Getting started with Microsoft Dynamics 365 Supply Chain Center
Dynamics 365 Supply Chain Pricing management module overview
Microsoft has recently announced a new pricing engine called Pricing Management. There is a very good summary already available on the Microsoft Learn site. As the feature is already available in preview, and the mentioned summary provides detailed description with examples.
Since its inception, Dynamics 365 partner portal has seen tremendous growth. The time when customers used to call or email you for every little detail is long gone. That procedure was tedious, error-prone, sluggish, and frustrating.
Many businesses use geocoding to track clients and plan strategies based on location. By using location intelligence and mapping data, businesses can enhance their operations, improve the customer experience, and make better strategic decisions.
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.
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".
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.