablets within Dynamics 365

Users can compose, edit and send emails from the Dynamics 365 Mobile App in Dynamics 365 -2020 release wave 2. Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads,… Read More »

Daily, Weekly, Monthly or Annually – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power Apps with Recurring Billing Manager!

Do you find it hard to manage multiple billings in Dynamics 365 CRM? Do you find it tedious to keep track of overdue payments? Don’t look further! Recurring Billing Manager – our popular billing app for Dynamics 365 CRM/Power Apps is just what you need! With a new name, new look and a very user-friendly… Read More »

Heard about this? Sales Territory Management in Dynamics CRM using Maps

Territory Management has always been an important part of every business not just to improve sales and revenue potential but also to get a strong hold of customer and market segments. In Dynamics 365 we always had the option of creating territories since inception. Our aim has always been to extend the existing Dynamics CRM… Read More »

Route Optimization for your Field Reps within Dynamics 365 – Save Time, Fuel and probably a client!

Reaching on time is one of the most crucial goal for sales and service field reps. Field Reps spend more time in traffic and traveling than meeting and appointments with the customers or prospects. The key to success in increasing productivity of salesperson is to reach more clients while optimizing travel time, mileage, and saving cost.… Read More »

The first step towards Situational Intelligence with Dynamics 365 and Maplytics

Geographic Information Systems or GIS for short has come a long way and has helped hundreds of businesses and many governments to better manage their assets and resources. Situational Intelligence helps an organization to take into account their business data (CRM or ERP), their operational data (IoT, Sensors, etc.) and external data (weather, fire, etc.)… Read More »