Category: Microsoft Dynamics CRM

Dynamics 365 Customer Service is a powerful tool for teams looking to form and maintain strong relationships with their customers. The CRM platform provides tools to help teams work faster, stay consistent, and assist their clients. Below are three key features that show how Dynamics 365 Customer Service supports service teams.   Resolve Issues Faster with Copilot   Dynamics 365 Customer Service uses Copilot to help service representatives diagnose issues, and respond to customers more efficiently. Copilot can...

Microsoft Dynamics 365 Sales is designed to help users drive their sales and increase their productivity. Microsoft has several features to help users cut down on repetitive tasks and stay on top of each of their clients- no matter their size. In this blog, we will cover three tools that you should be using in Microsoft Dynamics to increase your sales and improve your client satisfaction.   “Suggested Actions” Tool  ...

Microsoft Dynamics CRM has unveiled three new AI agents in their newest release that help make your day to day more productive. Each agent tackles a different area of business- from accelerating sales to improving service quality, so teams can focus on what matters most. In this blog, we will highlight three of these agents, as well as how to start using them now. Sales Close Agent   The Sales Close...

Microsoft’s Release Wave 2 is here, and with it tons of new updates across all of Business Central’s functionalities. This includes new changes to Dynamics 365 Sales, Service, Field Service, and more. In this blog, we will cover the new AI-powered capabilities and other enhancements across core CRM functions.   Filter Information with Smart Grid   Make finding information easier for your sales team with new natural language searching capabilities. A...

Microsoft Dynamics Customer Relationship Management, or CRM, is a powerful tool for managing leads, tracking engagement, and driving sales. Recently, Microsoft has started to use a new term to refer to their CRM: “Customer Engagement.” The shift in language signals a broader change in how Microsoft views the role of the platform. In this blog, we will cover what Customer Engagement is, what the change in terminology brings, and what...

Microsoft Dynamics CRM is a powerful tool for distribution companies looking to deliver great customer experiences to ensure long-term success. With complex sales cycles, diverse customer needs, and multi-channel touchpoints, distributors need more than just basic contract management. Dynamics offers these businesses a platform that brings everything together in one place. In this blog, we will cover how Microsoft Dynamics CRM empowers wholesale distribution companies to make smarter decisions and...

Forecasting with Confidence in Dynamics 365 CRM In Episode 12 of our “Maximizing Your Data” series, we explored the benefits of Server-Side Synchronization and how it enhances data accuracy. This month, we turn our attention to forecasting in Dynamics 365 CRM - a powerful capability that helps organizations anticipate outcomes. We’ll discuss how forecasting empowers administrators with flexible configuration and enhances user experience through intuitive interfaces and real-time data. Forecast...

Microsoft Dynamics 365 Marketing is constantly improving with new updates to meet the needs of your business. In their latest release, Microsoft unveiled new features to help your business make more effective marketing decisions and increase client satisfaction. In this blog, we will cover three new tools that your business should be taking advantage of already.   Adding Smart Forms to Your Website  You can create responsive forms within Dynamics...

Microsoft is constantly improving their products to help users have the best experience. Their mobile application for sales can help your sales workers stay in touch with their customers throughout the whole day, especially those who spend their work days traveling or away from a desk. Staying connected with your clients is important for strengthening your relationships with them and ensuring they receive the best service possible. In this blog,...

Copilot for PowerApps will be a powerful feature to enhance the app-building experience by leveraging artificial intelligence (AI) to assist users in creating applications. Available within the Microsoft Power Platform, Copilot will help app creators by automating tasks and providing recommendations. This allows users to build custom applications more quickly with less effort. This feature is especially beneficial for businesses that rely on Dynamics 365 (D365) and Business Central. It...