In this blog, we are engaging with two new options introduced within Microsoft Dynamics 365 CRM, “Copy Link” and “Manage Access“. Before these options were introduced, we needed to manually copy the link and share it with the required CRM user. Similarly, to give access to a particular CRM record, we needed to share that… Read More »
In the recent rollout of wave 2 this year, Microsoft has come up with various enhancements and features as a continuous value addition to the business of Dynamics 365 across the globe. There are times when the system administrator preferably looks for a way to come up with something which could let him setup configurable… Read More »
While working with Dynamics 365 CRM, there can arise a situation where you’re stuck somewhere, and it seems impossible to troubleshoot the situation. Well, Microsoft came up with a provision that takes help from AI to help in these cases; but in some niche cases, the bots usually fail to find the correct answers for… Read More »
In this blog, we will see one of the features introduced in Dynamics 365 Marketing. Creating segments is a key aspect of improving marketing return on investment. The logic builder in Dynamics 365 makes it easier to create segments right within the real-time marketing area. This easy-to-use feature does not require any specified knowledge of… Read More »
In Dynamics 365, we have the flexibility to store data of a variety of types such as text, number, lookups, options, etc. Time Zone is a type of format for Whole Number, which allows the user to store the Time zone information of a particular record in CRM. The screenshot below explains the same In… Read More »
Implementing a CRM has been a challenge for organizations because of the layers of changes it brings with itself. As per statistics, almost 70% of CRM implementation projects fail. But as the saying goes, “Failure is simply the opportunity to begin again, this time more intelligently”- Henry Ford Also, the benefits of a successful implementation… Read More »
In a previous blog, we had engaged in understanding duplicate lead detection which helps organizations with the cleaning up of data. Recently, Microsoft announced one more powerful feature called email validation with the help of which a user trying to enter an invalid email id will not be allowed to do so within Dynamics 365.… Read More »
Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit… Read More »
Effective collaboration is the magic key to success for many businesses. Collaboration within the organization always helps people to collaborate and interact with each other seamlessly. As we all are aware, Microsoft Teams is a great inbuilt platform available where you can chat within the Dynamics 365 CRM and link those team chats back to… Read More »
Now we can customize the timeline with some more additional features added in the 2022 wave 2 release, so let’s see how can we configure and use these new features:- Profile Picture: Now you can manage the setting for whether to show or hide the user profile picture on the timeline view. On selecting Always… Read More »