Microsoft Dynamics 365 CRM, one of the leading CRMs in the industry, has been releasing new updates every now and then to make the life of CRM users easier. From adding automation updates to making it more and more user-friendly, it is leaving no stone unturned to attract more users. But digital adoption has been… Read More: Gamification is back in Microsoft Dynamics 365 CRM for increased… »
Dynamics 365 Sales comes with a pre-defined set of Insight cards. These cards are divided into many categories. You can find more details with this doc. In addition to the pre-defined Insight cards, administrators can create custom insights cards using Power Automate FLOW if existing pre-defined cards don’t suit their requirements. Insight cards will help… Read More: Execute Custom actions using sales insight cards (assistant V3) in… »
In this blog, we will see one of the features introduced in D365 Marketing. Marketing campaigns that include personalized messages can help achieve higher engagement rates. With a simple list of the most commonly used dynamic text, anyone can now personalize their content. Dynamic text (also known as a placeholder) automatically replaces the recipient’s details… Read More: Use Pre-Defined Dynamic text to personalize content in Real-Time Marketing »
Microsoft Dynamics 365 CRM plays a central role in managing customer records, sales activities, service requests, and business communication. As organizations continue to generate contracts, proposals, invoices, case documents, and email attachments, many businesses rely on Dynamics 365 SharePoint integration to store and manage these files efficiently outside CRM storage. However, while Microsoft offers native… Read More: Synchronize Dynamics CRM Security Model in SharePoint for Secure Dynamics… »
In this blog, we will see how to track the linked chat in the Dynamics 365 record’s timeline. Earlier Dynamics 365 supports enhanced collaboration with Microsoft Teams, refer to the blog to know how to collaborate with Microsoft Teams with Dynamics 365. Also, refer blog1 to know how to Share and Update Dynamics 365 CRM… Read More: How to keep track of linked chats and activities of… »
While working on Sales Forecasting, I came across one interesting feature which is Predictive Forecasting. As, it’s almost impossible for humans to know and predict the future result, even after making a lot of efforts to convert most of the opportunities into successful Sales. So, now with the help of these advanced AI technologies, sales… Read More: Sales Forecasting-Increase Accuracy with AI Predictive Forecasting »
“The meeting still has 15 minutes to start but there has been an accident and a terrible traffic jam on his way. Hence, I’ve called up for a heads-up”, said the client over the call. “Oh, thank you so much for the concern, Brian, but we have re-directed the plotted route for Paul and he’d… Read More: Webinar: Territory Management, Optimized Routing, Live Tracking, etc – catch… »
The Dynamics 365 Schedule Board provides an ability to view resources and schedule/book them for particular Work Items. As per the business scenarios, the preferences for the dispatcher differ in the real-world scenarios, and Field Service within Dynamics 365 allows us to be flexible and customize the Schedule Board as per the business need. Dynamics… Read More: Schedule Board Extensibility in Microsoft Dynamics 365 Field Service »
Work hard, achieve a set milestone, celebrate it, and move ahead to the next one. Team Maplytics and Team Inogic have been implementing this principle in their everyday work life since inception. Looking at the amount of collective efforts taken and strategies implemented by the Team members, Partners, management, and even the clients, it does… Read More: Welcome to the new world of Maplytics Website, the flagship… »
App Auto Update is a new feature in public preview that allows automatic updates of applications. Those applications are installed through Microsoft AppSource. If the applications are installed manually within CRM then those publishers will not be shown in the Publisher list. This feature helps both publishers and customers to keep the applications up-to-date in… Read More: Auto Update Applications on Power Platform »