Functional

Dataverse : Get Audit Storage by table

Stephane Pelhatre — Mon, 10 Nov 2025 17:13:10 +0000

Dataverse : Get Audit Storage by table Stephane Pelhatre Mon, 11/10/2025 - 18:13

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Introduction

Dynamics 365 auditing feature logs changes made to records, allowing you to view the details of those changes at any time. Whenever a record is created, updated, or deleted, the system records this action as an audit log.

In a large environment with many tables that have auditing enabled, the audit table can quickly become quite large. While you can view the audit table storage space in Power Platform Admin Center, you cannot view the storage space per table. Dataverse does not directly expose per-table audit storage space in the Admin Center; only the total storage space for audit logs per environment is available.
To address this limitation, there is a solution: Dataverse GetAuditStorageDetails action.

Audit storage consumption in Admin Center

To view Audit log storage:

Go to Power Platform Admin Center
Select Licensing in the left pane, then Dataverse and select your environment
Click on Log in section Usage per storage type.

You can view the global audit log storage consumption (517.59 MB in my example) but it's not possible to obtain the storage per table. Note that for Database storage it is possible to view the storage per table.

GetAuditStorageDetails Action

To view audit log storage per table the solution is Dataverse GetAuditStorageDetails action.
It provides detailed information about the amount of audit storage space used, broken down by table. This feature allows you to identify where storage space is being consumed and manage it effectively.
To call GetAuditStorageDetails action you must be System Administrator or have Audit-related privileges in Dataverse.
You can use the Web API (POST) to call the action:

POST [Organization Uri]/api/data/v9.2/GetAuditStorageDetails
Accept: application/json
Content-Type: application/json; charset=utf-8
OData-MaxVersion: 4.0
OData-Version: 4.0

Processing time depends on the size of your environment and the total amount of data in audit logs.
When GetAuditStorageDetails action is triggered for the first time, the process may take some time while the system retrieves audit data for each table. During this time, the response Status field displays 'Pending'. While the operation is running, you will receive a response similar to this:

HTTP/1.1 200 OK
Content-Type: application/json; odata.metadata=minimal
OData-Version: 4.0

{
    "@odata.context":  [Organization Uri]/api/data/v9.1/$metadata#Microsoft.Dynamics.CRM.GetAuditStorageDetailsResponse,
    "Result": {
        "Status": "Pending",
        "AuditStorageDetails": null
 }
}

When the process is completed, status is set to 'Completed'.
Below the result obtained in my environment. Results are stored in Result.AuditStorageDetails.
First, we have an array named Keys containing the names of all the tables for which the auditing feature is enabled (30 tables in my environment).
Next, we have an array named Values containing pairs SizeInBytes/ObjectTypeCode.
Note that we get ObjectTypeCode value (whole number) for each table and not the table display name.
To get table display name from its ObjectTypeCode you need to query the table EntityDefinition.

{
  "@odata.context": "https://organization_URI.crm.dynamics.com/api/data/v9.2/$metadata#Microsoft.Dynamics.CRM.GetAuditStorageDetailsResponse",
  "Result": {
    "Status": "Completed",
    "AuditStorageDetails": {
      "Count": 30,
      "Keys": [
        "account",
        "contact",
        "lead",
        "systemuser",
        "msdyn_aimodel",
        "organization",
        "product",
        "role",
        "salesliterature",
        "list",
        "bulkoperation",
        "report",
        "goal",
        "goalrollupquery",
        "metric",
        "appsetting",
        "organizationsetting",
        "flowmachinegroup",
        "flowmachineimage",
        "aipluginoperation",
        "msdyn_evaluationcriteriaversion",
        "msdyn_evaluationinputconfig",
        "msdyn_opportunityresearchindicator",
        "msdyn_opportunityresearchuserinteractions",
        "msdyn_fieldservicesetting",
        "msdynmkt_contactpointconsent4",
        "msdynmkt_compliancesettings4",
        "msdynmkt_contactpointsettings",
        "msdynmkt_purpose",
        "msdynmkt_topic"
      ],
      "Values": [
        {
          "SizeInBytes": 1271,
          "ObjectTypeCode": 1
        },
        {
          "SizeInBytes": 83325,
          "ObjectTypeCode": 2
        },
        {
          "SizeInBytes": 1273,
          "ObjectTypeCode": 4
        },
        {
          "SizeInBytes": 8502538,
          "ObjectTypeCode": 8
        },
        {
          "SizeInBytes": 14983,
          "ObjectTypeCode": 401
        },
        {
          "SizeInBytes": 13528,
          "ObjectTypeCode": 1019
        },
        {
          "SizeInBytes": 1278,
          "ObjectTypeCode": 1024
        },
        {
          "SizeInBytes": 17096,
          "ObjectTypeCode": 1036
        },
        {
          "SizeInBytes": 1278,
          "ObjectTypeCode": 1038
        },
        {
          "SizeInBytes": 1278,
          "ObjectTypeCode": 4300
        },
        {
          "SizeInBytes": 1276,
          "ObjectTypeCode": 4406
        },
        {
          "SizeInBytes": 1276,
          "ObjectTypeCode": 9100
        },
        {
          "SizeInBytes": 1278,
          "ObjectTypeCode": 9600
        },
        {
          "SizeInBytes": 1278,
          "ObjectTypeCode": 9602
        },
        {
          "SizeInBytes": 1276,
          "ObjectTypeCode": 9603
        },
        {
          "SizeInBytes": 18431,
          "ObjectTypeCode": 10090
        },
        {
          "SizeInBytes": 17753,
          "ObjectTypeCode": 10092
        },
        {
          "SizeInBytes": 5487,
          "ObjectTypeCode": 10110
        },
        {
          "SizeInBytes": 5480,
          "ObjectTypeCode": 10111
        },
        {
          "SizeInBytes": 5399,
          "ObjectTypeCode": 10170
        },
        {
          "SizeInBytes": 2080,
          "ObjectTypeCode": 11115
        },
        {
          "SizeInBytes": 1285,
          "ObjectTypeCode": 11118
        },
        {
          "SizeInBytes": 3989,
          "ObjectTypeCode": 11155
        },
        {
          "SizeInBytes": 3989,
          "ObjectTypeCode": 11157
        },
        {
          "SizeInBytes": 49075,
          "ObjectTypeCode": 11363
        },
        {
          "SizeInBytes": 2590,
          "ObjectTypeCode": 11707
        },
        {
          "SizeInBytes": 7412,
          "ObjectTypeCode": 11765
        },
        {
          "SizeInBytes": 12459,
          "ObjectTypeCode": 11774
        },
        {
          "SizeInBytes": 11055,
          "ObjectTypeCode": 11779
        },
        {
          "SizeInBytes": 1303,
          "ObjectTypeCode": 11780
        }
      ]
    }
  }
}

Let's now write a C# console application to retrieve the top 10 tables that consume the most space in audit logs.
A few explanations about the C# code :

