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When a new record gets created in the system first trigger point will get activated and will get all all metadata of the current record , in next step we are list all contact which has the same email address which is mentioned in the current record. In our last and final step we are updating the current record identified from first step output with the contact identified in second step output.
Power BI Visualization of All Opportunity View Not too long ago I was in a pre-sales call where the customer asked us to show some analytical capability and standard charts where end users can themselves see data in a visual format. As per a typical script, we started showing Charts, Views, Dashboards, Excel Templates, and …
Continue reading "How To Visualize Data in a View with Power BI service: Power Platform New Feature"
Recently I did a multilingual Microsoft Dynamics 365 Customer Engagement implementation, which I thought would be easy given that if you search for how to translate Dynamics crm it give a simple three step process export translation , update translation and important. Sound easy ? I also thought that too until I found myself in a position where I need to keep my laptop open after working hours
Previously only forecast we had in sales was sales pipeline... Which was our sales pitch in every pre-sales. How management can see revenue in pipeline and how you can take action accordingly. "But now since crm is evolved into AI powered customer engagement , that one single chart is not a very interesting features to …
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Stay organized. Microsoft Teams, Microsoft Outlook, Microsoft Planner, Microsoft To Do, and Office—specifically, Word, Excel, and PowerPoint—all play a role in the Microsoft 365 tasks experience. Read in detail here Connecting tasks experiences across Microsoft 365
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most of the website allow users to download publicly available document from there website, in PowerApp portal there isn't any straight solution. but we can achieve it by a simple trick
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I looked online but didn't find any solution, since its a customer type field, data can be from either of the entity, so adding new data source solution doesn't quit work, all it needed is little tweak.
There is nothing better than entity mapping when it comes to flow data from parent to child opportunity , in few clicks it can be configured easily in no time.
Than there are workflows , JavaScript and plugins which takes little effort. but if you are reading this post than I am sure you must faced a very unusual issue when it come to map Opportunity product with quote product or quote product with order product custom field using field mapping
D CRM Explorer 