Effective data management is essential for every successful business. However, data cluttered with duplicates can lead to wasted time, miscommunication, and missed opportunities. On average, 20%-30% of a database consists of duplicate records, which means that multiple entries for the same contact or account are stored separately. This can create confusion, causing mixed messages to… Read More »
In Microsoft Dynamics 365, plugins and workflows are powerful tools for automating business processes and logic. These automations can be synchronous (sync) or asynchronous (async) and are typically designed to trigger based on specific business events. However, there are scenarios where you might want to bypass these custom business logics. For such cases, Microsoft provides… Read More »
Organizations today face the challenge of managing vast amounts of information, making it difficult to efficiently organize, access, and retrieve files. Without a structured approach, employees often struggle to find the right documents, leading to wasted time and decreased productivity. This cluttered data environment hampers collaboration and makes it challenging to track the sources of… Read More »
The European Power Platform Conference (EPPC) this year is scheduled at the Square, Brussels from June 11-13. This year’s event promises to be an electrifying gathering of innovators, tech enthusiasts, and industry leaders, all converging to explore the latest Microsoft Innovation. Get the latest announcements on Power Platform, Copilot, and where Microsoft is leading. Join… Read More »
Introduction During our project, we encountered an issue related to dynamically adding or removing table relationships in an existing multi-table setup in the manage solution. Specifically, we implemented a custom multi-table lookup field called “Client” on the “Retailer” entity. However, when we tried to create a 1: N relationship between the “Retailer” entity and another… Read More »
Salespersons bear the responsibility of engaging with customers, qualifying leads, nurturing opportunities, and swiftly seizing the moment to act with utmost effectiveness. Furthermore, they are entrusted with following the well-established processes prescribed by their organizations. In this process, they may inadvertently overlook certain best practices within the sales process. Alas, this oversight can cast a… Read More »
With the tsunami of AI Apps, we have entered a new era of ‘Artificial Intelligence for Business Progress’! Bard, an AI experiment by Google is one of the most talked about AI toys that the world is raving about. It is a buzz that Bard is friendlier than his rivals, is updated, and is well-read.… Read More »
In this blog, we would be exploring the new addition introduced in Microsoft Dynamics 365 CRM, “Security Group and Licenses”. If your Organization has multiple environments, then to segregate their workspace into individual departments, the “Security Group” option can be used. This shall help in controlling the licensed users, who can be members of a… Read More »
Recently, I had a requirement where I had to grant access to a user to use SharePoint as well as CRM using Azure App. While working on this, I came across an OAuth2 request that would allow us to get access tokens & refresh tokens using the scope of required resources (here, CRM & SharePoint).… Read More »
Businesses that realize the importance of having proper alignment between their sales, customer service and marketing teams can create more precise marketing strategies to get the attention of their brand’s target audience and understand the customer journey to move leads seamlessly through the sales funnel. Sales and Customer service representatives have a wealth of knowledge… Read More »