I connect to Dynamics with an App registration. For this I set a connection string with AuthType=ClientSecret
I create the request to get audit storage details with the following line: var request = new OrganizationRequest("GetAuditStorageDetails");
I get results from property AuditStorageDetails and store them in a dictionary
I build a list containing the data to be displayed and use Take() function to keep the first 10 elements

using System;
using System.Collections;
using System.Collections.Generic;
using System.Linq;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Tooling.Connector;

namespace AuditStorageDetails
{
    class Program
    {
        static void Main(string[] args)
        {
   
            var userAppId = "<appid>";
            var secretKey = "<secret>";
            var crmUrl = "https://organization_URI.crm.dynamics.com";
            string connectionString = $"AuthType=ClientSecret;url={crmUrl};ClientId={userAppId};ClientSecret={secretKey}";

            using (var serviceClient = new CrmServiceClient(connectionString))
            {
                var request = new OrganizationRequest("GetAuditStorageDetails");
                var response = serviceClient.Execute(request);
                var result = response.Results["Result"];

                if (result == null)
                {
                    Console.WriteLine("No result returned from GetAuditStorageDetails.");
                    return;
                }

                // Get AuditStorageDetails from the Result object
                var auditStorageDetailsProp = result.GetType().GetProperty("AuditStorageDetails");
                if (auditStorageDetailsProp == null)
                {
                    Console.WriteLine("AuditStorageDetails property not found in result.");
                    return;
                }

                // Get the value (dictionary)
                var auditStorageDetailsValue = auditStorageDetailsProp.GetValue(result);
                IDictionary auditStorageDict = (IDictionary)auditStorageDetailsValue;

                Console.WriteLine($"AuditStorageDetails contains {auditStorageDict.Count} entries\n");

                // Extract entries into a sortable list
                var entries = new List<(string Key, long SizeInBytes, object Detail)>();

                foreach (DictionaryEntry entry in auditStorageDict)
                {
                    var auditDetail = entry.Value;
                    var sizeProp = auditDetail.GetType().GetProperty("SizeInBytes");
                    var sizeValue = sizeProp.GetValue(auditDetail);
                    long sizeInBytes = sizeValue != null ? Convert.ToInt64(sizeValue) : 0;
                    entries.Add((entry.Key.ToString(), sizeInBytes, auditDetail));
                }

                // Sort by size descending
                var sorted = entries.OrderByDescending(e => e.SizeInBytes).ToList();

                // Display the top 10
                Console.WriteLine("Top 10 by audit storage size (in bytes):\n");

                foreach (var entry in sorted.Take(10))
                {
                    Console.WriteLine($"{entry.Key,-40} {entry.SizeInBytes,15:N0} bytes");
                }

                Console.WriteLine("\nDone.");
            }
        }
    }
}

Here is the result I get:

You can easily adapt the source code if you want to retrieve fewer or more results (for instance top 50).

Conclusion

The GetAuditStorageDetails action retrieves information about Audit storage usage, broken down by table. This allows you to identify where storage is being consumed and manage it efficiently.
Note that GetAuditStorageDetails action only provides information regarding storage usage but it doesn’t perform any cleanup. To delete audit logs you must use DeleteAuditData action or define audit retention policy in Power Platform Admin Center.

For a rough estimate of which tables are consuming the most audit storage you can also use the Audit table to get the count of audit records per table.
To do this, you can use the FetchXML query below: it returns the top 10 tables containing the most records in Audit table.

<fetch aggregate="true" top="10">
    <entity name="audit">
        <attribute name="auditid" aggregate="count" alias="count"/>
        <attribute name="objecttypecode" groupby="true" alias="table"/>
        <order alias="count" descending="true"/>
    </entity>
</fetch>

But since the results are based on a number of records and not a size in bytes, this is only a rough estimate.

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Upcoming Features of Dynamics 365 Calendar: Your Ultimate Solution for Efficient Meeting Scheduling!

Maulik Shah — Thu, 07 Mar 2024 07:18:36 +0000

Upcoming Features of Dynamics 365 Calendar: Your Ultimate Solution for Efficient Meeting Scheduling! Maulik Shah Thu, 03/07/2024 - 08:18

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Are you tired of the hassle of coordinating meetings across multiple platforms?

Do you find yourself constantly switching between calendars to keep track of your schedule?

Look no further, because Dynamics 365 Calendar is here to revolutionize the way you manage your time and meetings.

We are thrilled to announce the launch of exciting new features in Dynamics 365 Calendar that will simplify your scheduling experience like never before. Whether you're a busy professional, a team leader, or an entrepreneur, our latest updates are designed to streamline your workflow and boost productivity.

Global Event, Group Event, and Round Robin Event

With Dynamics 365 Calendar, you now have the power to schedule meetings with unparalleled flexibility. Our Global Event feature enables the user to effectively schedule one-on-one meetings without any fuss enhancing the overall productivity and communication of the teams.

Additionally, our Group Event makes collaboration easier. Coordinate meetings with multiple participants effortlessly, streamlining the process and ensuring that everyone is included and informed.

Round Robin Event features empower you to organize meetings based on your preferences. Whether you're arranging a brainstorming session with your team or scheduling interviews with multiple candidates, Dynamics 365 Calendar ensures smooth coordination and optimal time management.

Customizable Views for Enhanced Visibility

We understand that every user has unique preferences when it comes to viewing their calendar. That's why Dynamics 365 Calendar introduces customizable Views, allowing you to tailor your calendar display according to your specific needs. Whether you prefer a customer-centric view or want to focus on entity calendars, our customizable options ensure that you have easy access to the details that matter most to you.

Seamless Integration with Leading Platforms

Gone are the days of juggling multiple calendars across different platforms. With Dynamics 365 Calendar, you can now integrate seamlessly with popular tools such as Google Calendar, Microsoft Outlook, and Zoom. Whether you're scheduling a client meeting, syncing deadlines with your team, or arranging virtual conferences, our platform ensures precise time slot coordination across all your integrated calendars.

The sole purpose of creating Dynamics 365 Calendar is to provide innovative solutions that simplify your daily workflow and enhance your productivity. With its latest features, scheduling meetings has never been more efficient or convenient. Experience the future of meeting scheduling with Dynamics 365 Calendar.

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Revolutionizing Business Efficiency: 10 Ways Dynamics 365 Calendar Can Accelerate Your Growth

Maulik Shah — Tue, 30 Jan 2024 09:03:57 +0000

Revolutionizing Business Efficiency: 10 Ways Dynamics 365 Calendar Can Accelerate Your Growth Maulik Shah Tue, 01/30/2024 - 10:03

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One of the critical aspects that can significantly impact a company's productivity is scheduling.

Traditionally, manual scheduling processes have been time-consuming and error-prone, leading to operational inefficiencies and missed opportunities.

However, with the help of Dynamics 365 Calendar, businesses now have a powerful tool to streamline their operations and drive growth.

In this blog, we will explore ten ways Dynamics 365 Calendar can revolutionize your business and contribute to its expansion.

What is Dynamics 365 Calendar?

Dynamics 365 Calendar is a solution designed to streamline the process of booking appointments and managing schedules without manual intervention. This innovative plugin offers advanced algorithms and user-friendly interfaces, enabling businesses to automate the appointment booking cycle. Users can set parameters, such as available time slots, appointment duration, and services offered.

