Category Archives: Dynamics CRM

Bulk Update records in Resco Mobile App within Dynamics 365/CRM and more!

Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on view. This feature is available in the latest version on Woodford i.e., 15.1. Till now there was no functionality to update multiple records in a single click same as a web client. Now this “Bulk Update” feature shall… Read More »

Lead to Opportunity to Customer in Microsoft Dynamics 365 CRM – Get the first step right by automating Lead Assignment!

The success of a business depends on Sales. And sales depend on Leads. But even in this day and age of automation, only 25% of marketing and sales professionals have any kind of automation software specific to lead conversion. This means the majority of professionals are still inclined toward the manual process of pursuing and… Read More »

Exploring sharing capabilities in Dynamics 365 CRM sales forecasting

Introduction: The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization. Recently, I was configuring sales forecast in Dynamics 365 trial… Read More »

Enable Administration Mode from Power Platform Admin Center

Introduction: In this blog, we will see how to enable Administration Mode from Power Platform Admin Center. Enabling the Administration Mode comes in handy while performing operational changes to the environment like copying a sandbox instance to the production. Previously, this setting was available from the Office 365 portal for sandbox instances. For more details,… Read More »

AI model-based suggestions for similar Cases and Knowledge Articles within Dynamics 365 CRM

Introduction Using AI-based suggestions for similar Cases and Knowledge articles that have been successfully resolved and published previously helps a Salesperson in swiftly finding the proper solutions which increases the salesperson’s productivity in providing better and faster service to the customer. The AI-based recommendations for similar cases and knowledge articles appear in the smart assist… Read More »

Mailchimp – Microsoft Dynamics 365 CRM Integration for a smarter Email Marketing Strategy – Register for our live Webinar!

Here are some interesting figures that accentuate the fact that Sales & Marketing go hand-in-hand. 87% of sales and marketing professionals believe collaboration between sales and marketing enables critical business growth Organizations with tightly aligned sales and marketing functions enjoy 36% higher customer retention rates Aligning both departments can help generate 209% more revenue from… Read More »