Tag: Customer Relationship Management
Below are the quick steps to create a copilot with Dataverse as the Knowledge source and Teams as the channel Open the Microsoft Copilot Studio site https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio Select the …
Mastering field service is no longer a choice but a necessity in the modern business landscape. To stay competitive, businesses must move from reactive to proactive and predictive service …
A Work Order in Dynamics 365 Field Service is a critical document that outlines the specifics of a service request or job assigned to a technician. It encompasses all …
As the dawn of a new chapter unfolds, much like the first rays of sunlight breaking through after a long night, we find ourselves approaching an exhilarating milestone—the prestigious …
To enable the feature of generating knowledge articles through Copilot, navigate to Customer Service Admin Center >> Agent Experience >> Knowledge >> Knowledge Creation Agree to the terms and …
Community Summit NA is the ultimate event for those engaged with Microsoft business applications, providing in-depth training and education on AI, Dynamics, Dynamics 365, Power Platform, and more. …
https://www.crmsoftwareblog.com/wp-content/uploads/Advanced-Filters-in-Dynamics-365-Part-2.mp4 Transcript This is Steve Pestillo from P2 Automation, and welcome to the second video in our short miniseries on Advanced Filters in Dynamics 365 and Power Apps. We …
The Importance of CRM in Managing Leads for a Moving Company In the moving industry, managing leads efficiently can make the difference between a steady flow of business and …
As summer winds down and we embrace the back-to-school energy, it’s time to look forward to the most exciting event in the Microsoft Business Applications world—the Community Summit 2024! …
In today’s fast-paced business landscape, mastering Customer Relationship Management (CRM) and utilizing powerful platforms like Dynamics 365 Sales can significantly improve both operational efficiency and overall growth. This expanded …