Tag: Tips

Meet James, a marketing manager at a growing start-up that used Dynamics 365 CRM for managing customer data and Mailchimp for email campaigns. But constantly switching between the two drained his team’s time and often led to delays and errors. Recognizing the need for efficiency, he decided to find a smarter way to work. That’s...

Customer retention is a key driver of long-term business success. Acquiring new customers is important, but keeping existing ones fosters loyalty, increases revenue, and reduces marketing costs. Microsoft Dynamics 365 Sales provides powerful tools to help businesses strengthen customer relationships, enhance engagement, and improve retention rates. Leveraging Dynamics 365 Sales for Customer Retention AI-Driven Insights for Proactive...

One of the most useful features in the Microsoft Dynamics 365 Customer Service Workspace (CSW) application is the ability to search knowledge articles that exist within the Dataverse. This allows end-users to query and search through an organization’s knowledge articles directly within the CSW application using the Smart Assist and AI recommendation capabilities. This is...

What if managing your work could be simple, flexible, and focused on what matters? How often do you get overwhelmed sifting through records to track leads or projects? Now, imagine everything organized clearly in one visual layout—no chaos, just clarity. It’s possible. With the Kanban Board – Visualization App, you can make this vision a...

Today when I started working on the Power Apps Portals, observed this popup after opening the Web Page. This will make us open Visual Studio Code to edit the code easily in it. Clicked on Open Visual Studio Code. Or you can click on Open in VSCode button. It opened the VS Code online in...

Effective data management is essential for organizational success, particularly within model-driven applications. Microsoft Power Apps addresses this need through its Grid Control feature, designed to enhance data navigation and manipulation. This functionality provides users with a streamlined approach to interacting with structured data, improving both efficiency and user experience. This blog is part of a...

Did you know that many Dynamics 365 system admin users struggle with settings that impact productivity and efficiency? Small misconfigurations—like incorrect time zones and email tracking issues—can cause major workflow disruptions. As a system admin, ensuring that all users have the right settings is crucial for maintaining a seamless CRM experience. However, manually updating each...

How to Prioritize Customer Service with CRM and Microsoft Dynamics 365 In today’s fast-paced business environment, delivering exceptional customer service is crucial—especially during critical support interactions. However, many organizations lack a structured methodology to assess and prioritize support requests effectively. Without a clear system, every issue may seem like a high priority, diluting the urgency...

Without granular, policy-based access controls, there is no way to enforce PoLP, leading to overexposed data, increased cybersecurity risk, and potential compliance violations, particularly when handling Controlled Unclassified Information (CUI) under NIST SP 800-171 and SP 800-53. Example Risk:  Sales representatives in Dynamics 365 should access customer invoices, but without microsegmentation, they might also view legal contracts or...

Got the below error while trying to update a field on the Order when it is read-only from a button using JS (Used custom security roles). Below is the error log downloaded, and the Out of the box plugin is preventing the update after the Order status changed. Exception Message: Cannot Update a Read-Only EntityErrorCode:...