Microsoft Dynamics 365 continues to provide users with exciting features to streamline their business processes. One of the existing features in the upcoming 2024 release wave 2 is the enhanced Grouping and Aggregation capabilities in views and subgrids. These will help users to have more control over their data, making it easier to analyze and… Read More »
Introduction: Microsoft has introduced a noteworthy addition to the Wave 2 release, enhancing the attachment experience within emails. This feature empowers agents, allowing them to work with attachments more efficiently, ultimately saving time and boosting overall productivity. This guide in general provides an outline of how this enhanced attachment experience can overall benefit while working… Read More »
Introduction Microsoft’s Automated Record Creation (ARC) rule was added in the most recent edition. Its purpose is to generate or update systems or custom activities based on actions like emails, social media, or custom activities. This feature’s primary goal was to identify occurrences and fix them, which made it easier for administrators to find emails… Read More »
We learned in the last blog, how the focused view feature lets users handle their records and activities more efficiently. It saves time by avoiding switching between screens and boosts productivity. In this blog, we will explore the customization options that enable users to access the most important information of the record in the focused… Read More »
In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 2. Anyone can now quickly construct customer journeys with Dynamics 365 Marketing (Customer Insights–Journeys), including those who have never done it before. The journey will be built for you by Copilot’s generative AI if you just describe… Read More »
We were recently working on a requirement to create a polymorphic lookup attribute. We needed to use its navigation property further while working on the UI part. However, we were having issues using the navigating property of the field for some of the OOB entities. While further investigating, we found that the relationship was being… Read More »
Marketing involves presenting an idea, a product, or a service to a target audience. By focusing on a customer’s needs and wants, companies are able to determine who might purchase their product and how to attract them. The concept of email can be quickly transitioned to the concept of writing by using content ideas as… Read More »
We are already aware of the Advanced Lookup feature that is available on any lookup column that’s on a quick create form, edit form, or dialog box. Using this, we can easily sort rows and switch between tables or views in a lookup column. As an addition to the same, you can now use the Advanced Lookup feature… 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 »
Introduction In this blog, we have explained the Setting component of a solution and how to configure or edit the settings using the same. Earlier, this feature was not present in Power Apps, but it has been made available in the 2021 Wave 1 release. The setting component allows administrators or customizers to enable or… Read More »