Change your Default View, rearrange your Personal/Global View, and hide unnecessary Views in Dynamics 365 and Power Apps. https://www.crmsoftwareblog.com/wp-content/uploads/Display-Settings-for-Views.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how you can control the display settings of your views in Dynamics 365 and PowerApps. To start, I want to…
If you’ve been keeping up with the sweeping changes happening around the Microsoft Power Platform, you’re probably familiar with the term Power Fx. It’s mentioned throughout Microsoft’s more modern documentation, and you’ve likely seen some areas in your configuration components that accept custom Power Fx scripts. What is Power Fx? Put simply, Power Fx…
Author: congruentX Listening to your customers is the best thing your business can do to scale up. It is human nature that they want to be listened to and seek a response to any queries and/or issues they may be facing. Customers expect a response from any product or service provider they deal with. Faster and…
Businesses that recognize the value of proper alignment among their sales, customer service, and marketing teams can develop more precise marketing strategies to capture the attention of their brand’s potential customers and comprehend the customer journey to move leads smoothly through the sales funnel. Because sales and customer service teams spend most of their working hours interacting…
There is a great demand for Microsoft Dynamics 365 Developers these days, which clearly indicates Microsoft Dynamics development’s acclaim. Large and medium tech conglomerates are looking to hire remote Dynamics 365 developers to enhance business processes and gain from automation. It is evident that Microsoft Dynamics 365 products add real value to an enterprise. Let’s…
Microsoft is a well-known technology company known for providing powerful business systems backed by a deep commitment to research and development. One of their latest Enterprise Resource Planning (ERP) solutions is Microsoft Dynamics 365 Business Central. Formerly built from Microsoft Dynamics NAV “Navision”, this very popular ERP had a reputation for being a “feature-rich” business…
When it comes to customer relationship management (CRM) software, two of the most popular options are Microsoft Dynamics and Salesforce. Both of these platforms offer robust tools for managing customer data, automating sales processes, and improving customer relationships. However, each platform has its own strengths and weaknesses, and the best choice for your business will…
James, a sales manager at Datum Corporation, stores and manages CRM documents/attachments in SharePoint using Microsoft Dynamics 365 SharePoint Integration. However, he eventually outgrew Microsoft’s recommended SharePoint document library limit of 5,000 items “also known as unique security scope threshold.” Although you can add up to 30 million items per library or list, Microsoft recommends…
CRM (Customer Relationship Management) software is a tool that businesses use to manage interactions with their customers and to organize data related to those interactions. It provides a single source of truth for customer data that can be used to improve relationships, increase customer loyalty, and drive business growth. CRM software allows businesses to track…
Mistakenly assigning a high-priority task to a resource who is on leave and realizing this mistake at the end of the day while taking an update. Such unlikely scenarios are common and can happen to anyone. Managing big teams and multiple projects without a tool is like fighting a losing battle. Unclear work schedules, no…