Blog
Sandip Paul
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Feb 11, 2026
Introduction In the first part of this series - “Team Membership Nightmare in Dynamics 365: A Financial Services Case Study”, we explored why team membership management becomes so complex in…
Blog
Sandip Paul
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Feb 9, 2026
When Ownership and Access Don’t Match In financial services sales, ownership is sacred. The primary relationship owner gets the credit. They manage the account. They own the data.…
Blog
Sandip Paul
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Jan 6, 2026
Introduction Dynamics 365 doesn't offer native recipient-based email blocking. We built a configurable plugin that blocks emails based on flexible rules (competitors, compliance, internal-only, etc.) with server-side enforcement…
Blog
Sandip Paul
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Dec 24, 2025
Introduction If you’re using Microsoft Dynamics 365 for customer relationship management, you’ve likely enabled email tracking to maintain a complete history of customer communications. It’s one of the platform’s most powerful features until you realize you’re tracking emails you absolutely shouldn’t be. Sound…
Blog
Roopa N
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Feb 9, 2021
With the ever-increasing requirements of Data movement from On-Premises to Online Platforms and data scaling to larger quantities, we need the best solutions to provide seamless migration success.…
Blog
Subhankar Roy
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Jul 9, 2020
Microsoft Dynamics 365 online and Model Driven PowerApps offers several advanced reporting options. Advanced reports are often necessary when business requirements demand complex calculations, returning multiple data sets,…
Blog
Gayathri Selvamani
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Jun 16, 2020
There are many new features added in Dynamics 365 2020 release. One of those is being able to open forms (Entity Record, Entity List or HTML Web resource)…
Blog
Sampada Bhat
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Dec 10, 2019
This blog gives an overview about data management using Data Import Export Framework (DIXF). Continue reading Data Management Overview in Dynamics 365 for Finance and Operations
Blog
Gayathri Selvamani
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Apr 16, 2019
Many times, we do receive a requirement from the customer to show Date range filter controls in Entity List Page in Dynamics 365 Portal. The existing filter option…
Blog
Tinu Nelson
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Mar 12, 2019
If you want to access a large set of data from Dynamics 365 (online) CRM, the usual way is to either use the API’s provided by Microsoft or…
Blog
Chetan Patel
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Mar 5, 2019
None of the business today is restricted to a single region or a language. Your business is sure to outgrow across the globe. Hence, a multilingual support gives…
Blog
Walt De Petris
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Jan 29, 2019
As promised, Microsoft has been providing regular updates to Dynamics 365. If you have already been using great new features from October 2018 release, and are looking forward…
