Blogs

As a Dynamics 365 CE customizer, I frequently need to work with forms. Now, to create or edit forms, we use a Form editor. This form editor can be accessed from the default solution or an unmanaged solution or command bar. Access form editor through default solution: To access it from the Default Solution, you need to go to Settings/Advanced Settings 🡪 Customizations and then customize the System to open the Default Solution. Under components expand the entity which the form belongs to and click Forms. You will see a list of forms, out of those select the form which you want to edit.     Access form editor through an unmanaged solution: ...

More than a decade ago, it was the era of the filing cabinet that got so full that it was risky to open it in the fear of what may spill out. A few years down the line, it changed to a shared drive on the company network. This gave rise to the innumerable folders that everyone had to sift through to get to something. With the surge in CRM, the risk that you may face today is the death of information. CRM might be the very place that your data will die. Unless everyone intervenes and keeps data clean. Ironically, today we will be talking about managing information, given how a decade ago companies were struggling to handle data in the absence of CRM. ...

Like any other company, in a small and mid-sized business (SMB) the HR function plays a vital role. They need to efficiently manage every aspect of your personnel, and consistently identifying and attracting the most talented people on the market which is important for your company to grow.   Now, the horizon of the HR department is more than just processing payroll and setting employee benefits or finding the right candidate. HR plays an essential role in developing an SMB’s strategy by enhancing employees’ perceptions throughout the workforce and providing a well-rounded experience for all. With  Microsoft Dynamics 365  for HR management, ...

If you are working on Dynamics platform, you would know that your login session does time out after some time. The customers usually ask if there is a way to tweak that.  There have been tremendous improvements made to  Dynamics CRM  cloud security and one such feature is the addition of new session and inactivity timeouts.  The default timeout that Microsoft has set for a user session is  24 Hours.   However, you can change the settings (Sitewide) through : Administration -> System Settings Through these settings you could set the duration before the user session times out and also if you want to give the user a warning a few minutes ...

Do you think that it is better to keep everything in an old-fashioned file system and store all the leads or contacts in an excel sheet? Do you think that it’s an easy job for a salesperson to prioritize work, touch base with existing customers, and follow up with potential clients using these archaic methods of storing data? No matter which industry you belong to, whether it’s healthcare, government services, hospitality, manufacturing, or others, everyone is thinking about digitalization. Unfortunately, digitalization is not a cakewalk for every company. Large companies have lots of resources and budgets to invest in digitalization. But what happens ...

With the new   Unified Interface   of Dynamics, there are many new features that became available, which we wanted to see for so long but were never enabled in the platform. One of those features is the   Kanban   view and   Calendar   view of an Entity. For those who may not know,   Kanban   is a Japanese manufacturing term where the supply of components is regulated through the use of instruction cards along a continuous line. So a   Kanban view   is a way to visualize different work items, in card forms, divided by a certain category (e.g. Status: New, In-Progress, Completed) Now let’s take a look at how to enable these views for any entity ...

Client Relationship Management software isn’t an alien term anymore. Every industry is familiar with it. You must have read several articles, heard talks about how CRM can benefit your SMB , and so on. If you look, you must be receiving a few emails daily about companies offering the best CRM implementation technology, and the great revolutionary changes that it brings forth. Well, hopefully by now, you must be intrigued. You know the positive impact a CRM could have on your small business , but you might be still unsure it’s worth making that move. As an SMB owner, you might be faced with either of the two most common challenges, or both- ...

For all kinds of businesses, large conglomerates or small and midsize ones, CRM is a familiar term. Anywhere you go, you get to learn about different kinds of CRM software in the market. So why is this craze for CRM that seems to have upsurged in the past few years? What is the need for CRM for an SMB ? How did the entrepreneurs run before the emergence of CRM? Well, business owners were able to run their companies successfully I am sure before the rise of CRM, but seeing the digital outburst in every field now, CRM is a blessing for all. However, I won’t say that this software is magical and doesn’t have any challenges or it will solve all of your problems ...