Managing documents and storage space in Dynamics 365 CRM is no mean feat given the volume of data in CRM. And most business professionals agree that this tedious task tends to hamper their productivity. In such situations, it becomes necessary to find new smart ways to tackle this persisting problem. And this is exactly what… Read More »
Introduction Recently, many enhancements were introduced under Power Platform for creating Power Automate Flow. And “Process Advisor” is one such enhancement. In our previous blog, you have already explored the way to create Process Advisor. While creating Process Advisor, there was a requirement to add some recordings to it as recordings are a way to train… Read More »
A famous mathematician once said, “If you cannot measure it, you cannot improve it.” This stands true for all small, medium, and large enterprises, involved in the SaaS business model as they have more complex finances as compared to traditional businesses. And because of this, SaaS metrics are required to capture the key factors that… Read More »
Introduction Developers in today’s generation are moving fast with their development and to further help them with their pace for designing custom components for Canvas Apps, Microsoft has introduced a kit that includes all the essential components. This kit is nothing but a managed solution named Creator Kit. Now, the developers will not be required… Read More »
Nowadays Microsoft is working on enhancing the reporting capabilities within Dynamics 365, there are many embedded Power BI reports that are now available in Dynamics 365 sales. In the previous blog, we have already explored the capabilities of one of such embedded Power BI report named “Sales Acceleration reports”. In this blog, we will explore… Read More »
Did you know that roughly 40% of CRM users claim that a quarter of the week is spent on mundane and repetitive tasks such as updating records, exporting data, creating quotes, orders, and opportunities in Dynamics 365 CRM? And because they have to invest their time and effort in such mundane tasks, there is disengagement… Read More »
Introduction In our previous blog, we saw the process of adding Canvas apps to Teams. In that, the user can share the Canvas app by embedding it directly into Microsoft Teams (using the option Add to Teams in Power Apps). Now, in this blog, we will see how to share a Model-driven app by embedding… Read More »
In our previous blog, we saw how to restrict CRM access by Country or by IP Address. But at times there can arise a situation where the company doesn’t use any operating system other than Windows and wants to block access of CRM for all other operating systems apart from Windows. This can be done… Read More »
Introduction Microsoft is continuously working on enhancing the maker experience for app design. The new maker experience is all about designing the pages throughout. These custom pages bring the power of Canvas apps into model-driven apps. We have already seen the modern app making experience in the previous blog when the modern app designer maker… Read More »
The success of a business depends on Sales. And sales depend on Leads. But even in this day and age of automation, only 25% of marketing and sales professionals have any kind of automation software specific to lead conversion. This means the majority of professionals are still inclined toward the manual process of pursuing and… Read More »