The wait is finally over! We are officially announcing the release of Alerts4Dynamics – your one-stop solution to create, schedule, track and manage alerts and notifications in Dynamics 365 CRM. You can have better control over your team’s performance by simply notifying them within CRM. For instance, if you are a Sales Manager, you can… Read More »
Click2xport has already turned the burdensome work of exporting reports/word templates into an effortless task for Dynamics 365 CRM users. In our last release we focused on the following features – Auto Send email with exported report, Export CRM reports in CSV & TIFF format, Export & Upload CRM reports to SharePoint and Support of… Read More »
Introduction In our previous blog, we illustrated how we can use Dynamics 365 Virtual Agent to create Chatbot for the customers. In this blog, we will see how we can use Dynamics 365 Virtual Agent for employees of the organization or the CRM users. We can allow the CRM users to use Chatbot to perform… Read More »
Introduction In this blog you will learn how to configure and synchronize data from QuickBooks to Dynamics 365 CRM and vice versa at specified intervals. If you want to sync your data i.e. Customer, Product, and Transaction History records from QuickBooks to Dynamics 365 CRM, or if you want to bulk promote your data i.e.… Read More »
Introduction In this blog, we will learn how to work with Quick Create button in UCI application. Quick Create option allows user to quickly and easily create Contacts, Accounts and other types of entities. Quick Create saves time by allowing users to fill in the most important fields for the specified record they are creating. If… Read More »
Thank You for all your feedback on how Attach2Dynamics is helping you to manage attachments on SharePoint, Dropbox & Azure Blob Storage within Dynamics 365 CRM and how more enhancements will help you be more productive and the app more user friendly. Our last release saw the addition of Azure Blob Storage to the existing… Read More »
Introduction Customer service is the key aspect of any organization that add value to their growth. It becomes very important for organizations to focus on satisfying the customers with their services. We know email, phone call are the channels that the customer use to reach out to the organization and get what they are looking… Read More »
Introduction Field Service Mobile app provides a platform to field technicians to work efficiently at work location. There are various features available for users while working with Field Service Mobile app. Field technicians require information regarding the work they need to do at work location to get results more quickly. There can be lots of… Read More »
Introduction In Dynamics 365 we can update security role of Form through customization. You have to just follow the given steps: Go to Setting → Customization → Customize the System → Components → Entities → Forms Open Form and click on “Enable Security Roles” in Home tab to Assign Security Role to selected Form. However, in… Read More »
We keep coming back with exciting webinars for you as we keenly look forward to these sessions where we can engage with you for an enriching experience. 1-Click apps are our forte and we receive quite a number of requests for their demo. Therefore, this webinar is all about these 1-Click apps which help you… Read More »