Recently, we had a requirement to track the Current and Previous contracts for a Contact in our Dataverse environment. To achieve this, we created two separate N:1 relationships between the
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For businesses leveraging Dynamics 365 CRM, efficient automated resource scheduling is crucial, especially when managing geo-analytical tasks and field operations. While Dynamics 365 CRM offers out-of-the-box (OOB) scheduling features, they
You might remember my article from February, where I gave a sneak peek at the new features coming in the 2025 Release Wave 1 for Dynamics 365 Customer Service and
Introducing the Customer Intent Agent In Dynamics 365 – Part 1 This video introduces the Customer Intent Agent, the third of three new autonomous agents released in the 2025 Release
Efficient and secure document management in Microsoft Dynamics 365 CRM is vital for scalable growth, compliance, and collaboration. As businesses handle large volumes of data, integrating cloud storage like SharePoint,
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