Dynamics 365 Customer Engagement
Send Action card from Dynamics 365 CE as Actionable Message via Email
Users can stay updated with Action cards in Dynamics 365 CE by enabling the Relationship assistant as part of Sales AI. For those users…
Tag: Card
Dynamics 365 Customer Engagement
Card Forms and List Views in Unified Interface
Since the beginning of time, meaning early days of MS CRM, we’ve grown accustomed to the fact that record fields in Dynamics 365 Customer…
Dynamics 365 Great Plains
Automtically Generate New Inventory Location Card from SalesPerson Card
In a recent implementation of Dynamics GP for a big distributor company, we’ve had a business requirement to track salesperson sales. The simplest automation…
Dynamics 365 Customer Engagement
Creating a Contact Card List Web Resource with Images
Sparkle XRM provides a great way of creating grids and forms that look and work similar to Dynamics CRM but sometimes you need to…