Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

Introduction Recently while working on one of our requirements, we came across a scenario where we needed to arrange the Business Process stages in the order in which it was mentioned on the entity record. So, we tried to get the stages from the processstage table, but the resultant stages on querying the processstage table… Read More »

Recap of Dynamics 365 CRM Apps Webinar Marathon – Make your return-to-work experience more productive!

Many thanks to our thought leader partners and participants who have contributed to make our Dynamics 365 CRM Apps Webinar Marathon – Boost Productivity this Holiday Season a grand success. We understand that pre-holiday times are often the busiest of the year. With office get-togethers, year-end obligations, and personal commitments, this time of year can… Read More »

Ways to deal with missing Power Platform Environments

When working on setting up security in Power Platform environments it is important to consider all the different aspects of security. Sometimes it may happen the user may experience missing environment instances while trying to access it from the maker portal and the admin portal. Recently one of our clients reported that the user having… Read More »

New Release: Business Process Checklist app for streamlining business processes in Microsoft Dynamics 365 CRM

Effective business process management results in increased user productivity by 30-50% and increased success rate of projects by 70%. Effective business process management is a backbone of any organization. A well-structured business process takes everything into consideration viz costs, productivity, the value generated for customers and stakeholders, and overall ROI. Once the sales manager/administrator creates… Read More »

Configuring custom views for Inboxes through Agent Experience Profile within Dynamics 365 CRM

In the recent rollout of wave 2 this year, Microsoft has come up with various enhancements and features as a continuous value addition to the business of Dynamics 365 across the globe. There are times when the system administrator preferably looks for a way to come up with something which could let him setup configurable… Read More »

Happy Thanksgiving: let’s express the gratitude we normally forget to!

Scholars who have dedicated their lives to the study of Human Behavior suggest that while the word ‘want’ has been freely strewn around in every conversation, the word ‘Thank You’ is used pretty frugally. They also observed that the demands being fulfilled were accepted quickly while gratitude and acknowledgment needed to be forced. History suggests… Read More »