Tag: Customer Relationship Management

  Get Your Own “Invisible Personal Assistant” Today!   The invisible personal assistant I was on a discovery call with a prospect who was looking for CRM assistance. They …

If you missed the latest updates or need a fast rundown on 2025 release wave 1 plans for Microsoft Dynamics 365, Power Platform, and Role-based Copilot offerings, you’re in …

Recently we had to copy our production environment to one of our sandbox environments for some analysis and testing. But before we copied we made sure we deleted the …

In Dynamics 365, the TDS (Tabular Data Stream) endpoint allows developers to query Dataverse data using SQL-like commands. For example, suppose a sales manager wants to find the top …

Manually cleaning duplicate records in Dynamics 365 CRM is a never-ending struggle—time-consuming, error-prone, and frustrating. From misspelled names to inconsistent phone numbers, duplicate data sneaks in through multiple channels, …

Microsoft has unveiled its 2025 Release Wave 1 plan for Dynamics 365 Sales, introducing a suite of innovative features designed to enhance sales processes and boost productivity. These updates, …

Many businesses rely on different enterprise systems to manage essential parts of their operations. Sometimes they choose separate vendors for their CRM and ERP to meet unique business requirements. …

Welcome to the world of Microsoft Copilot Studio, where we will learn to make use of yet another feature that is included in Microsoft Copilot Studio. Microsoft Copilot Studio …

For handymen and small service businesses, managing clients, tracking leads, and organizing workflows is critical. Customer Relationship Management (CRM) tools have evolved to cater to these needs, providing features …

Managing customer accounts can often feel like solving a puzzle—figuring out how stakeholders are connected, which decision-makers to contact, and identifying key influencers. Without the proper tools, this process …