User using Dynamics 365 for Customer Engagement will be very well aware of the lookups available in the system. They are the major components which helps us to keep the relationships between the table and also indirectly keeping the data clean to some extend. Recently Microsoft has brought new feature call advanced lookup for these types of fields to enable some usability related enhancements thus helps us to explore and find the required data easily thus improving the productivity of the end user. This also helps us to apply filters to the records available. In this blog we will see what are the advantages users will get by enabling this feature and how to enable this feature in our environment.
Continue reading “Advanced Lookup Experience in Model-Driven Apps”Category: Model-driven Apps
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”Business Rules in Dynamics 365
Basic logics and common sense is what runs most of our business whatever innovators they claim themselves to be. If there is not basic logic into the applications, the quality of data can go for a toss which will have an impact across all innovations which makes the data as the foundation for further processing and analytics. These logics could be dynamic in nature and most of the times organizations would prefer to have control in that section especially through administrators rather than involving developers to make the changes. IT Service providers used to come up with many accelerators and other tool kits to provide something similar to help organizations regarding that but it went to the next level when Microsoft itself brought in the Business Rules into the Dynamics 365 environment. Today in this blog, we will talk about the business rules and its capabilities. Hope you enjoy this one as well.
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