Category Archives: Dynamics 365

Optimizing Resource Allocation with the Resource Search Availability API in Dynamics 365 Field Service

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 »

Enhancing Data Quality with Smart Email Address Validation in Dynamics 365 CRM

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 »

Enhance Efficiency with the New Queue Items Control in Dynamics 365 Customer Service

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 »

Simplifying Case Creation: Disabling Validations on contact and customers

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 »

Improve Collaboration by Adding Notes Before Saving in Dynamics 365

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 »

Show/Hide Buttons Based on Entity Permissions Using Power FX

Recently, we received a client requirement to show a button to users who have the Create permission for a specific entity. In the traditional approach, we would use the Ribbon Workbench in XrmToolBox to add buttons and write JavaScript code to check user permissions. While this method works fine, it can be a bit complex… Read More »

Discover the Latest 2024 Updates to Dynamics 365 Lead Qualification

In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently. Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead. Now with the new… Read More »

Step-By-Step Guide to Use Brand Profiles in Emails: Enhancing Engagement in Customer Insights

In today’s digital landscape, email remains one of the most powerful tools for brand communication. Whether you’re reaching out to potential customers, engaging with loyal clients, or nurturing leads, your emails serve as a direct reflection of your brand. Therefore, it’s essential to ensure that your email communications are not only consistent but also a… Read More »

Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW]

Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolutionize this process. The 2024 Wave 2 update introduces a ground-breaking AI-powered account summary feature that provides a comprehensive, 360-degree view of each account. But please note this is a preview feature.… Read More »

Customize Record Forms in Dynamics 365 CRM using the Due Open Activities Control

Being a salesperson working in an organisation with a huge customer base, things turn out to be a bit more challenging in terms of managing the appointments, open tasks, and other upcoming, overdue activities against the customers. Sometimes, this is likely to end up leading to missed deadlines and disappointed customers, as managing the activities… Read More »