For managers, keeping track of crucial CRM alerts and notifications is vital for smooth operations and timely decisions. However, with the constant flow of alerts from different CRM activities, it’s easy to overlook important updates, leading to missed actions and delays. Alert4Dynamics by Inogic is designed to solve this problem for users of Dynamics 365… Read More » The post Easy Steps to Set Up Email Notifications and Never Miss an Alert in Dynamics 365 first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolutionize this process. The 2024 Wave 2 update introduces a ground-breaking AI-powered account summary feature that provides a comprehensive, 360-degree view of each account. But please note this is a preview feature.… Read More » The post Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW] first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

Sabrina was the last person to leave the conference room, exhausted from the meeting. However, she felt a sense of relief as things were starting to fall into place. The quarterly report revealed that eight of her sales managers were focusing solely on clients in the western region of the country. While the other three… Read More » The post Top 5 Challenges in Territory Management and Solutions with Integrated Maps in Dynamics 365 first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

Fabrics (Microsoft Fabric) is an integrated data platform crafted to enhance data engineering, science, and analytics. It provides a comprehensive range of tools and services to handle every aspect of data operations, from storage and processing to analysis. Microsoft Fabric simplifies the data management workflow by providing a unified environment that allows seamless execution of… Read More » The post Automate with Ease: Triggering Power Automate Flows with Data Activator first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

Being a salesperson working in an organisation with a huge customer base, things turn out to be a bit more challenging in terms of managing the appointments, open tasks, and other upcoming, overdue activities against the customers. Sometimes, this is likely to end up leading to missed deadlines and disappointed customers, as managing the activities… Read More » The post Customize Record Forms in Dynamics 365 CRM using the Due Open Activities Control first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

  Navigating Modern Work Challenges with AI in Microsoft’s Power Platform The rapid pace of modern work is overwhelming, with studies revealing that 85% of emails are read in under 15 seconds, highlighting the immense pressure on workers. Beyond communication overload, 68% of employees struggle to keep up with their workload, and 46% feel burned… Read More » The post Innovate with Microsoft Power Platform’s AI-Powered Low Code Professional Tools! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

Microsoft facilitates the development of Canvas apps, enabling users to efficiently access and manage the information necessary for their business operations via mobile applications. This capability is tailored to meet specific business requirements, enhancing operational efficiency. Collaboration is crucial for business success and the development of Canvas apps. Microsoft has consistently prioritized the creation of… Read More » The post Coauthoring Feature in the Canvas App first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

In Microsoft Dynamics 365, managing CRM notifications can sometimes be challenging. While notifications are crucial for staying informed and responsive, the sheer volume and diversity of alerts can quickly become overwhelming. Here are some common problems users face with CRM notifications: Overwhelming Notification Volume: Users may receive too many notifications throughout the day, which can… Read More » The post Overcoming CRM Notification Challenges in Dynamics 365 with New Features of Alerts4Dynamics App! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

Microsoft Dynamics 365 continues to provide users with exciting features to streamline their business processes. One of the existing features in the upcoming 2024 release wave 2 is the enhanced Grouping and Aggregation capabilities in views and subgrids. These will help users to have more control over their data, making it easier to analyze and… Read More » The post Enhanced Grouping and Aggregation Features in Microsoft Dynamics 365 CRM for Views and Subgrids first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more

Using the design studio’s Setup workspace, you can quickly add payment options to your Power Pages site. This tool lets you add a payment section to your multi-step form without needing to write any code. With this setup, you can easily link your site to a payment provider, making it simple for users to make… Read More » The post No-Code Payments for Power Pages Portal with Stripe Integration first appeared on Microsoft Dynamics 365 CRM Tips and Tricks ..read more