How to – Use Personalized page content in Dynamics 365 Marketing
Dec01

How to – Use Personalized page content in Dynamics 365 Marketing

Continuing our previous post – https://nishantrana.me/2022/11/17/how-to-use-page-personalization-in-dynamics-365-marketing-2/, in this post we’d see the personalized page content works across the pages in the site. Suppose we have the following embedded marketing form, submitted by the user with Remember Me checked (required for Personalized Page as well as Prefill to work) Next time when the… Continue Reading...

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How to – Hide, Submit and validation in Dynamics 365 Marketing Form
Dec01

How to – Hide, Submit and validation in Dynamics 365 Marketing Form

Continuing our previous post on setting hidden field’s value using JavaScript in Embedded Marketing Form, https://nishantrana.me/2022/11/23/how-to-use-dynamics-365-marketing-javascript-api-to-set-hidden-fields-value/ below are a few more points that could help – To hide the Marketing form on the host page – we can use afterFormRender To submit the Marketing form on the host page – If we… Continue Reading Nishant...

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Dynamics CRM Integration with Azure Service Bus–Part 1
Nov24

Dynamics CRM Integration with Azure Service Bus–Part 1

Originally posted on Technology Notes: Last month, one of my friend called me and asked me if I can help him integrating Dynamics CRM with an on-premises line of business (LOB) application using Azure Service Bus. He was a SharePoint expert, with reasonable experience of Dynamics CRM and Azure Service Bus also and he had… Continue Reading Nishant Rana’s Article on their blog Dynamics CRM Integration with Azure Service...

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[Exploration] Dynamics CRM Azure-aware plug-in + Azure Queue + Power Automate
Nov24

[Exploration] Dynamics CRM Azure-aware plug-in + Azure Queue + Power Automate

Originally posted on Temmy Wahyu Raharjo: Do you know the Azure-aware plugin? In short, we can create a simple plugin that invokes Azure Service Bus that enables us to do the Publisher-Subscriber model. In this blog post, we will try to make?Azure Service Bus, Dynamics CRM Service Endpoint, and?CRM Plugin?for creating the queue. While for… Continue Reading Nishant Rana’s Article on their blog [Exploration] Dynamics CRM...

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Two way communication between CRM and Azure Service bus
Nov24

Two way communication between CRM and Azure Service bus

Originally posted on Srikanth Alluri: This is the next level of my previous post on Azure service bus integration with CRM. If you haven’t gone through it already, I would highly recommend you to go through it first over here as whatever we are going to do here in this post is kind of an… Continue Reading Nishant Rana’s Article on their blog Two way communication between CRM and Azure Service bus Srikanth Alluri This is...

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How to – use Dynamics 365 Marketing JavaScript API to set hidden field’s value
Nov23

How to – use Dynamics 365 Marketing JavaScript API to set hidden field’s value

Dynamics Marketing JavaScript API is only available for the marketing form hosted as Script. It is not available for forms hosted as Iframe. More on embedding form on external page – https://nishantrana.me/2022/11/10/how-to-embed-marketing-form-on-an-external-page/ Add a reference to form-loader.js or load.js to access the API. Below is our form with a hidden field in it. Based on … Continue… Continue Reading Nishant...

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Fixed – Hide field option missing for dropdown (OptionSet) field in Marketing Form – Dynamics 365 Marketing
Nov22

Fixed – Hide field option missing for dropdown (OptionSet) field in Marketing Form – Dynamics 365 Marketing

Recently while designing the marketing form, we realized the Hide field option missing for our dropdown fields. There are 2 ways to solve this – In the HTML designer mode for the Marketing form – Add the attribute hidden=”hidden” for the field The field will be hidden but the Hide field toggle won’t be available … Continue reading “Fixed – Hide field option missing for dropdown (OptionSet)…...

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How to – use Page Personalization in Dynamics 365 Marketing
Nov17

How to – use Page Personalization in Dynamics 365 Marketing

Page personalization uses cookies stored in the user’s browser for identifying the contact, and then fetches values for the contact record using JavaScript. For page personalization to work – The domain should be authenticated It must use HTTPS Contact should have Prefilling enabled i.e. Prefill Marketing Form field in the Contact record should have the … Continue reading “How to – use… Continue Reading Nishant...

