Lead Assignment and Distribution Automation – a Preferred App on Microsoft AppSource – is a productivity app that systematically allocates or distributes work items (Leads, Cases, etc.) recorded in Dynamics 365 CRM using round-robin or capacity algorithm. So, if you have this amazing app installed in your CRM, you no longer have to worry about… Read More »
Introduction The PowerApps is an application development service to build custom and business applications. Using custom business apps, users can connect to data and work on the web and mobile. After the development of business applications, some users want to identify where they are getting the error from or want to just check the performance.… Read More »
Introduction Microsoft PowerApps Portals provide us the configuration surface which allows users to add forms to collect data in the portal without custom development. Web Template is a Power Apps entity (adx_webtemplate), included with Power Apps portals, that is used to store template source content. A web template will generally contain Liquid for dynamic content… Read More »
One of the projects we were working on was to integrate with a third-party API that accepted input in the XML format. This is a quick tip on how to pass XML in the action body when it expects JSON. When you try to create a request and add XML string to the body, you… Read More »
Don’t look further! Attach2Dynamics – one of our Preferred Apps on Microsoft AppSource – is what you need. How? Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization. Seamless Integration with Multiple Cloud Storages When it comes to freeing space… Read More »
Introduction Since the time that I have been using CRM and had email templates around, I do not remember it receiving any major updates. It had a basic email designer that provided for some basic formatting options and that kind of served its purpose. Anybody needing more could always draft the email content in a… Read More »
Introduction The 2020 release of Wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. Microsoft enhanced some features in 2020 release wave 2 and made them user friendly and easy to access. .I have mentioned some of them below. Switching the App Wave 1 – By… Read More »
Introduction Microsoft comes with an exciting release that helps its customers to improve and advance their business. In recent times, Microsoft Forms Pro is replaced with Dynamics 365 Customer Voice which easily captures customer thoughts and suggestions. The Dynamics 365 Customer Voice helps in collecting feedback from the customer and helps in applying suggestions to… Read More »
For designing any application for Dynamics 365 CRM that is not a web resource but rather a standalone application, the first thing that is required is designing an interface to accept details to connect with Dynamics 365. Back in the old days, we used to include a couple of text boxes for user id and… Read More »
In our recent blog, we gave a brief glimpse of the upcoming new feature of SharePoint Security Sync – DocuSign integration (have a quick look of the same in our teaser video). In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM/Power… Read More »