Worried about Qualifying and converting leads – First, get started with automatic Lead Assignment and Distribution within Microsoft Dynamics 365 CRM

For sales managers, one of the biggest concerns is ensuring the timely assignment of leads to sales reps and quality response to prospects, which, if done successfully, makes a huge difference to the sales cycle and lead conversion rates. Sales managers distributing leads manually based on skill, availability, and workload of the sales reps in… Read More »

Transfer online files to a local device using ‘Download function’ in Power Apps

Recently Microsoft announced a powerful feature -“Download function in Power Apps”. This feature allows us to easily download online files from the web to the local device. Let’s see how to use this feature in everyday life. Suppose our organization wants to create an App (Canvas or Model Driven App) in Dynamics CRM. We have… Read More »

‘With’ Function in Power Apps(Power Fx)

The Power Fx/Canvas Apps include a variety of functions for carrying out operations. In this blog, we’ll look at the “with” function in the Power Fx command/Canvas App. Using the With function, you may split up lengthy formulas into smaller ones, or “sub-formulas,” making them simpler to understand. Similarly, it is decreasing the number of data requests… Read More »

Webinar: New-age Visualization Apps for Enhancing Dynamics 365 CRM Data Visualization Experience

Data visualization apps in recent times have become an essential part of many business processes. Companies all over the world are increasingly using these tools to organize massive amounts of data into visually compelling business information for presenting to stakeholders and business owners in more understandable ways. Some of the inherent benefits of using these data visualization apps include faster decisions,… Read More »

How to permanently delete Disabled Users from Power Platform

Whenever a user deletes any users from the Microsoft 365 admin center then that user remains in the power platform environment as a disabled user. Now, users can delete the users permanently from the power platform using Delete Disabled Users (Preview) feature. The main purpose of this feature is as follows- Whenever we delete any… Read More »

Resolve SharePoint Document Library Limit by creating custom SharePoint library structures within Microsoft Dynamics 365 CRM!

James, a sales manager at Datum Corporation, uses Microsoft Dynamics 365 SharePoint Integration to store and manage CRM documents/attachments in SharePoint. But over time, he outgrew the Microsoft recommended SharePoint document library limit of 5,000 items. Although you can add up to 30 million items per library or list, Microsoft recommends a general document library… Read More »

Mailchimp integration with Microsoft Dynamics 365 CRM – Revamp sales and marketing strategies!

Businesses that realize the importance of having proper alignment between their sales, customer service and marketing teams can create more precise marketing strategies to get the attention of their brand’s target audience and understand the customer journey to move leads seamlessly through the sales funnel. Sales and Customer service representatives have a wealth of knowledge… Read More »