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Implementing Dynamics 365 Service Bus Listener using Azure Function
Nov17

Implementing Dynamics 365 Service Bus Listener using Azure Function

Originally posted on YanivRDT: One of the built-in triggers for Azure Function App is Service Bus (ASB) queue trigger, which makes Azure Function a listener for ASB events.While Azure Service Bus provides a robust decoupling mechanism, the receiving side has to poll for messages or implement a listener.  This trigger makes Azure Functions an ideal… Continue Reading Nishant Rana’s Article on their blog Implementing Dynamics...

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How to enable prefill for marketing forms
Nov16

How to enable prefill for marketing forms

Check the previous posts on hosting marketing forms for more details How to – embed marketing form on an external page Here we will see Prefill in action. https://learn.microsoft.com/en-us/dynamics365/marketing/form-prefill#create-a-landing-page-form-with-prefill-enabled We have created the below marketing form (type – Landing Page) right now (currently Pre-fill is set as default false for… Continue Reading Nishant...

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How to – use form capture to integrate with external form in Dynamics 365 Marketing
Nov15

How to – use form capture to integrate with external form in Dynamics 365 Marketing

We’d use form capture option when we want to integrate with external form not not created in Dynamics 365 Marketing . Let us take a simple example to understand how the form capture works. Check the previous post on embedding the Dynamics 365 Marketing form on an external page – https://nishantrana.me/2022/11/10/how-to-embed-marketing-form-on-an-external-page/ Here we have this simple …

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Fixed – change the owner of the Flow or Flow client error returned with the status code “Forbidden” and ConnectionAuthorizationFailed in Power Automate
Nov14

Fixed – change the owner of the Flow or Flow client error returned with the status code “Forbidden” and ConnectionAuthorizationFailed in Power Automate

Recently while trying to change the owner of the workflow we were getting the below error  Flow client error returned with status code “Forbidden” and details “(“error”:X [“code”: “ConnectionAuthorizationFailed”, “message”: “The caller object id is ‘ffcdd1fc-2858-4019-9a96-19d73ae124c8″. Connection… Continue Reading Nishant Rana’s...

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Enabling Teams Chat for your Dynamics 365 Marketing records
Nov11

Enabling Teams Chat for your Dynamics 365 Marketing records

Originally posted on Microsoft Lystavlen: Enabling in-context real-time collaboration can help you speed up so many processes, e.g., approval of the images used on a marketing page in Dynamics 365. Currently there is no configuration options for Embedded Team Chat in Dynamics 365 Marketing. The configuration of Teams Chat takes places in the Sales Hub’s… Continue Reading Nishant Rana’s Article on their blog Enabling...

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How to – add Contact Insights / Account Insights to the form – Dynamics 365 Marketing
Nov11

How to – add Contact Insights / Account Insights to the form – Dynamics 365 Marketing

We can see the Account Insights / Contact Insights tab added along with LinkedIn Lead Info on the default lead form (as well as contact/account) after we install Dynamics 365 Marketing. These tabs will be added if you try creating a new form (Main). But if we have other existing forms (Main), these tabs won’t … Continue reading “How to – add Contact Insights / Account Insights to the form –… Continue...

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How to – embed marketing form on an external page
Nov10

How to – embed marketing form on an external page

In the previous posts, we learned about website tracking and how to authenticate the domain for external hosting of the form as well as email marketing. Here we will explore the option of hosting the form on an external page. Let us start by creating a simple marketing form having a first name, last name, … Continue reading “How to – embed marketing form on an external page” Continue Reading Nishant Rana’s...

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Marketing forms comparison – Marketo and Dynamics 365 Marketing
Nov09

Marketing forms comparison – Marketo and Dynamics 365 Marketing

Marketo Dynamics 365 Marketing We can create forms in Marketo to be used on the landing pages. There are 4 types of Marketing forms – Landing page, Subscription Center, Forward to a friend, and Event Registration. Add fields to form Fields are mapped to the contact and/or the lead table in Dynamics 365 and can … Continue reading “Marketing forms comparison – Marketo and Dynamics… Continue Reading Nishant Rana’s...

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How to – Authenticate Domain in Dynamics 365 Marketing
Nov09

How to – Authenticate Domain in Dynamics 365 Marketing

Domain authentication is required for marketing email messages and for hosting the marketing form externally. Authentication of the email domain confirms that you have been approved by the organization to send messages on their behalf, this also increases the deliverability of the email. And in the case of an externally embedded form, domain authentication establishes … Continue reading “How… Continue Reading Nishant...

