CRM Beans

BLOGS

How to Configure Voice channel in Omnichannel

To configure the voice channel, a phone no. is required. These are the steps to configure. However, in the Omnichannel for customer service when you click open voice Demo, It will automatically...

How to set up Omnichannel for Customer Service?

To set up an omnichannel for customer service, navigate to the power platform admin center. Choose the environment. In the left pane, expand Resources and select Dynamics 365 apps. On the Dynamics 365...

How to create an access team template in Dynamics CRM?

Access Team is used to share records. There was a scenario for a POC where the system has 2 Business Units London & Manchester. I wanted to share a record of BU Manchester to another user whose BU...

Create Sales Quotations from sales orders using Power automate

How to create a sales quotations using power automate? Scenario – There was a scenario where a customer wanted to create the Sales Quotations automatically for those orders that were expiring in the...

How to use PowerApps pen input control?

In this post we will see the use case of the PowerApps Pen input control. Power Apps example These are the activities we will perform for this power apps example. This is how the final form will look...

How to create and modify Dynamics CRM App using App designer

This article will guide you on the basics of how to create and modify a Dynamics CRM model-driven app. Create an App To create a model-driven app, open Power Apps (https://make.powerapps.com/) and...

How to customize Microsoft Dynamics 365 CRM using power apps.

In the old version of Microsoft Dynamics CRM it allows any customization by using the admin panel. You can customize the entities by navigating to Administration -> Customization -> Customize...

How to create a work template in Project service automation

Work template is used to define Leaves, Holidays, and working hours of the resources. Based on it the schedule board displays the resource availability. In Project Service app navigate to settings...

How to write and execute JavaScript in Dynamics CRM?

Wanted to write your first JavaScript in Dynamics CRM? This article will help you to see the things in action. These are some of the high-level steps that you need to follow. Write a JavaScript that...

Training

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Advice

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Consultancy

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