Category: Microsoft Dynamics CRM

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...

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...