Did you know that today over 91% of businesses use CRM as compared to 12% in the last decade? But the interesting fact is that most organizations use only 50% of their paid CRM features. This is because of a lack of proper training as adopting this advanced CRM application is a lot like learning… Read More »
Introduction: Recently, I was exploring the ‘adding products PREVIEW’ feature which was introduced back in the 2020 release wave 1, with which enabled salespeople can add multiple products/lines to the opportunity/quote/order/invoice entities in one go. In the previous blog, we have already explored the enhanced experience of adding products for the opportunity, quote, order, and… Read More »
Managing attachments/documents in Dynamics 365 CRM and ensuring the security of data stored in cloud services are crucial for the smooth function of business organizations. Because you never know when or what information you may need or the unknown risks that threaten the security of that information. So, what can be done to overcome such… Read More »
Introduction: In the Microsoft 2022 release wave 1, many new features have been introduced. One such feature is – Power Apps (Preview) for Windows – which will help us to run model-driven apps or canvas apps on any of our Windows devices. Given below are the steps to configure and use the Power Apps (Preview)… Read More »
Introduction: While working on the flow, sometimes there can be multiple failed runs due to which flow makers need to resubmit each failed runs individually to rerun them. It is the same in the case of canceling the flow run as well. But now in the recent April 2022 release wave 1, Microsoft introduced the… Read More »
Introduction: In the previous blog, we explored the new subject control i.e. Selection TreeView Control introduced on the subject table. In this blog, we are going to explore the enhanced Subject Management page with some additional settings available on the table that makes it easier for users to manage Subjects in the subject tree. How… Read More »
According to a recent survey, around 70% of Global 2000 companies have adopted gamification elements in their workplaces to improve the productivity of their employees. Gamification has become an integral part of many business processes which has opened doors to many avenues and Dynamics 365 CRM gamification is one of them. And to help our… Read More »
Introduction: If you build PCF components then you must be aware that to create a standard control we render it on the container, which is provided in the PowerApps Component Framework. Microsoft has introduced a new type of control named Virtual Control. As the name suggests, this control creates and renders on the Virtual DOM.… Read More »
Introduction: In the previous blog, we already explored the “Customer Service Historical Analytics” report and the different dashboards available. Recently, I was going through this doc where different KPIs are listed. I was interested in “Avg. CSAT” and “Avg. survey sentiment” which were not displayed and shown as blank. This made me explore and find… Read More »
Introduction: In today’s competitive world, customer satisfaction is very important. Providing appropriate and timely service lets you earn your customer’s trust for life. Also, knowing your customer enables you to provide better service and optimize your agent’s productivity. ‘Customer Service Insights’ is now embedded in Dynamics 365 customer service with the inbuilt AI capabilities. The… Read More »