You might have heard about ChatGPT and it being considered a new way to improve productivity. We might be aware that it helps in developing applications by reducing human efforts. Creating an app manually could be a difficult task as it requires concentrated time, creativity, and energy. What if it could be done just by… Read More »
In the previous blog, we covered how to enable managed environments to get more visibility and control. We also discussed areas that help you scale as a better environment administrator. Likewise, in this blog, we will see the new features introduced in the Power Platform Admin Center called Maker Welcome Content. So let’s get started!… Read More »
Microsoft has added a new feature called Cards in the Wave 2 release. Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. In the previous blog, we explained how to create cards using Power Apps. In this blog, we have explained how to… Read More »
You have invested a lot of time, effort and money to gain clients for your business. You probably marketed your business and used multiple branding strategies to attract clients. Therefore, it only makes sense to focus on customer retention. Invespcro’s study states that companies who increase customer retention activities by 5% increase their profits by… Read More »
In Microsoft Dynamics 365 CRM, businesses rely on notes and attachments to manage critical customer and process information. While notes capture free-form text and attachments include documents, images, and videos, these features are essential for recording interactions and sharing details. However, excessive attachments can quickly consume CRM storage, leading to performance issues when default limits… Read More »
An average savings of 12 minutes per appointment travel, or approximately 12 hours per day, resulting in an operational savings of $5,000 per month! Yes, these were the amazing stats recently reported by ReEmployAbility, a B2B Service Industry Company that provides simple, fast, safe return-to-work solutions to help control the rising costs of workers’ compensation… Read More »
Microsoft Dynamics 365 has introduced a new feature with the latest release. To control data access and protect sensitive data, we are encouraged to apply security roles to users. You can now assign security roles using the new modern UI, though the legacy UI is still available to change security roles. To access the Modern… Read More »
Meet James a salesperson who works at Proren PVT LTD an online customer service platform for property renovation, where they use Microsoft Dynamics 365 CRM for managing their customer relationships, customer data, queries, quotations, client advisors etc. This powerful tool helps them stay organized and efficient. But whenever James used to close a sales deal,… Read More »
In an organization, many people work on the same data, and at times it becomes quite necessary to have a conversation with the people who are working on it in order to establish clarity of the work done on that data. To initiate the conversation, we must know who is working on that data. To… Read More »
In today’s competitive market, we all know the significance and importance of sources of data and information. When it comes to the business of Microsoft Dynamics 365, customer service is widely used. “Knowledge search” stands as an integral component/module of the customer service hub in Microsoft Dynamics 365 letting users work by searching through the… Read More »