As an administrator at a technology company, one of my main responsibilities is ensuring that sensitive customer data is protected and that only the right people have access to selected areas of the system. However, with multiple users, roles, and sites in Dynamics 365, keeping track of who can access what and making sure everything… Read More »
The success of any business hinges on its sales performance and revenue generation. To achieve this, maintaining accurate and organized accounting and billing records is non-negotiable. A flawless balance sheet is the ultimate goal—but have you ever wondered if your accounting and billing are truly in sync with the business entities influencing your bottom line?… Read More »
For any organization using Dynamics 365 Field Service, the ability to efficiently allocate resources can make all the difference in meeting customer demands and maintaining a competitive edge. Dynamics 365 Field Service allows us to leverage the Resource Search Availability API that revolutionizes resource allocation by providing real-time insights into resource availability. This API empowers… Read More »
Imagine a customer service team at a busy call center handling a flood of new requests and inquiries. Each record, including service requests and support tickets, requires meticulous manual entry, which can consume up to 40% of an employee’s time and lead to errors. Most of these requests/inquiries are similar in nature, but reps still… Read More »
Introduction In my earlier blog post from November 2022, we discussed the Smart Email Validation feature found in Dynamics 365 Sales and its advantages for managing leads effectively by identifying invalid email entries. This feature played a crucial role in making sure that email communications successfully reach their designated recipients, thereby enhancing engagement and the… Read More »
As the holiday season nears, it’s the perfect time to clear out clutter—both in your home and your CRM! Duplicates in data can lead to communication issues and cost companies an average of $12.9 million annually. With 20-30% of most databases containing duplicates, efficient clean-up is key, and DeDupeD by Inogic makes it simple. This… Read More »
The Comment-Generated Formulas feature in Power Apps lets you create Power Fx formulas directly from code comments. By typing `//` or ‘/*’ followed by a natural language instruction, Copilot can generate a relevant Power Fx formula tailored to your app’s context. You can choose to accept Copilot’s suggestion or edit the formula, using comments as… Read More »
Effective data management is essential for every successful business. However, data cluttered with duplicates can lead to wasted time, miscommunication, and missed opportunities. On average, 20%-30% of a database consists of duplicate records, which means that multiple entries for the same contact or account are stored separately. This can create confusion, causing mixed messages to… Read More »
In Microsoft Dynamics 365, plugins and workflows are powerful tools for automating business processes and logic. These automations can be synchronous (sync) or asynchronous (async) and are typically designed to trigger based on specific business events. However, there are scenarios where you might want to bypass these custom business logics. For such cases, Microsoft provides… Read More »
A stored procedure in SQL is a pre-defined collection of SQL commands stored within the database, optimized to enhance execution efficiency and support consistent reuse across applications. It can include various operations such as SELECT, INSERT, UPDATE, or even complex logic involving loops and conditionals. Stored procedures are essential for modularizing code, enhancing performance, and… Read More »