Dynamics 365 CRM and SMS Integration for Smarter Sales, Marketing, and Customer Service Processes!

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 »

Simplifying Dynamics 365 Record Creation with Pre-populated Fields Using Xrm.Navigation.navigateTo

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 »

Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!

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 »

How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM

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 »

Power Automate teamed with Azure OpenAI Services to track conversations using Keywords!

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 »

Protect Confidential Information: Implement Data Masking Strategies Dynamics 365 CRM

Masking in Dynamics 365 CRM is essential for safeguarding sensitive personal details from unauthorized access and malicious attacks. By obscuring confidential fields such as Passport numbers users can prevent data breaches and identity theft. For instance, masking a customer’s passport number as C9689XXXX ensures that only authorized personnel can access the complete information, thus enhancing… Read More »

Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release!

Data cleaning, a crucial process in data management, involves identifying and addressing inconsistencies, missing values, and duplicates within a dataset. According to a study by Dun & Bradstreet, up to 30% of data in CRMs can be duplicated, highlighting the significance of effective data hygiene practices. When it comes to Microsoft Dynamics 365 CRM, basic… Read More »

Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales

Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new… Read More »

Utilize a model for work classification based on sentiment prediction in Dynamics 365

Introduction Work items can be routed using artificial intelligence (AI)-based sentiment predictions in Microsoft’s Unified Routing for Dynamics 365. Let’s say the user begins a customer service conversation via the customer service admin center and notices that the customer is really unhappy. By using this feature, the user could direct the customer to a particular… Read More »