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 »
Using the design studio’s Setup workspace, you can quickly add payment options to your Power Pages site. This tool lets you add a payment section to your multi-step form without needing to write any code. With this setup, you can easily link your site to a payment provider, making it simple for users to make… Read More »
In data management, duplicates can either be helpful or create chaos, depending on how they are handled. This is especially important when syncing Microsoft Dynamics 365 CRM with MailChimp. While this integration can streamline your marketing and sales efforts, duplicate records can sneak in, cluttering your CRM, confusing your teams, and disrupting your business processes.… Read More »
Welcome to our guide on designing your marketing calendar in Dynamics 365 CRM! In today’s dynamic business landscape, having a well-organized calendar is essential for managing and optimizing your marketing efforts. This feature not only allows you to tailor your calendar to fit your unique preferences but also helps you effortlessly schedule meetings, avoid conflicts,… Read More »
Managing every update in a CRM can sometimes result in feeling overwhelmed by too much information. Sometimes, focusing on all updates is more confusing than helpful, especially when you only need to monitor specific changes. Consider that you’re a sales manager at a Cortana company. You’re overseeing a sales team who are working on various… Read More »
While developing any request from a client, I relied on browser-based queries or third-party tools like Postman for OData queries to get data on a particular record. Also, there was a lengthy process to set up for testing an Instant plugin or a Custom API. There was no direct way we could test these features.… Read More »
In today’s digital age, integrating advanced facial recognition capabilities into applications has become increasingly important for various purposes such as security, identification, and user authentication. Azure Face API provides a robust suite of services enabling developers to incorporate functionalities like face detection, face verification, and emotion recognition into their applications. Recently, we faced a requirement… Read More »
Picture a scenario where a significant lead enters your CRM and an urgent subscription renewal is due for an important client. With Dynamics 365 CRM’s in-app notifications, organizations can keep salespeople informed about straightforward updates, like new record creations. However, to build a truly effective sales communication system that covers a range of sales events,… Read More »
Nowadays, Power Pages sites are gaining popularity for their responsive design interface, security features, and built-in templates. Power Pages allow users to create professional websites using Dynamics 365 data and services. However, not all data may reside in Dynamics 365, and replicating structures solely for Power Pages can be time-consuming and impractical. This limitation restricts… Read More »
Businesses can be empowered to efficiently visualize Dynamics 365 data on a map with Maplytics. Data visualization makes data analysis and corresponding decision-making easy. But with multiple values plotted on the map simultaneously, finding the exact required one becomes taxing. Let’s skim through two more enhancements from the Dynamics CRM Maps integration 2024 Spring Release.… Read More »