Modules Of PrismCRM PRISMCRM not only offers sales force automation for construction companies but also has the capability to successfully manage critical processes in the construction sector such as Portfolio Management, Financial Management, Document Management, Post-Sales Processes, and...
PRISMCRM PrismCRM is capable to do Housing sales and marketing of construction companies planning new living spaces. PRISMCRM will increase your sales and corporate by allowing you to create memory, your company is serious about keeping up with the requirements of the era it will help him ...
In this blog, we will see how to change a field data type from whole number to decimal number without affecting the existing data. This is my current whole number field now i will change it as decimal number field Go to the XRMTOOLBOX and open Attribute Manager tool Next click on Retrieve ...
In this blog we will see how to Enable Copilot for Model-Driven Apps in D365 CRM. Copilot for model-driven apps in Power Apps is a next-generation AI assistant that helps app users gain insights into the data in their apps through natural language conversations. Copilot enhances app users&...
In this blog, i will show how to filter lookup field based on the another lookup field in dynamics 365 without using any JavaScript code. Open your main form through make.powerapps.com Next select the field you wants to filter and in the right side scroll down and then we can see filter o...
In this blog, we will show how to get a record using guid. Go to your model driven app and click on your entity and then click Edit filters in the top right side Next select the field with your entity name and paste the GUID in the equals Now the record will appear equals […]...
In this blog, we will see what is Copilot and how it uses in Dynamics 365 customer insight journeys(Marketing).In Dynamics 365 Customer Insights journeys, the concept of a “co-pilot” is generally refers to the AI-driven features and capabilities that assist marketers in creatin...
In this blog, we will learn how to populate a lookup based on option set using power automate Recently i got a requirement with deprecating option set field by replacing with a lookup but it have 5000+ existing records available. so, i have created this flow to populate lookup based on the...
Today i got a requirement from my client to reassign the owner for some blogs Now i want to share my knowledge how i achieved this requirement Open Advanced settings and click on the Filter Modify the advanced search like showing in the image and then click on search select the flow and cl...
Introduction of this feature in Dynamics 365 The Activity records can now be linked to additional records such as Accounts, Contacts, Leads, Opportunities, and Users using the new party list attribute. Note: As this feature is currently in preview, it exclusively supports Email entity reco...