Ravishchandra Gupta's Blog

Hello Guys, In our previous  blog   we have seen how we can create sales insights cards. Today we are going to explore Word Template in D365 CRM. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. We have come across many scenarios where we need to create word document for various purposes. For example whenever customer agrees with the quote, we need to send a letter of confirmation for the order through email. Also for sending quotation also we are using some word documents in email attachment.  Microsoft D365 CRM allows us to create and upload word template which can be letter used for various purposes. Let's see how to create and upload our won word template. Open D365 CRM online. Click on Settings gear icon and select Advance Settings. Now click drop down near to settings and select Templates. Click on Document Template. Now click on New -> Select Word Template -> Click on Selec

  Hello Guys, In our previous  blog   we have seen how to use fetch xml query using MS Flow. Today we are going to see how we can create sales insights cards. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Consider a scenario where user is working on various leads and he wants to track which leads are about to be lost. Microsoft D365 CRM provides a unique feature known as Sales Insights which can be used for creating a card and this can be displayed on entity as some notification. For example consider below leads. Here we can see that the above leads have not been modified since last one or two month. Now we want to notify user that he/she has not worked on these leads since one or two month by notifying message that this may be lost.  To achieve this we are going to create one power automate flow which will run every day at night and will create notification for the leads. login to : htt