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 »
The Copilot control is a powerful AI assistant that allows users to engage with data in Canvas Apps using natural language conversations. By incorporating this AI-driven feature, app creators can offer users instant insights and automated solutions, greatly enhancing the user experience. In this blog, we’ll guide you through the process of adding the Copilot… Read More »
In the ever-evolving world of modern business, optimizing field productivity isn’t just important, it’s the key to staying competitive and efficient. Field teams across sales, service, and delivery sectors require tools that facilitate efficient task completion while boosting overall performance. One of the most effective geo-mapping tools for this purpose is a geo-analytical solution integrated… Read More »
As Dynamics 365 CRM continues to evolve, Microsoft frequently introduces new settings and features that streamline configuration and make the platform more customizable for developers and administrators alike. One such feature, which I’m excited to announce in this post, is a new setting that allows users to delete Out-of-the-Box (OOB) mappings directly within the CRM… Read More »
In the ever-growing, data-driven world, businesses are turning to location intelligence for additional insights, optimized operations, enhanced productivity, and elevated customer engagement. Among the many innovations offered by Maplytics, Geofencing is an important transformative feature for industries reliant on field operations. Today, let’s explore how Geofencing in Maplytics, maps integrated with Microsoft Dynamics 365, functions,… Read More »
The Address entity in Dynamics 365 is essential for managing and storing address-related information for records such as Accounts, Contacts, and Leads. This entity allows users to define detailed address data, such as street, city, state, postal code, and country, and it’s often linked to the main record to provide complete information about a particular… Read More »
Struggling with Managing Data Changes in Your CRM? Ever found yourself frustrated by accidental edits, unintentional deletions, or struggling to recover old changes in your Dynamics 365 CRM across multiple entities? If these scenarios sound familiar, you’re not alone. Handling data changes in a Dynamics 365 CRM can feel overwhelming, making users look for an… Read More »
In today’s fast-paced sales world, time is crucial. With Copilot, you can easily access important documents stored in SharePoint from Dynamics 365 Sales. However, when searching for a specific document in CRM through SharePoint, you may get a flood of irrelevant results, making it frustrating to find the right one. That’s where Microsoft Dynamics 365… Read More »
As the new year begins, many businesses are rethinking their strategies to stay competitive in a rapidly changing digital landscape. This is an excellent time to consider integrating Microsoft’s suite of business technologies, which includes the Power Platform, Dynamics 365 CRM, and advanced AI solutions like Copilot and Azure OpenAI. Recent studies and insights from… Read More »
Exploring the capabilities of Copilot within Microsoft Dynamics and Power Platform unlocks exciting possibilities for enhancing business application development. A key element of this innovation lies in constructing intricate data models that span multiple tables. The ‘Create New Tables’ feature in Power Apps, now enhanced to include existing tables, transforms the process by allowing users… Read More »