In Dynamics 365, the traditional way of sharing records involves manually managing user and team permissions. But what if you could simply generate a secure link and share it, so that anyone who clicks on it instantly gets access to the record? Sounds interesting, right? Microsoft’s GenerateSharedLink Action solves this problem by allowing users to… Read More »
Email marketing continues to be one of the most effective channels for engaging customers, generating leads, and driving ROI. Many businesses use Microsoft Dynamics 365 CRM and Mailchimp together. But there’s a challenge: siloed data and fragmented workflows. Marketers often find themselves switching between platforms, importing and exporting data, and struggling with inconsistent campaign reporting.… Read More »
Running a live Power Pages website means ensuring constant availability for your end users. But sometimes, you need to pause, maybe to push a critical update, roll out new features, or fix an unexpected issue. That’s where Maintenance Mode comes into play. In this blog, you’ll learn: What Maintenance Mode is and why it matters… Read More »
“64% of organizations feel they are either ineffective or only somewhat effective at territory design.” Managing sales territories effectively is one of the biggest challenges organizations face. Unclear boundaries, uneven distribution of workload, and a lack of visibility into performance can all limit growth. With Dynamics 365 CRM, territory management gets smarter when combined with… Read More »
The Future of AI-Enabled Selling is Here If you’ve been waiting for a game-changing update to your Microsoft Power Platform experience, the 2025 Release Wave 2 is your moment. Rolling out from October 2025 to March 2026, Microsoft is adding AI-first features, smarter automation, and powerful governance tools designed to drive business transformations. For example,… Read More »
Have you ever closed a customer chat and wondered how to keep track of what actually happened? Was the issue resolved, escalated, or left open? This is where Disposition Codes in Microsoft Copilot Service Admin Center come in. Disposition Codes help agents categorize the outcome of each customer interaction across channels like chat. For managers,… Read More »
“In business, communication is everything. The better you connect, the better you convert.” Welcome to the future of CRM communication, where conversations are intelligent, instant, and integrated. As we move through 2025, forward-thinking industries are transforming how they engage customers by leveraging AI-powered messaging through WhatsApp and Dynamics 365 integration. This isn’t just about messaging.… Read More »
This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post focused on the setup and core concepts of the Prompt column, this article delves into how you can boost sales efficiency using Copilot custom prompts and AI Builder inputs. Sales… Read More »
You open Dynamics 365 CRM on a busy morning, ready to dive into your tasks. But there it is again, a flood of duplicate leads, contacts, and accounts cluttering your system. Frustrating, isn’t it? Sales reports look unreliable Marketing campaigns reach the same person twice Customer conversations feel confusing and unprofessional At that moment, you… Read More »
Introduction: Managing CRM data often means endless clicks, multiple dashboards, and time-consuming searches. With Copilot in Dynamics 365 CRM model-driven apps, sales teams can now access information instantly through AI-powered chat. It is an intelligent system designed to understand your workflow. From tracking opportunities to summarizing customer interactions, your CRM (with AI Copilot) works like… Read More »