Have you spent countless hours manually restoring deleted records, cloning information, or exporting data from one app to another only to lose your valuable time & data? We’ve got you covered! Join us in this webinar to learn how 1-click apps can revolutionize your workflow and increase productivity in the workplace. Effortless tasks are…
Microsoft Teams has become an essential tool to help everyone in the office (or coworkers on the other side of the world) communicate, collaborate, and get things done. Now, being deeply integrated into the Dynamics 365 Customer Engagement product suite, you can take advantage of additional productivity enhancements that will help you collaborate without leaving…
In today’s global business landscape, providing exceptional customer service is essential for any company to thrive and remain competitive. However, managing customer inquiries, requests, and complaints can be challenging, particularly when operating across multiple channels like email, phone, chat, and social media. To ensure high customer satisfaction, it is crucial to direct incoming service requests…
In today’s fast-paced world, customers expect instant information and quick resolutions to their issues. Exceptional customer service is a crucial factor for companies to stand out from their competitors and thrive in revenue. When self-service options fail, customers often turn to customer service centers through various means such as chat, phone, email, and social media…
Businesses are going paperless in most of their operations given the myriad benefits – increased efficiency, cost reduction, and improved customer satisfaction. Electronic signature is one of the ways of going digital as it reduces paperwork and makes the approval process seamless and quicker. DocuSign is the top choice for electronic signatures. Further, integrating DocuSign…
Welcome back, Techies! We hope the latest chapter of our blog series, ‘Maplytics as a successful add-on to Microsoft Dynamics Field Service’, Microsoft Dynamics 365 Field Service: A Guide for Resource Scheduling Management was an interesting & engaging read for you! After successfully covering, Enhanced functionality with Integrated Maps and A Guide for Territory Management…
CRM software is used to manage all aspects of a business’s interactions with customers, including sales, marketing, and customer service. Businesses employ a CRM system in the present digital era to stay competitive and meet the changing demands of their customers. Because there are so many options available, choosing between Dynamics 365 CRM and…
Dataverse Accelerator is a new Experimental feature released by Microsoft to use the low-code plug-ins in the Dataverse environment. Low-code plug-ins are reusable, server-side synchronous business logic workflows that executes in real time. In one of my previous articles, I had explained about How to create an Instant Plugin using the Dataverse Accelerator and in this…
Use a Dialog-Style Window in the Side Panel to collect information from end-users in Dynamics 365 and Power Apps. https://www.crmsoftwareblog.com/wp-content/uploads/Side-Panel-Windows.mp4 Transcript This is Steve Pestillo from P2 Automation, and welcome to the next video in our short miniseries called “Fun with Canvas Apps”. The point of this miniseries is not to show you how to…
For quite a while, the in-app notifications feature was in preview mode within Power Apps. Now, it’s a full-fledged component of Power Apps and allows customizers the ability to work with the Notification table within the Dataverse. Records on this table can be displayed to app users as notifications from a dedicated notification area…