As organizations increasingly rely on Microsoft Dynamics 365 to manage their sales, field service, and operations, location intelligence has become a strategic necessity. From managing vast regional territories to coordinating complex field resources, having a geospatial mapping solution embedded directly into your Dynamics 365 CRM can transform the way you work. FYI, about 77% of… Read More »
Cleaning CRM data is essential; without it, slow CRM speed, reporting misleads, and customer engagement stalls. Businesses often struggle to identify duplicate Dynamics 365 records, especially when dealing with large volumes of inconsistent or outdated data. Keeping that data clean isn’t always easy. Many businesses still rely on outsourcing CRM data cleanup to BPOs, hoping… Read More »
While creating a Power Automate flow, I discovered an exciting new feature called the “Savings” (Preview) feature in Power Automate. When I tried it, I found it very helpful for those looking to reduce costs by automating tasks with Power Automate flows instead of performing them manually. This feature helps you record exactly how much… Read More »
For professionals who are using Bing Maps/Azure Maps with Dynamics 365 CRM for Geo-Mapping, you already know how useful it is for visualizing data on maps, planning routes, managing territories, and tracking field reps. But there’s one hidden problem that can mess everything up—duplicate records in your CRM. That’s where DeDupeD – a data hygiene… Read More »
In today’s competitive sales environment, equipping your team with the right tools can significantly contribute to success. One such powerful tool is the Sales Qualification Agent — a smart assistant designed to streamline prospect evaluation and outreach efforts. Before your sales team can fully leverage its capabilities, it’s crucial to lay the groundwork through proper… Read More »
Microsoft has introduced Translytical Task Flows (Preview) in Power BI — a groundbreaking capability that brings transactional actions directly into the analytical environment. With this new feature, users can initiate tasks such as creating, updating, or deleting records, and even trigger automated workflows — all within a Power BI report. This marks a major shift… Read More »
Merging duplicate records in your CRM can feel like a trade-off: either keep one version and lose the rest, or manually copy-paste critical data field by field. Notes get overwritten, preferences disappear, and numeric totals get misreported. If you’ve ever tried to detect and merge duplicate Dynamics CRM records manually, you know how time-consuming and… Read More »
Microsoft has added new AI features to Dynamics 365 Customer Service to improve customer support. One of the most useful additions is the Customer Service (preview) plugin, which works right away with no setup needed. With this plugin, Copilot can get information straight from your case records and related data. Support agents can just ask… Read More »
In today’s data-driven world, decision-making can’t afford to happen in silos. Imagine managing field services for a city-wide utility company or strategizing store expansions for a growing retail chain. Your CRM contains valuable customer data, service history, and sales trends. Meanwhile, your GIS system holds rich spatial information, like zoning boundaries, traffic density, weather risks,… Read More »
Are you working on a Dynamics 365 Customer Engagement (CE) project and struggling to integrate a payment system that requires access to sensitive data—like a customer’s full bank account number? You’re not alone. Imagine this: you’re developing with backend plugins, operating under elevated privileges, and fully expecting the System Admin service to give you unrestricted… Read More »