Microsoft Dynamics 365 Customer Engagement: Latest updates

When to Use Plugins or Custom Workflows in Dynamics 365 CRM?

In Dynamics 365 CRM, automating business logic is a key part of delivering a smooth user experience. Two major tools used for this are Plugins...

Role-Based Access Control for Document Security in Dynamics 365 CRM!

Storing data is easy, but managing access? That’s the real challenge One of the biggest concerns for businesses using Dynamics 365 CRM is cont...

How to Instantly Copy Data Across Entities in Dynamics 365 CRM in 1 click!

Manually recreating similar records in Dynamics 365 CRM can be a tedious and error-prone process. Sales teams often spend hours copying data f...

What are Forms, Order Forms, and Fallback Forms in Dynamics 365 CRM?

Dynamics 365 CRM users interact primarily with forms to manage data, enter information, and navigate the system. Depending on business needs, ...

What is a shared variable, and how can it be used in Microsoft Dynamics 365 CRM plugins?

Plugins are essential for extending functionality and implementing custom business logic in Microsoft Dynamics 365 CRM. It’s common for ...

Lock fields on Editable Grid using JavaScript in Dynamics 365 CRM

Here's how you can lock fields on the Editable Grid in Dynamics 365 CRM.

SEARCH BY GUID IN DYNAMICS 365

Have you ever wondered if it is possible to search for a CRM record using its GUID in Dynamics 365? Well, the answer is both NO and YES. ...

Dynamics 365 Sales Accelerator with Swapnil Agarwwal

In this podcast episode, Swapnil Agarwwal talks about his role at Microsoft and the Dynamics 365 Sales Accelerator. He sheds light on how Sale...

Create Custom notifications – Reinvent alerts & notifications within Microsoft Dynamics 365 CRM

Can you imagine a day without alerts and notifications? It’s simply not possible because setting alerts or reminders have become a part and pa...