Author: Mayur kulkarni

Integrating WhatsApp with CRM – How will it help your Sales and Marketing teams? Customer Relationship Management or CRM is one of the most important tools used by businesses today to turn prospects into customers, engage, and nurture leads by understanding their buying journey and eventually drive loyalty. CRMs are enabled to run on omnichannel… Continue reading Integrating WhatsApp with CRM – How will it help your Sales and Marketing teams?

How To Migrate Power Portal to Power Pages – Steps You Should Know Migrating data from a standard to an enhanced model in Power Portal is a crucial process that holds significant importance for organizations. Data migration from a standard to an enhanced model in Power Portal is essential for organizations looking to unlock advanced… Continue reading How To Migrate Power Portal to Power Pages – Steps You Should Know

Case Study: Reducing Dataset Refresh Time with Microsoft Dynamics 365 Challenge: NSquare Xperts used SharePoint as a dataset in which the client had over 400,000 records to create a Power BI report. However, when the data was refreshed to obtain the most recent information from SharePoint to Power BI, the process took longer than usual… Continue reading Case Study: Reducing Dataset Refresh Time with Microsoft Dynamics 365

Discover FieSA – Field Service Automation Software What is Field Service?  Field service is a blanket term that describes tasks performed by authorized technicians at different locations. These tasks require knowledgeable representatives to help customers with installing, fixing, and maintaining the equipment at their place.  Based on the task, a field service manager appoints or… Continue reading Discover FieSA – Field Service Automation Software Powered by Microsoft Dynamics 365

How to Access Power Portal Site Settings from an External JavaScript File Calling Inline JavaScript in Power Portals: Power Portals enable you to create websites that extend your Dynamics 365 functionalities. JavaScript adds another layer of interactivity, allowing you to customize user experiences. Here’s a breakdown of how to incorporate JavaScript in different portal elements:… Continue reading How to Access Power Portal Site Settings from an External JavaScript File

Demystifying Data Security Models in Salesforce: A Simplified Guide Understanding data security models in Salesforce is crucial for businesses to safeguard their sensitive information effectively. Let’s simplify the concept to ensure everyone grasps its significance. Overview of Salesforce Data Security: Salesforce employs a robust data security model, including Role Hierarchy, Profiles and Permissions, Object-Level Security,… Continue reading Demystifying Data Security Models in Salesforce: A Simplified Guide

Why Service Cloud is Critical for Customer Service Success In today’s fast-paced business environment, providing exceptional customer service is more important than ever. Customers expect quick and personalized support across multiple channels, and businesses that fail to deliver risk losing valuable customers. This is where Service Cloud, a customer service solution built on the Salesforce… Continue reading Why Service Cloud is Critical for Customer Service Success!