How automation of Lead and Case assignment in Dynamics 365 CRM using Round Robin or Capacity Algorithm can result in higher ROI

The key to sustain success in any organization is through maintaining deeper customer relationships. And it all starts with Leads. The Leads are pursued and turned to Opportunities and then eventually converted to Customers. You have to give your 100 percent, find out what the customer needs – their goals, preferences – and make sure… Read More »

First Look Webinar – Manage Subscriptions, Recurring Billing & Tax Calculations in Dynamics 365 CRM in a smart way with our new Subscription & Recurring Billing Management app!

Finding difficulty in managing the large number of subscriptions? Tired of the daily workload of generating Invoices and Sales Orders in your CRM? Want a way out from these manual recurring billing processes? Then don’t look further! Subscription and Recurring Billing Management is just what you need! Specifically designed for Software Publishers and Value-Added Resellers… Read More »

Error Handling in Canvas Apps Power Apps using IfError

Introduction Canvas App is no code/low code business app with which you can design an app by dragging and dropping elements onto a canvas. It is used to build mobile apps along with many functionalities. Recently, we had a requirement to create a feedback app for which we used Canvas App. As this app will… Read More »

Seamless visualization of Dynamics 365 CRM / Power Apps data in Kanban View across devices – Desktops, Tablets and Mobiles, now possible!

Visual representation gets 90% more views than text-based information. Majority of the data is now presented in a visually appealing manner to capture the interest of audience and it also helps them to analyze data in a much better way. This has given rise to numerous visualization apps in market that projects complex information in… Read More »

Document Automation with Forms Processing model using AI Builder Connector in Power Automate Flows

Introduction In our earlier article, we explored the reference app released by Microsoft for Document Automation using the Form Processing model of AI Builder. The app that is a ready-to-use sample app demonstrates the process of reading the form submitted through email and extracting the data submitted in the form and presenting it to the… Read More »

Expanding scope of business and field productivity using geo-analysis & locational intelligence within Dynamics 365 CRM / Power Apps

Maplytics has been one of the pioneers that saw the curve of data analysis and intelligence moving towards the geographic domains and jumped at the opportunity because of its potential. Today, we proudly sit in the Microsoft AppSource arena with a 5-star review and a Preferred Solution badge because we spent countless hours pinpointing the… Read More »

Manage Subscriptions, Recurring Billing & Tax Calculations in Dynamics 365 CRM/Power Apps in a smart way – Releasing soon our new 3 in 1 billing app!

Be it entertainment, news, online shopping, employment, mobile, internet, or food delivery services – today, we have subscriptions for everything. And millions of people use these services in their day-to-day lives. So, you can imagine the scale of operation required to manage these subscriptions. The situation is the same for our other B2B customers who… Read More »