CRM Professional Consultant

 Credits: https://www.inogic.com/blog/2023/06/enabling-creating-the-entity-as-type-elastic-within-microsoft-dynamics-365-crm/ With the wave 1 rollout in Microsoft Dynamics 365 CRM earlier this year, there has been an addition of a new type of entity in Dynamics CRM. It is called an “ Elastic ” entity. In this blog, we will walk through one of the capabilities of this newly launched feature, what makes it different from the regular types of entities, and how it could potentially benefit the overall productivity while working around the entities. Go to Power Apps, pick the appropriate environment >> Tables >> New Table Fill up the mandatory details and select the entity type as “ Elastic ” under advanced options. Save to proceed. Upon saving, you will notice Two new fields come up as a part of the entity, these fields are not available for entities of other regular type In this illustration, we will use the “ Time to Live ” field by simply dr...

  Quite often we define different forms for a given entity and we do a form switch based on a field rather than based on the security role of the user. The problem we observe with this approach is that there is often a double form load because when the wrong form loads then record re-loads using the appropriate form. This post offers a solution for avoiding the double form load in this scenario . Say you have different types of opportunity which are identified by an “Opportunity Type” field and each opportunity type has its own form and BPF. The traditional approach would be to have a JavaScript on load of the form which will navigate to the appropriate form. The issue is that CRM web application loads by default the form that was last used by the given user. So if the user was looking at an opportunity of type “New Sale” and then opens an opportunity of type “New Service Contract” then the service contract opportunity will first load using the “new sale” form and a...

  As businesses aim to deepen connections with customers and streamline their operations, CRM systems play a pivotal role. Yet, the path to a successful CRM setup can sometimes feel like a rollercoaster ride. CRM systems enable organisations to nurture relationships, streamline processes, and drive growth. However, the path to CRM implementation is not without its hurdles. Many businesses have stumbled, and even failed, in their attempts to harness the full potential of CRM. You may already be familiar with our Swift CRM Implementation service—a game-changing approach that's been redefining the way businesses embrace CRM solutions. This week, we're thrilled to remind you of the transformative power of Swift as we delve into the world of CRM implementation. In this blog post, we won't just revisit the common pitfalls that have challenged CRM projects; we'll also unveil how Swift, a name you know and trust, c...