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How to – configure website tracking in Dynamics 365 Marketing
Nov08

How to – configure website tracking in Dynamics 365 Marketing

We can create a website record in Dynamics 365 Marketing to trace visitors to the website. To setup Dynamics 365 Marketing (trial) – https://nishantrana.me/2021/11/13/step-by-step-configure-dynamics-365-marketing-in-a-dataverse-environment Navigate to Outbound marketing >> Internet Marketing >> Marketing websites and create a new marketing website record. Marketing will record closely grouped… Continue...

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Configure Outbound Calling – Dynamics 365 Omnichannel for Customer Service
Nov08

Configure Outbound Calling – Dynamics 365 Omnichannel for Customer Service

For setting up Outbound calling we need to first set up a phone number that will be used for outbound calling. This would help – https://nishantrana.me/2022/10/17/how-to-set-up-omnichannel-voice-using-azure-communication-service-acs/ In a nutshell below are the steps we are going to perform – Configure Phone Number for outbound calling. Define a queue of type voice for outbound calling or …

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How to – Access environment storage using SAS Token
Nov07

How to – Access environment storage using SAS Token

We can access our environment’s storage using a SAS token.  Download – Azure Storage Explorer – https://azure.microsoft.com/features/storage-explorer/#overview Select Connect to Azure resources option Select ADLS Gen2 container or directory for the Azure storage type. Select the Shared access signature URL for the connection To get the SAS URL – https://[ContainerURL]/CDS?[SASToken], we… Continue Reading...

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How to – quickly find Tenant Id https://www.whatismytenantid.com/
Nov04

How to – quickly find Tenant Id https://www.whatismytenantid.com/

Recently we had to find the tenant id, usually, we will log in to Azure Portal and within Azure Active Directory we will get the tenant id. However, in this case, we only had the user’s email address. So we had https://www.whatismytenantid.com/ to help us here. Just enter the domain name, and click on Find … Continue reading “How to – quickly find Tenant Id… Continue Reading Nishant Rana’s Article...

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Key points – Copying environment  in Dynamics 365 Marketing
Nov03

Key points – Copying environment in Dynamics 365 Marketing

Few key points for quick reference, if we plan to copy Dynamics 365 Marketing environment. You could find all the details here – https://learn.microsoft.com/en-us/dynamics365/marketing/manage-marketing-environments Copy procedure will – After Copy – Also, We can use the Configuration Migration Utility to move data between environments – marketing pages, journeys, emails, etc. Interaction… Continue Reading Nishant...

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Few key points – Dynamics 365 Marketing Licensing / Apps
Nov02

Few key points – Dynamics 365 Marketing Licensing / Apps

Below are a few key points and links for quick reference – Core Marketing License – Dynamics 365 Marketing – For organizations without any other Dynamics 365 Application. Dynamics 365 Marketing Attach – For organizations with qualifying Dynamics 365 Applications (minimum 10 users of the following apps – Dynamics 365 Sales, Customer Service, Field Service, … Continue reading “Few key… Continue Reading...

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Personalization Comparison –Marketo and Dynamics 365 Marketing
Oct31

Personalization Comparison –Marketo and Dynamics 365 Marketing

Marketo Dynamics 365 Marketing In Marketo, a token is a variable that can be used in email, landing pages, snippets, web campaigns. {{lead.First Name}} With default value: {{lead.First Name : default :earthling}} In Dynamics 365 Marketing, we can add Dynamic or Static Content, Dynamic Text – e.g. {{contact.firstname}} Different types of Tokens: – Person Tokens … Continue reading… Continue Reading Nishant...

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Fixed – The reference assemblies for. NETFramework,Version=v4.6.2 were not found. To resolve this, install the Developer Pack (SDK/Targeting Pack) for this framework version or retarget your application
Oct25

Fixed – The reference assemblies for. NETFramework,Version=v4.6.2 were not found. To resolve this, install the Developer Pack (SDK/Targeting Pack) for this framework version or retarget your application

Recently while trying to use the Power Platform Tools – https://learn.microsoft.com/en-us/power-apps/developer/data-platform/tools/devtools-install , got the below error in Visual Studio 2019. (not supported for VS 2022) To fix it either you can, open Visual Studio Installer and select Modify and select the appropriate developer pack. Or as specified in the error message, open… Continue Reading Nishant Rana’s Article...

