Microsoft’s Dynamics 365 Field Service Mobile app provides the ability to work on tasks and resolve issues from the mobile platform in online and offline modes. The technician can view their daily schedule, which includes details such as customer names, addresses, and appointment times. They can see the priority of each service call, helping them… Read More »
Discussing how to generate Excel documents in Dynamics 365 CRM using a non-documented “RenderTemplate” request. We also explore its uses in the native CRM environment, while overcoming sandbox isolation mode limitations within HTTP web requests. We also provide JSON format to successfully execute the requests. Recently, we encountered a unique requirement, we needed to generate… Read More »
“Any sufficiently advanced technology is equivalent to magic”- Arthur C. Clarke Microsoft’s additions to its enhancements of technology Waves are designed to resolve client pain points further. Integrated search providers, enabled as filters to speedily filter the knowledge articles are one such addition. Microsoft has come up with another addition to the enhancement of the… 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 »
In this blog, we will learn how to import outbound Emails, Content blocks, and Email Templates into Real-time marketing. Currently, to work with real-time marketing we need to create new emails, content blocks, and templates which is time-consuming. So, to save time and reuse the existing outbound assets, we can import the same as required.… Read More »
Microsoft Power Pages offer a low-code, no-code SaaS (Software as a Service) platform fortified with enterprise-level security. It simplifies the process of creating, hosting, and managing modern external-facing business websites. By default, when creating a Power Pages site, the primary navigation is positioned at the top of the header. However, there might be at times… Read More »
Pipeline view is a control introduced by Dynamics 365 for visualizing records of the entities, displaying them on a graph, and focusing on the current pipeline phase of records of the selected entity. The data which you can visualize on two different dashboards called “Deal tracker” and “Sales funnel” is shown by a bubble chart/graph… Read More »
In this article, We will discover more about the brand-new feature that Microsoft unveiled in the 2023 Release Wave 1. The recent records component allows users to view related cases on a form. Compared to the old grid, this component has better visualization of the record list. Also, we will see how we can see… Read More »
In general, an importance of the categorization has always been extremely crucial in today’s business market full of data and the information. The Categorization overall makes the work a lot easier simply by dividing or grouping the data/records in an efficient manner. In the earlier wave 2 release of Dynamics 365, Microsoft came up with… Read More »
In the recent 2023 release wave 1 plan, additional features have been added to the Timeline view under Personal Settings, such as Display layouts, Show email as, and Remember by filters. We have already written a blog about Display Layouts and some additional options. However, as part of this blog, we will discuss two topics:… Read More »