One key feature of this plugin is its ability to sync with existing calendars, ensuring real-time updates and avoiding double bookings. Clients or customers can access the system online, check availability, and book appointments at their convenience, reducing the need for phone calls or email exchanges.

Additionally, automatic appointment scheduling software often comes equipped with notification and reminder functionalities. Users receive automated alerts about upcoming appointments, reducing no-show rates and improving overall efficiency. This technology benefits businesses in various sectors, including marketing, IT, sales, professional services, etc.

In summary, Dynamics 365 Calendar is a time-saving and efficient solution that enhances customer experience, reduces administrative workload, and ensures optimal utilization of available resources. It represents a significant advancement in managing appointments, fostering productivity, and improving overall service delivery.

Time Savings and Increased Productivity

The most apparent advantage of Dynamics 365 Calendar is its substantial time savings. Manual scheduling involves sorting calendars, coordinating with team members, and adjusting for unforeseen circumstances. Automatic scheduling streamlines this process, allowing employees to focus on more critical tasks. Businesses can achieve higher productivity and efficiency by automating repetitive and time-consuming scheduling activities.

For instance, a retail business with multiple shifts can use automatic scheduling software to create optimized schedules based on employee availability, skills, and business needs. This reduces the time spent on manual scheduling, minimizes errors, and ensures that the right people are assigned to the right tasks at the correct times.

Enhanced Employee Satisfaction and Engagement

A well-organized schedule contributes to employee satisfaction and engagement. Automatic scheduling software gives employees more control over their work hours, enabling them to balance their professional and personal lives effectively. The plugin can generate schedules that accommodate individual needs by considering factors such as preferences and time-off requests.

Increased employee satisfaction leads to higher retention rates and a positive workplace culture. When employees feel that their needs are considered and they have a say in their schedules, they are more likely to be motivated and engaged, positively impacting overall business performance.

Minimized Errors and Scheduling Conflicts

Manual scheduling is prone to errors, such as double bookings, understaffing, or scheduling conflicts. These mistakes can result in operational disruptions, customer dissatisfaction, and increased employee stress. Dynamics 365 Calendar, on the other hand, minimizes the risk of errors by using algorithms to optimize schedules based on predefined criteria.

By considering factors like employee availability, skill sets, and business requirements, the software ensures that schedules are accurate and conflict-free. This saves time and contributes to a smoother and more reliable business operation.

Improved Customer Service

Effective scheduling is crucial for delivering exceptional customer service. Dynamics 365 Calendar enables businesses to align their staffing levels with customer demand, ensuring enough employees are available during peak times. This leads to reduced wait times, improved service quality, and increased customer satisfaction.

For example, in the hospitality industry, a hotel can use automatic scheduling software to optimize staff schedules based on room occupancy and event bookings. This ensures the hotel is adequately staffed during busy periods, providing guests a seamless and enjoyable experience.

Real-time Adaptability to Changes

In a dynamic business environment, unexpected changes are inevitable. Manual scheduling processes struggle to adapt quickly to unforeseen events, leading to operational inefficiencies. Automatic scheduling software, however, excels in real-time adaptability.

Whether it's an employee calling in sick or a sudden increase in customer demand, the software can swiftly adjust schedules to accommodate these changes. This agility ensures that businesses can respond promptly to challenges and opportunities, maintaining high operational efficiency.

Optimal Resource Allocation

Effective resource allocation is a critical element of business success. Dynamics 365 Calendar considers various factors, such as employee availability, skills, and workload, to allocate resources optimally. This results in a balanced distribution of tasks and responsibilities among the workforce, preventing overburdening certain employees while ensuring that all necessary roles are filled.

For instance, the software can analyze production schedules and employee availability to assign tasks efficiently in a manufacturing setting. This not only maximizes productivity but also prevents bottlenecks in the production process.

Data-driven Decision Making

Automatic scheduling software generates valuable data that can be used for informed decision-making. Businesses can gain insights into their operations by analyzing scheduling patterns, employee performance metrics, and other relevant data. This data-driven approach enables organizations to make strategic decisions that align with their growth objectives.

For instance, an e-commerce business can use scheduling data to identify peak sales periods and allocate additional staff during those times. This proactive approach not only improves customer service but also maximizes revenue opportunities.

Scalability for Business Growth

As businesses expand, their scheduling needs become more complex. Manual scheduling processes may struggle to keep up with the increased demands of a growing workforce and evolving business requirements. Automatic scheduling software is designed with scalability in mind, capable of accommodating the changing needs of a growing business.

Whether opening new locations, adding new employees, or expanding service offerings, the software can adapt to the increased complexity and volume of scheduling tasks. This scalability ensures that businesses can continue to operate efficiently and sustain their growth trajectory.

Conclusion

In conclusion, automatic scheduling software has emerged as a transformative tool for businesses seeking to enhance efficiency, productivity, and overall growth. By automating time-consuming scheduling processes, minimizing errors, and providing real-time adaptability, this technology contributes to a positive workplace culture and improved customer service.

From optimizing resource allocation to ensuring compliance with labor regulations, automatic scheduling software offers many benefits. Its data-driven approach enables businesses to make informed decisions while integrating with other systems create a unified workflow.

In a world where agility and efficiency are paramount, adopting automatic scheduling software is not just a technological advancement but a strategic move toward sustainable business growth. By embracing this powerful tool "Dynamics 365 Calendar", businesses can propel themselves into a future of streamlined operations, satisfied employees, and delighted customers.

Seamless Fusion: Enhancing Web Experiences through Dynamics 365 Portal and Customer Insights Integration

Maulik Shah — Fri, 17 Nov 2023 08:05:23 +0000

Seamless Fusion: Enhancing Web Experiences through Dynamics 365 Portal and Customer Insights Integration Maulik Shah Fri, 11/17/2023 - 09:05

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CRM has been a critical component of today's business, which has helped around 70% of businesses get the right customer insights and improve customer experience. If you also want to improve the web experience for your business, then you must create a seamless, customised shopping experience for your customers. This can only be done with CRM solutions like the Dynamics 365 portal. To find out more about how you can use CRM for better customer insights and web experience, keep reading!

Before diving into the blog, let us first understand what is Dynamics 365 customer insights.

You might have seen or observed most businesses use multiple apps with their data storage systems. AI combines your company's customer data and breaks down data silos with Microsoft Dynamics 365 Customer Insights. This CDP generates multi-dimensional customer profiles and real-time insights from the transaction, behavioural, and demographic data. Making systemic decisions will be considerably simpler as a result. You just start using new technologies and updated data to offer guaranteed customer satisfaction.

Why should you integrate the Dynamics 365 Portal to boost customer insights?

It helps in a comprehensive understanding

With the Dynamics 365 portal, you can achieve a complete view of how customers are interacting through the integration of data from Customer Insights and the Dynamics 365 Portal. If you want to understand your customer properly, then you must integrate a good Dynamics 365 portal or CRM to collect useful data about customer behaviours, preferences, and pain points across several touchpoints as a result of this unified perspective.

