Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on the view which allows us to select multiple records and to perform Bulk Edit from the mobile app as well. Note: This feature is available in version 15.1 or later of the Woodford and Resco Mobile CRM App.… Read More »
Introduction In this blog, we have explained the Setting component of a solution and how to configure or edit the settings using the same. Earlier, this feature was not present in Power Apps, but it has been made available in the 2021 Wave 1 release. The setting component allows administrators or customizers to enable or… Read More »
It is mid-September and we can already hear the bells ringing for the annual Dynamics Summit in October 2022! This year’s CRMUG Summit would be held at Gaylord Palms Resort, Orlando, Florida from October 15-18, 2022. Meeting like-minded people and increasing the list of acquaintances, friends, and partners is an absolute delight for personal and… Read More »
Microsoft is continuously working on providing a richer and seamless experience while setting up the security model. In the Microsoft Dataverse environments, you can implement the security model with even more ease, you can refer to this doc for more details. In our previous blog, we have already explained the enhancements available while setting up… Read More »
Microsoft Dynamics 365 CRM, one of the leading CRMs in the industry, has been releasing new updates every now and then to make the life of CRM users easier. From adding automation updates to making it more and more user-friendly, it is leaving no stone unturned to attract more users. But digital adoption has been… Read More »
Dynamics 365 Sales comes with a pre-defined set of Insight cards. These cards are divided into many categories. You can find more details with this doc. In addition to the pre-defined Insight cards, administrators can create custom insights cards using Power Automate FLOW if existing pre-defined cards don’t suit their requirements. Insight cards will help… Read More »
In this blog, we will see one of the features introduced in D365 Marketing. Marketing campaigns that include personalized messages can help achieve higher engagement rates. With a simple list of the most commonly used dynamic text, anyone can now personalize their content. Dynamic text (also known as a placeholder) automatically replaces the recipient’s details… Read More »
Microsoft Dynamics 365 CRM’s primary role is to manage customer relationships. And because of the document management capabilities of SharePoint, Microsoft Dynamics 365 CRM and SharePoint are often used together. Even though they both have their own advanced security models, they differ a lot. This is why out-of-the-box integration from Microsoft doesn’t sync Dynamics 365… Read More »
In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM… Read More »
While working on Sales Forecasting, I came across one interesting feature which is Predictive Forecasting. As, it’s almost impossible for humans to know and predict the future result, even after making a lot of efforts to convert most of the opportunities into successful Sales. So, now with the help of these advanced AI technologies, sales… Read More »