Virtual Tables (External Data)
In today’s data-driven world, managing and integrating external data with internal applications is crucial for businesses to stay competitive. One of the most powerful tools for achieving seamless data integration….
Tag: Dynamics 365 customization
Customizing Mobile Forms
Introduction In today’s mobile-first business landscape, accessing customer data on-the-go isn’t just convenient—it’s essential. Microsoft Dynamics 365 Mobile App empowers sales reps, service technicians, and field users to perform critical….
Using the Dynamics 365 Mobile App
Introduction In a fast-paced, mobile-first business world, staying connected to customer data anytime and anywhere is not a luxury — it’s a necessity. Microsoft’s Dynamics 365 Mobile App bridges this….
Subgrids and Quick View Forms
Table of Contents 1. Introduction to Subgrids Subgrids are powerful components in Dynamics 365 that allow you to display related entity records directly on a form. They provide a convenient….
Using Azure Functions with Dynamics
Introduction As enterprise systems become more interconnected, modern applications often require external processes, scalable compute, or complex business logic beyond what is practical to handle directly within the Dynamics 365….
Embedded Canvas Apps
Introduction In today’s fast-paced business world, organizations are increasingly relying on technology to streamline operations, enhance productivity, and improve user experience. Among the many innovative tools available, Microsoft Power Apps….
Power BI Dashboards in Dynamics 365
Introduction In the realm of Customer Relationship Management (CRM), data is the cornerstone of informed decision-making. Microsoft Dynamics 365, coupled with Power BI, offers a robust solution to harness this….
Custom Visuals for Dynamics Dashboards
Introduction In today’s competitive business landscape, having the ability to quickly analyze and visualize data is paramount. Microsoft Dynamics 365, a leading suite of enterprise resource planning (ERP) and customer….
Advanced Calculated and Rollup Columns
1. Introduction to Calculated and Rollup Columns Calculated and Rollup columns in Microsoft Dataverse (formerly Common Data Service) provide powerful ways to automate calculations and aggregate data without writing custom….
Dynamics 365 Rollout Plan Across Business Units
Implementing Microsoft Dynamics 365 across multiple business units is a strategic endeavor that requires meticulous planning, coordination, and execution. This guide provides a structured approach to ensure a successful rollout,….