Transform Your CRM Strategy: Outsource Dynamics 365 Development to Industry Experts!

Firstly, it’s obvious that customer relationship management (CRM) is a “must-have” component for success. Dynamics 365 CRM by Microsoft offers a comprehensive suite of applications designed to streamline operations, enhance customer engagement, and drive business growth, now with AI capabilities thanks to the integration of Copilot. In this blog we will explore the nuances of… Read More »

Create Multiple Cases from an Email Sent to Multiple Mailboxes in Dynamics 365 CRM

We recently encountered a requirement where the client utilized multiple queues in CRM (such as service team queue, product team queue, tech team queue, etc.) with configured email addresses. When customers send emails to multiple queues in a single email (e.g., sending one email to Support and Product queues), the CRM’s email tracking system creates… Read More »

Webinar: CRM Duplicate Data Cleaning Done Right with Phonetic Fuzzy Matching and Much More!

Maintaining a clean and accurate database is a fundamental challenge for any organization. Databases can get cluttered with duplicate records, which can cause errors and inefficiencies. This issue is particularly troublesome in CRM systems, where duplicate data can undermine customer relationship management, disrupt sales processes, and compromise data integrity. For organizations using Microsoft Dynamics 365… Read More »

Automating Customer Enquiry Handling with Dynamics 365 and Power Platform Connectors in Copilot Studio

In today’s digital age, providing a seamless and efficient way for customers to submit enquiries or complaints via a company’s website is essential for maintaining customer satisfaction. Integrating this process with Dynamics 365 using Power Platform connectors in Copilot Studio can automate the creation of records, ensuring no customer query is overlooked. This blog post… Read More »

Optimize Healthcare CRM Efficiency and Enhance Patient Care with Click2Clone

Healthcare organizations are increasingly turning to Microsoft Dynamics 365 CRM to enhance their operational efficiency and patient care capabilities. CRM offers a robust platform for managing patient information, streamlining administrative processes, and facilitating better communication across departments. However, one of the greatest hindrances to the healthcare industry’s productivity when managing their processes with CRM is… Read More »

Convert speech to text using Azure Speech service in Power Automate Flow

Azure provides Speech Services that let developers add advanced speech features to achieve complex functionality, including Speech-to-Text. With Azure Speech Services, we can convert speech to text.  In this blog post, let us check how the conversion from speech to text using Azure Speech Service in a Power Automate flow is done. The following steps… Read More »

Custom Document Validation using AI Builder within Power Pages

Power Pages is a component of Microsoft’s Power Platform, designed to enable users to build, manage, and host modern, secure, and responsive business websites with minimal coding. It integrates seamlessly with other Power Platform tools like Power Automate, Power Apps, and Microsoft Dataverse, providing a comprehensive suite for developing and deploying business solutions. Let’s consider… Read More »