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How to enable Kanban board for Activities view in Dynamics 365
Enabling Kanban board in views is a new feature in Dynamics 365 CE. Those who practice lean or agile methodologies in any industry would love to use this feature in Dynamics 365. Please note that this...
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How to schedule/delay delivery of an email from Dynamics 365 Sales – OOB...
Dynamics 365 Sales has few AI features bundled as part of the Sales application (without additional license cost) and one of the interesting feature is ‘Delaying of an email or scheduling an email to...
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How Play book can be used to stream line the sales activities in Dynamics 365?
To ensure consistency in your business process or to know what steps to follow in certain scenarios or events, rely on the playbooks prepared by your managers that guide you with the actions you can...
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How to launch playbook automatically on record creation in Dynamics 365?
Playbook template allows managers to define set of activities [ limited to Tasks, Phone Calls and Appointment currently] which should be initiated on a specific event [manually as well as...
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Entity Form is read only and Create buttons are missing in UCI but works in...
One of our Dynamics 365 customers faced an issue where the “Buttons to create the products were missing in UCI App and also when opens the existing records, it shows as ‘Read Only’ in (Sales Hub) but...
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Compose email in a full-screen window in Dynamics 365 CE
When handling the marketing emails with images and formatted texts, its better to make use of the feature to edit email in full-screen window. Sharing this simple yet much useful feature for those who...
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Business Rule is not getting triggered on form even after activating it:...
Recently our team faced an issue where the business rule was not getting triggered on ‘Quick Create’ form even after validating it successfully and activating it on all forms on ‘Opportunity’. Problem...
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Azure / Power Apps / Flow /Office 365 Stencil Packs for Visio 2016
This is truly a gem! Those who work with Visio to prepare flow diagrams especially related to Microsoft Stack of products would really need to check this (if you haven’t yet). Below given is a visio...
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Microsoft Lists + Teams + Power Automate+Dynamics 365 : How would it be...
Microsoft Lists is an evolved version of SharePoint List which offers improved features and also a stand alone mobile app. Looking at this, we believe this is going to add huge benefits for...
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Inline images in Email Signature and Email templates in Dynamics 365
It was a long awaited feature to add inline images in the email templates and Email Signature in Dynamics 365 (files available in the local folder) and its available now. We would be able to create...
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‘Microsoft Cloud for Healthcare’ is the replacement for ‘Dynamics 365...
‘Dynamics 365 Healthcare Accelerator’ is deprecated and ‘Microsoft Cloud for Healthcare’ is its replacement solution. Here is the snippet from Microsoft site: Link to read more: Deprecation of...
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How to initiate flow in one Dynamic 365 instance from another Dynamics 365...
By reading this article, you would get answer to below questions related to Power Automate Flow: How to initiate flow in one Dynamic 365 instance from another Dynamics 365 instance? How to initiate...
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New Dynamics 365 Sales mobile experience – Whats good and not good about it
Microsoft is launching all new Dynamics 365 Sales mobile app and is in public preview (as on 10th Jan 2021) for testing out. Key Features: The mobile app is optimized for the field seller’s most...
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Dynamics 365 Business Central is going to be generally available in India...
Dynamics 365 Business Central is going to be generally available in India from April 2021. As an SMB focused Dynamics 365 partner, we look forward to working with our India based SMB customers in...
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Improve the way you manage projects with ‘Microsoft Project for Web’
If you are a project manager or running a product or service oriented company, its worth to explore the Microsoft Project for Web application to improve the way you manage your projects. This can...
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Design flows in Microsoft Visio
The Power Automate designer is a rich tool in which you can configure every detail of your logic. However, sometimes you may want to just sketch your flow logic before you start building your flow. To...
View ArticleNew and planned features for Dynamics 365 Sales in 2021 Release Wave 1
Mcrosoft has announced the new and planned features in Dynamics 365 2021 release wave 1. There are lot of new features announced across all Dynamics 365 streams. let;s have a look at the new features...
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Dataverse and Dataverse (Legacy) connectors in Power Automate. Not just a...
The Common Data Service (current environment) connector, featuring a native integration between Power Automate and Dataverse, will now be known as Microsoft Dataverse, and appear with the new icon and...
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Migrate Auto Record Creation Rules & SLAs to UCI before Oct 21!
Automatic Record Creation rules and SLAs are required to be migrated from Webclient to UCI client by Oct 2021. There is a ARC & SLA migration tool in the Customer Service Hub and the same can be...
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How to configure Omnichannel Live chat in Dynamics 365
In the modern era, any contact center implementation should enable multiple support channels for their customers or prospects. This will ensure that proper support is given to their customers as well...
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