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Power Apps Component Life Cycle – Quick look
Oct22

Power Apps Component Life Cycle – Quick look

We can read about the architecture and the life cycle of the Power Apps component here. Check the screencast – PowerApps Component Life Cycle Let us see it in action using a sample project. Launching the test harness, we can see the init executed followed by updateView. Making any change in the component’s form factor, … Continue reading “Power Apps Component Life Cycle –… Continue Reading Nishant Rana’s...

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How to – Set up Omnichannel Voice using Azure Communication Service (ACS)
Oct17

How to – Set up Omnichannel Voice using Azure Communication Service (ACS)

To add Voice Calling (PSTN – Public Switched Telephone Network) connectivity to an app or service, we can buy a number from Microsoft, which acts as a PSTN carrier (based on availability in the region). https://learn.microsoft.com/en-us/dynamics365/customer-service/voice-channel-region-availability#azure-direct-routing This is the easiest way to connect ACS (Azure Communication Services) to… Continue Reading Nishant Rana’s...

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Setting up Omnichannel Voice using Azure Communication Service
Oct12

Setting up Omnichannel Voice using Azure Communication Service

Originally posted on Everything D365: In my previous blog, I detailed how an Omnichannel trial could be created and shared how we could initiate a trial of the native voice experience. The native voice trial provides 60 minutes of voice calling minutes which can be used to evaluate the voice experience. This blog will detail… Continue Reading Nishant Rana’s Article on their blog Setting up Omnichannel Voice using Azure...

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Workstreams Overview – part 2 – Dynamics 365 Customer Service / Omnichannel
Oct05

Workstreams Overview – part 2 – Dynamics 365 Customer Service / Omnichannel

Continuing the previous post, let us now delve deeper into the different options inside each of the workstream types. Let us first create a workstream of type Messaging – Chat (Persistent) with work distribution mode as Push, and check the various configuration to be done for it. We are presented with 5 main sections – … Continue reading “Workstreams Overview – part 2 – Dynamics 365… Continue Reading Nishant...

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Workstreams Overview – part 1 –  Dynamics 365 Customer Service / Omnichannel
Oct04

Workstreams Overview – part 1 – Dynamics 365 Customer Service / Omnichannel

Workstreams can be defined as records or settings, where we can set up the channel, and define routing rules, work distribution, and bots to route work items to the appropriate queue/agents. Workstream can be of 3 different types – Messaging, Record, and Voice. For Messaging we can specify the below channels – Apple messages for … Continue reading “Workstreams Overview – part 1 – … Continue Reading Nishant...

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How to – Provision / Setup Omnichannel for Customer Service trial – Dynamics 365
Oct03

How to – Provision / Setup Omnichannel for Customer Service trial – Dynamics 365

In this post, we’d start by creating a trial of Dynamics 365 CustomerService. Navigate to – https://dynamics.microsoft.com/en-us/customer-service/overview/ And select Try for free Enter your email details and follow the steps. In a few mins, the trial will be ready. Clicking on Launch Trial opens the Customer Service Workspace app. Below are the other apps we … Continue reading “How to –… Continue Reading...

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How to – Connect to Exchange Online to get mailbox details (PowerShell)
Oct01

How to – Connect to Exchange Online to get mailbox details (PowerShell)

Recently we were trying to figure out a few details about the user’s mailbox. To get the details – Open Windows PowerShell with the “Run as Administrator” option. Install the Exchange Online Module – Install-Module -Name ExchangeOnlineManagement Import the Exchange Online Module cmdlets – Import-Module ExchangeOnlineManagement Connect to Exchange Online using the administrator account –...

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{Hidden Gem}Understanding Server Side sync Performance Dashboard
Oct01

{Hidden Gem}Understanding Server Side sync Performance Dashboard

Originally posted on MSDYNAMICSBLOG BY DEEPESH: In my previous post, I shared Step by Step guide to configure Server side sync: {Step by Step} Set up server side sync with CRM 2015 Update 1 Online and Office 365 This post is a logical extension to analyse Server side Sync performance using out of box tools.… Continue Reading Nishant Rana’s Article on their blog {Hidden Gem}Understanding Server Side sync Performance...

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Improve fetch xml performance by using latematerialize option.
Aug30

Improve fetch xml performance by using latematerialize option.

Originally posted on Passion Dynamics: If you have been working on dynamics projects, I bet fetch xml is your best friend as it’s really an easiest way to query and execute in order to get required results. Along with that, constructing it in advanced find is super easy too. Don’t forget about amazing XRM toolboxes… Continue Reading Nishant Rana’s Article on their blog Improve fetch xml performance by using...

