Document Management within Microsoft Teams streamlined with Dynamics 365 CRM Integration!

In every business, effective communication with clients and potential customers, along with real-time access and management of pertinent documents and data, is essential. Microsoft Teams serves as a robust solution, facilitating smooth collaboration and communication among team members and external collaborators. However, specific attention is required for file management within Microsoft Teams. Built upon SharePoint… Read More »

Set Your Preferred Solution in Power Apps for Enhanced Customization

In the world of Power Apps, managing your tables, flows, components, and other assets is key to a successful project. However, when you create these elements outside the context of an unmanaged solution, they automatically find their home in the Default Solution or the Common Data Services Solution. As a Developer working on a project,… Read More »

Choose Between Model or Canvas-Based Low Code Power Apps: Which One Fits Your Business Requirements?

Introduction Say goodbye to complex coding! Low-code development is a way of crafting software that demands minimal coding expertise. It uses templates and drag-and-drop tools to create applications quickly and efficiently. In this blog post, we will explore the benefits of low-code development, the differences between low-code and traditional development, and the best low-code development… Read More »

Activate Copilot in the Email Rich Text Editor for Dynamics 365 CRM

Microsoft has provided various integrations of Copilot AI Capabilities with Dynamics 365 CRM which helps users to streamline and automate their business processes. In this blog, we will walk through one of these capabilities i.e. Enable Copilot in Email Rich Text Editor (Preview). This feature allows email content refinement based on the below-listed aspects. Length… Read More »

Exploring Cross-Environment Connectivity with the Microsoft Dataverse Connector

We know that Power Automate allows us to execute a variety of tasks by connecting our present environment to the platform through the Microsoft Dataverse connector. This connector establishes a link between our current environment and Power Automate, enabling us to automate various tasks within our existing environment. While we can efficiently carry out tasks… Read More »

Segment Insights (Preview) feature using Differentiator and Overlap Analysis

In today’s competitive world, targeting a specific type of audience for marketing based on filtered criteria like demographic, firmographic, behavioral data, and other considerations is the key to success. Segments in “Customer Insights – Journeys” help you to create groups of audiences that you can target specifically. You can refer to this doc for more… Read More »

SharePoint Security Sync: No more security jump scares for your Dynamics 365 documents stored in SharePoint

Halloween is over, but some horrors still linger, especially when it comes to the security of your data. If you use Dynamics 365 CRM and SharePoint, you know how vital it is to integrate them securely and make the most of their features without risking any mishaps. Security breaches on your SharePoint can be more… Read More »

Outsourcing: 5 Secrets to a More Productive and Balanced Life in 2024 and Beyond!

Gerard had mastered the art of outsourcing since the raw age of 8 when he would pass on his English homework to his elder sister, Grace whilst he pulled in some extra minutes of practice at the field. In return, he smuggled cupcakes into the house for her, sold at his field’s canteen. Although he… Read More »