Efficient sales processes are key for any successful business. The Predictive forecasting feature which is available in Microsoft Dynamics 365 Sales Insights, enables proactive decision-making for any aspect of the sales process. Recently when I was exploring Predictive forecasting I came across the new setup available for configuring the Trend and Flow chart. In the previous… Read More »
A few months ago we published one of our blogs to parse the JSON string using regular expression. As per the blog, to parse the JSON string into JSON object we have to format the JSON string into regular expression format as shown below: “\{“”id””:””(?<id>[^””]*)””,””name””:””(?<name>[^””]*)” Now, we can directly parse JSON string using ParseJSON() function,… Read More »
In our previous blog, we looked into basic configurations for extending the Schedule Board functionalities by adding various types of Controls within the Filter Panel, which filters the Bookable Resources based on the filter conditions. There can be various complex scenarios where we have to customize the Dynamics 365 Field Service Schedule board, in this… Read More »
Microsoft recently introduced us to a new set of event handlers, which can be used to register or deregister a function when an output parameter of a PCF control is changed. By using the OnOutputChange method, seamless communication between PCF control & Client API can be established. It is quite interesting to know that this… Read More »
Microsoft is continuously working on the Dynamics 365 feature which leverages the advantage of integration with Teams. In this blog, we will explore one such feature inside the D365 customer service named “Customer support swarming (preview)”. Note that this feature is still in PREVIEW mode. Need: To sustain any business in the long run “Customer… Read More »
Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on the view which allows us to select multiple records and to perform Bulk Edit from the mobile app as well. Note: This feature is available in version 15.1 or later of the Woodford and Resco Mobile CRM App.… Read More »
Microsoft is continuously working on providing a richer and seamless experience while setting up the security model. In the Microsoft Dataverse environments, you can implement the security model with even more ease, you can refer to this doc for more details. In our previous blog, we have already explained the enhancements available while setting up… Read More »
In this blog, we will see one of the features introduced in D365 Marketing. Marketing campaigns that include personalized messages can help achieve higher engagement rates. With a simple list of the most commonly used dynamic text, anyone can now personalize their content. Dynamic text (also known as a placeholder) automatically replaces the recipient’s details… Read More »
In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM… Read More »
While working on Sales Forecasting, I came across one interesting feature which is Predictive Forecasting. As, it’s almost impossible for humans to know and predict the future result, even after making a lot of efforts to convert most of the opportunities into successful Sales. So, now with the help of these advanced AI technologies, sales… Read More »