It supports real-time customization

When your data is integrated in real-time, you can provide personalized services relevant to the customer's choice. You don't have to worry about updating, as when users engage with the site, their profiles are updated quickly. This also allows to give specialized discounts, product recommendations, and relevant material because to this responsiveness.

Improved marketing campaigns

Marketing campaigns are highly-influencing customers these days. If your business also lacks attention, then start developing marketing campaigns that are extremely targeted. Marketers may create content that speaks to consumers' preferences and behaviours as a result of the integration. A customer interested in a certain product category on the portal may receive emails offering related products in an effort to boost the likelihood of conversions.

Smooth customer support

Customer support interactions are revolutionized by integrated portals. When they need help, support staff members can consult a comprehensive history of client interactions. Agents are able to recognize issues and offer better solutions more rapidly because to this view with full context. Overall satisfaction is raised by a more seamless encounter with customer service.

It encourages data-driven decisions

Numerous insightful findings are generated by the integration. Through the analysis of consumer behaviour, engagement trends, and conversion rates, businesses may optimise their strategies. Decision-makers are empowered to make well-informed choices that improve customer experiences and encourage business growth thanks to this data-driven process.

It will build strong customer loyalty and trust

Consumers appreciate tailored experiences backed by linked data. The ability to provide tailored experiences indicates a deep understanding of their needs. Because of this enhanced engagement, customers feel valued, which encourages loyalty and leads to enduring relationships and repeat business.

Apart from this, it's crucial to follow the best practices while connecting CRM and web experiences. Below, we have listed some of the proven best practices you must consider while integrating the Dynamic 365 portal.

Establish the goals of the integration before proceeding. Whether the integration process is to improve customer experiences, bolster marketing efforts, or optimise support interactions, having well-defined goals will guide the approach.
Identify the fields that need to be synced between Customer Insights and the portal. Diagram the data flow to ensure that customer data is accurate and consistent between the two systems. A complete customer view requires the syncing of this data.
Use Microsoft's integration tools, such as Power Automate and Power Apps, to create automated workflows. These solutions streamline data transfer, minimising errors and manual interaction between Customer Insights and Dynamics 365 Portal.
Data governance and security are your top priorities as a business owner. In the Dynamics 365 portal, you can assign users to roles and set access rights for safer data access. To maintain customer trust, data protection, and confidentiality is your prime responsibility to carry a long-lasting impression.
Extensive testing is required to ensure the integration functions as intended. It is essential for checking the system for multiple conditions and identifying errors and other issues with data syncing.
Get accurate data before you begin integration with the system. Keep these things in mind that data should not be duplicate or outdated one. If you want to get unique and useful data, get customers and client reviews to get better responses and make integration worth it.
Monitoring and analysis are crucial phases of the integration Dynamics 365 portal. You can do this by installing one monitoring system specific for your business and check on factors such as system responsiveness, data synchronisation frequency, user engagement, and more to adjust the data accordingly and integrate for better results.

Conclusion

Data integration with CRM is the first step if you want to collect valuable customer insight. With rare and unique information, you can touch the necessary touch points of the clients from a single end profile and deliver a great outcome. Consider the above best practices to get your integration done hassle-free. Did you find this article useful to understand the importance of connecting CRM and web experience? What are your views on getting customer insights and dynamic 365 portal integration?

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The complexity trap and why a clean design is a good idea even if "everything works."

David Uhlmann — Fri, 10 Nov 2023 10:21:13 +0000

The complexity trap and why a clean design is a good idea even if "everything works." David Uhlmann Fri, 11/10/2023 - 11:21

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Over the past decade, a recurring phrase I've heard is: "Why replace systems or tools that are functioning well?" The rule of "never change a running system" is often repeated and seems like a golden rule in IT. One potential response to this is described in the concept of the "complexity trap," a phenomenon prevalent especially in the IT industry. For more general information about this phenomenon there are plenty of articles out there. In the area of IT, tools offer a huge number of possibilities to "enhance processes" and "automate workflows," ... for example by Power Automate Desktop (PAD) from Microsoft. However, a common scenario unfolds as companies expand through acquisitions, experiencing sustained growth (very often rapid growth). With this expansion, the complexity of IT systems also often rises drastically, setting the stage for the complexity trap.

The presence/availability of sophisticated tooling, particularly with low-code platforms like Power Platform, tricks individuals to automate processes and develop applications to solve immediate challenges. Yet, in doing so, there's a risk of losing sight of the overarching enterprise architecture, so the design so to speak. Very often, a group or company finds itself with a multitude of non-connected IT systems, "seemingly" integrated and reported through complex Power BI models that give the illusion of a good design because "it's all in the dashboard". So, you see a number of well-designed dashboards that give a sense of integrity which is not always the case. In reality, a number of sizable legacy applications coexists & the Power BI analyst has to do heavy data manipulation to kind of give the correct figures to management. The addition of more Power Apps and increased automation, facilitated by tools like Power Automate, doesn't improve the situation; instead, can make it worse. I will explain why:

Working within the area of "Power Platform", where rapid app development is doable & done frequently, presents a dual-edged sword. While the agility to build apps quickly is advantageous and good for stakeholder and steering board meetings, projects utilizing low-code solutions can inadvertently lead the company deeper into the complexities of the rabbit hole which is the complexity trap. So, pay attention folks!

What's sometimes missing is a well-designed, central architectural design featuring a unified data layer(s) for all applications—consider, for instance, all CRM systems. This doesn't imply the creation of all-encompassing, multifunctional apps. Quite the opposite actually..., the recommended approach is typically, "One app for each business process." For instance, if you're a manufacturer of car parts with distinct divisions for trucks and personal use cars, both divisions would require separate apps. For example, "part management - trucks" and "part management personal cars", just because the two business lines are too different. However, the important part here lies in having separate apps, not isolated environments or databases.

The pitfall arises when building Power Apps or environments atop segregated data sources (environments), or even Excel sheets. While this may make a quick application and fast time-to-market, it ultimately plunges the client deeper into the complexity trap. In the short term, the client may appreciate the rapid application deployment, but in the long run, bad consequences may emerge (sooner or later). The crux of the issue is that, eventually, the complexity trap may hit the company. Consequently, an organization finds itself grappling with hundreds of applications, data sources, gateways... and so on, very often leading to operational chaos. Suddenly, metrics like "revenue" lose their unique meaning, and "number of leads" becomes three different figures for the same country (All this I have seen when working in financial controlling where the solution always is: build bigger and more complex Excel files to compensate for all the ITs shortcomings). So, let's be better than this and give proper advice to clients.

To avoid this, it's important to navigate against the storm of urgency, making use of available time and budget resources wisely.

This is the reason why, whenever I see a situation like this, I recommend building a clean, well thought, architecture first with clear visibility of data layers, applications, security, scalability etc. and for each of those parts WHY we need them and where. Secondly, it is crucial to understand the business processes in detail & document them in detail.

Is this a painful process? Yes, as it costs more time and money compared to quickly building one or two environments more and more apps in like 2-3 months. Will it help the company grow with their IT architecture in the future and safe money and time then? Absolutely.

