Managing user identities in CRM-connected systems like SharePoint is crucial for keeping data confidential, private, and accountable. In collaborative setups, actions like creating or editing documents usually show the user’s name in the “Modified By” column in SharePoint. While this is useful, some organizations may
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Dynamics 365 CRM and SharePoint currently operate with a structured system that lacks the flexibility to meet the growing demands of businesses. To enhance adaptability, SharePoint has introduced metadata functionality, making the system more dynamic and responsive to changing business needs. Metadata Scenarios: From Structured
I believe large action models (LAMs) represent as big a shift in the development of AI as anything we’ve seen in the previous decade. Just as LLMs made it possible to automate the generation of text, and, in their multi-modal forms, a wide range of
The Wrap feature in Power Apps allows you to transform your Canvas app into a native mobile app. This process is especially beneficial for organizations that want to distribute apps internally or via app stores while maintaining the native app-like experience. Note: Before you begin
Everyone wants an easy, frictionless experience when they need help. Nobody enjoys being on hold or hunting through discussion boards and articles for answers. But creating that seamless experience is no easy task. Scaling human support is costly, and there’s a point where self-service becomes
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The best relationships are built on trust, and the sales world is no exception. In fact, it’s the bedrock of every deal. Many potential buyers view salespeople with trepidation, often due to hard-charging representatives who will say anything to get them to sign on the
In today’s fast-paced business world, web forms are essential tools for generating leads and staying connected with customers. As many Dynamics 365 users have discovered, web forms can also attract unwanted attention from spambots, flooding a company’s CRM with fake leads. This overload not only
Let’s be honest, traditional small businesses may be hesitant to dip their toe into new technology. But for 5P Consulting, a small consulting firm founded in San Diego, technology is the very business of their business. 5P Consulting’s mission is to optimize organizations and drive
