If you have spent any time around a support queue in Dynamics 365, you know what a fresh case usually looks like. One long description where the actual problem is buried somewhere between an order number, a list of fixes the customer already tried, and a lot of frustration. The agent has to read the… Read More: The Case That Knows What to Do Next: Using AI… »
It is 7:30 AM, and the day has already started. As the Medical Admin Manager responsible for five hospitals across the city, there is never really a “typical” day. There are staff schedules to review, suppliers to coordinate, maintenance requests to resolve, ambulances to monitor, and the occasional emergency that demands an immediate response. The… Read More: A Day In The Life Of A Hospital Admin Manager… »
Event marketers know the drill: a contact registers enthusiastically for a webinar, then forgets about it entirely by the time it starts. Customer Insights – Journeys addresses this gap with a native Add to Calendar button that lets registered contacts drop the event straight into their calendar app from the confirmation email. Why it matters… Read More: Add to Calendar in Customer Insights A Quick Guide »
While working as a Dynamics 365 and Power Platform Consultant at a technology company, I was responsible for supporting and maintaining our Dataverse environments. Along with configuring tables, business processes, and user requirements, I also looked after environment health, data cleanup, and overall data management. As more teams started using the system, the amount of… Read More: Modernizing Dataverse Data Clean up With New Bulk Delete Capabilities »
Businesses today have more customer and sales data than ever before. However, the real challenge is not collecting data, it is knowing what action to take next. A sales manager may know which customers interacted with the company recently, but the bigger question remains: Which customer should the team contact first? What should they offer?… Read More: Next Best Action vs Predictive Analytics: Which One Helps Dynamics… »
Managing a full-capacity event can get tricky when cancellations leave seats open and new registrants have nowhere to go. Dynamics 365 Customer Insights – Journeys simplifies this with its native event waitlist capability, allowing marketers to manage capacity, queue new registrants, and automatically fill available seats. This blog walks through how to set up and… Read More: Setting Up Event Waitlists in Dynamics 365 Customer Insights –… »
Have you ever called a lead to ask about their property requirements, only to hear an irritated response: Your company has already called me four times about the same thing? The salesperson may think they are following up with a new lead. The customer knows otherwise. The reason could be sitting quietly in Dynamics 365:… Read More: Duplicate Data in Dynamics 365: How Real Estate Teams Can… »
Modern Dynamics 365 applications often require intelligent automation to reduce manual effort and improve customer experience. Agent Nodes in Copilot Studio Agent Flows allow an existing AI agent to be invoked as part of a workflow. The flow can pass information to the agent, receive a structured response, and use that response in subsequent actions.… Read More: How to Add an Agent Node to an Agent Flow… »
You’re updating a deal in Dynamics 365, you go to attach a signed contract, and a storage warning pops up. Or maybe you’re the admin who just got the email saying your organization is nearing its storage limit, again. If this sounds familiar, the real issue usually isn’t that you have too many files. It’s… Read More: How to Fix Your Dynamics 365 Document Storage Problems Easily »
Every sales pipeline eventually faces the challenge of managing increasing deal volume and complexity. As opportunities grow, sellers spend more time reviewing emails, updating notes, tracking interactions, and gathering information from different sources. Opportunities can also lose momentum when key contacts become unresponsive, decision-makers change, or competitors enter the discussion. Without a structured process for… Read More: Configuring the Sales Opportunity Agent in Dynamics 365 »