How to Download Multiple View-Based Records in PDF in Dynamics 365
In Microsoft Dynamics 365, users often need to download multiple records from different views in a structured format, such as a PDF. To achieve this, we have implemented a ribbon button that allows users to select and download either active or inactive accounts in a PDF format. Below is a step-by-step guide on how we […]
How to Display Document Templates Using a Custom Subgrid in CRM:
By default, all document templates from an entity are displayed in the form ribbon, as shown in the screenshot From CRM. However, if someone wants to display this list of documents directly on the form, there is no out-of-the-box feature to show only the documents related to a specific entity and allow downloads on click. […]
Create Access Teams & Manage Record Security in Dynamics 365
Objective: Here is this article we will see Create Access team and how help manage record-level security in Dynamic 365. Here we will discuss about the team inside Dynamic 365 collaborate and secure system. First, we will look above collaboration. What is an Access Team: An access team does not possess ownership of records and […]
How can we Create Team in Dynamic 365
Objective: Here is this article we will see How can we Create Team in Dynamic 365. Create Team: Follow these steps to create team in dynamic 365 3. Click on the Team link and you will be directed to the following window. Which show the existing teams which are already created and from here you […]
Real Estate & Property Management: Challenges and Dynamics CRM Solutions:
Real Estate & Property Management: Challenges and Dynamics CRM Solutions: The real estate and renting industry face persistent challenges such as inefficient property management, fragmented tenant communication, and slow lease processing. Traditional methods relying on manual paperwork and disconnected systems lead to missed opportunities, tenant dissatisfaction, and operational delays. By leveraging Dynamics 365, real estate […]
Unlocking the Power of Microsoft Copilot and Copilot Studio
In the rapidly evolving world of AI and automation, Microsoft has introduced Copilot and Copilot Studio, powerful tools designed to enhance productivity, streamline operations, and drive innovation across Microsoft 365 and Dynamics 365. Whether you’re looking to optimize customer service, automate tasks, or generate insights, these AI-powered solutions can revolutionize the way you work. What […]
Dynamic Segmentation and Multi-Level Targeting in Marketing Automation
This document outlines the process of creating dynamic segments, implementing parent-child relationships in segmentation, and setting up automated email journeys using behavioral and demographic data. The goal is to enhance targeting precision and improve customer engagement through personalized interactions. 1. Dynamic Segmentation Using Behavioral and Demographic Data Objective: To create dynamic segments based on user […]
Automating Targeted Email Campaigns and Syncing Results to Microsoft Dynamic CRM 365
Overview This document outlines the process of automatically adding customers tagged with specific interests to targeted email campaigns and syncing campaign results (open rate, click rate) back to Microsoft Dynamics 365 CRM . A third-party email marketing tool such as Mailchimp or SendGrid will be used. Process Flow 1. Identifying and Tagging Customers in MSCRM […]
Generate Pass in Google Wallet with Integration Dynamics 365
1. Introduction This presentation explores the integration of Google Wallet with Dynamics 365 to generate and manage digital passes for customers. Presented by Muhammad Zeeshan, this project aims to streamline pass issuance and enhance customer experiences. 2. Integration of Google Wallet with Dynamics 365 Google Wallet allows users to store digital passes such as loyalty […]
Incremental Data Load using Lookup Transformational Tool in SSIS
INTRODUCTION Implementing incremental data loads in SQL Server using SSIS is a powerful strategy to efficiently manage and synchronize data between systems. In this task, you’ll learn how to design an SSIS package that identifies and processes only new or updated records from a source table, minimizing redundant data movement and optimizing performance. By leveraging […]