Are you baffled by the amount of fuel you waste every year while traveling for Client Appointments? Has getting backtracked or stuck in traffic while reaching a crucial meeting left a sour taste for that potential client? Do you still regret your failed data analytics at the yearly higher management summit? Well then, we have… Read More »
In the last blog, we saw How to enable model-driven apps for offline use. Refer to the following link to enable the model-driven app for offline use. After enabling the app for offline use, the following pop-up gets displayed on the screen. The user is prompted to download the offline data as shown in the… Read More »
Microsoft is continuously working on the Dynamics 365 feature which leverages the advantage of integration with Teams. In this blog, we will explore one such feature inside the D365 customer service named “Customer support swarming (preview)”. Note that this feature is still in PREVIEW mode. Need: To sustain any business in the long run “Customer… Read More »
In this blog, let us see how we can add and subtract an ‘x’ time unit such as second, minute, hour, day, week, month, and year into and from the existing date. Requirement: We recently had a client requirement in which, the client wanted to calculate the next follow-up date for the current customer. This… Read More »
One of the reasons Microsoft Dynamics 365 CRM is the best business application for organizations looking to nurture customer relationships, is the way it keeps on improving day by day with new updates and release cycles. One of the key factors is also the way it allows ISV partners to fill in the gaps unintentionally… Read More »
Select Environment in Powerapps: Now you can easily search and filter the environments created in your CRM. As you can see in the above screen clip, the default environment created is getting displayed under “Other environments” and the environments we create will be displayed under “Build apps with Dataverse”. Also, you can filter your environments… Read More »
Most small and medium organizations across the globe prefer Microsoft Dynamics 365 CRM Online and Intuit QuickBooks Online for managing their customer relationships and accounting processes. And because of this, there is constant juggling between QuickBooks Online and Dynamics 365 CRM to ensure accounting and sales data integrity as both are interdependent on each other.… Read More »
Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on the view which allows us to select multiple records and to perform Bulk Edit from the mobile app as well. Note: This feature is available in version 15.1 or later of the Woodford and Resco Mobile CRM App.… Read More »
Introduction In this blog, we have explained the Setting component of a solution and how to configure or edit the settings using the same. Earlier, this feature was not present in Power Apps, but it has been made available in the 2021 Wave 1 release. The setting component allows administrators or customizers to enable or… Read More »
It is mid-September and we can already hear the bells ringing for the annual Dynamics Summit in October 2022! This year’s CRMUG Summit would be held at Gaylord Palms Resort, Orlando, Florida from October 15-18, 2022. Meeting like-minded people and increasing the list of acquaintances, friends, and partners is an absolute delight for personal and… Read More »