One of the enhancements shipped as part of the 2020 Release Wave 2, is the enhanced dup detection experience. Traditionally Duplicate Detection displayed a pop-up with the option to ignore and still go ahead and save the current record, thereby creating a duplicate, or it displayed a list of all the duplicates found, and then… Read More »
Introduction We all know how quick and efficient it is to schedule work to a resource using the Schedule Board. Now, with the growth of usage and popularity of PCF components, Microsoft has added one more PCF component into their arsenal for managing work items to resources. The new Schedule Board PCF component can be… Read More »
User Adoption Monitor – a Preferred App on Microsoft AppSource – is one of our popular apps for monitoring user actions in Dynamics 365 CRM. Recently, a new version of User Adoption Monitor with additional three new features – Data Completeness, Aggregate Tracking, Target tracking – was released making it one of the best available… Read More »
Introduction EasyRepro provides automatic testing in Dynamics 365 CRM. It also gives the power to interact with Subgrid of Dynamics 365 CRM. However, it carries some limitations along with its benefits, like adding an existing record in the Subgrid, which we are going to cover up in this blog. We will show you a generic… Read More »
Introduction Recently, we had a requirement to create a mobile app to track leads. So, we decided to develop an app in Canvas App. Canvas App is no code/low code business app where you can design the app by dragging and dropping elements onto a canvas. We built a Lead tracking information app where the… Read More »
Introduction In Dynamics 365, we can send/receive emails using Microsoft Exchange Online within the organization or outside the organization. Also, users can add rules/filter/restrict email using the additional setting in Outlook. There is another way where users can also create rules/filters for email using the Exchange Admin Center in Dynamics 365. So in this blog,… Read More »
Introduction The field service organizations related to healthcare and manufacturing sectors will not have a fixed location for their devices. This means that the technician might spend the first few hours just trying to find the item on which they need to work upon while on the field. When workstations are large and complex, it… Read More »
Lead Assignment and Distribution Automation – a Preferred App on Microsoft AppSource – is a productivity app that systematically allocates or distributes work items (Leads, Cases, etc.) recorded in Dynamics 365 CRM using round-robin or capacity algorithm. So, if you have this amazing app installed in your CRM, you no longer have to worry about… Read More »
Introduction The PowerApps is an application development service to build custom and business applications. Using custom business apps, users can connect to data and work on the web and mobile. After the development of business applications, some users want to identify where they are getting the error from or want to just check the performance.… Read More »
Introduction Microsoft PowerApps Portals provide us the configuration surface which allows users to add forms to collect data in the portal without custom development. Web Template is a Power Apps entity (adx_webtemplate), included with Power Apps portals, that is used to store template source content. A web template will generally contain Liquid for dynamic content… Read More »