Learn how to use a pre-operation plugin in Dynamics 365 to automate the creation of participant records whenever a trial is created. In this step-by-step tutorial, I demonstrate the complete
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Learn how to create a Pre-Operation Plugin in Dynamics 365 CRM to prevent duplicate contacts based on email addresses. In this step-by-step tutorial, we implement a plugin that checks for
In this video, we guide you through the process of adding a custom product to the Product Catalog in Dynamics 365 CRM/CE. Learn how to configure unit groups, set up
Extending Copilot in D365 Sales – Part 2: Prompt Guide If you’ve worked with Dynamics 365 Sales, before you’re likely familiar with the concept of “Copilot in Dynamics 365 Sales.”
In this tutorial, you’ll learn how to enable SharePoint integration with Microsoft Dynamics 365 Customer Engagement. We’ll walk you through step-by-step instructions to set up the integration and automatically create
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