This is my blog where I share technical solutions to real life business problems
Do you know that there is a feature that disallows sending the same email more than once to an email address. This is a general setting that applies to all segment-based journeys. This is very helpful to know when designing emails in Dynamics 365 Customer Insights - Journeys app.
A Discovery Workshop is a collaborative and structured session between client and your team aimed at gathering requirements from key stakeholders. It's a focused effort to understand client's business processes, challenges, and goals, and then align them with the capabilities of Dynamics 365 CRM. This workshop sets the stage for a successful implementation by ensuring … Continue reading How to start discovery workshops as a Functional Consultant for Dynamics 365 CRM?
In the highly competitive Australian business landscape, continuous learning is essential for industry leaders to maintain their edge and drive organizational success. Dynamics 365 Sales App and the Education Accelerator, developed by Microsoft, are innovative technologies that cater to the unique educational needs of professionals in Australia. This article explores how these tools revolutionize the … Continue reading Dynamics 365 Sales App and Education Accelerator: Empowering Australian Industry Leaders to Learn and Thrive
In the cemetery industry, effective resource management and efficient service delivery are crucial for driving market growth. Cemetery industry leaders can leverage the Dynamics 365 CRM Field Services App and Universal Resource Scheduling to optimize their operations. This article explores how these tools can empower cemetery industry users, streamline resource allocation, and enhance customer satisfaction. … Continue reading Dynamics 365 CRM: Empowering Cemetery Industry Leaders with Field Services App and Universal Resource Scheduling
In Dynamics 365 if you want to associate a single Contact with multiple Accounts then we have two options: Use ConnectionsCreate a custom entity Benefits of using Connections is that it is out of the box, it is fluid means you can add/remove relationships when ever you want. However, from reporting point of view and … Continue reading Dynamics 365 – Connections VS Custom Entity
ne of the features that Microsoft is planning to roll out from October 2020 is the new dynamics 365 Sales mobile experience app. This is available for Public Preview in Oct 2020 therefore I couldn't install it on my mobile, but the user experience seems promising. The top feature of the new Dynamics 365 Sales … Continue reading New Dynamics 365 Sales mobile experience – Dynamics 365: 2020 release wave 2 plan
You can create Office 365 type group in Azure AD 2. Now you can add members in your AD Group. 3. Now go to Settings -> Security in your Dynamics 365 instance where you want to manage roles 4. Create a AAD Office Group Team there, and give it a name for example Sales Team … Continue reading How to manage Dynamics 365 users from Azure AD
Organizational units are created in Field Service to represent locations where resources can be dispatched from. They can have Longitude and Latitude values assigned to them that assist in geo location. Facilities are used to represent locations where services might be conducted such as a room or building. Business Units are used as to represent … Continue reading What is the difference between Organizational Units, Facility, Business Units and Territory? in D365 CRM – Field Services world
Microsoft has launched an Emergency Response App for Hospitals in April 2020, in order to cope up with the admin stress. We as IT Professionals can help hospitals, making their admin tasks easy and providing real time stats to the Medical Professionals and Decision Makers. This is a Microsoft Mobile App for Health Ministers, Medical … Continue reading COVID-19 Hospital Emergency Management Solution (Mobile App, Admin App, Dashboards) – Microsoft Power Platform
As soon as you enable the Field Services app, you will see the Field Services tab on your Product Main form. The "Field Service Product Type" is a field that tells the type of the product. In Field Services, there are three different types of Product: 1 - Inventory 2 - Non-Inventory 3 - Service … Continue reading What are the three different types of Products in Field Services?
Sumayya Aslam - Microsoft Technology Consultant 