Meet Jack, a customer service representative working at a B2B company. He often finds himself too busy and stressed under a constant stream of cases, customer chats, and follow-ups. He juggles multiple conversations at once, trying to manage urgent support tickets while keeping up with ongoing inquiries. The back-and-forth causes him to lose track of… Read More »
Manually recreating similar records in Dynamics 365 CRM can be a tedious and error-prone process. Sales teams often spend hours copying data for repeat orders, pricing templates, or customer details—time that could be better spent closing deals. While Power Automate offers a way to duplicate records, it requires complex configurations and isn’t always efficient. In… Read More »
Integrating charts from a model-driven app into a Power Pages portal can enhance data visualization and improve user experience by providing real-time insights directly within the portal. In this blog, we’ll walk through the process of adding a chart to a Power Pages portal using Liquid code ensuring a seamless experience for portal users. Use… Read More »
Around the world, cities are racing to lead the future of urban development, embracing cutting-edge technologies to become smarter, more sustainable, and highly efficient. Countries like Canada, the U.S., and the U.K. are pioneering these advancements, and now, Australia is making its mark with ambitious Smart City Plans backed by both government initiatives and private… Read More »
For instance, there is an IT company where different teams like sales, marketing, and product management work with distinct sets of data in Dynamics 365 CRM. However, the default public system view displays all data to every user within a team. This means a sales team admin who primarily needs to see “All Leads” must… Read More »
Studies show that 70% of employees spend unnecessary time searching for information across multiple systems, leading to productivity losses and delayed responses. According to a Gartner report, inefficient knowledge management costs organizations an average of $1.5 million annually. Microsoft Copilot Agents, integrated with Dynamics 365 and SharePoint, eliminate these inefficiencies by delivering instant, context-aware responses.… Read More »
AI tools like Copilot in Dynamics 365 Sales are revolutionizing how organizations interact with data, automate tasks, and enhance customer engagement. For organizations leveraging custom sales applications within Dynamics 365, ensuring seamless access to Copilot is critical for maximizing its potential. By integrating the Copilot page into your custom sales app’s site map, you can… Read More »
In today’s digital world, most businesses and organizations prioritize protecting sensitive data. Power Pages gives administrators the power to disable anonymous access to their websites, which ensures that only authenticated users can view sensitive information. This entry covers how one can define anonymous access, explain its importance, and explore governance controls that can effectively eliminate… Read More »
To stand out in today’s busy market, businesses need to communicate with customers in a personal and meaningful way. Using the right app makes it easier to send targeted messages and keep track of interactions. By integrating Mailchimp with Dynamics 365 CRM, you can sync Dynamics 365 records with Mailchimp, target customers based on specific… Read More »
Process mining is a research area and technology that helps businesses understand their actual processes, and how they operate, and identify opportunities for improvement, automation, and digitalization. Process mining can be simply described as analyzing processes using event log data. Process mining is a powerful tool that offers the following benefits: Efficiency Improvement: process mining… Read More »