Introduction Microsoft’s Automated Record Creation (ARC) rule was added in the most recent edition. Its purpose is to generate or update systems or custom activities based on actions like emails, social media, or custom activities. This feature’s primary goal was to identify occurrences and fix them, which made it easier for administrators to find emails… Read More »
As the winter embraces us and the magic of the Christmas season fills the air with joy, we recognize the importance of streamlining and automating your business processes, especially as you gear up for a well-deserved holiday break. We understand that the pre-Christmas hustle is real. The holiday spirit touches every aspect of our lives,… Read More »
We learned in the last blog, how the focused view feature lets users handle their records and activities more efficiently. It saves time by avoiding switching between screens and boosts productivity. In this blog, we will explore the customization options that enable users to access the most important information of the record in the focused… Read More »
This year we experienced a surge in new ways to work day to day all thanks to new Advancements in AI. With various brands and tech giants put up their version of AI for public use cases, back in June Microsoft unveiled their take on AI enabled system, the infamous – Copilot, a collaborative tool… Read More »
A new work order management interface is included in Dynamics 365 Field service release wave 2 of 2023. The new interface makes it easier to generate, manage, and schedule work orders. It also offers more information at a glance, forms with easily updated fields, and more. Also, you can give customers timely updates, make sure… Read More »
In sales, success hinges on data – its accuracy and relevance. For businesses using Dynamics 365 CRM, data quality is important for informed decision-making and strategic planning. Duplicate, inaccurate, or incomplete records can turn the CRM into a liability rather than an asset. Duplicate Dynamics 365 CRM records can lead to confusion among sales representatives.… Read More »
You can transform your Power Pages portal into a Progressive Web App (PWA) through Power Apps Portals Studio, giving it a native app-like feel and appearance. This PWA approach ensures multiplatform support, making your portal accessible on Android, iOS, Windows, and Chromebooks, across different devices like mobiles, desktops, and tablets. PWAs offer users a seamless… Read More »
After a grueling day of work, Bree sank into her living room couch, exhausted from the demands of her sales career. While she thrived on the thrill of negotiation, the relentless travel and extended periods away from her family had begun to wear her down. Seeking a new direction, she impulsively posed a question to… Read More »
Microsoft Power Apps gives us the capability to construct a business app with low-code ease based on our business processes. We can design screens in Canvas apps by utilizing various controls provided to automate the process, thereby improving productivity. This enables us to work more efficiently. Recently, Microsoft has released modern controls and themes that… Read More »
Microsoft’s Dynamics 365 Field Service Mobile application allows users to work on tasks and resolve issues directly from their mobile devices and web browser applications. Microsoft recently launched a new user interface for the Dynamics 365 Field Service Mobile App, which is more user-friendly and visually appealing. It provides an easy and efficient way to… Read More »