Mobile Task Flows
Introduction In today’s dynamic business environment, mobile apps are no longer just a tool for accessing data remotely — they are essential for streamlining tasks, boosting productivity, and improving overall….
Tag: Dynamics 365
Offline Data Sync in Mobile
Introduction In today’s fast-paced business environment, access to data while on the move is crucial. However, mobile users — especially those working in the field — may not always have….
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….
OData Feed for Reporting
OData Feed for Reporting: Streamlining Data Access for Modern Analytics Introduction Data is the backbone of modern business intelligence. In an increasingly connected digital environment, businesses need fast, reliable, and….
Scheduled Data Exports
Introduction In today’s fast-paced digital environment, timely access to accurate and relevant data is critical for businesses of all sizes. From financial transactions and customer interactions to inventory levels and….
Exporting Data to Excel
Introduction In the modern data-centric world, organizations rely heavily on tools that allow them to access, manipulate, analyze, and share data efficiently. One of the most common and powerful ways….
Advanced Find for Analytics
Introduction In today’s data-driven business environment, organizations are constantly striving to leverage analytics to drive decision-making and operational efficiency. Microsoft Dynamics 365 (D365) offers a range of tools for business….
Power BI Embedded in D365
Introduction to Power BI and Dynamics 365 In today’s digital age, data-driven decisions are vital for organizations looking to stay competitive. Microsoft provides a powerful suite of tools designed to….
Copilot for Sales and Customer Service
Table of Contents 1. Introduction to Copilot in CRM Microsoft’s Copilot has emerged as a game-changing AI assistant that’s transforming how sales and customer service teams operate. Built on advanced….