Ramp Up Holiday sales with Gamification within Microsoft Dynamics 365 CRM

The holiday season is upon us, a time for twinkling lights, warm cheer, and… booming sales! But in this competitive landscape, how can you stand out and jingle all the way to the bank? Enter gamification within Microsoft Dynamics 365 CRM, the secret weapon to turbocharge your holiday sales strategy. Why Gamification? The Magic Numbers:… Read More »

Copilot in Project Operations

Dynamics 365 Project Operations serves as a comprehensive platform tailored for efficient project planning, expense tracking, and time management. It facilitates resource booking and allocation while providing tools to identify and manage project estimates, streamlining processes, and enhancing overall work quality. In this blog, we will explore the ways Copilot in Project Operations has enhanced… Read More »

How to integrate existing Power Page sites into a new environment effortlessly using Command-Line Interface (CLI) – Part 2

Introduction: In our previous blog, we discussed how to create and integrate Power Pages websites into a solution and how to configure them. Now, in this blog, we will guide you through the process of transferring existing website configurations from one environment to another and exporting solutions using the Command-Line Interface (CLI). To begin, let’s… Read More »

Tackle Duplicate Dynamics 365 CRM Data with ease this Holiday Season!

As the festive season approaches, businesses are gearing up for a period of increased activity and heightened data demands. From managing customer interactions and inventory levels to tracking holiday shipments and ensuring timely delivery, businesses rely heavily on their data to navigate the holiday rush. However, the accumulation of data, especially during peak periods, can… Read More »

WhatsApp + Dynamics 365 CRM: Your Secret to Christmas Marketing Success

The holiday season is a busy time for businesses, and Christmas🎄 is no exception. With so much competition for consumers’ attention, it’s important to find effective ways to reach your target audience. That’s where WhatsApp4Dynamics comes in. WhatsApp4Dynamics integrates WhatsApp and Dynamics 365 CRM and allows businesses to connect with their customers on a more… Read More »

A Guide for Monitoring and Resolving Issues with Automated Record Creation Rules in Dynamics 365 CRM

Introduction Microsoft’s Automated Record Creation (ARC) rule was added in the most recent edition. Its purpose is to generate or update systems or custom activities based on actions like emails, social media, or custom activities. This feature’s primary goal was to identify occurrences and fix them, which made it easier for administrators to find emails… Read More »

Manage Dynamics CRM records along with their associated activities on the same page using Focused view – Part 2

We learned in the last blog, how the focused view feature lets users handle their records and activities more efficiently. It saves time by avoiding switching between screens and boosts productivity. In this blog, we will explore the customization options that enable users to access the most important information of the record in the focused… Read More »