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Customer experience | ...

Integrations Are Not the Problem. Orchestration Is.

Wahaj Rashid

11,323

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Customer experience | ...

Dynamics 365 CE: Publish Report for External Use

Wahaj Rashid

11,323

Like (0)

Customer experience | ...

Dynamics 365 CE: Email Engagement counts are not accurate

Wahaj Rashid

11,323

Like (0)

Customer experience | ...

Dynamics 365 CE: Highlight Dirty (changed) fields

Wahaj Rashid

11,323

Like (0)

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Integrations Are Not the Problem. Orchestration Is.

Most organisations have connected platforms.Very few have a connected journey. Your marketing team hits MQL targets every quarter. Your sales team ignores half the leads. Your CRM has hundreds of disqualified records sitting silent – price enquiri...

Wahaj Rashid

11,323

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Dynamics 365 CE: Publish Report for External Use

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 ...

Wahaj Rashid

11,323

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Dynamics 365 CE: Email Engagement counts are not accurate

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.)....

Wahaj Rashid

11,323

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Dynamics 365 CE: Highlight Dirty (changed) fields

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...

Wahaj Rashid

11,323

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Dynamics 365 CE: Custom Entity not listed in the Forecast

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...

Wahaj Rashid

11,323

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