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Managing Post-Delivery Service and Repairs Using Cases in Dynamics 365 CRM

Why This Matters Imagine you’ve just delivered an order, and now there’s a service issue or repair request from the customer. What’s the best way to track and resolve that? That’s where Cases come in. This blog walks you through how your company c...

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Comparing Asynchronous Patterns in C# and JavaScript

Asynchronous programming is essential for building responsive applications, especially when dealing with time-consuming operations like API calls, file I/O, or database queries. Both C# and JavaScript provide powerful tools to handle asynchronous ...

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Optimizing Dynamics 365 Storage: Ways to Free Up Space

Maintaining optimal performance in Dynamics 365 (D365) requires proactive storage management. Running out of space can slow down your system, so it’s crucial to monitor storage usage and act before reaching capacity. Ideally, you should receive an...

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Streamlining Document Uploads for Entities by Sales Team Members Using the Mobile ...

Uploading documents to Dynamics 365 through mobile devices can enhance the flexibility and efficiency of your team members. In this blog, I’ll Walk you through a step-by-step procedure for uploading documents using the **Sales Team Member** app on...

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How to Display the ‘+New’ Quote Button Only for System Administrators Using JavaSc...

Uploading and managing quotes efficiently is crucial for Dynamics 365 CRM users. However, sometimes you may want to restrict certain buttons, such as the ‘+New’ Quote button, to only users with specific roles, like the “System Administrator.” In t...

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Data Flow with Array Filtering in Power Automate

When working with arrays in Power Automate, it’s common to need to filter or select a specific item based on certain attributes. Whether you’re handling JSON data from an API, processing records from a list, or managing dynamic content within a fl...

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XRM Toolbox: Tools in enhancing the Dynamics 365 Solutions for Developers

As a Dynamics 365 developer, I spend a lot of time customizing and extending the platform to fit the specific needs of my clients. While the built-in tools are powerful, there are times when you need something a little more…well, magical. That’s w...

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Understanding Azure Function Trigger Methods and Recurrence Syntax in Dynamics 365

Azure Functions are a vital component of serverless computing, offering the flexibility to run event-driven code without the need to manage infrastructure. When integrated with Dynamics 365, they provide a robust mechanism for automating processes...

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