Introduction: In this blog, we will check how can we get the entity record information that is set in lookup control without losing the main entity form context. Problem: While we are on a record form of an entity, if we want to get the information about the record that is set in a lookup… Read More »
Introduction Recently, I was exploring auditing functionality in Dynamics 365 CRM after 2022 Wave 1 release. I found that there are many enhancements that have happened in the recent release in the way you manage the audit in Dynamics 365 CRM. With the expanded auditing capabilities of Dynamics 365 CRM, now you can manage the… Read More »
Introduction: The Historic analytic report summarizes historical case details based on the agent and topics with the Summary, Agent and Topics pages which includes KPI, charts, tables etc. Now there is a way to edit historic analytic reports as per one’s requirement. This we have already seen in previous the blog. In this blog, let’s… Read More »
Introduction: Dynamics 365 CRM have added new features that are helpful for a developer to develop and deliver solutions to clients more quickly. The command checker is one of the features that is used to debug ribbon buttons. This is one of the best features because sometimes adding a button and getting it to work… Read More »
Here are some interesting figures that accentuate the fact that Sales & Marketing go hand-in-hand. 87% of sales and marketing professionals believe collaboration between sales and marketing enables critical business growth Organizations with tightly aligned sales and marketing functions enjoy 36% higher customer retention rates Aligning both departments can help generate 209% more revenue from… Read More »
Let’s get it straight – Visualization is the best way to interpret and analyze data easily. And one of the factors that help in maintaining efficiency, productivity, and agility in business processes is seamless data visualization. This is why there is a need for robust visualization apps that help to interpret and analyze business data.… Read More »
Introduction: The “Customer Service Insights” is now embedded in the Dynamics 365 customer service with the inbuilt AI capabilities. In the previous blog, we have already seen the “Customer service historical analytics” report which helps the service agents and managers to view historical analytics directly within the customer service. In this blog, we will have… Read More »
Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More »
Introduction: While working on the flow, sometimes there can be multiple failed runs due to which flow makers need to resubmit each failed runs individually to rerun them. It is the same in the case of canceling the flow run as well. But now in the recent April 2022 release wave 1, Microsoft introduced the… Read More »
Introduction: In the previous blog, we already explored the “Customer Service Historical Analytics” report and the different dashboards available. Recently, I was going through this doc where different KPIs are listed. I was interested in “Avg. CSAT” and “Avg. survey sentiment” which were not displayed and shown as blank. This made me explore and find… Read More »