Meet James a salesperson who works at Proren PVT LTD an online customer service platform for property renovation, where they use Microsoft Dynamics 365 CRM for managing their customer relationships, customer data, queries, quotations, client advisors etc. This powerful tool helps them stay organized and efficient. But whenever James used to close a sales deal,… Read More »
In an organization, many people work on the same data, and at times it becomes quite necessary to have a conversation with the people who are working on it in order to establish clarity of the work done on that data. To initiate the conversation, we must know who is working on that data. To… Read More »
In today’s competitive market, we all know the significance and importance of sources of data and information. When it comes to the business of Microsoft Dynamics 365, customer service is widely used. “Knowledge search” stands as an integral component/module of the customer service hub in Microsoft Dynamics 365 letting users work by searching through the… Read More »
Microsoft Dynamics 365 is a powerful CRM tool that helps businesses manage customer relationships efficiently. It provides a comprehensive set of features that allow users to automate various business processes, streamline operations, and drive growth. However, cloning multiple records is still a struggle among sales reps. As per a report over 40% of sales professionals… Read More »
In the new Microsoft Dynamics 365 2023 release wave 1, the “Update forms and views” feature has been introduced that allows users to add table columns to the selected forms and views automatically using the table designer and table hub. One of the biggest friction points for Microsoft Dataverse is the inability to automatically update… Read More »
Microsoft Dynamics 365 CRM allows users to send an Email to any recipient through Power Automate Flow. Recently we received a requirement to send a follow-up email that should be trailing mail for the previous email after 2 days of New Opportunity. So, to fulfill this requirement, we have used Power Automate Flow to create… Read More »
Did you know that the time and quality of your response to a lead can significantly affect your sales cycle and closure rates? Imagine being able to assign leads to your sales team without lifting a finger. With Lead Assignment and Distribution Automation, a Microsoft AppSource preferred app, you can set up business-specific assignment rules… Read More »
While working on Microsoft Power Virtual Agent, I was wondering if we could show dynamic images on Bot conversation from Dataverse entities. As we know, Power Virtual Agents help you to develop powerful AI chatbots by providing answers to similar questions. They also help in resolving complex issues by involving in conversations with customers and… Read More »
A requirement of filtering JASON arrays can easily be solved using JavaScript. But to do it in Power Automate, we have to create a web resource and register the script in CRM. However, with the new updates, we can achieve this requirement within the CRM process itself. Power Automate introduced the Filter Array action, using… Read More »
Microsoft Power Platform has unveiled its 2023 release wave 1 plan, offering a new era of digital transformation for businesses. The release will bring hundreds of new features to the Power Platform applications, enabling individuals, teams, and organizations to foster a data culture and provide solutions for low and no-code development, advanced governance capabilities, and… Read More »