While working on a Canvas App within Power Apps, we encountered a scenario where we needed an automated calculation to handle tax computations. Typically, this would require creating a new calculated field within the Dataverse to perform the calculation. However, adding a calculated field to the Dataverse seemed unnecessary in this case, as the calculation was… Read More »
In Microsoft Dynamics 365 CRM, boosting productivity hinges on efficiency and user-friendliness. A standout feature that can notably save time is the Smart Copy-Paste functionality within Co-pilot form fill assistance for model-driven apps. This tool enables users to save time, minimize mistakes, and simplify data entry tasks. In this blog, we’ll explain how to enable… Read More »
The Wrap feature in Power Apps allows you to transform your Canvas app into a native mobile app. This process is especially beneficial for organizations that want to distribute apps internally or via app stores while maintaining the native app-like experience. Note: Before you begin the wrapping process, ensure that you have the installed Java… Read More »
Recently while working on adding a sidepane dynamically using code on my custom model-driven app, I encountered an issue that led to a double icon display when I clicked on the “Focussed View” button, which caused the UI to become cluttered and messy. In this blog, I’ll walk you through the issue I faced, the… Read More »
Introduction As a seller, you often face challenges when trying to write effective emails that resonate with your customers. Crafting the perfect message can be time-consuming and difficult, especially when it comes to deciding on the right structure, tone, or content. These struggles can lead to less engaging customer interactions, missed sales opportunities, and, in… Read More »
For any organization using Dynamics 365 Field Service, the ability to efficiently allocate resources can make all the difference in meeting customer demands and maintaining a competitive edge. Dynamics 365 Field Service allows us to leverage the Resource Search Availability API that revolutionizes resource allocation by providing real-time insights into resource availability. This API empowers… Read More »
Introduction In my earlier blog post from November 2022, we discussed the Smart Email Validation feature found in Dynamics 365 Sales and its advantages for managing leads effectively by identifying invalid email entries. This feature played a crucial role in making sure that email communications successfully reach their designated recipients, thereby enhancing engagement and the… Read More »
The Queue Items control is another addition to the new PCF controls available for Customer Service. This feature allows users to see related queue item details directly within the case, without needing to open them by clicking a button. It makes it much easier to quickly check which queue the case is in and who… Read More »
As a support agent, I engage with customers and address their concerns. In an earlier instance, I was handling a case for an organization named “A. Datum Corp. (Sample)” Our system contained records for Curron, Smith, and several other contacts linked to the company. I filled out all the fields and used Smith as the… Read More »
In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, which can result in missing important information. During a recent meeting with a potential client, Alex, our new CRM feature allowed me to take notes and upload documents in real-time—without having to… Read More »