Category Archives: Dynamics 365 v9

1 Click to Export them All – Report, Word and Excel Templates in Dynamics 365 CRM!

Thank You – Your favorite 1 Click Solution, Click2Export is now a Preferred Solution on Microsoft AppSource. In our last blog, you have seen some major updates which makes Click2Export a must have app for your Dynamics 365 CRM. Today let’s take this one more step ahead with our new release. Let’s learn in detail… Read More »

Dynamics 365 CRM Wave 2 Release Highlights!

Introduction: Microsoft has included quite a number of new capabilities in this Dynamics 365 Wave 2 Release which spans across its Sales, Marketing, Customer Service, Field Service, Finance, HR and Retail applications. In this blog, we will highlight some of the major features of Dynamics 365 Wave 2 Release. 1) Auto populate Lead fields with known… Read More »

How to enable and use Connection Insights feature in Dynamics 365 CRM

Introduction Sales Insights is one of the recent offerings available for Dynamics 365 CE version 9.1.x. and above. In this blog we will explore one of the features of Sales Insights named ‘Connection Insights’. Pre-requisite Enable Sales Insights for the required environment. To do the same, simply follow the steps given below: In Sales hub… Read More »

Power Platform: How to use Text classification model of AI Builder

Introduction/Summary Emails, Web pages, social media, chat, survey responses, etc. are some of the channels through which customers communicate with a company or organization. The data or text messages coming through these channels are unstructured. Due to its unstructured nature it is difficult to extract insight like, whether the customer is happy or not, whether… Read More »

Create chatbot using Dynamics 365 Virtual Agent for your Customers

Introduction Customer service is the key aspect of any organization that add value to their growth. It becomes very important for organizations to focus on satisfying the customers with their services. We know email, phone call are the channels that the customer use to reach out to the organization and get what they are looking… Read More »