Tag: Customer Relationship Management

As we wrap up another year, we would like to acknowledge the contributions of our members. We appreciate all 335 informative articles written by our Microsoft Dynamics 365 experts, …

Recently we migrated the Real-time marketing forms from our Dev environment to UAT environment using the Configuration Migration Tool. Here what we noticed was on submitting the form using …

CRM Developers: Unlock the Power of AI with Microsoft Copilot Studio Agents Within our Purely CRM team, we utilize these applications to unlock unprecedented productivity and simplified workflows. As …

For many organizations, effective lead management remains a persistent challenge. Leads are the lifeblood of sales, yet inefficient processes, fragmented systems, and lack of visibility often result in missed …

The New Year is the perfect time to set fresh goals. For sales teams, a top priority should be optimizing workflows and achieving clear visibility into the sales pipeline—because …

Microsoft Copilot for Sales, integrated with Dynamics 365, is an AI-powered assistant designed to transform how sales teams operate. By automating tasks, offering actionable insights, and enhancing customer engagement, …

We can use the setIsValid method for validating field values in Model-driven apps. This method helps ensure that the data entered by users meets the required criteria before it’s …

Dynamics Marketing is gaining in popularity– especially for organizations that have 10 or more licensed users of other D365 modules because the subscription is half-priced. Although the cost increases …

Customer Relationship Management (CRM) systems are essential tools for med spas striving to deliver exceptional client experiences while maintaining operational efficiency. By leveraging CRM effectively, med spas can build …

In today’s fast-paced business environment, AI tools like Copilot in Dynamics 365 are transforming how organizations operate, offering smarter, faster, and more personalized interactions. However, every business has unique …