Searching on a table is easier with Dataverse Search in Dynamics 365 CRM

Introduction: In Dynamics 365 CRM, we have different search options to search data. As we have hundreds of records of different table, Relevance Search aka Dataverse Search is a global search box that gets the record information across all the tables. There is a new feature introduced in 2022 release wave one for Dynamics 365 … Continue reading Searching on a table is easier with Dataverse Search in Dynamics 365 CRM

Step by Step guide to CI/CD Implementation

Problem Definition: People tend to make their tasks automated rather than doing them manually. Working with CRM, we always need to work with solutions. Being a developer to satisfy customers’ requirements we always work on a development instance and import it to the production end once done with all implementations. All this is done by … Continue reading Step by Step guide to CI/CD Implementation

Assignment Rule for Lead and Opportunity Routing

Problem Definition: Unassigned Lead or Opportunity would result in loss of business. Also, inability of a seller to reach out to the customer due to overburden of lead assigned could result in loss. Solution: Assignment Rule for Lead Routing This rule helps to assign new leads and opportunities to sellers and sales team automatically, thereby … Continue reading Assignment Rule for Lead and Opportunity Routing

Introduction to Predictive Lead Scoring

Problem Definition: An organisation is always looking for improving its sales or efficiency of work. If an executive can foresee which lead is most likely going to be converted to an opportunity it would help the executive to focus and prioritise the leads accordingly. Predictive lead scoring uses a predictive machine learning model to calculate … Continue reading Introduction to Predictive Lead Scoring

Why were Modern Approvals introduced for Project Operations?

Problem Definition: Time entry approvals usually used to be an issue while approving when they were bulk in number. When the Project Managers (PM) used to approve more than 100-to-200-time entries, a lot of them used to get stuck in the queue and there used to be a rigorous process to go back and check … Continue reading Why were Modern Approvals introduced for Project Operations?

Project Task opening issue resolved by Microsoft in Dynamics 365 Project Operations

We often used to face issues while opening the Project Tasks in Project Operations (PO). We had to play a lot of tricks in order to open the schedule. Microsoft is consistently putting in efforts on making Project Operations, one of its successful tools to enrich it with tons of brilliant features and make it more user friendly. One of the major feature resolutions provided in the latest release provided by Microsoft was for opening the Project Tasks (Schedule) Seamlessly. Of course there are certain tweaks to be made in order to make it work in your browser. In this blog we will look at those tweaks and settings that would be needed to enable that feature.

Upgrade to Dynamics 365 Project Operations from Dynamics 365 Project Service Automation

Some exciting news for the users who are planning to upgrade from Dynamics 365 Project Service Automation (PSA) to Dynamics 365 Project Operations (PO). Its been a long awaited news Dynamics community and PSA/PO fans are waiting for. Well Microsoft has pulled up the curtain on how the release will happen. First news before we … Continue reading Upgrade to Dynamics 365 Project Operations from Dynamics 365 Project Service Automation