Category: News

Hello everyone, started my Arun Potti – YouTube Channel today and request you all to have a look at this Introduction video. Please Subscribe my YouTube channel and Like, Share and Comment on this video. Going forward will share my knowledge on my Blog and YouTube channel as well. Thank you so much for all...

Formula columns are great, just read Work with Dataverse formula columns. But there are some limitations in the Power Fx functions you can use, as well as with the return types.. Need a formula column returning a whole number? Make it a decimal with 0 precision. Need to produce currency? Make a formula to return...

One of the most common scenarios that business has in day-to-day life is, sharing the information of Dataverse applications with your colleagues on an email. In general, you need to jump out of Outlook web experience and open your Dataverse record and then copy and paste the link of the record into your email. This...

Another day, another guest Q&A post. (Have a tip of your own? Send it to jar@crmtipoftheday.com) Question I saw the Easy Translator  · XrmToolBox was updated, so thought I would give it another try on our app which is in 14 languages. Tanguy, can i delete rows and tabs that do not require translation? Or will it...

Which Microsoft Dynamics Partners on the CRM Software Blog are getting the most traffic to their profile pages? Congratulations to the companies on this list for having the most views of their profile pages in 2023. How do readers find a profile page? They read a post and click the author profile link to find...

    Microsoft Power Automate flow is an automated workflow that can be created using Microsoft Power Automate. Power Automate is a cloud-based software that allows users to create and automate workflows and tasks between multiple applications and services. Power Automate can be used to automate repetitive tasks and bring efficiencies to any organization. When...

I often see makers declaring multiple settings in a Power Automate flow using a single variable per setting. For complex flows, it can quickly get out of hands as variables must be declared on the top level; they cannot be nested or even scoped. An environment variable per each setting, you say? Way to make...

Activity records like emails, appointments, tasks, and calls can be associated to additional activity participants (parties) such as accounts, contacts, leads, and opportunities through a new partylist attribute. Previously, it wasn’t possible to associate an activity record to additional related party records. With this feature, users will be able to associate activity records with additional...

An easy-to-use Telemarketing Feature for CRMPlus365 or Dynamics 365. https://www.crmsoftwareblog.com/wp-content/uploads/Telemarketing.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how we’re using our own CRMPlus365 system for telemarketing. We just started a telemarketing campaign and we have somebody from the outside doing the dials. If I click up...

When it comes to getting the most out of Dynamics 365 for your team, feedback loops are key. They not only enhance performance but also serve as invaluable support systems for users who may initially be resistant to Dynamics. In this article, we’ll delve into the significance of feedback and its transformative impact on addressing employee...