Microsoft Dynamics 365 CRM is a powerful tool for businesses to manage their customer relationship management (CRM) needs. Basically, it has been designed to help businesses manage their sales, marketing, and customer service activities. The CRM module of Microsoft Dynamics 365 offers a wide range of functionalities that enable businesses to effectively manage their…
Edit Your Opportunites Easily with the Pipeline View Editable Grid and Side-Panel. https://www.crmsoftwareblog.com/wp-content/uploads/Pipeline-View-Part-2.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how to edit the records on your Pipeline view with a few simple clicks. We showed you in the last video to get into the Pipeline…
In Microsoft Dynamics 365 CRM, the Opportunity entity represents a potential sale to a customer. It is a record that tracks the sales process from the initial lead to a successful close, including all the interactions and activities that occur along the way. It contains information such as the customer’s name, contact information, potential…
Microsoft Dynamics 365 Field Service has a friendly user interface and powerful tools to help you optimally schedule service calls. It allows you to make the best use of technicians’ availability, and to empower them with the information they need to fix it right the first time. The Schedule Board is a versatile tool to…
In this article, will explain you the step-by-step process to connect to Microsoft Dataverse in the Power Automate Flow using Service Principal. Prerequisites: Click on the below article link and create a Microsoft Edge or Google Chrome Profile. Create a Profile in Microsoft Edge and Google Chrome Click on the below article link to create Power Apps Trial. Create…
Microsoft Power BI is an analytical solution designed to extract and present visual business intelligence for actionable insights. This robust reporting tool for businesses is continually being updated and enhanced with new features. One of the newer improvements to get business intelligence is utilizing Datamarts. Continue learning in this post about Microsoft Power BI Datamarts…
Technology is continuously upgrading, it is changing every minute of the hour. Thus, revisiting even a well-versed technology is needed to better understand it and to use it to its potential. Let us revisit Inogic’s flagship, the 5-star rated popular geo-mapping app of the Microsoft AppSource, Maplytics, or Map-Analytics. The basics of Maplytics? Maplytics is…
Organizations have to juggle between the skill, availability, and workload of their sales reps to manually assign leads in Microsoft Dynamics 365 CRM. With a large team and high lead volumes, inconsistencies in leads and the unavailability of sales representatives can become overwhelming. Let’s face it, manual lead assignment is not only tedious but…
Microsoft has released the Copilot feature in the Power Apps recently and using this you’ll get in-app guidance using natural language processing to help you build your app. In this article, will explain the process to enable the Copilot feature and Create an app using Copilot in the Power Platform. Prerequisites: Click on the below article…
Recently came across an awesome Tool to Debug a Plugin without Installing the Profiler or adding the Traces in the Plugin Registration Tool which was done by Nicolas Prats and this will really save our development efforts. In this article, will explain his Tool in step-by-step process of plugin debugging. Plugin Scenario: Get the Contact’s…