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De-Dupe Dynamics 365

De-Dupe Dynamics 365

Having clean and current data in your CRM system is vital to any organization’s sales and marketing process. With new data from users, emails, and integrations being entered daily, it happens all too often that a duplicate company, contact, or lead record is created. If unaddressed, duplicate records can create...

Dynamics 365 Unified Interface and Its New Features

Dynamics 365 Unified Interface and Its New Features

What are the benefits of the new Dynamics 365 Unified Interface? Improved Navigation One of the biggest changes in the Dynamics 365 Unified Interface is the expansion of the sitemap. This expansion makes it far easier for users to quickly find the functions they need. Better use of Space and...

Change is coming! Automatic transition to Unified Interface – Wave 1

Change is coming! Automatic transition to Unified Interface – Wave 1

Dynamics 365 upgrade: Automatic transition to Unified Interface Q&A Should I worry about the transition to Unified Interface? How does it affect me? The major release includes new capabilities and functionality for Dynamics 365. It will directly affect the user experience. Due to this, you must test the upgrade on your sandbox...

When to use PowerApps

When to use PowerApps

“PowerApps is a service for building and using custom business apps that connect to your data and work across the web and mobile—without the time and expense of custom software development.” – Microsoft definition. Using Power Apps, you can quickly build custom business apps that connect to your business data...

When not to use PowerApps

When not to use PowerApps

Here we will talk exactly about Canva Apps Power Apps is a suite of apps, services, connectors, and data platform that provides a rapid application development environment to build custom apps for your business needs. PowerApps is just one of three tools in Microsoft’s Power Platform (the others being Power...

Searching for Records in Dynamics 365

Searching for Records in Dynamics 365

Records in Dynamics 365: Quick Search Step 1. Open the entity, where you need to find information. In our case, it is “Accounts”. Step 2. Go to the “Search for records”. Step 3. Type the word that should be searched. For example, “University”. We will get just the results, where...

TOGGL – Your Convenient Time Trackers

TOGGL – Your Convenient Time Trackers

Toggl is one of the most convenient time trackers that allows you to track your daily activities across different platforms; providing you with detailed insights and an opportunity to optimize your workflow by identifying areas where you can improve. It is easy to use, smart designed, and a well-organized tool....

Make Personal Microsoft Bookings In The Color Perspective

Make Personal Microsoft Bookings In The Color Perspective

Microsoft Bookings is an online and mobile app for small businesses that provide services to customers on an appointment basis. Bookings are turned on by default for customers who have the Office 365 Business Premium, or Office 365 A3 and Office 365 A5 subscriptions. Bookings are also available to customers...

Simple Navigation for Your Mobile Power App

Simple Navigation for Your Mobile Power App

For all our Power Apps projects we had one similar requirement – to have a very simple static menu, where each item should navigate to a specific screen. We had tried different methods and chose the best one for us. In this blog, we want to show you how easily...

Update Records in Dynamics 365 Using Excel Re-Import

Update Records in Dynamics 365 Using Excel Re-Import

We can use Excel to update records in Dynamics 365 by exporting the records to an Excel file. For example, we want to update our accounts with new information. To that, follow the next steps: Step 1. We open the entity with our important data and with the View that...

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