How do you identify if you ran into this rabbit hole? Well, there is no real answer but there are a couple of questions/topics you can ask yourself (not a complete list of course):

Processes: Everything starts with business processes. Do you have a tool like Signavio or something similar in place with processes documented properly in BPMN 2.0? If not, that might be a bad sign, as very often companies do not do this as they know all the "errors" will come up once trying to formulate and document them. However, this is the starting point for improvements. You cannot improve if you do not know where to improve.
System Integration: How integrated are our IT systems, how much effort do we spend on building and maintaining integrations? Do we have a well-designed, implemented and working integration layer? How easily can data flow between systems? Do we need gateways, and if yes how many?
Data Management: Is there some form of unified data strategy or foundation or is data floating across the organization? Does customer XZY exist one time or three times across different systems?
Application Portfolio: How many applications are in use. Silly question, but the answer can be tricky and can provide some insights. What is the purpose of each application?
Technology Stack: What kind of technology stack is in use, is it standardized and are best practices of the vendor followed? Do you have a lot of custom code development inside your tools to "extend missing capabilities of the tool"? The blueprint in Power Platform is always plugins that are more than 10-20 lines which means the engineer / architect did not understand/miss what a Dataverse plugin is meant for.
User Experience: Are your users happy, or do they complain they have to switch applications for every task?
Reporting and Analysis: How complex is your BI model and how many data sources do you need to join to get insights? How are the insights validated for correctness, if you have many data sources?
Maintenance and Upgrade: How complex is the process of upgrades, did you ever skip updates as they were "too complex"? If yes, think about why this is the case.
Scalability: How quickly can you scale out or scale up (depending on what you need)?
Training and Skill sets (very important): How much time do you need to bring users up to speed inside an application. Blueprint here is always, no insult, SAP R3 that had a huge learning curve.
Costs: Do you think the complexity that you have costs your money already (only direct costs for example double licenses or similar things)?

This list is, of course, not comprehensive. We have not discussed aspects such as security and compliance in a highly heterogeneous IT landscape, business alignment, future readiness, and more. However, addressing all these topics would be too much for one article.

So, the next time you encounter a landscape filled with disconnected applications and are tasked with setting up a new environment for a small subsidiary located 2000km away from the client's headquarters, consider this: there's a high chance that no centrally well-designed architecture is in place, pushing you further into the complexity trap.

What's at the end of this trap? Often, it's the point when an organization realizes it has made a significant mistake and simply cannot maintain all the systems anymore. As IT consultants, our role is to prevent this scenario and guide the organization in the right direction before it's too late.

It's crucial to have an experienced and well-trained architect present to address these issues. Always prioritize building a clean design from the beginning and thoroughly understand the processes involved. Otherwise, you might find yourself trapped in the complexity loop later on.

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Connect Instantly With Onfield Agents Via Live Chat in Your Location Intelligence Tool

Maulik Shah — Fri, 04 Aug 2023 05:21:15 +0000

Connect Instantly With Onfield Agents Via Live Chat in Your Location Intelligence Tool Maulik Shah Fri, 08/04/2023 - 07:21

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We're thrilled to announce the introduction of a new feature: Live Chat, in our Location Intelligence tool MappyField 365. This exciting addition will offer better and instant communication between on-field agents and their managers, leading to improved productivity and streamlined operations.

MappyField 365 is a geolocation plugin for Dynamics 365 users. With this integration, you can plot CRM data on a map, create optimized routes, make visit plans, track onfield agents in real time, and much more.

We understand the complex dynamics of managing on-field operations. It calls for a robust, quick, and efficient communication system.

Our on-field agents often encounter scenarios that require immediate attention, resolution, or discussion with managers back at the office.

Traditional modes of communication could lead to delays, miscommunications, or operational inefficiencies. Recognizing this challenge, we sought to bridge this gap with the introduction of the Live Chat feature in MappyField 365.

The Live Chat feature is an integrated, real-time communication tool designed to facilitate instant and efficient communication between on-field agents and their managers.

With a simple, user-friendly interface, the feature enables agents to start a chat with their managers directly from the Dynamics 365 map plugin in Dynamics 365.

Benefits of the Live Chat Feature

For on-field agents, the Live Chat feature acts as an instant lifeline, connecting them directly with their managers. It allows for quicker problem-solving, as agents can get immediate responses to their queries. They can share live updates from the field, which could be crucial for organizational operations and decision-making.

For managers, this feature provides real-time insights into on-field operations, leading to better management and improved decision-making capabilities. It increases productivity by saving the time usually spent on the back-and-forth of emails or phone calls. The Live Chat feature allows managers to guide their agents in real time, ensuring optimal performance and efficient service delivery.

Wrapping Up

At MappyField 365, we continually strive to improve and evolve. With the introduction of the Live Chat feature, MappyField 365 is taking a significant step towards revolutionizing on-field operations management. By offering instant, real-time communication between on-field agents and their managers, we aim to streamline processes, improve productivity, and, ultimately, enhance the customer experience.

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Discovering the Future of CRM: Dynamics 365 Partner Portal in Focus

Maulik Shah — Mon, 17 Jul 2023 08:37:42 +0000

Discovering the Future of CRM: Dynamics 365 Partner Portal in Focus Maulik Shah Mon, 07/17/2023 - 10:37

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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.

While their calls were being forwarded from one agent to another, customers had to spend a lot of time on the phone to receive simple answers despite having a high-quality product or service, such an experience led to reduced consumer satisfaction. Partner portals were introduced, and they all alleviated these pain points. Dynamics 365 introduced portals with seamless CRM integration.

The Dynamics 365 partner portal provides self-service options and a personalized dashboard for your partner to access anything. In contrast, it offers your company automation to reduce manual duties, a secure platform to ensure no documents are tampered with, IoT, flexible payment schedules, and more.

Till now, there have been several benefits that this software has offered to you, and it is going to be enormous in the coming years with all the upgrades and everything. So, let's discuss all that in detail!

About Dynamics 365 Partner Portal

A web-based platform created particularly for Microsoft Dynamics 365 partners is known as the Dynamics 365 Partner Portal. It is a central hub for partner companies' resource access, Microsoft collaboration, and customer relationship management. The Partner Portal gives partners various tools and features to help their commercial activities and improve their relationship with Microsoft.

How is Dynamics 365 Partner Portal dominating the market?

Centralized Access to Partner

The Partner Portal is a central location where partners may access various resources, including training materials, product details, marketing initiatives, sales aids, technical documentation, and support forums. Thanks to this centralized access, partners may quickly discover the required information, saving time and effort compared to looking for resources across many platforms.

Enhanced Partner Engagement

Thanks to the Partner Portal, Microsoft, and its partners can engage in productive dialogue. It gives partners a platform to manage their status as partners, get access to partner perks, and interact with Microsoft staff. The relationship between partners and Microsoft is strengthened by this tight cooperation, which opens up prospects for further assistance, direction, and commercial success.

Deal Registration and Management

The Partner Portal lets partners communicate with Microsoft's sales teams and register their sales prospects. This guarantees proper visibility and backing for agreements driven by partners. To win and close more business, partners may easily interact, receive help from Microsoft, and monitor the status of their initiatives.

