With the introduction of Power Fx, Microsoft has recently released the preview of formula columns which will be very similar to our Excel experience. Now it’s on the fly formula as not saved anywhere but we can expect this to be written to the tables as well. Intellisense makes the life of the administrator/developer who creates the columns as they can select from what is available to include in the formula. This is going to be game changer when we start thinking about the columns in data verse. More detailed documentation regarding this feature is available here. Check this out for sure. I am checking it right away.
Category: Configuration & Customization
Territories in Dynamics 365
Each organization has its own business model. They vary from industry to industry and geography to geography. Depending on the business model the strategies and the way businesses are done also changes. The way businesses come to the granular level of managing also changes depending on the business model and strategy. Normally from a sales or service perspective, this is where the organizations can use the Territories and its hierarchical structure to good use. Depending on where it is used it can either improve the sales potential and thus the revenues for the organization and strategize the way marketing campaigns can be run across in different places and the way customers would want them to be treated. In this short summary, we will try to figure out how the territories can be used in Dynamics 365.Continue reading “Territories in Dynamics 365”
Real Time Workflows in Dynamics 365
Organization’s business logics will always be part of the CRM implementation strategy and mostly they can be classified as two types, one which will get implemented at real time and another one which gets implemented little late termed as synchronous and asynchronous in nature. In Dynamics 365 for customer engagement, workflows helps us to automate business processes without a user interface especially when we don’t require any user interaction. Recently Microsoft is moving towards the strategy where they are encouraging to use Power Automate in case we have to run some logic in the background as asynchronous workflows. But real-time workflows are still our old workflows. In this blog, we will discuss about the real-time workflows in detail.Continue reading “Real Time Workflows in Dynamics 365”