WhatsApp within Dynamics 365 CRM: Improve Sales Conversion and Customer Experience!

Imagine a bustling electronics store named “TechHaven.” It is a small, family-owned business in the heart of the city. The store offers an impressive range of gadgets, from cutting-edge smartphones to state-of-the-art laptops. Despite their top-notch products, the owners, John and Sarah, were facing a challenge – how to effectively turn their WhatsApp into a… Read More »

Trace entity relationships in a Mind Map view within Dynamics 365 using Map My Relationships!

Data visualization plays a crucial role in modern business operations, aiding data-driven decision-making processes. Companies worldwide are increasingly adopting visualization tools to simplify complex data and present it as actionable insights to key stakeholders. In this blog, we’ll explore how integrating data visualization tools with Microsoft Dynamics 365 can boost productivity and enhance business operations.… Read More »

Using New Bulk Operation Messages in the Plugin

Make your developers’ lives easy with yet another feature added to Microsoft Dynamics where they can perform operations using new plug-in messages that have been Introduced for bulk operations as below. Let’s dig into this preview feature! CreateMultiple: Creates multiple records of the same type of entity in a single request. Example: UpdateMultiple: Updates multiple… Read More »

How to use the dateDifference() function in Power Automate

Power Automate has recently introduced an innovative function aimed at calculating the difference between two dates. However, finding the difference between two dates in Power Automate was quite complex, and with the recent introduction of dateDifference() function, Microsoft has eased that out. In this blog, we will see how the process of calculating the difference… Read More »

Execute SSRS report using JavaScript in Dynamics 365 Field Service Mobile App

Microsoft’s Dynamics 365 Field Service Mobile app provides the ability to work on tasks and resolve issues from the mobile platform in online and offline modes. The technician can view their daily schedule, which includes details such as customer names, addresses, and appointment times. They can see the priority of each service call, helping them… Read More »

Copilot in Power BI: Your AI Assistant for Data-driven Decisions

In a world where businesses generate vast amounts of data every day, extracting meaningful insights from this data has become crucial for making informed decisions and staying competitive. Microsoft has been at the forefront of innovation, consistently pushing boundaries to enhance user experiences. One such groundbreaking development is the introduction of the “Copilot” concept, brought… Read More »

A Guide to Sending Real-Time Sales Alerts & Notifications to Selected Users in Dynamics 365 CRM

Businesses use Dynamics 365 CRM to manage their sales activities and customer relations. However, they use conventional communication channels for getting notified of sales activities/events, like when a new lead enters the CRM or when the client accepts the quote, or if you are a manager and want to send a meeting notification to your… Read More »

Navigating the ‘RenderTemplate’ Request using HTTP Web Request

Discussing how to generate Excel documents in Dynamics 365 CRM using a non-documented “RenderTemplate” request. We also explore its uses in the native CRM environment, while overcoming sandbox isolation mode limitations within HTTP web requests. We also provide JSON format to successfully execute the requests. Recently, we encountered a unique requirement, we needed to generate… Read More »