“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 »
Imagine closing a deal, sending an update, or confirming an appointment, all without leaving your CRM. With TextSMS4Dynamics, you can do exactly that. This powerful integration brings seamless SMS messaging right into your Microsoft Dynamics 365 CRM interface, empowering your sales, service, and marketing teams to connect with customers faster and more effectively. In this… 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 »
Exploring the capabilities of Copilot within Microsoft Dynamics and Power Platform unlocks exciting possibilities for enhancing business application development. A key element of this innovation lies in constructing intricate data models that span multiple tables. The ‘Create New Tables’ feature in Power Apps, now enhanced to include existing tables, transforms the process by allowing users… Read More »
Effective data management is essential for every successful business. However, data cluttered with duplicates can lead to wasted time, miscommunication, and missed opportunities. On average, 20%-30% of a database consists of duplicate records, which means that multiple entries for the same contact or account are stored separately. This can create confusion, causing mixed messages to… Read More »
In Microsoft Dynamics 365, plugins and workflows are powerful tools for automating business processes and logic. These automations can be synchronous (sync) or asynchronous (async) and are typically designed to trigger based on specific business events. However, there are scenarios where you might want to bypass these custom business logics. For such cases, Microsoft provides… Read More »
Organizations today face the challenge of managing vast amounts of information, making it difficult to efficiently organize, access, and retrieve files. Without a structured approach, employees often struggle to find the right documents, leading to wasted time and decreased productivity. This cluttered data environment hampers collaboration and makes it challenging to track the sources of… Read More »
The European Power Platform Conference (EPPC) this year is scheduled at the Square, Brussels from June 11-13. This year’s event promises to be an electrifying gathering of innovators, tech enthusiasts, and industry leaders, all converging to explore the latest Microsoft Innovation. Get the latest announcements on Power Platform, Copilot, and where Microsoft is leading. Join… Read More »
Introduction During our project, we encountered an issue related to dynamically adding or removing table relationships in an existing multi-table setup in the manage solution. Specifically, we implemented a custom multi-table lookup field called “Client” on the “Retailer” entity. However, when we tried to create a 1: N relationship between the “Retailer” entity and another… Read More »
Salespersons bear the responsibility of engaging with customers, qualifying leads, nurturing opportunities, and swiftly seizing the moment to act with utmost effectiveness. Furthermore, they are entrusted with following the well-established processes prescribed by their organizations. In this process, they may inadvertently overlook certain best practices within the sales process. Alas, this oversight can cast a… Read More »