Our client, a forward-thinking organization keen on optimizing operational processes, recognized the need to automate the extraction of email addresses from their Outlook Online Mail. This was particularly crucial for specific time periods, allowing for targeted analysis and enhanced communication insights.
The Contract, Contract Line, and Contract Template entities are deprecated and will not be supported from April 1, 2022. They will be removed in a future major release of Dynamics 365. This functionality has been replaced by entitlements in Unified Interface. In the Classic interface, the client wasn’t able to use the functionalities related to Contract. So, we decided to move the data from Contract, Contract Line, and Contract Template entities to the Entitlement and Entitlement Template entities. But some of the records weren’t getting imported due to duplicate data using OOTB Import data tool of D365 CRM.
Our Australia based clients in health care industry had to manually create files from records in the subgrids. Once the files were created, they had to be converted to PDF document and send them to their clients.
The client has law firm in the United States, handling litigation processes and managing organizational cases. They required an efficient document management system to securely store client documents on a per-case basis.
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