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 »
If you’ve invested in Microsoft Dynamics 365 CRM, you probably envisioned your team logging in daily, updating records, and using it as their central hub for sales, marketing, and customer service. The reality for many CRM admins is different: Users log in… but barely engage with the system. Data is incomplete or outdated. Paid licenses… 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 »
If you’ve been exploring Copilot and AI features in Microsoft Power Platform, you’ll notice a new column type in Dataverse: Prompt Column (Preview). This feature allows you to save natural language prompts against a table, run them on your data, and store the AI-generated response in the same record. The generated text can then be… Read More »
When your customer data doesn’t flow smoothly between Mailchimp and Dynamics 365 CRM, your email marketing efforts take a hit. From incomplete lists to missed campaign insights, small sync issues can snowball into bigger problems like poor targeting, low engagement, and wasted marketing spend. That’s why you need a Dynamics 365 MailChimp integration. With the… Read More »
Microsoft introduces an enhanced Import from Excel experience for Dataverse, aimed at simplifying how App makers bring structured data into existing tables. Previously, importing Excel files, especially those with multiple sheets, was limited, often requiring manual mapping and strict formatting. With the new experience, the process is more streamlined, intelligent, and reliable, making it easier… Read More »
The future of work isn’t just digital; it’s intelligent. We’ve moved past the era of simply digitizing tasks; today’s businesses demand smarter, context-aware systems that not only automate but also learn, adapt, and assist. It’s no longer about replacing human effort—it’s about enhancing it. In this landscape, Microsoft Copilot stands out as a transformative force.… Read More »
In the ever-changing world of modern business, location analytics has moved from being a “nice-to-have” to an absolute necessity. Companies need actionable, real-time insights that connect geography with strategy, more than just static data. When it comes to geo-analytics for the Microsoft ecosystem, Maplytics stands out as the ultimate solution. Built natively for Microsoft Dynamics… Read More »
Workflows (also known as processes) in Dynamics 365 automate business logic such as approvals, field updates, or triggering other workflow actions. Sometimes, we need to check whether a workflow exists for a specific field before performing an action on a form. For example, when updating sensitive fields like Credit Limit or Risk Category, you may… Read More »
The AI Era Demands Clean CRM Data — Duplicates Are a Hidden Threat! In today’s AI-powered CRM world, duplicate records silently erode data quality — and with it, your ability to make smart decisions. “Mathew Smyth” vs. “Matthew Smith” = 2 leads, 1 real customer Confused reps, missed opportunities, and broken automations AI insights? Flawed,… Read More »