A lot of people get confused when it comes to connecting Dynamics 365 CRM to email: should I use Outlook or Gmail? 📧 Simply put: it depends on what the company is already using. 📩 If your company runs on…
If you spend a lot of time doing repetitive tasks inside CRM, this tool will save you a huge amount of time and effort. Some of the tools I use the most: 🔹 FetchXML Builder for building and testing FetchXML…
A lot of people think they’re basically the same idea, but there’s actually a very important difference. ☁️ CRM Online: the database is hosted by Microsoft, and there’s no direct access to it. All interaction with the data happens through…
A question that comes up a lot in CRM work: why would I use a Plugin instead of a Workflow? And what’s the difference between them? Simply put 👇 🔹 Workflow is suitable when the operation is simple, like: sending…
A lot of people use Plugins in Dynamics 365 CRM, but the important question is: which Stage do I put the Plugin in? 🤔 A Plugin doesn’t just run at any random time, it moves through stages (a Pipeline), and…
[Infographic about Dashboards in Dynamics 365 CRM – showing team performance, sales, and service at a glance in one quick view, without needing long manual reports] Share on LinkedIn
One of the most common questions that comes up while developing Plugins in Dynamics 365 CRM: should I use Synchronous or Asynchronous? 🤔 The answer depends on the nature of the operation you’re implementing. 🔹 Synchronous Plugin (Sync): the Plugin…
A lot of people assume that if a server goes down, the whole system stops… but the reality is different. ✅ Microsoft uses more than one Server and distributes the load between them (Load Balancing). If one server fails or…
A lot of people hear the word Copilot and assume it’s just another AI Chat tool like any other… but the truth is it works inside Dynamics 365 CRM and helps you in your daily work. So instead of digging…
If your answer is yes… you should know that Microsoft now recommends using formContext instead of Xrm.Page. So what’s the difference? 🔹 Xrm.Page: the old (Legacy) way. It worked directly on the whole form. It might still work in some…