Staying on top of your Sales update through CRM notifications can be the difference between seizing an opportunity and missing out. But let’s face it—when you’re knee-deep in tasks, it’s easy to dismiss alerts with the intention of circling back later. And often, “later” never comes. Sound familiar? If you’ve ever missed a crucial update… Read More »
Responding to customer inquiries quickly and accurately is essential for maintaining customer satisfaction. While agents have always been tasked with crafting personalized responses, the process can be time-consuming, especially when addressing multiple customer issues. This is where Inline Assistance with Copilot comes in, changing the way customer support agents respond to emails. Using AI, Inline… Read More »
In customer relationship management, data is your most valuable asset. But let’s face it – making sense of all that data, especially when it’s spread across different entities in your CRM, can feel like a maze. Now, you might be thinking, “But I already have Microsoft Dynamics 365… isn’t that enough?” Well, while Dynamics 365… Read More »
Managing multiple projects often means constantly updating stakeholders with the latest information on timelines, budgets, and client feedback. For many project managers, this usually involves digging through CRM systems for updates, manually copying details, and attaching them to emails, a tedious and time-consuming task. There’s always the added pressure of ensuring the shared information is… Read More »
In the evolving world of sales and customer engagement, territory management is no longer a nice-to-have but a strategic necessity. According to industry research, organizations with clearly defined sales territories experience 20–25% higher sales productivity compared to those operating without them. However, many sales managers still struggle to visualize, analyze, and optimize territories effectively within… Read More »
In this blog, we’ll explore how to use Power Fx within Power Pages to build dynamic, interactive web applications. We’ll walk through key features, step-by-step usage, real-world examples, and important considerations to help you get started with this powerful low-code tool. Microsoft Power fx enables the creation of sophisticated applications using Microsoft Power Pages through… Read More »
Let’s face it—we’ve all been there. You’re chasing down a lead on WhatsApp, sending a follow-up via SMS, answering questions on live chat… and somewhere in the chaos, a message gets missed, a deal slips through the cracks, or a customer is left waiting. Sound familiar? If you’re using Dynamics 365 CRM but juggling multiple… Read More »
If you’re a Sales Manager juggling territories, appointments, and customer data across multiple tools, it’s time to simplify things—with maps that work right inside your Power Apps. Thanks to the integration of Maplytics with Canvas Apps, you can now bring powerful location intelligence right where your sales reps work every day. Why Maps in Canvas… Read More »
In this blog, you’ll learn how to set up a streamlined CI/CD process for Dynamics 365 CRM using Azure DevOps Pipelines, automating solution exports, managing deployments across environments, In Dynamics 365 CRM, automating the export and import of CRM solutions is crucial for ensuring consistency and efficiency in deployment processes. By utilizing Azure DevOps Pipelines,… Read More »
If your business uses Dynamics 365, chances are you’re also using Mailchimp for email marketing. However, managing both separately is a hassle—manually transferring contacts, updating campaign data, and switching between platforms slows everything down and increases errors. Without a seamless integration, you’re stuck: Manually entering CRM contacts into Mailchimp to run campaigns. Tracking campaign results… Read More »