Recently, there was a new featured launched into Dynamics 365 Customer Insights to build reports within Customer Insights using the interactive custom report builder (Power BI embedded). With this enhancement, we’ll be…
The Attachment Management Add-in is out there on the AppSource for quite some time, I recently enabled it for an internal Dynamics 365 implementation where the native SharePoint integration couldn’t be used…
In my previous posts, I mentioned about how we can leverage Customer Insights to build unique customer profiles, create measures / KPI and display the demographics in Dynamics 365 Apps using customer…
Recently, one of our clients requested a feature for their salespeople to smartly add multiple products on Opportunities at one go (using the web and mobile apps). Microsoft recently released this new…
By using Customer Card Add-in we can get a 360-degree view of customers within Dynamics 365 apps (such as Sales Hub or Customer Service Hub) and view their demographics, insights, and activity…
In my previous post, we talked about ingesting the data from various sources with the help of different Dynamics Power Query Connectors and use this data to perform unification in Customer Insights…
Previously (Part 1), we learned about how we could ingest the data from various sources with the help of different Dynamics Power Query Connectors. Now, let’s talk about how we could use…
I recently had an opportunity to work on Dynamics 365 Customer Insights for a retail client who was envisioning to consolidate their customer’s information to achieve a true customer 360-degree view. The…
Welcome to my blog posts, an attempt to share about my Dynamics 365 experience and learning. Please feel free to visit regularly and provide your feedback. Thank You Continue…
