Power Automate is a great tool to expand the capabilities of Dynamics 365. If you use it long enough, you’ll likely become familiar with the nuances of setting the values for different column types. One of which would be option sets. While you can use the drop-down to pick the option in some...

Managing a field service team effectively demands efficient scheduling and real-time updates. Microsoft Dynamics 365 Field Service offers an elegant solution for these challenges through its Work Order Scheduling feature. This article delves into how this functionality simplifies field service management, ensuring customer satisfaction and operational efficiency. The Importance of Efficient Work Order Scheduling with...

Microsoft Excel is a powerful tool known for its ability to handle complex data and perform various calculations using formulas. As an ETL (Extract, Transform, Load) developer working with Dynamics 365 data, you may encounter scenarios where you need to create Excel files with specific formulas applied to certain columns. Let’s explore how you can...

Are you looking to enhance your customer engagement strategies? Inviting prospects to chat via email is a powerful tool in today’s digital marketing landscape. In this guide, we’ll walk you through the seamless process of setting up an inviting and efficient chat experience using Qualifico. 1. Crafting the Chat Experience The first step is to...

Effective appointment management is a cornerstone for delivering exceptional customer experiences and maximizing operational efficiency.  This blog post serves as a comprehensive guide, exploring the benefits of leveraging Calendar 365 to create a well-oiled system for appointment booking.  The focus is empowering businesses to overcome the limitations of traditional scheduling methods, providing customers with a...

Some time ago I wrote the post: https://wordpress.com/post/msolenacrm.blog/4767 In the post, I was talking about the standard Microsoft connector not meeting my client’s security requirements. Pretty much, I was blocked and searching for a solution. The only “security appropriate” solution was a custom connector but I didn’t know where to start. I asked my partner...

If you are in the hotel management business, you have faced the complications of managing reservations.  The process can be time-consuming, prone to errors, and challenging to organize effectively. It is crucial to have a system in place that streamlines your operations, prevents overbooking, and provides a clear overview of your bookings. An online appointment...

“Quick thinking, Sarah! You saved the day. We’d come so far, the shooting team was all set, the décor was ready, and it all could have gone to waste. Thanks a bunch!” exclaimed Jenny, the popular food influencer, during her call with her manager, Sarah. Sarah’s new assistant, Sharon, had booked a shoot for Jenny...

Microsoft’s Copilot is a game-changing platform that emphasizes collaboration like never before. As the name suggests, Copilot is designed to take your business to new heights with its unique collaborative capabilities. With Copilot, you can easily work together with various Microsoft ecosystems such as Dynamic 365, Power Platform and Microsoft Suite. Plus, with Microsoft’s emphasis...

Managing documents is an essential aspect of every business, yet it can be an overwhelming endeavor. The market offers a plethora of solutions, making it challenging to pinpoint the one that suits your needs. The emergence of low-code no-code solutions has led to the consideration of Power Automate for document-related requirements. While Power Automate is...