Introduction: With Power Automate FLOW, we can execute a huge number of operations by connecting various systems. Now, we are talking about the Dynamics 365 CRM where we can execute the Actions of Dynamics 365 CRM. Here, we know that with the “Perform an unbound/bound” action step we can execute the CRM actions. So, we… Read More »
Introduction In our previous blog, we have explained how “Auto Capture” feature helps salespeople to keep their mails private unless users track them. “Premium auto capture” now supports capturing emails, meetings, and contacts from outlook with the help of activity and contacts suggestions. Premium auto capture not only tracks email suggestions like the previous Basic… Read More »
Introduction: I was creating a user in one of the online trial environment 2021 Release wave 2 (version V9.2) from Office 365 admin center but somehow it was not appearing in users area in Power Platform admin center even after waiting for few hours. It was then that I found this doc which explains how… Read More »
Introduction: Recently when I was exploring the searching feature of Dynamics 365 sales, I came across “Dataverse Search” feature introduced in 2021 release wave 2. Previously “Relevance search” feature was introduced which is now replaced with “Dataverse Search” along with some additional features. You can refer our previous blog which explains about “Relevance search” and… Read More »
Introduction: Now, we can leverage Power Automate FLOW comments feature to comment, note anything related to FLOW level. As you know, already we have been using the existing commenting feature for individual action/step of FLOW. With this new comments feature, we can write or note any important things of the FLOW at FLOW level. We… Read More »
Introduction: To create accurate content in the Email Template, Dynamics 365 CRM added Default Value feature in it. With the help of Dynamics Text, now you can set dynamic content in the Email Template. And in case if it doesn’t find the dynamic value then it will show the default value. Let’s see how to… Read More »
Dynamics 365 CRM has some security features which integrates Dynamics 365 with Active Directory (AD) Groups. AD Groups can be used to grant and restrict access to a Dynamics 365 environment which enhances security as well as simplifies the process of adding users. As is the case with AAD security teams, users get automatically added… Read More »
Introduction: With lots of new enhancements introduced by Microsoft this year, Deal Manager is a gem for the sales team. This latest feature provides a new approach to easily handle opportunities in Dynamics 365 CRM. The Deal Manager Workspace can be customize and altered based on seller’s preferences. How to Setup and Enable Deal Manager… Read More »
Introduction: Power Platform security framework has received an update in the latest 2021 Release Wave 2 that is currently shipping across geos. Security framework has not seen much change in recent times with last change being introducing hierarchy security if I remember well. The security framework in Dynamics 365 CRM or Power Platform comprises of… Read More »
Introduction To build a mobile app in Dynamics 365, Canvas App is the better option. Canvas App is a no-code/low code business app where you can design the app by dragging and dropping elements onto a canvas. Currently, Natural Language has been gaining popularity among developers. To not get left behind, canvas app has also… Read More »