Sales and Marketing Enablement

The Partner Portal provides partners with the tools to market and sell Dynamics 365 products successfully. Partners have access to marketing initiatives, sales training materials, client success tales, and other assets that aid in explaining the benefits of Dynamics 365 to clients. These tools help lead creation, customer acquisition, and sales effectiveness.

Technical Support and Issue Resolution

When adopting Dynamics 365 solutions, partners may need help with technical difficulties. The Partner Portal gives them access to technical resources and support forums where they may post their problems. Partners may interact with Microsoft professionals, ask questions, and get prompt advice, assisting them in providing their clients with high-quality solutions.

Resource Efficiency and Time Savings

The Partner Portal streamlines various partner-related tasks, cutting down on administrative work and increasing productivity. Within a single platform, partners can obtain the required data, submit support requests, update their profiles, and interact.

Partners may spend more time and effort concentrating on providing value to their consumers thanks to consolidating resources and functions, saving them time and effort.

Features of Dynamics 365 Partner Portal

Partner Relationship Management

Partners get access to information about their partnership advantages and requirements and the ability to manage their partnership status and monitor and update their organization's profile.

Training and Certification

Partners can access a wide range of training materials, resources, and online courses to enhance their technical expertise and obtain certifications related to Dynamics 365 products.

Sales and Marketing Resources

The site gives partners access to sales and marketing tools, such as product details, advertisements, materials for sales training, and client success stories. These tools help partners market and sell Dynamics 365 solutions efficiently.

Collaboration and Networking

Technical Support

To handle technical difficulties and seek help from Microsoft specialists, partners can access technical resources, documentation, and support forums. Partners can use this functionality to respond to consumer questions and give support quickly.

Future of Dynamics 365 Partner Portal

With time, there will be several enhancements take place. The CRM platform is evolving, and this partner portal will experience continuous integration and enhancements as more and more new technologies emerge. There have also been several improvements that have taken place, and here you will learn about those improvements and what the future holds for this.

Microsoft Dataverse Development

The data warehouse supporting Microsoft's applications is called Dataverse. Any app your firm uses might send data into this store; any other app could get data from it. Microsoft has previously used this powerful feature to synchronize its products and give users a smooth experience.

Dataverse Integrations

Building on the possibilities of Dataverse, interoperability will probably be a significant priority. The Microsoft Power Platform, user-created Canvas apps, and Microsoft Power Automate automation already use Dataverse APIs. Expect this level of integration to increase along with the scalability of the framework's performance, dependability, and ability to store data, among other improvements.

Machine Learning

With machine learning advancements, Dynamics 365's predictive abilities will probably improve. Microsoft has already put much effort into developing products like Microsoft Cloud for Retail that use AI and ML to offer buyers helpful advice and recommendations.

Cloud Capabilities

With Microsoft Cloud for Financial Services, Healthcare, Retail, Nonprofit, and more, significant effort has already been made to bring value-added capabilities to the cloud. In the upcoming years, performance, scalability, the range of services, and availability will all increase and improve.

There are plans for closer integration with Pharma's marketing and sales data models and improved connectivity with pertinent data exchange APIs shortly.

Internet of Things (IoT)

Microsoft recently released a new Sensor Data add-in for Supply Chain Management, which hints at how the firm plans to use this technology. The current objective is to allow organizations to have their equipment and devices independently report consumption and other vital statistics.

Companies can monitor crucial statistics for planning and maintenance in real time, and some tasks related to these operations will be automated.

Conclusion

The platform has developed and undergone numerous adjustments, with new features being introduced and enhanced annually. Numerous platform changes made this year will have significant positive effects and significantly improve how businesses use the platform.

Given the speed and direction that Microsoft D365 is moving, there is a lot to be excited about with the improvements we anticipate occurring in the future.

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How to Streamline Field Service Operations with Location Intelligence

Maulik Shah — Fri, 07 Jul 2023 04:26:58 +0000

How to Streamline Field Service Operations with Location Intelligence Maulik Shah Fri, 07/07/2023 - 06:26

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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.

Geolocation tools like MappyField 365 can assist in the growth of your company by visually representing data on a map, managing sales activities, conducting searches based on specific distances, enabling real-time tracking, etc.

Continue reading to discover in-depth advantages of Dynamics 365 Map.

Analyze Data

The Dynamics 365 Map plugin is a valuable tool for analyzing data. It allows you to quickly see a summary of each record and utilize heat maps to gain deeper insights.

This plugin is particularly useful for identifying areas of strong performance and pinpointing problem areas. By visualizing data geographically, you can easily understand the strengths and weaknesses of different regions.

With the assistance of the plugin, you can view records from various geographical areas. You have the flexibility to filter regions based on different criteria, such as income, profit, sales, and opportunities

The heat maps generated by the plugin use different color densities to represent data, enabling more accurate analysis. Furthermore, the plugin provides real-time updates, allowing employees to access the information through the app and make better-informed decisions. They simply need to log in to the app to access all the necessary information.

Data Plotting

Data plotting is a geographical method that visually represents the relationship between two or more variables by using various graphs.

With the help of the plot function, you can plot any data on a map directly from your mobile device. This means you can represent records based on their location, region, or territory. Sales professionals can plot the data and present you with valuable insights.

By plotting data, you enhance the visualization of your CRM data. You can apply different filters to view specific data and gain clear and comprehensive visualization of the information.

Search Surrounding Proximity

The proximity search feature is extremely useful for businesses that want to focus on their local region. It allows users to search for local clients and potential clients within a short distance, thereby expanding the reach of their marketing efforts.

This feature in MappyField 365 becomes particularly handy when running marketing campaigns that target clients within a specific radius. By listing records based on proximity, businesses can effectively identify and target their desired audience. The results can be saved and plotted on a map, thanks to this feature. Additionally, different users can be granted permission to view, edit, and update the plotted information.

Route Optimization

Optimizing your routes is crucial for sales efficiency, as it allows you to minimize driving time while still meeting customer demands. By creating a map of each route, you can identify the fastest and most efficient path to take.

One of the primary objectives for sales and field services is to arrive at destinations on time. Dynamics 365 provides user-friendly interface that make it easy to understand and navigate routes effectively.

With route optimization, you can plan additional stops along the way before reaching your final delivery point. This not only saves you money and fuel but also maximizes the productivity of your sales staff. By integrating the Dynamics 365 Map plugin with your Dynamics 365 CRM, you can enhance the efficiency of your sales operations.

Moreover, by utilizing the map functionality, you can gain insight into different transportation options, helping you avoid toll roads and highways when necessary. This further contributes to optimizing your routes and improving overall efficiency.

Live Tracking

Live tracking is a valuable feature that allows you to have a real-time overview of the check-ins and check-outs of your field resources. It enables you to track their movements and calculate the average completion time for tasks.

This feature helps you plan and visualize ongoing and completed activities effectively. Additionally, you can add notes before making payments, which can be beneficial for record-keeping purposes.

With live tracking, you can easily monitor the records and activities of each user. It helps you identify any obstacles or issues that may arise during the check-in and check-out process. This feature also enables you to keep tabs on your team's activity while they are in the field, providing you with greater visibility and control.

