Introduction The sales forecasting feature of Dynamics 365 is useful for sellers and their managers to track the sales performance against Targets & Quotas. Recently when I was exploring the sales forecasting feature of Dynamics 365 in 2022 release wave1, I came across many enhancements in the forecast configuration. In the previous blog, we have… Read More »
In recent years, subscription-based businesses have seen tremendous growth. This has also led to the growth of many third-party subscription management apps that helps businesses smoothly manage their subscription processes. Even though you have your own CRM application, it becomes necessary to incorporate one or the other kind of add-ons to effectively manage the rising… Read More »
Introduction: The Canvas app provides us with a visually rich representation of our data on mobile devices. Recently we came across a couple of requirements where we were needed to conditionally show respective options in the Dropdown and also conditionally disable the dropdown in the Canvas app. Now, let’s see the detailed steps on how… Read More »
Introduction The ability to search a record by scanning its barcode is an intuitive and useful feature making the searching process quite easier. In our previous blog you saw adding of the Barcode field in the Case form. By adding this you can scan any Barcode and unique value of that Barcode will get updated… Read More »
Now-a-days, more and more organizations are implementing gamification techniques in their business processes. From entertainment industries to logistics, you can find gamification has become a part and parcel of daily routine work. Why? Because gamification is a powerful mechanism that excites and engages everyone. It relates to basic human drives like motivation for mastery, desire… Read More »
Introduction: In the recent Microsoft update, Dataverse Tables UI has been enhanced to help users edit/manage data easily in Power Apps and focus more on their work. Now, let’s explore the new UI of Dataverse Tables! Searching for Tables is now easier: Now you can easily find the required tables based on the classification added… Read More »
Introduction Using AI-based suggestions for similar Cases and Knowledge articles that have been successfully resolved and published previously helps a Salesperson in swiftly finding the proper solutions which increases the salesperson’s productivity in providing better and faster service to the customer. The AI-based recommendations for similar cases and knowledge articles appear in the smart assist… Read More »
Introduction: In this blog, we will check how can we get the entity record information that is set in lookup control without losing the main entity form context. Problem: While we are on a record form of an entity, if we want to get the information about the record that is set in a lookup… Read More »
Do you face difficulties due to constant juggling between QuickBooks Online and Dynamics 365 CRM for accounting and sales data? Are you looking for an easy way to keep track of accounting and sales data in QuickBooks and Dynamics 365 CRM? Then InoLink is just what you need! As a Preferred app on Microsoft AppSource,… Read More »
Introduction Recently, I was exploring auditing functionality in Dynamics 365 CRM after 2022 Wave 1 release. I found that there are many enhancements that have happened in the recent release in the way you manage the audit in Dynamics 365 CRM. With the expanded auditing capabilities of Dynamics 365 CRM, now you can manage the… Read More »