Category: Microsoft Dynamics CRM

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...

Concurrency Control in Power Automate  In Episode 10 of our “Maximizing Your Data” series, we explored how embedded Teams phone calls and AI-based conversation intelligence insights can enhance communication and provide strategic insights. This month, we will review the practical aspects of concurrency control in Power Automate flows, examining its benefits, practical applications, and implementation strategies.  Enhanced Workflow Management  Concurrency control in Power Automate allows administrators to manage how many...

Server-Side Synchronization in Dynamics 365 CRM In Episode 11 of our “Maximizing Your Data” series, we explored the benefits of concurrency control in Power Automate and the advantages of implementing parallel execution. This month, we will review the practical aspects of server-side synchronization in Dynamics 365 CRM, examining its benefits, implementation strategies, and impact on administrators and end users. Understanding Server-Side Synchronization Server-side synchronization enables seamless integration between Dynamics 365...

The Dataverse for Power Platform is a powerful data platform that provides a unified and secure environment for managing and storing business data. When working with Dynamics 365 (D365) and Business Central, Dataverse allows businesses to integrate and manage data from various sources, ensuring smooth workflows and streamlined app development.  Benefits of Dataverse One of the key benefits of Dataverse is its ability to integrate data from multiple sources into...

Microsoft recently released its “Release Wave 1,” in which they rolled out tons of new features and improvements across its CRM. These improvements include developments to Dynamics 365 Sales, as well as to its customer service module. In this blog, we will cover how these new features can help your business boost your customer service offerings.   Sentiment Score   Immediately view the tone of your client’s responses with Copilot’s newest feature,...

Embedded Teams Phone Calls and AI-Based Conversation Intelligence Insights In Episode 9 of our “Maximizing Your Data” series, we explored how you can leverage Copilot in Power Apps to visualize data in a view, making it easier to understand trends, patterns, and relationships in your data. This month, we will introduce an exciting feature in Dynamics 365: embedded Teams phone calls and AI-based conversation intelligence insights and explore how these...

Microsoft recently released their “Release Wave 1,” where they rolled out several new features and updates to Dynamics 365 Sales to help your business thrive. In this blog, we will cover how these new tools can save your salespeople time and assist them in closing deals. Sales Qualification Agent Microsoft has developed a CRM integrated tool to help you stay on top of your most important and pressing tasks.  The...