When creating a business plan, makers often need to define and organize the data that powers their solution. With the latest update to Plan Designer, there’s now a more powerful and unified way to do this. Everything needed to model, structure, and refine data for your plan is now in one place. With this enhanced… Read More »
In the real estate industry, it’s not the lack of data that slows deals; it’s the lack of visibility. Agents, brokers, and managers often find themselves buried in disconnected CRM records, struggling to track who’s connected to what properties, buyers, partners, and more. That’s where Map My Relationships comes in. This Dynamics 365 add-on turns… Read More »
Managing customer interactions efficiently requires having all related information, documents, screenshots, and other supporting files, readily accessible. One way to streamline this process in Dynamics 365 is by leveraging the Attachment Control component on forms. The Attachment Control is a powerful UI component that allows customer service representatives (also called agents or service reps) to… Read More »
Running a global business on Dynamics 365 CRM? Then you already know: not all your customers—or team members—speak the same language. But your CRM should. That’s why a translation app for Dynamics 365 isn’t just nice to have—it’s essential. It bridges language gaps, personalizes communication, and empowers your team to deliver great service anywhere in… Read More »
In our last blog, “Automating Local Document Retrieval and Email Drafting with attachment by using Copilot Studio Part 1“ we discussed how a tailor-made solution developed with Microsoft Copilot Studio enables you to find and exact project information instantly from massive local document stores. We illustrated how the Copilot intelligently uses Power Automate and the… Read More »
When you spot that big yellow waving hello from afar in the sky, you instantly know there’s a McDonald’s nearby! Isn’t that right? What does the stand for? It’s simply McDonald’s brand identity at work. When it comes to building a brand, everyone strives to craft their own unique mix of colors and visuals to… Read More »
In the age of information, effectively searching, aggregating, and sharing pertinent information is vital in terms of productivity. This blog describes an end-to-end solution developed with Microsoft Copilot Studio for automating information extraction from local document stores. Furthermore, it details the seamless drafting of emails, providing a holistic approach to information management and communication. Imagine… Read More »
Sam handles dozens of customer chats daily. Before AI, he manually scrolled through message threads, checked records, fixed grammar, and guessed emotional tone. Now? A chat pops up. The sentiment is already analyzed. The entire chat + CRM record is summarized. A rephrased, polished reply is suggested. All within seconds. Boom. She’s 10x faster, and… Read More »
In this blog, we will explore how you can simplify and accelerate your AI prompt creation process using Microsoft’s powerful “Draft with Copilot” feature in the AI Prompt Builder. Whether you’re drafting customer emails, summarizing feedback, or generating business proposals, this tool helps you create well-structured, context-aware prompts effortlessly, saving you time and improving consistency… Read More »
Looking to market your product or service through email marketing? You’re not alone! Most businesses turn to email marketing, and for good reason. It’s no surprise that email remains a top choice for online promotion, with Mailchimp leading the way for campaign execution. But if you’re using a CRM like Dynamics 365, syncing Mailchimp campaigns,… Read More »