In today’s competitive sales environment, equipping your team with the right tools can significantly contribute to success. One such powerful tool is the Sales Qualification Agent — a smart assistant designed to streamline prospect evaluation and outreach efforts. Before your sales team can fully leverage its capabilities, it’s crucial to lay the groundwork through proper… Read More »
Microsoft has introduced Translytical Task Flows (Preview) in Power BI — a groundbreaking capability that brings transactional actions directly into the analytical environment. With this new feature, users can initiate tasks such as creating, updating, or deleting records, and even trigger automated workflows — all within a Power BI report. This marks a major shift… Read More »
Merging duplicate records in your CRM can feel like a trade-off: either keep one version and lose the rest, or manually copy-paste critical data field by field. Notes get overwritten, preferences disappear, and numeric totals get misreported. If you’ve ever tried to detect and merge duplicate Dynamics CRM records manually, you know how time-consuming and… Read More »
Microsoft has added new AI features to Dynamics 365 Customer Service to improve customer support. One of the most useful additions is the Customer Service (preview) plugin, which works right away with no setup needed. With this plugin, Copilot can get information straight from your case records and related data. Support agents can just ask… Read More »
In today’s data-driven world, decision-making can’t afford to happen in silos. Imagine managing field services for a city-wide utility company or strategizing store expansions for a growing retail chain. Your CRM contains valuable customer data, service history, and sales trends. Meanwhile, your GIS system holds rich spatial information, like zoning boundaries, traffic density, weather risks,… Read More »
Are you working on a Dynamics 365 Customer Engagement (CE) project and struggling to integrate a payment system that requires access to sensitive data—like a customer’s full bank account number? You’re not alone. Imagine this: you’re developing with backend plugins, operating under elevated privileges, and fully expecting the System Admin service to give you unrestricted… Read More »
In an era where AI is reshaping how businesses operate, the race to adopt the latest technologies is intensifying. One of the most exciting developments in this space is Microsoft’s Copilot ecosystem, from Copilot Studio to Copilot Agents and now deeply integrated across Dynamics 365 and Power Platform. But here’s the challenge Building and embedding… Read More »
Introduction In Microsoft Dataverse (Power Apps), there is often a need to retrieve summarized or aggregated data, such as counts, averages, sums, minimums, or maximums, rather than retrieving every individual record. Traditional query methods using QueryExpression focus on row-level data retrieval and do not inherently support aggregate functions. This creates challenges for developers who need… Read More »
Tired of Missing Important CRM Updates? If you’re using Dynamics 365 CRM, chances are you’ve experienced the frustration of missing critical updates, overdue tasks, or client follow-ups. Let’s be honest—relying on manual reminders or digging through dashboards isn’t the most efficient way to stay on top of things. The Problem: While working with Dynamics 365… Read More »
When creating a business plan, makers often need to define and organize the data that powers their solution. With the latest update to Plan Designer, there’s now a more powerful and unified way to do this. Everything needed to model, structure, and refine data for your plan is now in one place. With this enhanced… Read More »