Introduction Power Pages sites, connected to Dataverse, serve as a powerful tool for modern website development. Dataverse, acting as a versatile database, offers security features, analytics, and automation. However, Dataverse auditing, which logs changes to customer records, initially poses a challenge as it records actions under the application/system user, rather than the actual contact (portal… Read More »
Effective communication is the cornerstone of success in today’s dynamic business landscape. For businesses utilizing Microsoft Dynamics 365 CRM, integrating SMS messaging will be a game-changer, redefining sales, customer support, promotions, and marketing campaigns. That’s why TextSMS4Dynamics is the perfect solution providing seamless SMS messaging integration directly within Dynamics 365 CRM, eliminating the hassle of… Read More »
If you’ve already experienced creating a Power Page with Copilot, great! If not, click here to get started. This blog will now explore how Copilot collaborates with Power Automate and outline the necessary configurations or settings to enable Copilot in your environment. In our daily routines, automation has emerged as an essential component, offering time… Read More »
In the dynamic landscape of technology, organizations are constantly seeking efficient ways to deploy solutions seamlessly. Power Platform Pipelines emerge as a powerful tool to automate solution deployments, providing a streamlined approach to managing and delivering applications. It helps ensure consistency, time efficiency, and maintaining version control. Firstly, you need to install the “Power Platform… Read More »
‘Copilot’, ‘Microsoft Copilot’, ‘ChatGPT’, ‘OpenAI’ These have been the trending terms of an upcoming era and have been chanted incessantly for a year now, worldwide. Google Trends vividly denotes the popularity of the term! With so many technological upgrades floating around and this being the beginning of a new era, it becomes imminent to study… Read More »
Introduction: Managing your customer’s organizations by using organization charts can help you visualize their hierarchy and the relationships between their departments and roles. As a result, you can tailor your sales approach to fit your customer’s needs and preferences, resulting in more successful sales. You can easily and precisely build an organization chart with Dynamics… Read More »
Microsoft Power Platform is a widely recognized low-code platform that allows anyone to build apps, automate processes, analyze data, and create chatbots efficiently. The latest addition to Power Platform’s capabilities is Copilot, a suite of next-generation AI tools. Developers and users alike can take advantage of generative AI’s power to enhance and streamline their solutions… Read More »
The seller can personalize the pipeline view to match their unique preference and management style. This personalization helps them to prioritize follow-ups, analyze key metrics, and gain insights into the current status of deals within the pipeline, including closed, lost, and revenue-related information. Let’s explore! Show the List or Combo You can select whether you… Read More »
In the world of sales, the medium you choose for communication carries just as much weight as the message itself. Picking the right channel can make or break your connection with potential customers. Imagine trying to discuss a complex enterprise software solution over a quick text message or delivering a delicate sales pitch through an… Read More »
Opportunity Pipeline View visualizes the data and displays it in graphical formats based on the current pipeline phase of the records which helps the seller to find the records they want more quickly than the standard read-only grid. You can find more details regarding the look and feel of the same in the Pipeline View… Read More »