Introduction Recently, we were working on a customer requirement that required us to handle two specific scenarios: creating a phone call activity when an email is sent and creating an appointment upon receiving an email. We tried two approaches to meet this requirement. The first approach was to create a single workflow called “SendReceivedEmail” that… Read More »
We are already familiar with the Auditing feature, which enables us to track user access to the system, monitor updates made to specific columns, retrieve previous column values before updates, identify record deletions, and much more. Audit logs can be viewed in the Audit History tab for a single record and in the Audit Summary… Read More »
With the wave 1 rollout in Microsoft Dynamics 365 CRM earlier this year, there has been an addition of a new type of entity in Dynamics CRM. It is called an “Elastic” entity. In this blog, we will walk through one of the capabilities of this newly launched feature, what makes it different from the… Read More »
Introduction We learned how to link teams with Microsoft Dynamics 365 CRM in our previous blog. We will now learn how to view Teams chat in the record’s timeline. Email and phone calls are effective ways to communicate with customers, but chatting with them casually can also help resolve their issues faster. This gives them… Read More »
To improve productivity and maintain professionalism, email templates are frequently used. A large number of templates to choose from can become confusing for the users. With the introduction of this new feature of ‘Email Template Selection’, users can find templates faster, using filters and views. Here are the steps to access this feature- Step 1:… Read More »
Earlier, Power BI reports on the CRM were directly added to the dashboard. However, recently we received a request from a client, who wanted to view a Power BI report of leads and opportunities related to accounts. He wanted to have this view in a tab on the account form itself. We researched this request… Read More »
In an organization, we all know the significance and importance of License Consumption by the Users for an Environment, especially in the Business of Dynamics 365. To ease this for the Users, Microsoft has introduced a new feature, as an enhancement, as a part of the recent “2023 Wave 1 Release” An organization can have… Read More »
A few interesting features have been added to the Timeline view in the 2023 release wave 1 plan. These include Display Layout, Copy to Clipboard command, and inline images and files in the notes. Let’s explore! Display Layout You can choose the timeline layout as required from two options, i.e., roomy or cozy. When you… Read More »
As we all already know the significance of the ability to share any sort of data/information with other users in the system, in general, Dynamics 365 allows users to share the records of the entities with other users across the system. Taking this further, In the wave 1 rollout of Microsoft D365, this ability to… Read More »
In the previous blog, we covered how to enable managed environments to get more visibility and control. We also discussed areas that help you scale as a better environment administrator. Likewise, in this blog, we will see the new features introduced in the Power Platform Admin Center called Maker Welcome Content. So let’s get started!… Read More »