Smarter Features, Greater Productivity with Azure Maps in Dynamics 365 CRM

“Every step toward efficiency is a step toward success.” At Maplytics, we believe that innovation is not a choice but a continuous journey. Businesses thrive when they optimize their resources, streamline operations, and enhance decision-making based on location intelligence using the right tools. That’s where Maplytics comes in—your certified geo-analytics and geo-mapping solution integrated seamlessly… Read More »

Harnessing Dynamics 365 Copilot to Access Tailored Content from SharePoint

As a salesperson, your success depends on providing accurate and on-time information to your clients. Whether it’s product brochures, pricing details, sales pitches, or specifications, having instant access to this data is critical. Most of these clients store this kind of information in SharePoint folders, but searching for it manually can be time-consuming. This is… Read More »

Webinar – Auto Detect, Prevent, & Merge CRM Duplicates in Bulk!

Duplicate records in Dynamics 365 CRM can create chaos—conflicting customer information, inaccurate reporting, and wasted time manually sorting through redundant data. Misspelled names and inconsistent phone number formats make it nearly impossible to maintain a unified customer view. Even worse, without an automated system in place, detecting and merging duplicates becomes an endless, error-prone task.… Read More »

Send Email with Options for the Approval Process using Power Automate

Microsoft has provided Power Automate which helps to manage the approval of documents or processes across several services including SharePoint, Dynamics 365, Salesforce, and OneDrive for business. It enables users to automate repetitive tasks and streamline workflows, improving productivity and efficiency. With its seamless integrations, Power Automate connects various platforms, making it easier to manage… Read More »

How to Use User-Defined Functions and User-Defined Types in Canvas Apps

Building Canvas Apps in PowerApps presents a challenge. Microsoft has provided great built-in functions, but what if your App needed something other than the built-in functions? You would have to create workarounds—repeating formulas, juggling nested logic, and spending extra time managing it all. It worked, but it wasn’t ideal. Now, Microsoft is upgrading the process… Read More »

Simplifying Complex CRM Relationships in Dynamics 365 with new Mind Maps Spider view!

High time we all agree—managing customer and lead accounts in CRM is no less than solving a puzzle, right? Is it just me, or have you also found it difficult to figure out how different stakeholders are connected, who the key decision-makers are, or even which influencers to reach out to? Without the right tools,… Read More »

Automatically Categorize Your Data with AIClassify in Dynamics 365 CRM

One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing, Customer Support, Billing and Finance, and more. This process was slow, tiring, and often led to inaccuracies. To make managing these categorized emails even easier, we created a… Read More »

Export PDF from Activity Entity like Emails, Appointments, and More in Dynamics 365 CRM!

Over 80% of businesses use PDFs as their primary format for storing and sharing documents. However, this widespread use has its downsides—75% of data breaches linked to document sharing are due to poor PDF management. This highlights the need for a simple PDF conversion tool, especially within Dynamics 365 CRM, where document sharing and management… Read More »