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Quick Bite – 4A series of 1 min. reads (or less). Microsoft Dynamics 365 CE (CRM), uses SQL Server Reporting Services (SSRS) as reporting engine. Although we have Power BI support now, still SSRS has its own place. Transactional reports ...
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Quick Bite – 4 A series of 1 min. reads (or less). Email Engagement is part of Sales Insights and it is used in the Dynamics 365 Customer Engagement to analyze emails sent to the customers and track progress (like Opened, Clicked, etc.)....
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Came across a request, where users need to highlight/identify fields where value is changed (dirty). The ideal solution is to highlight the field by changing border or background color of the field. However, this is not possible using supported c...
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Quick Bite – 3 A series of 1 min. reads. Now you can configure and run forecast on more (and custom) entities, previously it was limited to a set of entities. However you might notice, some of the entities still do not show up as a Roll...
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Dynamics 365 Customer Insights is relatively new addition to the Dynamics 365 family (launched in 2019), it is one of the offerings of Dynamics 365 AI platform. Dynamics 365 Customer Insights is a Customer Data Platform (CDP), which provides t...
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Came across a requirement on Dynamics Community to restrict Phone Call Quick Create form when clicked on a Phone Number to open Call App (Skype or Custom). The reason being, phone call is automatically created by 3rd-party telephony solution. ...
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Quick Bite – 1A series of 1 min. reads. Prior to Release 2020 Wave 1, when user searched a view, the result is shown as per Quick Find View configuration. In other words, user is redirected from the current view to the Quick Find view. ...
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Advanced Find/Reports can help us understand collaboration with a Lead. However, often we need to have a simple flag to segregate contacted leads from others. For example, list all the Leads with sent Emails and/or completed Phone Calls. Views...
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