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How to – Clone a record in Dataverse / Dynamics 365 (C#)
Aug22

How to – Clone a record in Dataverse / Dynamics 365 (C#)

Here we will be cloning the below contact record – For it, we can make use Clone method of EntityExtensions class If we run the below code, we will get the “Cannot insert duplicate key” exception. Because we need to set the ID for the newly cloned record to either empty or a new GUID. … Continue reading “How to – Clone a record in Dataverse / Dynamics 365 (C#)” Continue Reading Nishant...

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How to –Upload files to File Column / Attribute in SSIS from Azure Blog Storage – KingswaySoft (Dynamics 365 / CRM)
Aug16

How to –Upload files to File Column / Attribute in SSIS from Azure Blog Storage – KingswaySoft (Dynamics 365 / CRM)

Below are a few ways we can upload files to the File Column type field using KingswaySoft’ s Integration Toolkit and Premium Flat File Source and Premium Derived column which are part of the SSIS Productivity Pack of KingswaySoft https://nishantrana.me/2022/03/17/how-to-upload-files-from-file-column-attribute-using-ssis-kingswaysoft-dynamics-365-crm/ Using the Import column –… Continue Reading Nishant Rana’s...

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Environment Variable referencing Azure Key Vault secrets (Dataverse / Power Platform)
Aug14

Environment Variable referencing Azure Key Vault secrets (Dataverse / Power Platform)

Check out the below articles – https://docs.microsoft.com/en-us/power-apps/maker/data-platform/environmentvariables#use-azure-key-vault-secrets-preview Within plugin – https://itmustbecode.com/azure-key-vault-secrets-in-dataverse/ Within Power Automate – https://www.msautomate.com/2022/06/16/azure-keyvault-and-power-automate/… Continue Reading Nishant Rana’s Article on their blog Environment Variable...

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Enable/Disable Affinity Cookie on Azure Function App
Aug11

Enable/Disable Affinity Cookie on Azure Function App

Originally posted on Meghna Kharera's Blog: Affinity cookie is used to control the effective loading of the website and to ensure that all user requests are directed to the same server in any browsing session. Enable Affinity Cookie on Azure Function : Navigate to Azure Portal Locate your Function App In Setting Pane, select Configuration… Continue Reading Nishant Rana’s Article on their blog Enable/Disable Affinity...

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How to – Use Import Column to Upload files to File Column / Attribute in SSIS KingswaySoft(Dynamics 365 / CRM)
Aug10

How to – Use Import Column to Upload files to File Column / Attribute in SSIS KingswaySoft(Dynamics 365 / CRM)

A few weeks back had posted on how to upload files to the File Column type field using KingswaySoft’ s Integration Toolkit and Premium Flat File Source and Premium Derived column which are part of the SSIS Productivity Pack of KingswaySoft https://nishantrana.me/2022/03/17/how-to-upload-files-from-file-column-attribute-using-ssis-kingswaysoft-dynamics-365-crm/ Here we will see an example of… Continue Reading Nishant...

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Read blob file from Microsoft Azure Storage with .NET Core
Aug09

Read blob file from Microsoft Azure Storage with .NET Core

Originally posted on Brian Pedersen's Sitecore and .NET Blog: UPDATE 2021-06-29: Microsoft have change the approach to storage accounts. Read the new way here: Read and Write blob file from Microsoft Azure Storage with .NET Core. In order to read a blob file from a Microsoft Azure Blob Storage, you need to know the… Continue Reading Nishant Rana’s Article on their blog Read blob file from Microsoft Azure Storage with...

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How to – Use Script Component to Upload files to File Column / Attribute in SSIS – KingswaySoft (Dynamics 365 / CRM)
Aug09

How to – Use Script Component to Upload files to File Column / Attribute in SSIS – KingswaySoft (Dynamics 365 / CRM)

A few weeks back had posted on how to upload files to the File Column type field using KingswaySoft’ s Integration Toolkit and Premium Flat File Source and Premium Derived column which are part of the SSIS Productivity Pack of KingswaySoft https://nishantrana.me/2022/03/17/how-to-upload-files-from-file-column-attribute-using-ssis-kingswaysoft-dynamics-365-crm/ Here we will see an example of… Continue Reading Nishant...

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Dynamics CRM: To Set or Not To Set MaxConnectionTimeOut CrmServiceClient?
Aug07

Dynamics CRM: To Set or Not To Set MaxConnectionTimeOut CrmServiceClient?

