Recently when I had a client requirement for implementing segmentation within outbound marketing, I referred to our previous blog and started implementing the same but surprisingly came to know that there is no outbound marketing within Marketing which was there before. Then I started exploring more related to this and realized that in a recent… Read More »
If you are a Microsoft Dynamics 365 CRM user, you might be wondering whether you should choose an ISV-packaged solution or a custom development for your business needs. Both options have their pros and cons, but which one is more suitable for your specific scenario? In this blog, we will compare and contrast ISV packaged… Read More »
Introduction In this blog, we will learn about the new feature introduced by Microsoft in Dynamics 365 in the 2023 Release Wave 2. Bookmarks help the user easily and quickly set and swap between the different groups of filters. Microsoft has replaced ‘Remember My filters’ with the Bookmark feature. A max limit of 15 Bookmarks… Read More »
WhatsApp is not just a messaging app. It is a powerful platform for any businesses, as it offers convenience, versatility, and familiarity to both businesses and customers. However, many start-ups, organizations, and sellers are not fully utilizing WhatsApp’s potential and are missing out on golden opportunities. With a low retention rate and fierce competition, it… Read More »
Introduction Co-presence in Power Pages is a powerful feature that optimizes collaboration and communication in the web design and development process. It provides a visual representation of users, facilitates direct communication through Microsoft Teams, and offers a streamlined overview of who is working on specific web pages. This feature promotes a more efficient and productive… Read More »
Are you tired of grappling with the challenges of managing duplicate records in your Microsoft Dynamics 365 CRM system? You’re not alone if you’re nodding your head in agreement. Many organizations face the uphill battle of maintaining a clean CRM database, particularly when it comes to dealing with redundant and junk data due to duplicate… Read More »
The newly introduced Associated Grid Control allows us to enhance the form’s simplicity and readability by showcasing related record details up to four subgrids. This Associated Grid Control is available for all tables. Steps to configure the Associated Grid Control, 1. Navigate to https://make.powerapps.com 2. Select the environment that contains your solution and select Table… Read More »
Welcome to Tech-tober, the month of exciting technological advancements, events, and product launches! This year, we were thrilled to attend the Community Summit North America 2023, held in Charlotte, North Carolina, from October 15 to 20. With over 5,500 attendees, and 234 exhibitors showcasing their tech, it was one of the most epic Community Summits… Read More »
Recently, we were tasked with a client requirement to customize SharePoint forms, specifically the SharePoint file properties form within a document library. The client needed us to add and modify fields by changing control types. To meet this requirement, we successfully leveraged PowerApps. In this blog post, we will detail the steps we took to… Read More »
Attach2Dynamics has been a game-changer for Dynamics 365 CRM users, providing seamless integration with popular cloud storage solutions like SharePoint, Azure Blob Storage, and Dropbox. We are delighted and honoured by the continuous positive feedback and 5-star ratings on Microsoft AppSource for Attach2Dynamics. And we also hear feature requests and improvement feedback as well. At… Read More »