5 Challenges of Duplicate Dynamics 365 CRM Data and How to Solve Them!

Duplicate CRM data can hinder your company at every level. If left unaddressed, 15-30% of your CRM data could be duplicates. These duplicates can negatively impact various departments: marketing teams need accurate data for targeted campaigns, sales teams rely on precise client details for effective selling, customer service teams depend on accurate information for providing… Read More »

Automating Tasks in Power BI Reports with Power Automate Buttons

Power BI has introduced an exciting feature that allows users to leverage the capabilities of Power Automate through buttons within Power BI reports. This enhancement significantly improves the user experience by enabling users to perform operations directly by clicking on a button from the report interface. In this blog post, we’ll provide a step-by-step guide… Read More »

Enhanced ‘Selected Row’ Trigger Now Available in Power Automate

We’re excited to witness the return of an enhanced ‘When a record is selected’ trigger in Power Automate, that was previously deprecated. The community has eagerly awaited its comeback ever since the old connector was announced for deprecation. ‘When a record is selected’ trigger is an impactful feature that enables users to initiate flows directly… Read More »

Streamline Multilingual Customer Support using Language Detection Prebuilt Model in Power Automate

The language detection prebuilt model figures out the main language of a text document. It looks at the text and gives back the detected language and a confidence score from 0 to 1, with higher scores showing more confidence. The language is returned simply, like “en” for English instead of “en-US” for American English. If… Read More »

WhatsApp instant messaging vs SMS texting: Deciding Your CRM Messaging Approach!

In the contemporary digital era, effective communication is pivotal for cultivating robust customer relationships and driving business growth. For organizations using Microsoft Dynamics 365 CRM, incorporating messaging functionalities can significantly improve engagement levels and operational efficiency. As businesses aim towards seamlessly integrating messaging solutions within their CRM frameworks, the choice between WhatsApp and SMS has… Read More »

Attachment Control in Power Apps: Implementing File Type Validation

I recently came across a client requirement to create a candidate registration system integrated using canvas apps. The client, a third-party hiring company, wanted to securely store candidate details and along with their resumes in CRM. They specifically asked for uploaded files to be limited to formats such as JPG, docx, or PDF due to… Read More »

Webinar: Define, Scope, & Plan Projects efficiently with Microsoft Dynamics 365 Project Operations!

Guess Who Am I? I can generate project plans, allow managers to assign tasks to team members, and allocate the proper resources. I match resources like consultants, analysts, and designers to projects based on their skill set, availability, and overall knowledge I establish more efficient and accurate project financial management by integrating time and expense… Read More »