In the earlier post, we had a look at the Customer Service workspace app with its Smart assist feature. In this part we will have a look at the capabilities to assist the agent and aid them with the help of Agent Scripts and Macros. Agent Scripts: These could be used to provide the agents… Read More »
User Adoption Monitor – a Preferred App on Microsoft AppSource – is a productivity app that monitors and tracks the actions performed by enabled users in Dynamics 365 CRM/Power Apps. Recently, three new additional features of User Adoption Monitor were released and in our previous blog, we gave you detailed information on one of those… Read More »
Introduction EasyRepro is an automated UI testing framework that helps developers perform unit testing on Dynamics 365 CRM. Even though it helps a lot for UI testing, still there are some shortcomings due to which we cannot perform certain actions on Dynamics 365 CRM. In this blog, we will be tackling one such issue of… Read More »
Introduction Recently we had a business requirement where we needed to scan the barcode/QR Code of the Customer Asset entity record so it can show its information on the HTML page on the home screen of the Resco Mobile App. To achieve this, we followed the below steps: 1. We developed an HTML Page with… Read More »
Introduction In our previous blog, we explained a New way for creating and updating records in Dynamics 365 CRM. This blog post will be dedicated towards making sure the columns available in the Excel worksheet to create/update data are tailored as per the organization’s need. After following the steps mentioned in our previous blogpost, you’d… Read More »
As part of the 2020 Release Wave 2, you would have already most likely seen a new Customer Service App added to your environments, the Customer Service workspace app. * This app requires Customer Service Enterprise subscription: Ref This app is a Customer Service APP with multi-session capabilities. It is not the first app that… Read More »
Tired of dealing with recurring billing processes manually? Looking for a smart and cost-effective way to cut short on this daily workload? Don’t look further! Recurring Billing Manager is just what you need! Recurring Billing Manager automates your recurring billing processes in Dynamics 365 CRM/Power Apps. You can set specific billing schedules to generate Invoices automatically, set… Read More »
We can get the Dynamics 365 CE components by exporting the solutions. This solution is a compressed folder that contains multiple common XML and other files. The storing of this solution folder or files in the source repository is not much help as these XML files include all the entities/customization in a common file. These… Read More »
Introduction In Dynamics CRM wave2 many enhancements are added. The additional charts customization options are added in the wave2. Charts are used to show a visual representation of the data. To make chart visualization more friendly and attractive, in wave2 following options are provided. It includes the addition of support for gridline color, grid tick… Read More »
One of the enhancements shipped as part of the 2020 Release Wave 2, is the enhanced dup detection experience. Traditionally Duplicate Detection displayed a pop-up with the option to ignore and still go ahead and save the current record, thereby creating a duplicate, or it displayed a list of all the duplicates found, and then… Read More »