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In Microsoft Dataverse, Power Automate flows are commonly used to execute business logic when records are created, updated, or deleted. They work well for most user-driven and real-time business operations.However, in certain scenarios such as int...
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In the rapidly evolving landscape of sales automation, staying ahead means leveraging the latest AI capabilities. The Sales Qualification Agent is a significant advancement in Microsoft Dynamics 365 Sales, designed to revolutionize lead qualificat...
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In many Dynamics 365 Sales implementations, sales users need a simple and intuitive way to preview a quote, generate a PDF, and share it with customers. Traditionally, this requirement is handled using Word templates, which often feel rigid, requi...
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Earlier, the Task Details pane in Project Operations was standard and not customizable at admin level. When users clicked the info icon present next to a task, a fixed task pane from Project showed only predefined fields. Organizations could not a...
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In high-volume customer support environments, maintaining consistent interaction quality is a constant challenge. Support managers and supervisors often handle thousands of cases and conversations every month, making manual quality reviews slow, s...
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In this blog we will see how to disable Form JavaScript Using URL in Model Driven app and MSCRM
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Manual email drafting can lead to delays, inconsistencies, and agent fatigue. The Copilot feature in the Dynamics 365 Customer Service workspace directly addresses this challenge. By analyzing the case context, Copilot instantly surfaces the most ...
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IntroductionMany industries rely on formal assessment or evaluation reports that are time-consuming to prepare, compiled from multiple data sources—both structured and unstructured—and require strict formatting and compliance.For example, insuranc...