Data management plays an important role in every organization. Every day there is a significant amount of data generated in your CRM in the form of Notes, Email, their attachments, etc. Therefore, it becomes necessary to establish a methodical process for managing this ever increasing mound of digital data in your CRM. For this, you… Read More »
Introduction: There are various options provided for Field service settings. This field service settings allows system administrators to set default settings for work orders, bookings, schedule board, agreements, and much more. The latest Field Service upgrades (version) introduced this feature independently for Field Service by configuring the settings from “Field Service Setting” area. This blog… Read More »
Any implementation of a business app is aimed towards not only providing better services to your customers in terms of response time but also improving the efficiency and productivity of your users in delivering the best experiences. In this technologically advanced business world, being stuck with something as common as repetitive data entry on a… Read More »
Repetitive data entry, exporting data from CRM, updating records are some of the mundane tasks you encounter on a daily basis. But a considerable amount of time is spent on completing such tasks because even today they are done manually. And with manual intervention there comes errors and rectification which further prolongs the process. This… Read More »
Introduction Power Automate has released many new things one of which is Process Advisor which instantly collects precise stages for each process in your company, allowing you to better identify where workflows could be optimized. Some more benefits of Process Advisors are as follows, Determine which tasks take the most time Find out which activities… Read More »
A synchronized Sales and Marketing team which works like a well-oiled machine is the need of the day. This belief is shared by more than 85% of sales and marketing leaders who feel that collaboration between sales and marketing is critical for business growth. So, to compliment this collaboration between sales and marketing team we… Read More »
Introduction: In Dynamics 365 2021 release wave2, you will notice there are many enhancements added to the Sales Accelerator. One of which we came across is Adaptive Sequences. In the previous blog, we have already seen configuration of sales accelerator and steps for creating sequences (at that time this feature was in preview). Now, first… Read More »
In the earlier articles we explored Power Virtual Agents and its capabilities integrating with Power Automate Flow and Adaptive Cards. In this article we will look at the option available for backup support and packaging the bots to share them across environments. Chatbots created using Power Virtual Agents are now Solution aware, this means that you… Read More »
More than 50% of software revenue will be generated from subscription model in coming years and an estimated 75% of organizations selling directly to consumers will offer subscription services by 2023. With more and more businesses adopting this model there is a need and necessity for a robust subscription billing platform. And with this thought… Read More »
In the earlier article we integrated PVA with an external API using Power Automate HTTP connector. The response returned by the API was displayed in simple text format to the user. In this article we will explore displaying rich responses using Adaptive Cards. We will extend our earlier example and continue to use the Azure… Read More »