Simplifying Attachment Management and Reducing Storage Costs in Dynamics 365 CRM with Attach2Dynamics New Release!

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 »

Pro Tip – How to use UpdateIf() in Canvas App

Let us explore the use and functionalities of the UpdateIf() Function using some simple examples. Requirements Suppose, we have created a data table in our canvas app, where we have some records. We have created an option set field on the Account form with the name ‘Preference’ where we have different options i.e. Basic, Premium,… Read More »

Create a Journey with Copilot in Dynamics 365 Marketing (Customer Insights – Journeys)

In this blog, we will learn about the new feature introduced by Microsoft in the 2023 Release Wave 2. Anyone can now quickly construct customer journeys with Dynamics 365 Marketing (Customer Insights–Journeys), including those who have never done it before. The journey will be built for you by Copilot’s generative AI if you just describe… Read More »

Enhanced characteristics Setting with Dynamics 365 Field Service

Field Service contains the ability to define characteristics for resources. These are used to record the skills and certifications of a resource. It has information that is used on work orders to ensure only correctly qualified engineers are assigned. Characteristics are the skills or attributes of resources. For example, they will be indicating a license… Read More »

Detect, Prevent & Merge – Say Goodbye to Duplicate Records in Dynamics 365 CRM!

A 66% surge in revenue is possible if organizations implement data quality best practices, like using a deduplication solution. In an age where information is paramount, ensuring the reliability of data is not just a necessity; it is an imperative. Due to importing data in bulk, manual entries by different users, or integration with other… Read More »