Imagine this: your team has built an efficient file organization system in Microsoft Teams, where each customer has their own dedicated folder within your general team channel. It’s straightforward and ensures everyone can easily access the files they need.But when it’s time to link these folders to Dynamics 365, you’re faced with a dilemma: none… READ MORE
Welcome to Part 2 of my blog about transforming sales engagement with Copilot Studio and Dynamics 365 Sales. In this article, I demonstrate the application of Copilot Studio alongside Microsoft Power Automate and Dynamics 365 Sales. Did you miss Part 1? You can read the blog here. Streamlining Sales Processes For this streamlined sales process,… READ MORE
The Power Apps Component Framework (PCF) increases versatility of building on the Power Platform. It allows developers to create custom controls that can be used in Power Apps, Dynamics 365, and other Power Platform applications. PCF controls provide functionality that goes beyond the out-of-the-box controls available in Power Apps. PCF controls are made by and… READ MORE
Managing Power Platform and Dynamics 365 Deployments – the “developer” knowledge that Functional Consultants and Associates should know As I continue my learning journey 👩🎓, I was reflecting on what knowledge is considered appropriate to include in the Functional Consultant Associate-level certificates, and what’s been included in certificates identified for “developers”. In particular, when returning… READ MORE
One of the great and long standing features of Dynamics 365 Customer Engagement (aka CRM) is the integration with Microsoft Outlook. Using the Dynamics 365 App for Outlook you can synchronize contacts, link meetings and appointments and track emails against records so they will show up in the timeline. What about Power Apps? Did you… READ MORE
The Evolution of Next Generation AI Continues In traditional Enterprise Resource Planning (ERP) solutions, financial and project managers have had difficulty keeping up with the nimble nature of international markets, nowadays. The current ERP process creates more repetitive work which can overwhelm the departments – and impact their view on work. What’s the solution to these… READ MORE
This post will explain how you can set the icon for a Microsoft Dataverse custom table (entity icon) in the Power Apps maker portal. When the custom tables are created for Dynamics 365 and model-driven app projects, updating the icon of the table is important because it is automatically assigned a puzzle piece 🧩 icon… READ MORE
When deciding on the correct type of the Power App we ask questions. Types of questions vary from the flow to UI. Flow is important, but first what customers see is the UI. The Canvas app allows us to create a very flexible interface. So, it becomes a choice number. But before making a final… READ MORE
Data Synchronization between CRM and ERP systems is essential for business. If the two business systems don’t offer default integration capabilities or if one is running on-premises and the other in the cloud, integration can be challenging, especially if you are not using best practices and the right tools. In this blog Sync Dynamics 365… READ MORE
