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 »
In today’s world, where everything seems to be changing rapidly, AI is set to push beyond all of its boundaries. Making its way to integrate Copilot in the building and creation of Power Apps. Use Case: Our team has developed a canvas app that grants senior leaders the ability to review business reports such as… Read More »
Transform your business with confidence by adopting a streamlined and efficient approach to Dynamics 365 CRM implementation. Whether you’re looking to enhance operational efficiency, build sustainable solutions, or empower your workforce, the right Dynamics 365 implementation can help you drive growth and achieve higher levels of success. What Do You Need for a Successful Microsoft… Read More »
During a recent project, we faced a challenging requirement from a client: they needed to upload an Excel sheet containing multiple Opportunity product records and have these added to CRM using Power Automate Flow. Initially, the process of transferring a large volume of records from Excel to CRM was time-consuming and adversely affected system performance.… Read More »
Microsoft introduced a new model-driven app named “Power Platform Environment Settings” which is now generally available and which the environment administrator can start utilizing, easily. Previously when we used to click on this “Advanced Settings” option available under Settings (Gear icon) as shown below: It is used to navigate us to legacy experience from where… Read More »