Microsoft Viva Sales Overview and Presentation:
As a Dynamics 365 user, which tool would you choose to meet your business requirement?
A: An expensive solution to automate the appointment booking process, which limits configuration options due to external CRM integration.
Several businesses have partners that make various business decisions, frame strategies, and invest together. To do all this smoothly, proper communication should be there. If there are misunderstandings, that can ultimately lead to the failure of the strategy and the relation between the partners resulting in a negative effect on the business.
Error handling in Power Automate flows
Low Code solutions using Power Automate flows are becoming more and more popular in CRM Dynamics projects. But often low code solutions show maintenance issues because of the tendency of the developers (myself included of course) to neglect the exception handling aspects of the power automate flows under the assumption that "low code" also means "low error handling".
When utilizing the default Dataverse Connector in Power BI, users may experience occasional malfunctions. As a result, some may switch to the "legacy" connector, which is not a long-term solution. This tip aims to address a common issue faced by numerous users when employing the default connector. The specific problem is as follows:
We all use calendars to schedule meetings or set reminders. When used effectively, calendars can be a powerful time management tool that improves productivity. Companies can leverage calendars for much more than just scheduling meetings, yet many organizations struggle to get their employees to use them for task management. While calendars can help manage multiple tasks efficiently, the process of creating and managing tasks in a calendar can be time-consuming.
Providing efficient and effective customer self-service options has become increasingly important in today's fast-paced and digitally-driven business environment. Self-service saves customers time and effort, but it also assists businesses in lowering support costs and workload, increasing productivity, and improving customer satisfaction and loyalty.
Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal
PowerApps portal helps you exposing CRM data to your customer through a web application. It works pretty well when the data are persisted in CRM, then we can use all the power of the dataverse platform to propose forms, views and processes to the end customer.
The CRM Portal Management application proposes a full set of tools to manage the customer access: Table permission, Web Roles, Content access level, Web Page Access etc... but there are some limitations to it.
Ensuring the accuracy and relevance of demo data is crucial in any product demonstration, whether it's during an RFP process or a standalone presentation. Often, we invest significant time and effort into creating an impressive app and/or Power BI dashboard, only to overlook the most critical aspect: the data itself. While we may have some experience in the client's industry, it's not always enough to create data that's truly representative of their unique situation.