Are you using SMS for Support? Updates? Promotion? We all know SMS messaging is one of the best communication sources when it comes to open rates. A whopping 98% of SMS are opened, and 90% are read within just 3 mins! But let’s face it, plain text SMS can be mellow and easily ignored. Imagine… Read More »
Adaptive Cards are like little info boxes you can add to bots in Microsoft Copilot Studio. These cards can also be shared with other apps and services. You make them using a special code called JSON. With Adaptive Cards, you can put in text, pictures, and buttons to make your bot conversations more interesting. They… Read More »
You’re in the midst of a busy day, juggling multiple tasks in Dynamics 365 CRM. A new lead comes but it gets buried in all the emails. Or you missed out on a key status change on a big opportunity. Ugh!! Yeah, we’ve all been there. You want your CRM to notify you of such… Read More »
Introduction: Microsoft has introduced a noteworthy addition to the Wave 2 release, enhancing the attachment experience within emails. This feature empowers agents, allowing them to work with attachments more efficiently, ultimately saving time and boosting overall productivity. This guide in general provides an outline of how this enhanced attachment experience can overall benefit while working… Read More »
AI Builder is a tool offered by Microsoft as part of the Power Platform. It’s licensed based on the capacity you need for your organization. This capacity is managed by an administrator who allocates it to different environments within the Power Platform. Different features of AI Builder consume credits at different rates. Credits are like… Read More »
Messaging is a powerful tool for customer engagement, with 90% of messages read within the first three minutes of delivery. This immediacy makes SMS an effective component of a sales communication strategy, leading to quicker responses from leads. However, without integrating your texting system with your CRM, efficiency drops as you toggle between systems to… Read More »
I recently came across a unique client need that they wanted to streamline the process of creating new email records in Dynamics 365 by having certain fields pre-populated based on existing emails. The client’s goal was to generate a nearly similar email record with an existing email, modifying only a few specific field details. After… Read More »
The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable. Linking them streamlines workflows, boosts collaboration, and enhances document management. Businesses leveraging Microsoft Dynamics 365 CRM often opt for the native SharePoint integration for its ease of use and cost-effective storage benefits. In this blog, we will guide you through the process of setting… Read More »
Dynamics 365 CRM has introduced a new datatype Formula to explore more on adding a Power Fx formula column into Dataverse. You can follow the blog recently added. In addition to that Dynamics 365 CRM has come up with a new feature Get Formula suggestion (Preview) where users can easily get the formula by just… Read More »
Sarah, a bright-eyed sales associate at Peck Packaging, felt a familiar pang of frustration. A potential client, Miss Atkins, had mentioned budget concerns in their last email, but the details were buried amongst a sea of technical specifications. Sarah knew she needed to address this concern but had no time to skim through the entire… Read More »