I am a Senior Dynamics 365 Consultant & Functional Architect, Dynamics 365 Certified Professional with versatile skills to undertake requirement analysis, functional design & architect and implementation of Dynamics 365 & Power Platform.
Over 15 years of wealth of experience and versatile skills to undertake requirement analysis, functional design, configuration and implementation of Dynamics 365 CE for Not for profit, banking, retails, government, insurance, travel and BPO sectors across multiple countries.
As part of these engagements I have developed an in-depth knowledge of Dynamics CRM/365 and Office 365 along with CRM’s ISV solutions like ClickDimensions, Dynamics 365 Portals, XpertDoc, intelli-CTi etc.
All-round ability to manage requirement analysis, functional design to solution design, configuration and deployment of Dynamics 365 system, with excellent relationship management & communication skills and has demonstrated the ability to manage complex implementations.
This is my attempt to share news and insights of Dynamics 365.
Recently, there was a new featured launched into Dynamics 365 Customer Insights to build reports within Customer Insights using the interactive custom report builder (Power BI embedded).
With this enhancement, we’ll be able to combine available metrics/measures and dimensions to create reports with the CI data , using the visualizations we want directly within Customer Insights. It will provide another way of generating the reports and visualise the Customer Insights data (without using the Power BI connector).
In this post, we’ll talk about how we can use the built-in report feature within Customer Insights.
The Attachment Management Add-in is out there on the AppSource for quite some time, I recently enabled it for an internal Dynamics 365 implementation where the native SharePoint integration couldn’t be used due to the multiple tenant authentication issues and the new storage model licence wasn’t there to store/attach documents on default CDS file storage.
This add-on feature is to manage note and email attachments using the Azure Blob storage which will enable users to create and maintain files stored on Azure Blob via the Dynamics 365 app.
If someone is previously using this add-on, in the latest release, we also have a choice to move to default CDS file storageinstead of a Custom Blob storage.
In my previous posts, I mentioned about how we can leverage Customer Insights to build unique customer profiles, create measures / KPI and display the demographics in Dynamics 365 Apps using customer card add-in.
This post is about using those unique profiles & KPI to build segments and extend these segments to execute marketing campaigns / customer journeys using Dynamics 365 Marketing. We’ll target to achieve the following:
Recently, one of our clients requested a feature for their salespeople to smartly add multiple products on Opportunities at one go (using the web and mobile apps).
Microsoft recently released this new feature with the enhanced experience, so that salespeople can:
Efficiently search for products and View product details inline.
Compare products before selecting them.
Add multiple products in one go.
Since this feature is still under preview, we couldn’t enable it on our client’s production environment however, it’s a great feature to increase efficiency for salespeople even when they are on the go.