Tag: Customer Relationship Management
Recently we observed that our plugin registered on the Delete message of appointment on the PreValidation stage was not getting triggered when we were deleting or updating the occurrence …
In the ever-evolving world of modern business, optimizing field productivity isn’t just important, it’s the key to staying competitive and efficient. Field teams across sales, service, and delivery sectors …
As we get into the new year, it’s time to explore the most pressing trends shaping the CRM space. From advancements in artificial intelligence to the evolution of social …
Dynamics 365 Customer Engagement is a powerful suite of tools that helps you streamline processes and automate workflows through effective customer relationship management (CRM) capabilities. These tools streamline operations …
The Case Handling Time widget (preview) can be added to the Case Form, giving a focused way to track case resolution efficiency. By using this feature, we can identify …
Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant slowdowns in many sales processes is the back-and-forth required …
As Dynamics 365 CRM continues to evolve, Microsoft frequently introduces new settings and features that streamline configuration and make the platform more customizable for developers and administrators alike. One …
Customizing directly in a Power Platform Production environment can feel like juggling flaming torches while riding a unicycle! The thrill of making immediate improvements is undeniable, but …
In the ever-growing, data-driven world, businesses are turning to location intelligence for additional insights, optimized operations, enhanced productivity, and elevated customer engagement. Among the many innovations offered by Maplytics, …
The Address entity in Dynamics 365 is essential for managing and storing address-related information for records such as Accounts, Contacts, and Leads. This entity allows users to define detailed …