Tag: Tips

    Canvas apps are a great tool that empowers citizen developers and professional developers alike to quickly build custom applications that meet specific business needs. However, like most things, it isn’t perfect. One limitation is the built-in search functionality. Which limits users to only being able to search for columns on the base table...

Dynamics 365 Portal provides a robust self-service platform that empowers businesses to enhance customer engagement and streamline processes. While the out-of-the-box features offer significant capabilities, sometimes organizations require custom solutions tailored to their specific needs. In this blog post, we will explore how businesses can build custom apps with Dynamics 365 Portal and extend its...

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 this article, will explain the step-by-step process of creating the Automated Plugin in the Dataverse Environment. Scenario: Check for the Description field on Pre-Update...

    Forms in Dynamics 365 provide end-users with a clear and structured method for which to input data.  Tabs, sections, and even embedded forms (i.e., a form within a form) give customizers a nearly endless range of configuration options to work with when designing and implementing a form structure that fits a client’s needs. ...

  Introducing Microsoft Power Pages, the user-friendly and customizable platform within the dynamic Power Platform ecosystem. Say goodbye to cumbersome coding as Power Pages empower businesses to craft tailor-made web portals that meet their unique needs effortlessly. With an intuitive drag-and-drop interface and extensive customization options, creating stunning web portals has never been easier. Seamlessly...

To remind myself for the future discussions. Thank you very much, Mira! MG #Power automate #Approvals #External Guests Approvals in power automate are very nice interactive feature to process requests and documents! They can be integrated with CDS, SharePoint online and Onedrive. Here is a link to creation of Approvals walk-though when an item is...

  Well known as a trailblazer in marketing automation solutions, ClickDimensions recently launched ClickDimensions PowerPack, a game-changing new product set to redefine the landscape of B2B sales and marketing. Designed to address the transformative changes in today’s buying process and to leverage Microsoft’s Power Platform, PowerPack introduces Simple Account-Based Sales & Marketing, a streamlined approach...

Dynamics ERP and CRM users know that data integrity is crucial for any organization to manage its business processes and customer relationships effectively. To ensure clean and consistent data within the Dynamics 365 ecosystem, KingswaySoft offers six powerful tools. In this article, we will explore their data quality solutions and discuss their significance in maintaining...

  Microsoft’s Power Platform provides financial services firms with the tools they need to increase productivity. It’s drag-and-drop low-code/no-code features let users create useful apps, automate business processes, and perform complex business analysis without complex or technical resources. Now, financial services firms are applying these same low-code/no-code capabilities to meet their large-scale, enterprise-wide goals. What...

CPQ solutions are indispensable tools for organizations dealing with complex product offerings. They empower sales teams to swiftly and accurately generate client quotations while minimizing revenue loss. By automating the creation of proposals and contracts, CPQ allows sales professionals to focus on finalizing deals and nurturing customer relationships. Amid ongoing digital transformation, CPQ tools have...