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5 Steps to Enhance Field Productivity with Maps Integrated in Dynamics 365 CRM

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 require tools that facilitate efficient t...

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New Dynamics 365 Update – Disable Deletion of Core Mappings Restriction in CRM

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 such feature, which I’m excited t...

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Revolutionizing Field Operations with Geofencing & Route Optimization within Dynam...

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, Geofen...

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Optimize your Dynamics 365 Environment: Manage Address Entity Records Effectively

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 address data, such as street, city, state, postal c...

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4 Simple Steps to Undo and Restore data across All Dynamics 365 CRM Entities

Struggling with Managing Data Changes in Your CRM? Ever found yourself frustrated by accidental edits, unintentional deletions, or struggling to recover old changes in your Dynamics 365 CRM across multiple entities? If these scenarios sound famili...

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How to Set up Copilot to Use Specific SharePoint Folders in Dynamics 365 Sales: A ...

In today’s fast-paced sales world, time is crucial. With Copilot, you can easily access important documents stored in SharePoint from Dynamics 365 Sales. However, when searching for a specific document in CRM through SharePoint, you may get a floo...

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Dynamics 365, Power Platform, & AI: Your Business Transformation Partner in 2025

As the new year begins, many businesses are rethinking their strategies to stay competitive in a rapidly changing digital landscape. This is an excellent time to consider integrating Microsoft’s suite of business technologies, which includes the P...

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Visualizing Data Models with Copilot in an ERD View – Part 2

Exploring the capabilities of Copilot within Microsoft Dynamics and Power Platform unlocks exciting possibilities for enhancing business application development. A key element of this innovation lies in constructing intricate data models that span...

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