Find POI

The POI features are beneficial for sales representatives as they provide valuable information about various locations, including ratings and recommendations for the best food. It makes it easy to identify cafes, hotels, restaurants, medical shops, and more.

Imagine a scenario where a salesperson visits a company and plans a meeting at a nearby coffee shop. With the help of the POI features, finding such locations becomes effortless, streamlining the process of locating places along the way. This feature not only simplifies navigation but also allows sales representatives to impress clients by selecting convenient meeting spots.

Live Chat

The new Live Chat feature in MappyField 365 revolutionizes communication between managers and on-field agents. Seamlessly integrated into our geolocation mapping tool for Dynamics 365 users, Live Chat enables real-time collaboration for instant support and information exchange.

With the ability to share images, documents, etc. more directly within the conversation, managers can provide immediate instructions and troubleshoot issues promptly.

Conclusion

The integration of Dynamics 365 Map offers numerous benefits. It simplifies the usage and operation of mobile devices, providing advantages such as route optimization, finding Points of Interest (POI), and easy access to directions for reaching destinations. These features greatly support data analysis and enhance visualization capabilities. Additionally, the check-in and check-out tracking features enable real-time monitoring while also facilitating the scheduling of customer visits to nearby locations.

Moreover, the inclusion of a live chat feature has changed the game for onfield agents. They are able to get answers to their queries in no time. Similarly, managers are getting updates as soon as possible, which makes it easy for them to plan the next meetings.

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Microsoft Viva Sales Overview and Presentation

Gauthier Bordat — Mon, 19 Jun 2023 09:25:09 +0000

Microsoft Viva Sales Overview and Presentation Gauthier Bordat Mon, 06/19/2023 - 11:25

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Microsoft Viva Sales Overview and Presentation:

The goal
Features
Comparison between Dynamics 365 for Outlook and Viva Sales
The architecture
The price
The installation
Outlook
Teams
The customization
Conclusion

The goal

Viva Sales is a newly introduced tool developed by Microsoft. Its primary purpose is to assist sellers in optimizing their time during customer interactions by minimizing the effort required to transfer data from Outlook or Teams to their CRM. It serves as an efficient link between productivity systems (such as Teams and Outlook) and the CRM, which acts as the system of record.

While sellers possess valuable information, they often dedicate minimal time (up to 10% at most) to inputting this data into the CRM due to various other responsibilities. Viva Sales address this challenge by automatically transferring relevant data from seller communications with customers directly into the CRM. Sellers can conveniently remain within their Outlook environment and enter necessary data into the CRM without switching between platforms.

Additionally, Viva Sales leverages powerful AI capabilities to assist sellers in making informed decisions and capturing important notes. This integration of AI enhances the overall functionality of the tool and contributes to a more efficient sales process.

Viva Sales can improve the productivity of a seller in multiple scenarios using Outlook or Teams.

Features

Viva Sales can update and access the customer's CRM record from the Outlook app. And that for a Microsoft CRM or a salesforce CRM:

Viva Sales improves also the time spend in response to customer by suggesting response. The AI of Viva Sales and Copilot write the mail with the best information for the client it is not just a template is way more than that.

With Viva Sales you can see the level of interaction some coworkers get with the customer. And directly share data from the CRM trough Teams.

Viva Sales provides a comprehensive summary of the Teams meeting transcript, offering recommended actions derived from the discussion as well as a sentiment analysis of the conversation. The conversation intelligence is available at various levels, but for the complete experience, it is recommended to purchase the D365 Sales Premium experience. This premium offering enhances the capabilities and insights derived from the meeting, providing a more robust and comprehensive understanding of the conversation, and enabling users to make informed decisions and take appropriate actions based on the analysis provided.

After a meeting, with GPT Viva Sales, it is possible to create and send a summary of the latest Teams conversation directly to all participants. This feature saves time for the salesperson, allowing them to focus solely on their discussion with the client instead of taking extensive notes. Additionally, the email includes embedded CRM data for reviewing and validating the information discussed during the meeting.

Comparison between Dynamics 365 for Outlook and Viva Sales

While some features may appear similar between D365 for Outlook and the Viva Sales app in Outlook, the key distinction lies in their respective goals. D365 for Outlook primarily focuses on tracking, reading, and writing between M365 (Outlook) and D365, essentially serving as an additional feature of D365. On the other hand, Viva Sales aims to minimize time lost for sales professionals. While it leverages the features of D365 for Outlook to achieve this goal, Viva Sales goes beyond that. It offers valuable sales insights, enhances customer engagement, facilitates collaboration among sellers, and even allows integration with Salesforce CRM. In essence, Viva Sales expands upon the foundation provided by D365 for Outlook to deliver a comprehensive sales solution with advanced functionalities.

The architecture

The structure of Viva Sales is composed of three main layers:

Client Apps: These include the Teams and Outlook Viva Sales apps, which are designed to enhance productivity and efficiency for sellers. These apps serve as user interfaces and do not directly communicate with the CRM system.

Service Layer: This layer acts as an interface between Viva Sales and the CRM system. It is responsible for customizing Viva Sales to meet the specific needs of the sales team. The service layer is where the intelligent features of the application are developed, incorporating AI functionalities. Additionally, it interacts with the M365 (Outlook) layer to leverage its features.

CRM Layer: This layer represents the underlying CRM system, which can be either Dataverse or Salesforce Business Entities. The CRM layer serves as the foundation for data storage and management, providing the necessary functionality for sales operations within Viva Sales.

Overall, this architectural structure ensures seamless integration between the client apps, the service layer for customization and AI capabilities, and the CRM layer for data management and functionality.

The price

Viva Sales is designed to cater to companies that do not currently utilize D365 CRM, offering them the opportunity to access its functionalities for a cost of $40 per user per month. While this may appear costly at first glance, Microsoft justifies the price by emphasizing the significant time savings that can be achieved through the use of Viva Sales. The value gained from increased efficiency and productivity is considered to outweigh the $40 per user per month investment.

For companies already utilizing D365, pricing may vary depending on the package they choose. Additionally, the level of conversation intelligence and the available AI features may differ based on the specific package selected by the company.

The installation

To install Viva sale on your tenant you need to install it in your Outlook app and Team app. You need to be Microsoft 365 administrator and Teams administrator.

Outlook

https://learn.microsoft.com/en-us/viva/sales/install-viva-sales-individual-add-in-admin-center

Go in the admin center (https://admin.microsoft.com/) in Settings > Integrated apps and to install click on get apps.

In the AppSource search Viva Sales for Microsoft Outlook.

Went Viva sales is installed you can assign it to user.

When Viva Sales is installing on Outlook you should see one of the following.

Teams

Go to https://admin.teams.microsoft.com/ to configure Viva sale for Teams in the setup policies you have to Install the Viva Sales and add it to the pinned apps.

After that you must assign it to some users.

It can take some minutes to be effective on Teams.

The customization

Viva Sales tab have a display pre-made.

1 : Contact details, such as title and account

2 : Private notes card to enter personal notes for a contact. These notes are private and are not saved in the CRM system.

