AI is no longer optional in CRM. With Copilot, forecasting models, and automation now embedded into Microsoft Dynamics 365, organizations expect instant insights, accurate predictions, and intelligent recommendations. But there’s a hidden problem most teams discover after enabling AI: AI is only as reliable as the data it consumes. And duplicate CRM records are the… Read More »
In the rapidly evolving landscape of sales automation, staying ahead means leveraging the latest AI capabilities. The Sales Qualification Agent is a significant advancement in Microsoft Dynamics 365 Sales, designed to revolutionize lead qualification processes. This advanced AI agent functions as an autonomous member of the sales team. It is capable of qualifying leads by directly engaging… Read More »
Dynamics 365 is the backbone of customer data for many organizations. From sales and service records to financial and operational insights, CRM data plays a critical role in reporting, compliance, and decision-making. But when it comes to exporting that data regularly, many teams still rely on manual processes — exporting to Excel, running Advanced Find… Read More »
In many Dynamics 365 Sales implementations, sales users need a simple and intuitive way to preview a quote, generate a PDF, and share it with customers. Traditionally, this requirement is handled using Word templates, which often feel rigid, require backend configuration, and do not provide a smooth preview experience for users. Microsoft has introduced PDF… Read More »
If you’ve ever worked in sales, you know this feeling- “A long drive for a meeting that’s canceled at the last minute, back-and-forth visits to nearby prospects on different days, or losing deals not because the product lacked value but simply because you arrived late or were overwhelmed by logistical hassles”. Selling today is more… Read More »
Earlier, the Task Details pane in Project Operations was standard and not customizable at admin level. When users clicked the info icon present next to a task, a fixed task pane from Project showed only predefined fields. Organizations could not add custom fields or modify the layout, so users often had to navigate away from… Read More »
Did you know that over 60% of organizations struggle with managing document access and permissions across CRM and SharePoint? For instance, imagine a marketing manager, Emma, who handles dozens of client proposals stored in SharePoint. She spends hours manually assigning permissions to ensure sensitive documents aren’t exposed to the wrong people. Not only is this… Read More »
In high-volume customer support environments, maintaining consistent interaction quality is a constant challenge. Support managers and supervisors often handle thousands of cases and conversations every month, making manual quality reviews slow, subjective, and limited in coverage. As a result, recurring issues such as incomplete resolutions, poor communication, or non-compliance with service standards often go unnoticed… Read More »
Imagine trying to organize a surprise party for thousands of people. However, all you have is a handwritten guest list, scattered sticky notes, and no idea who likes cake, who’s allergic to peanuts, or who’s already RSVP’d. You’d quickly realize that without structure, even the best intentions can turn into chaos. The same is true… Read More »
Manual email drafting can lead to delays, inconsistencies, and agent fatigue. The Copilot feature in the Dynamics 365 Customer Service workspace directly addresses this challenge. By analyzing the case context, Copilot instantly surfaces the most relevant pre-approved email templates. Agents can then select and personalize a professionally crafted response with a single click. This ensures… Read More »