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Term: D365
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How to Show SSRS Report as a Dashboard Component in Dynamics 365?

By Anurag on 3/5/2024

In this blog, we will understand How to Show SSRS Report as a Dashboard Component in Dynamics 365.

Follow the following steps to Show the SSRS Report as in the Dashboard.

First, go to the Reports section from Advanced Find and find the report you want to add. And then click on the name of the report as if you were going to run it.

CRM Dashboard
D365
MS CRM
SSRS Reporting

Retrieve and update bulk records using Power Automate

By Anurag on 2/20/2024

The scenario here is to retrieve all the connections with the Plaintiff role and update them to the Plain Plaintiff role. Power Automate flow returns only the first 5000 records in the ‘List rows’ action by default.

D365
Power Automate
Power Automate Cloud Flow
Retrieve Bulk Records

Retrieve Data from Excel File Using C#

By Anurag on 9/15/2023

We can retrieve the data from the Excel file using two ways:

1. OLeDb Connection

2. Interop Library

Here we are going to use Interop Library.

We have a list of contacts in an Excel file named (Contacts.xlsx) with their Record ID, the scenario here is to retrieve the ID from Excel then use the ID to fetch the record from CRM and update the Contacts field “AE Assigned” to yes.

Console Application
D365
Interop
Retrieve Row from Excel

How to Add a Custom Button to the Command Bar in Microsoft Dynamics 365 using Power FX?

By Anurag on 8/17/2023

Microsoft Dynamics 365 allows for extensive customization, including the addition of custom buttons to the command bar. In this tutorial, we will walk through the process of inserting a custom button onto the main form of the Accounts entity. We'll use Power FX in the formula bar to demonstrate a simple operation.

Custom Button to the Command Bar
D365
Power FX

How to Get model-driven app notifications on mobile using Power Automate?

By Hani Dixit on 12/5/2022

In this blog, we will understand how we can get notifications related to a model-driven app on mobile using Power Automate (MS Flow).

Dynamics CRM
MS CRM 2016
D365
Microsoft dyanamics Crm 2013
mobile-notifications
MSflow
power-automate
push-notifications

Comparison between Salesforce and D365 in terms of features, pricing, integrations

By Himanshu on 9/11/2020

It’s a good idea to compare both CRM’s features, pricing, integrations, etc. to give you a general idea which CRM Software product is better for your company.

Microsoft Dynamics compared to Salesforce, in terms of easiness in using, both have a web-based user interface that clubs together information of a similar nature.

Comparison between Salesforce and D365
Comparison between Salesforce and D365 in terms of features
D365
integrations
pricing
Salesforce

Example of an asynchronous type of workflow

By Hani Dixit on 8/5/2020

Hello all, as I have told in my last blog about how many types of workflows we can create in Microsoft CRM. In this blog, I am going to show you an example of an Asynchronous kind of workflow.In this example, we will create a simple workflow that runs in the background(asynchronously) to assign any newly created Contact record to a specific user and then send out a welcome email to the client.

MS CRM 2013
Dynamics CRM
MS CRM 2016
D365
D365 CRM
Dynamics 365
Workflow

Top Features To Look For In A CRM

By Sid Kapoor on 12/11/2018
Is your business looking for a CRM? Are you struggling to track leads, monitor relationship management, maintain your contacts and do more without the aid of technology? Do you need customer relationship management software that is easy to use and that accommodates the needs of your business? If this sounds like you, keep reading for some top features to look for when choosing a CRM and how choosing the right CRM provider can help your business grow and succeed.
.Net
MS CRM 2013
MS CRM 2016
.NET
CRM
D365
D365 CRM
Dynamic CRM 2015
Dynamics CRM
Dynamics CRM 2013
Dynamics CRM 2016

The Benefits Of Adopting A Customer Relationship Management (CRM) System

By Sid Kapoor on 11/11/2018

A Customer Relationship Management (CRM) system enables sales managers to store their important customer data in a central location and in an easy to use format making them much more effective and efficient at their jobs. Monitoring sales processes as well as their team’s performance can all be done using a CRM system to optimise their company’s sales and increasing company growth.

MS CRM 2013
Dynamics CRM
MS CRM 2016
D365
D365 CRM
Dynamics CRM
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