3 : Recent (past and future) e-mails and meetings with the contact

4 : Back button to return to the list of CRM and external contacts

5 . Pin or unpin the application pane

6 : Close the application pane

7 : Options menu

8 : Customer contact information

9 : Options menu. Allows you to edit the contact, copy the link to the contact and open it in your connected CRM.

10 : Contact opportunities

11 : Account associated with the contact

12 : Options menu. Allows you to copy the link to the record and open it in your connected CRM.

You can customize this in the Teams Viva Sales app.

Conclusion

In conclusion, Viva Sales is an excellent tool for enhancing the performance of a sales team, as it allows them to concentrate on their work while automating the input of feedback into the CRM system. Additionally, Viva Sales can significantly improve the quality of client relationships by providing valuable insights to sellers. It is worth noting that Viva Sales is continuously updated and enriched with new features, ensuring that it remains up-to-date and relevant in meeting the evolving needs of sales professionals.

Microsoft Viva Sales Overview and Presentation

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Security and Compliance in Dynamics 365: Why Hiring a Developer is Crucial

Maulik Shah — Mon, 12 Jun 2023 08:58:22 +0000

Security and Compliance in Dynamics 365: Why Hiring a Developer is Crucial Maulik Shah Mon, 06/12/2023 - 10:58

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According to the 2020 Cost of Data Breach report by IBM, the average cost of a data breach was $3.86 million globally. Compromised credentials were the most expensive part of this breach, with 1 in 5 companies suffering a data breach because of stolen credentials. And customer’s personal information was the most compromised record for most breaches.

Security has always been crucial and often the most expensive part of a business. There is a huge gap between businesses that are digital and businesses that are securely digital. Overall, digitalizing a business has never been as accessible as now, so most businesses are able to take that step.

Ensuring the security and compliance of your business operations is of paramount importance. This holds especially true for organizations using Dynamics 365, a comprehensive suite of business applications that stores and manages sensitive data.

To safeguard your valuable information and maintain regulatory compliance, hire Dynamics 365 developer is a crucial step. In this article, we'll explore the significance of security and compliance in Dynamics 365 and explain why hiring a developer specialized in this field is essential.

Protecting Sensitive Data:

Dynamics 365 contains a wealth of critical business data, including customer information, financial records, and proprietary data. A Dynamics 365 developer with expertise in security can implement robust measures to protect this sensitive information from unauthorized access, data breaches, and cyber threats. They can ensure data encryption and user authentication and implement security protocols to safeguard your business data.

Implementing Role-Based Access Control:

Every organization has different hierarchies and user roles that require varying data access levels within Dynamics 365. A developer can configure role-based access control (RBAC) mechanisms to grant appropriate permissions to users based on their roles. This ensures that employees only have access to the data they need, minimizing the risk of data leaks and unauthorized usage.

Ensuring Regulatory Compliance:

Many industries are subject to stringent regulations and compliance standards, such as GDPR, HIPAA, or PCI-DSS. Non-compliance can lead to hefty fines, legal issues, and damage to your brand reputation. A Dynamics 365 developer well-versed in compliance requirements can help you navigate these regulations and implement the necessary measures within your system, ensuring you meet all the necessary compliance standards.

Monitoring and Auditing:

Continuous monitoring and auditing of your Dynamics 365 system are crucial to detect suspicious activities, identify potential vulnerabilities, and ensuring compliance. A developer can configure robust monitoring tools and implement auditing mechanisms that track user actions, system changes, and data access. This allows for proactive identification and resolution of security issues, maintaining the integrity of your system.

Staying Up-to-Date with Security Patches:

The security landscape constantly evolves, with new vulnerabilities and threats emerging regularly. A skilled Dynamics 365 developer stays abreast of the latest security updates and patches Microsoft releases. By promptly applying these patches, they can protect your system from known vulnerabilities and ensure that your Dynamics 365 environment is secure and up-to-date.

Conclusion:

By making this investment, you can rest assured that your organization's valuable information remains safeguarded, maintaining the trust of your customers and ensuring long-term success.

Make the most of your Dynamics 365 investment by hiring a developer who can ensure your processes and data function as you need and is secure against external threats and malicious attacks.

Hire a Dynamics 365 developer with a portfolio of experience across several industries, as they will be able to bring that expertise to the table. When selecting a Dynamics 365 developer, apart from checking on their skills, ensure they are a good fit for your company, as this will greatly impact the overall experience for you and them.

Functional

Dataverse : Get Audit Storage by table

Introduction

Audit storage consumption in Admin Center

GetAuditStorageDetails Action

Conclusion

Upcoming Features of Dynamics 365 Calendar: Your Ultimate Solution for Efficient Meeting Scheduling!

Global Event, Group Event, and Round Robin Event

Customizable Views for Enhanced Visibility

Seamless Integration with Leading Platforms

Revolutionizing Business Efficiency: 10 Ways Dynamics 365 Calendar Can Accelerate Your Growth

What is Dynamics 365 Calendar?

Time Savings and Increased Productivity

Enhanced Employee Satisfaction and Engagement

Minimized Errors and Scheduling Conflicts

Improved Customer Service

Real-time Adaptability to Changes

Optimal Resource Allocation

Data-driven Decision Making

Scalability for Business Growth

Conclusion

Seamless Fusion: Enhancing Web Experiences through Dynamics 365 Portal and Customer Insights Integration

Why should you integrate the Dynamics 365 Portal to boost customer insights?

It helps in a comprehensive understanding

It supports real-time customization

Improved marketing campaigns

Smooth customer support

It encourages data-driven decisions

It will build strong customer loyalty and trust

Conclusion

The complexity trap and why a clean design is a good idea even if "everything works."

Connect Instantly With Onfield Agents Via Live Chat in Your Location Intelligence Tool

Benefits of the Live Chat Feature

Wrapping Up

Discovering the Future of CRM: Dynamics 365 Partner Portal in Focus

About Dynamics 365 Partner Portal

How is Dynamics 365 Partner Portal dominating the market?

Centralized Access to Partner

Enhanced Partner Engagement

Deal Registration and Management

Sales and Marketing Enablement

Technical Support and Issue Resolution

Resource Efficiency and Time Savings

Features of Dynamics 365 Partner Portal

Partner Relationship Management

Training and Certification

Sales and Marketing Resources

Collaboration and Networking

Technical Support

Future of Dynamics 365 Partner Portal

Microsoft Dataverse Development

Dataverse Integrations

Machine Learning

Cloud Capabilities

Internet of Things (IoT)

Conclusion

How to Streamline Field Service Operations with Location Intelligence

Analyze Data

Data Plotting

Search Surrounding Proximity

Route Optimization

Live Tracking

Find POI

Live Chat

Conclusion

Microsoft Viva Sales Overview and Presentation

Contents

The goal

Features

Comparison between Dynamics 365 for Outlook and Viva Sales

The architecture

The price

The installation

Outlook

Teams

The customization

Conclusion

Conclusion

Microsoft Viva Sales Overview and Presentation

Security and Compliance in Dynamics 365: Why Hiring a Developer is Crucial