Tag: Customer Relationship Management
In this blog, we will explore how Natural Language Grid Filtering & Sorting feature improves data search in Dataverse, making it easier to interact with large datasets using natural …
Exciting news! We’re thrilled to introduce the two lucky winners of our DynamicsCon 2025 Full Access Pass Giveaway, who will be joining the community for this incredible event with …
The copilot-powered data visualization in views feature, currently in preview, allows us to generate quick and insightful charts from Dataverse table views using natural language. We can select a …
Competitor records in Dynamics 365 Sales are a powerful yet often underutilized tool that can provide valuable insights into your competition. By tracking competitors within your CRM, your sales …
Manual data entry, disconnected communication, and inefficient workflows slow down sales cycles and impact revenue. Microsoft Dynamics 365 Sales automates key processes, allowing teams to focus on closing deals and strengthening …
Attention Dynamics 365 users! Microsoft has announced that it will be deprecating the Hierarchy Control feature in October 2025, leaving many CRM users without a way to easily visualize …
Have you ever wished for a smart assistant to lighten your workload and simplify those never-ending tasks? Here is your ally – Microsoft 365 Co-Pilot, the AI-powered assistant designed …
When working with Power Automate (Cloud Flows) for Dataverse, a common scenario is handling multiple triggers efficiently. By default, we often create separate flows for different events, such as …
In our previous blog, we covered regenerating the SAS key to secure Power Automate flows. While security is important, another challenge is managing callback URLs, which are crucial for …
Hey, Microsoft and AI enthusiasts in general! If you missed the recent announcements about Microsoft AI Accelerator for Sales and the two new AI agents, Sales Agent and Sales …