In my earlier articles, I had explained about, What is Arun Potti’s FetchXML Formatter – Tool How to use Arun Potti’s FetchXML Formatter Tool and now in this article, I explain about how to retrieve the data using JS and FetchXML using Arun Potti’s FetchXML Formatter Tool. Requirement: Retrieve all the Active Contacts created in…
If you have worked with Microsoft Dynamics 365 Sales for any amount of time, you already know the story. Your sales team spends most of their day in Outlook and Teams. However, your data still lives in Dynamics 365 Customer Engagement. That creates a few common pain points: Reps may forget to manually track emails…
Duplicate records in Dynamics 365 CRM quietly undermine data accuracy, distort reporting, waste sales time, and cause AI tools like Microsoft Copilot to generate unreliable insights. This checklist gives CRM admins and sales operations teams a clear, step-by-step approach to identify, remove, and prevent duplicates – so your data stays clean and AI-ready. Why Deduplication…
In today’s fast-moving digital world, businesses are constantly looking for smarter ways to improve efficiency, reduce operational costs, and enhance customer experiences. This is where AI Agents are transforming enterprise workflows. From automating repetitive tasks to improving decision-making and customer support, AI Agents for Enterprise Workflows are becoming a strategic necessity rather than just a…
If you’re evaluating a Dynamics 365 Sales partner or Dynamics 365 Contact Center partner, the decision isn’t just about features, timelines, or go-live. The partner you choose will shape how the system is designed, integrated, and managed long after implementation. That influence becomes clearly evident after go-live and comes down to whether the platform can…
Hi! I am Shaun, and I manage institutional client relationships for an asset management firm. My sales territory covers a large region, and I am on the road several days a week. My Dynamics 365 CRM has more data in it than I could ever process by scrolling through rows on a screen. For a…
WhatsApp Dynamics 365 integration is one of the fastest ways to improve customer response times, engagement, and sales conversations. With more than 2 billion active users on WhatsApp and exceptionally high open rates up to 98%, businesses increasingly treat WhatsApp as a primary communication channel. Yet many integrations underperform – not because of WhatsApp or…
Artificial intelligence, particularly Microsoft Copilot in Dynamics 365 Customer Engagement, is quickly becoming part of everyday work across Sales, Service, and Marketing teams. As Microsoft continues expanding Copilot and AI capabilities across the platform, many organizations are exploring how it can improve productivity. However, the biggest question many D365 CE leaders ask is not whether…
Introduction Every sales-driven organization runs on numbers, pipeline status, expected closures, rep-wise performance, forecast movement, and stalled opportunities. The challenge, however, is not the availability of this data. It is how often teams still have to manually pull it together and send it to leadership. In many organizations using Dynamics 365 CRM, sales operations teams…
Enterprise software testing has always carried an inherent tension: the systems that require the most rigorous validation are also the ones that change most frequently. Continuous updates, evolving integrations, and ongoing process changes create an environment where test coverage is at constant risk of falling behind. Traditional test automation was supposed to solve this problem but often deepens it. The Structural…