Hello Readers and Viewers In this video I will show you how to embed media in a Knowledge Article. This doesn't require you to know HTML. (Another No code solution). Here's the invisible 'Embed Media' button: Here's the video for you. https://www.youtube.com/watch?v=xlB-H0ifapw Hope it helps! Happy CRMing Guys!
This is a great video on how you can send announcements to a Kaizala Group via Microsoft Flows. Watch the video 🙂 https://youtu.be/c2iFDAgDIjk Hope it helps! Happy CRMing!!
Hi Guys This is a quick tip on how to navigate to next or previous records in Unified interface. Watch the video 🙂 here https://youtu.be/oWJNG75vnkk Hope it helps! Happy CRMing!!
This video is a quick tip on how to recalculate a roll up field in the new Unified Interface. https://youtu.be/ev5f-dhPJCo Hope you find this video helpful! Happy CRMing!!
Hello Readers We have many times faced this scenario; of updating a lookup field from a text field. I will be showing you how to do this without writing a single line of code, with the help of MS Flows. Scenario: I have a custom entity 'geography' where I am storing all my post codes.... Continue Reading →
Read Part II Third Ingredient: Live Chat Being responsive to your customers and prospects is very important. Installing Live Assist from Café X certainly helps both your Agents and Customers. Examples: Live Chat Prerequisites: You must have the following available in your D365 instance- Live Assist Solution InstalledLicenses for Café X Live Assist Scenario: I... Continue Reading →
Read Part 1 Second Ingredient: Charts Customers logged into the portal always expect easy Interface and better visibility of their orders and its status. Examples: Order Status Shipment Status Refund Status Ticket Status Scenario: I want to show consignments of a customer by consignment status. Prerequisites: You must have the following available in your D365... Continue Reading →
First Ingredient: Inserting Maps Hello Readers We all have been asked a question at least in one implementation that can we show a map on Portals. Well this blog is a step by step process on how to show a map for a D365 object on portals. Examples: Store Locator Shipment Tracker Scenario: I want... Continue Reading →
DIY D365 