Originally posted on Temmy Wahyu Raharjo: Do you ever wonder when using?CrmServiceClient, why there is a setting for extending the?MaxConnectionTimeOut? In my current company, I have faced a timeout issue when CRM process?ExecuteMultipleRequest?that contains 1000 of data. One thing that I know based on the return error, by default, when we are using?CrmServiceClient, the default… Continue Reading Nishant Rana’s Article on...

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How to – use Associate Entities and Disassociate Entities Event in Audit to check Security Roles changes in Dynamics 365
Aug01

How to – use Associate Entities and Disassociate Entities Event in Audit to check Security Roles changes in Dynamics 365

Let us assign the System Customizer role to the user John Denver save it and then remove the same. Let us check the Audit records generated for it. We can see 2 records with event Associate Entities and Disassociate Entities with security role name – System Customizer created in the Audit Summary View as shown … Continue reading “How to – use Associate Entities and Disassociate Entities… Continue Reading Nishant...

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How to – Change the display name of user in Microsoft 365
Jul27

How to – Change the display name of user in Microsoft 365

Recently we had to update the display name of one of the users. Below are the steps to achieve the same – Login to Microsoft 365 admin center with System Administrator account. Navigate to Active Users Select the user, click on ellipsis (…) and select Manage Contact Information Edit the details and click on Save … Continue reading “How to – Change the display name of user in… Continue Reading Nishant Rana’s...

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How to – Use Power Apps Ideas (preview) to generate Power Fx Formulas.
Jul26

How to – Use Power Apps Ideas (preview) to generate Power Fx Formulas.

Let us have a quick look at the powerful Power Apps Ideas feature with a few examples. Power Apps Ideas feature works for – Items property – Gallery and Data table control. Data Sources – Microsoft Dataverse, Microsoft Lists, Excel, SharePoint. Data Types – Text, Whole Number, Decimal Number, Date and Time, Choice, Boolean. It … Continue reading “How to – Use Power Apps Ideas (preview) to…...

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How to – Add users to the Queue – using Manage NN relationships XrmToolBox Plugin and AddPrincipalToQueueRequest (Dynamics 365)
Jul25

How to – Add users to the Queue – using Manage NN relationships XrmToolBox Plugin and AddPrincipalToQueueRequest (Dynamics 365)

Recently we implemented Unified Routing for one of our projects, and as part of testing we were supposed to add multiple users to different queues (advanced queues in case of unified routing). So we were looking for a way to do this either through any existing tool or programmatically. Well, using the Manage NN relationships … Continue reading “How to – Add users to the Queue – using Manage… Continue Reading...

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How to – Show only relevant activities in the New Activity drop-down – Dynamics 365
Jul21

How to – Show only relevant activities in the New Activity drop-down – Dynamics 365

Let us understand this new feature released as part of 2022 Release Wave 1 with a simple example. Here we have opened the New Activity drop-down list for an existing lead record within Dynamics 365 Sales Hub. We can see around 15 activities listed there. Now let us enable the feature. Navigate to Environments > … Continue reading “How to – Show only relevant activities in the New Activity… Continue Reading...

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Import Data (Import Data Wizard) – Few key points
Jul20

Import Data (Import Data Wizard) – Few key points

Let us understand a few points about the Import Data feature with a simple example – Say for example we have exported the following 4 records. The exported file will have the view name along with the timestamp. The exported file –  It has 3 hidden columns that allow for re-import of these records possible. 1st … Continue reading “Import Data (Import Data Wizard) – Few… Continue Reading Nishant...

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Duplicate Detection for leads (Preview) – Dynamics 365 Sales
Jul19

Duplicate Detection for leads (Preview) – Dynamics 365 Sales

Few key points on the new duplicate detection rules (preview) – This new Duplicate Detection feature is available only for leads. This can be enabled from Dynamics 365 Sales app. We need to navigate App Settings >> Data Improvement – Duplicate Detection (preview) to enable this feature. It identifies duplicate leads based on – Email … Continue reading “Duplicate Detection for leads (Preview)…...

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Why Your Business Needs Dynamics 365 Map
Jul18

Why Your Business Needs Dynamics 365 Map

After a new product launch, companies want their clients/customers to use the product and expect them to share their valuable feedback. Companies often complain that their products do not reach the clients or they do not receive feedback from the client (maybe because their sales rep never made it!). Well, there can be many reasons … Continue reading “Why Your Business Needs Dynamics… Continue Reading Nishant...

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