De-Dupe Dynamics 365
Efficiently manage and merge duplicate records within Microsoft Dynamics 365 Having clean and current data in your CRM system is vital to any organization’s sales and marketing process. With new data from users, emails, and integrations being entered daily, it happens
Dynamics 365 Unified Interface and Its New Features
What are the benefits of the new Dynamics 365 Unified Interface? Improved Navigation One of the biggest changes in the Dynamics 365 Unified Interface is the expansion of the sitemap. This expansion makes it far easier for users to quickly find
Change is coming! Automatic transition to Unified Interface – Wave 1
Dynamics 365 upgrade: Automatic transition to Unified Interface Q&A Should I worry about the transition to Unified Interface? How does it affect me? The major release includes new capabilities and functionality for Dynamics 365. It will directly affect the user experience. Due to
When to use PowerApps
“PowerApps is a service for building and using custom business apps that connect to your data and work across the web and mobile—without the time and expense of custom software development.” – Microsoft definition. Using Power Apps, you can quickly build
When not to use PowerApps
Here we will talk exactly about Canva Apps Power Apps is a suite of apps, services, connectors, and data platform that provides a rapid application development environment to build custom apps for your business needs. PowerApps is just one of three
Searching for Records in Dynamics 365
Records in Dynamics 365: Quick Search Step 1. Open the entity, where you need to find information. In our case, it is “Accounts”. Step 2. Go to the “Search for records”. Step 3. Type the word that should be searched. For example, “University”.
TOGGL – Your Convenient Time Trackers
Toggl is one of the most convenient time trackers that allows you to track your daily activities across different platforms; providing you with detailed insights and an opportunity to optimize your workflow by identifying areas where you can improve. It is
Make Personal Microsoft Bookings In The Color Perspective
Microsoft Bookings is an online and mobile app for small businesses that provide services to customers on an appointment basis. Bookings are turned on by default for customers who have the Office 365 Business Premium, or Office 365 A3 and Office
Simple Navigation for Your Mobile Power App
For all our Power Apps projects we had one similar requirement – to have a very simple static menu, where each item should navigate to a specific screen. We had tried different methods and chose the best one for us. In
Update Records in Dynamics 365 Using Excel Re-Import
We can use Excel to update records in Dynamics 365 by exporting the records to an Excel file. For example, we want to update our accounts with new information. To that, follow the next steps: Step 1. We open the entity