Building Canvas Apps in PowerApps presents a challenge. Microsoft has provided great built-in functions, but what if your App needed something other than the built-in functions? You would have to create workarounds—repeating formulas, juggling nested logic, and spending extra time managing it all. It worked, but it wasn’t ideal. Now, Microsoft is upgrading the process… Read More »
High time we all agree—managing customer and lead accounts in CRM is no less than solving a puzzle, right? Is it just me, or have you also found it difficult to figure out how different stakeholders are connected, who the key decision-makers are, or even which influencers to reach out to? Without the right tools,… Read More »
One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing, Customer Support, Billing and Finance, and more. This process was slow, tiring, and often led to inaccuracies. To make managing these categorized emails even easier, we created a… Read More »
In one of our previous blog, we explored how to add and subtract dates using Date Time functions in Power Automate. This blog will demonstrate how to achieve the same functionality using the Formula Column in Power Apps. With this approach, there is no need to create a Power Automate flow to handle date calculations.… Read More »
Over 80% of businesses use PDFs as their primary format for storing and sharing documents. However, this widespread use has its downsides—75% of data breaches linked to document sharing are due to poor PDF management. This highlights the need for a simple PDF conversion tool, especially within Dynamics 365 CRM, where document sharing and management… Read More »
The Copilot control is a powerful AI assistant that allows users to engage with data in Canvas Apps using natural language conversations. By incorporating this AI-driven feature, app creators can offer users instant insights and automated solutions, greatly enhancing the user experience. In this blog, we’ll guide you through the process of adding the Copilot… Read More »
In the ever-evolving world of modern business, optimizing field productivity isn’t just important, it’s the key to staying competitive and efficient. Field teams across sales, service, and delivery sectors require tools that facilitate efficient task completion while boosting overall performance. One of the most effective geo-mapping tools for this purpose is a geo-analytical solution integrated… Read More »
As Dynamics 365 CRM continues to evolve, Microsoft frequently introduces new settings and features that streamline configuration and make the platform more customizable for developers and administrators alike. One such feature, which I’m excited to announce in this post, is a new setting that allows users to delete Out-of-the-Box (OOB) mappings directly within the CRM… Read More »
In the ever-growing, data-driven world, businesses are turning to location intelligence for additional insights, optimized operations, enhanced productivity, and elevated customer engagement. Among the many innovations offered by Maplytics, Geofencing is an important transformative feature for industries reliant on field operations. Today, let’s explore how Geofencing in Maplytics, maps integrated with Microsoft Dynamics 365, functions,… Read More »
The Address entity in Dynamics 365 is essential for managing and storing address-related information for records such as Accounts, Contacts, and Leads. This entity allows users to define detailed address data, such as street, city, state, postal code, and country, and it’s often linked to the main record to provide complete information about a particular… Read More »