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This post explains the save event in Dynamics 365 CRM, its importance, and how to add custom logic using the formContext.data.entity.addOnSave() method. It discusses a use case for validating fields before saving a record and provides a code example. Customizing the onSave function offers developers the opportunity to enforce business rules and enhance Dynamics 365.
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Dynamics 365 offers the option to pin frequently used views for quick access, enhancing workflow efficiency. To pin a view, navigate to the desired entity, select the specific view, and click the “Pin” icon. The pinned view will then appear in a dedicated section for easy access, reducing the need for excessive navigation.
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Microsoft Dynamics 365 Customer Insights is a cloud-based service that uses AI and machine learning to analyze customer data from multiple sources. It helps create unified customer profiles, identifies customer segments, and enhances personalized experiences. By leveraging this tool, businesses can boost customer satisfaction, retention, loyalty, revenue, and profitability. Interested individuals can request a free…
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Microsoft Dynamics 365 Supply Chain Management is a cloud-based solution that optimizes operations, reduces costs, and enhances customer satisfaction. It offers capabilities for planning, procurement, manufacturing, warehouse and transportation management, asset maintenance, and more. Businesses can benefit from increased efficiency, customer satisfaction, cost reduction, and innovation by leveraging this solution.
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Microsoft Dynamics 365 Field Service is a cloud-based solution that empowers field service organizations to optimize resources, streamline workflows, and enhance productivity. It integrates with Microsoft products and uses AI to provide insights. It enables efficient scheduling, remote assistance, asset management, predictive maintenance, and customer satisfaction tracking, ultimately driving revenue growth and customer loyalty.
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Microsoft Dynamics 365 Business Central is a cloud-based business management solution for small and medium-sized businesses, offering integrated financial management, sales and service tools, project and supply chain management. It seamlessly integrates with other Microsoft applications, provides customization options, supports multiple languages and currencies, and offers a virtual assistant for contextual guidance and proactive suggestions.
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