CRM Crate

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Integrating Microsoft Teams with Dynamics 365

In this course, we will learn Integrating Microsoft Teams with Dynamics 365. Before we start, make sure to subscribe CRM Crate so that you are always up-to-dated in field of Microsoft Dynamics 365 CRM. What is Microsoft Teams & need to integration with Dynamics 365 CRM? Microsoft Teams is a highly efficient chat-based collaboration platform

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Exporting & Importing translations in Dynamics 365 CRM

In this course, we will learn how to export and import the translation files in Microsoft Dynamics 365 CRM. Before proceeding ahead, make sure to subscribe to CRM Crate inorder to stay up-to-date in field of Microsoft Dynamics 365 CRM. Why do we need translations in Dynamics 365 CRM? In Dyamics CRM, if you have

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Customize the Chart XML – Microsoft Dynamics 365 CRM

In this course, we will learn to customize the chart XML in Microsoft Dynamics 365 CRM. Before we start, make sure to subscribe CRM Crate so that you stay up-to-date in the field of Microsoft Dynamics 365 CRM. What are charts in Microsoft Dynamics 365 CRM? You can use charts to display the large quantities

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Embed a Power Virtual Agent (Bot) into the Dynamics 365 form

We will learn to embed a Power Virtual Agent (Bot) into the Dynamics 365 entity form. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in the field of Dynamics 365 CRM. What are Power Virtual Agent? Power Virtual Agents lets you create intensely powerful chat bots that can answer

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Bulk update user personal settings from backend in Dynamics 365

We will learn to bulk update user personal settings from backend in Dynamics 365. Before we start, make sure to subscribe to CRM Crate so that you stay up-to-date in field of Dynamics 365. What are user personal settings in Dynamics 365? Dynamics 365 CE users can personalize their workspace to suit their requirements or

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