Who is a Dynamics consultant? What role do they play in helping companies with Dynamics development? What can be expected from a certified consultant? Let’s answer all these questions. Dynamics Consultant – What is it? The primary role of a Dynamics consultant is to thoroughly understand a company, its requirements, resources, and goals and then…
Do you find territory management difficult? The majority of businesses lack a suitable tool for mapping CRM data. And that is why they lack visualization of data and the insights that come with it. It leaves room for mistakes like entering incorrect data or missing data. This means that you’re missing out on good opportunities,…
It’s important to keep track of all your customer interactions, and email communications are key. Create a central repository of your Outlook email communications by “tracking” them in Microsoft Dynamics 365 for Outlook. When you track an email message in Dynamics 365 for Outlook, the email is saved as an activity record in Customer Engagement.…
Managed Environments is a set of capabilities that allows admins to manage Power Platform at scale with more control, less effort, and more insights. Admins can use Managed Environments with any type of environment. Primary elements of the Managed Environments are, Limit sharing: This feature allows Admins to limit the Canvas Apps sharing. Weekly usage…
The simplest way to get access to a Power Platform environment is to sign up for the Power Apps Developer plan. You can explore Power Platform at full potential for learning at no cost. To fully use it as a developer, you’ll need an Azure account and a work account. This article will guide you through the…
Zelite Solutions approach to a Challenging CRM Migration to Microsoft Dynamics 365 CRM (On-Premises) About the Client The client is a renowned software company located in New Jersey, USA that specializes in providing intelligent solutions for file management. Their cutting-edge solutions enable enterprises to effortlessly analyse, transfer, handle and upgrade essential data across cloud and…
Data is essential to the success of any company as it provides the basis for crucial business choices, and inaccurate data can have dire effects. Inaccuracy in data occurs when it is altered or modified unintentionally, which results in misleading and incomplete data. Hence, it is important to take active steps to prevent inaccuracies in…
Yes, we can change the URL “https://domainname.crm.dynamics.com/main.aspx”. It is specific to the environment so, in order to change the name for an environment, you need to go to “Power Platform Admin Center” (“https://admin.powerplatform.microsoft.com”) and navigate to the environments tab and select the environment that you wish to update the domain name. Once you open the…
A top Medical Device company based in the UAE engages Zelite for Microsoft Power BI Solution implementation to visualize their sales, finance, and inventory data. About the Client The Client is a medical device company based in the UAE that focuses on delivering beauty through technology. They offer premium equipment and products in the field…
When you set out to construct the Power Apps portal, you have to take on certain responsibilities: assign roles to users, edit pages, and make a few other required changes. It is imperative that every change you make is instantly reflected on the portal. For this to happen smoothly, you must clear the cache routinely.…