“In business, communication is everything. The better you connect, the better you convert.” Welcome to the future of CRM communication, where conversations are intelligent, instant, and integrated. As we move through 2025, forward-thinking industries are transforming how they engage customers by leveraging AI-powered messaging through WhatsApp and Dynamics 365 integration. This isn’t just about messaging.… Read More »
This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post focused on the setup and core concepts of the Prompt column, this article delves into how you can boost sales efficiency using Copilot custom prompts and AI Builder inputs. Sales… Read More »
You open Dynamics 365 CRM on a busy morning, ready to dive into your tasks. But there it is again, a flood of duplicate leads, contacts, and accounts cluttering your system. Frustrating, isn’t it? Sales reports look unreliable Marketing campaigns reach the same person twice Customer conversations feel confusing and unprofessional At that moment, you… Read More »
Introduction: Managing CRM data often means endless clicks, multiple dashboards, and time-consuming searches. With Copilot in Dynamics 365 CRM model-driven apps, sales teams can now access information instantly through AI-powered chat. It is an intelligent system designed to understand your workflow. From tracking opportunities to summarizing customer interactions, your CRM (with AI Copilot) works like… Read More »
If you’ve invested in Microsoft Dynamics 365 CRM, you probably envisioned your team logging in daily, updating records, and using it as their central hub for sales, marketing, and customer service. The reality for many CRM admins is different: Users log in… but barely engage with the system. Data is incomplete or outdated. Paid licenses… Read More »
Imagine closing a deal, sending an update, or confirming an appointment, all without leaving your CRM. With TextSMS4Dynamics, you can do exactly that. This powerful integration brings seamless SMS messaging right into your Microsoft Dynamics 365 CRM interface, empowering your sales, service, and marketing teams to connect with customers faster and more effectively. In this… Read More »
If you’ve been exploring Copilot and AI features in Microsoft Power Platform, you’ll notice a new column type in Dataverse: Prompt Column (Preview). This feature allows you to save natural language prompts against a table, run them on your data, and store the AI-generated response in the same record. The generated text can then be… Read More »
When your customer data doesn’t flow smoothly between Mailchimp and Dynamics 365 CRM, your email marketing efforts take a hit. From incomplete lists to missed campaign insights, small sync issues can snowball into bigger problems like poor targeting, low engagement, and wasted marketing spend. That’s why you need a Dynamics 365 MailChimp integration. With the… Read More »
Microsoft introduces an enhanced Import from Excel experience for Dataverse, aimed at simplifying how App makers bring structured data into existing tables. Previously, importing Excel files, especially those with multiple sheets, was limited, often requiring manual mapping and strict formatting. With the new experience, the process is more streamlined, intelligent, and reliable, making it easier… Read More »
The future of work isn’t just digital; it’s intelligent. We’ve moved past the era of simply digitizing tasks; today’s businesses demand smarter, context-aware systems that not only automate but also learn, adapt, and assist. It’s no longer about replacing human effort—it’s about enhancing it. In this landscape, Microsoft Copilot stands out as a transformative force.… Read More »