Sales reps waste hours on admin work, creating the same CRM records again and again. Studies show CRM users spend nearly 5 hours a week just entering data. But here’s the thing: Smart CRM teams don’t do repetitive work. They automate it. They clone it. In this blog, we’ll show you how you and your… Read More »
Introduction: In today’s fast-paced work environment, entering customer details manually into CRM can be time-consuming and repetitive. It often takes focus away from what matters—helping customers and closing deals. Small tasks like typing in names, phone numbers, or company info from a business card can add up quickly, especially when handling multiple inquiries. To solve… Read More »
A customer needs an urgent update on their shipment that’s halfway across the globe. They visit your website, type a query in the website chat window, and within seconds, they’re talking to a real support rep—not a bot. That rep already knows who the customer is, what shipment he referring to, and what the last… Read More »
In this blog, we’ll show you how to create a reusable, dynamic review card component in Power Pages using custom web templates. This allows you to display customer reviews in a visually engaging way—perfect for product pages, homepages, or testimonial sections. In the world of e-commerce, showcasing product reviews effectively is key to building trust… Read More »
As Microsoft’s Copilot becomes an integral part of the Dynamics 365 CRM ecosystem, understanding how users interact with it has become essential for businesses aiming to enhance their digital customer experience. Recently, a client approached us with a unique requirement – they wanted to capture the user details like username, Business Unit, Timestamp, and the… Read More »
Staying on top of your Sales update through CRM notifications can be the difference between seizing an opportunity and missing out. But let’s face it—when you’re knee-deep in tasks, it’s easy to dismiss alerts with the intention of circling back later. And often, “later” never comes. Sound familiar? If you’ve ever missed a crucial update… Read More »
Responding to customer inquiries quickly and accurately is essential for maintaining customer satisfaction. While agents have always been tasked with crafting personalized responses, the process can be time-consuming, especially when addressing multiple customer issues. This is where Inline Assistance with Copilot comes in, changing the way customer support agents respond to emails. Using AI, Inline… Read More »
In customer relationship management, data is your most valuable asset. But let’s face it – making sense of all that data, especially when it’s spread across different entities in your CRM, can feel like a maze. Now, you might be thinking, “But I already have Microsoft Dynamics 365… isn’t that enough?” Well, while Dynamics 365… Read More »
Managing multiple projects often means constantly updating stakeholders with the latest information on timelines, budgets, and client feedback. For many project managers, this usually involves digging through CRM systems for updates, manually copying details, and attaching them to emails, a tedious and time-consuming task. There’s always the added pressure of ensuring the shared information is… Read More »
In the evolving world of sales and customer engagement, territory management is no longer a nice-to-have but a strategic necessity. According to industry research, organizations with clearly defined sales territories experience 20–25% higher sales productivity compared to those operating without them. However, many sales managers still struggle to visualize, analyze, and optimize territories effectively within… Read More »