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 »
I recently came across a client requirement to create a candidate registration system integrated using canvas apps. The client, a third-party hiring company, wanted to securely store candidate details and along with their resumes in CRM. They specifically asked for uploaded files to be limited to formats such as JPG, docx, or PDF due to… Read More »
In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards. This is where table creation from the SharePoint list… Read More »
In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in… Read More »
Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing… Read More »
In this blog post, we will explore a new feature introduced by Microsoft, that enables the effortless linking of activities with multiple records. With the introduction of this feature, the Activity records can now be linked to additional records such as Accounts, Contacts, Leads, Opportunities, and Users using the new party list attribute. Note: As… Read More »
In the world of Power Apps, managing your tables, flows, components, and other assets is key to a successful project. However, when you create these elements outside the context of an unmanaged solution, they automatically find their home in the Default Solution or the Common Data Services Solution. As a Developer working on a project,… Read More »
Introduction Say goodbye to complex coding! Low-code development is a way of crafting software that demands minimal coding expertise. It uses templates and drag-and-drop tools to create applications quickly and efficiently. In this blog post, we will explore the benefits of low-code development, the differences between low-code and traditional development, and the best low-code development… Read More »
In a digital age where mobility and agility are paramount, mobile apps have transitioned from being a luxury to a necessity, revolutionizing modern business operations. Among these transformative tools, the Dynamics 365 CRM Mobile App and Power Apps have emerged as game-changers, redefining mobile productivity for businesses of all sizes. The Dynamics 365 CRM Mobile… Read More »