In our earlier blog we talked about the new modern advanced find experience. As a part of modernization exercise we lost the button. Here we discuss what they gave us – Ability to choose the views that you see in the View selector. And that’s a huge one. With the modern advanced find experience enabled,… Read More »
Here are some reasons why we should forgo manual data entry and switch to Automation: Manual data entry often results in – Errors leading to inaccuracies High cost and wastage of time Disengagement among employees Potential financial issues Potential compliance issues But according to some surveys, even today nearly 40% of employees using Dynamics 365… Read More »
Much loved and one of the most important features of Dynamics 365 CRM / Dataverse gets an update. The query builder that has been there since inception and one of the most important tool that is used not just by admins but also power users had not seen much updates. In one of the recent… Read More »
Introduction Microsoft keeps introducing new enhancements from time to time. One such welcoming enhancement would be the Rich Text Editor. Earlier we noticed the introduction of Rich Text Editor in the Email body but recently we noticed that it is also available in the Description field of the Appointment entity as well. Out of curiosity… Read More »
Introduction Microsoft introduced Customer Voice in 2020 to get feedback from customers and save it into Customer voice entities in Dynamics 365 CRM. Further, they also introduced new features in Customer voice. Recently, I was setting up Customer Voice and creating its invitations using Power Automate Flow. Here, I came across an error when I… Read More »
Introduction In this blog, let us explore how we can dynamically retrieve the attachment files from notes and then send that attachment via email. To achieve the above requirement we have created one Power Automated Flow as follows: Step 1: Create one automated flow that is triggered on the Account entity record of the Create, Update, and… Read More »
Passing information to the right parties within the organization manually or through disconnected electronic means has traditionally caused process inefficiencies. Early generations of software to address this challenge were expensive, complex, ineffective, or they suffered from some combination of these problems. But the latest generation of solutions make it quite easy to keep everyone in… Read More »
Introduction: This is a very useful feature for Sales Team to send the same email to more than 1 record at a time. The Bulk Email feature will minimize the time to send the mails. For now, you can select at most 10 records at a time to send the same email. To use this… Read More »
Introduction: The Sales Accelerator in Dynamics 365 CE provides a digital selling customized experience to the sales team. Using this feature, sales team can prioritize customer lists and create worklists that help in making every communication successful. Recently when I was setting up “Sales Accelerator” in Dynamics 365 CE 2021 wave2 version, I came across… Read More »
Sales performance has always been one of the deciding factor for measuring success of business organizations. And sales comes from pursuing leads. But only a fraction of leads are converted to sales. This is mainly because of one of the two factors – response time (how quickly you respond to leads) and nature of response… Read More »