The CRM strategies make use of several processes and automation tools. Microsoft provides many resources to implement these. This article will present different methods available.
Activities are entities in Dynamics 365 made to help an organisation understand the interactions it has with its customers and prospective customers. This article will present the main points related to Activities.
Step by Step deep dive: The CRM can store a huge amount of data. A Business Intelligence tool such as Power BI allows to retrieve meaningful information from this data and helps companies to improve their business.
In consequence, more and more people show their interest about the association of Power BI with Dynamics 365. So, this Chronicle will expose different ways to embed Power BI in Dynamics 365.
This article is about PCF Tutorial Dynamics 365. Read it and discover a very simple and complete step by step tutorial to create your first PowerApp Control Framework
Microsoft Teams is nowadays a central piece for collaboration in Microsoft's universe. In this Chronicle, we will deep dive into the integration between Teams and Dynamics 365: what can be done, how can it be useful to your business, what can you personalize, and much more!
The Relevance Search is similar to the Categorized Search, because it can also search for trough multiple entities. Categorized search displays result per entity, with one list for each entity. With Relevance Search, there is only one list, with all entities mixed. But results are sorted by their relevance with the search and matches are highlighted in the list
Charts in Dynamics 365 are a graphic representation of data from multiple records of an entity. The data comes from a view – meaning it can be filtered data – and enables users to understand key performance metrics of their business in real-time
In previous releases of Dynamics 365 or Dynamics CRM, users couldn’t enter data directly in lists/views or subgrids. They had to click the record to open it in a form, edit the data, and then save, which required multiple clicks. Editable Grids give users the ability to perform in-line editing directly from a list or sub-grid