Powering Up Your Data Analytics: Why Power BI Integration with Dataverse and Microsoft CRM is the Future!

In the fast-paced world of business, data is king. Companies are constantly looking for ways to better understand their customers, streamline their operations, and make informed decisions. Data analytics is one of the most important tools in this quest for data-driven success. And when it comes to data analytics, Microsoft Power BI is one of…

Power BI and PowerPoint Connected!

Modern Business Technology Applications today give organizations the tools they need to be more productive and have access to critical business data.  Utilizing this data to spot trends and visual information is paramount to gaining better visibility into a company’s operations.  Companies in the past have relied on Office tools from Microsoft such as PowerPoint…

Create a Statement of Work within Dynamics 365 with DocumentsCorePack

Find out how we generate a flexible Statement of Work for our Projects using DocumentsCorePack and CRMPlus365/Dynamics 365. https://www.crmsoftwareblog.com/wp-content/uploads/Table-Lists-and-Text-Blocks.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how we create our Statement of Work document with the DocumentsCorePack technology. Our Statement of Work is a very detailed…

How to Enable the Dataverse Offline (Experimental Feature) in the Canvas Apps?

Microsoft has recently released the Canvas Offline experimental feature for mobile applications on iOS, Android and Windows devices. With this feature, you can easily enable the Dataverse-centric canvas Power Apps for offline scenarios, without using the Power Fx SaveData/ LoadData functions or manage offline data with the complex collections. Using normal Power Fx formulas, you…

How to Create ARC Rules in Dynamics 365 to Manage IT Requests

Enjoy a demo from JourneyTEAM developer, Leecia Barajas, on how Automatic Record Creation (ARC) rules are used to effectively address, solve, and manage IT requests in Dynamics 365. Since IT managers spend an average of 5 hours a week on managing tasks alone, ARC rules are designed to improve this common business operation. What is…

Microsoft Dynamics 365 Field Service: Tricks & Tips for Efficient Territory Management

Team Work is the ultimate sauce for the recipe for integrated success! A couple of weeks back, we ventured into a new & interesting series highlighting the offering of Maplytics as a successful add-on to Microsoft Dynamics Field Service. Let us dig into the details of our first pitstop in the Field Service Management Journey,…

Maximizing Dynamics 365 Data Migration Performance: 6 Best Practices

6 Best Practices for Dynamics 365 Data Migration As businesses continue to adopt Microsoft Dynamics 365, many face the challenge of migrating their existing data and processes to the new cloud platform. While the migration process can be complex, following the best practices can help ensure a smooth transition and maximize the benefits of Dynamics…