While Excel is an important part of the Microsoft ecosystem, it also has serious limitations for more advanced use cases. From accidentally deleted formulas that are impossible to track down to automatic but inaccurate number formatting, there are countless Excel data management horror stories. If you feel stuck in Excel hell, transitioning from Excel to Power BI will help you get your reports under control and create a more compelling and holistic view of your data. Making this switch from Excel to Power BI can be a large organizational shift, though, with many moving parts to consider. https ..read more

In today’s rapidly evolving business landscape, companies are constantly seeking ways to streamline operations, enhance customer experiences, and drive growth. One powerful tool that many organizations are turning to is Microsoft Dynamics 365. However, implementing Dynamics 365 effectively requires expertise and strategic guidance. That’s where enCloud9 – Dynamics 365 Consultant comes in. Curious about the responsibilities of a Dynamics 365 consultant? Well, a consultant collaborates closely with your business to evaluate your existing processes, grasp your business objectives, an ..read more

In today's rapidly evolving business landscape, leveraging cutting-edge technologies is paramount for organizations striving to stay ahead of the curve. Microsoft Copilot emerges as a transformative tool, empowering businesses to enhance sales efficiency, maximize user engagement, streamline email communications, and automate workflows with unparalleled ease. In this compilation blog, we delve into a series of insightful articles from the experts at Inogic, where they unravel the multifaceted capabilities of Microsoft Copilot. From optimizing Copilot summaries to crafting compelling email resp ..read more

    Adding new users to Dynamics 365 can be a time consuming process due to the delays in users syncing from Azure and the Office 365 Admin Center to Dynamics 365. A process that would take minutes to complete but can take up to an hour depending on backend processes that run to see that user in Dynamics 365. This has been a struggle for administrators, especially when a user needs to be added quickly to Dynamics 365. Now, through the Power Platform Admin Center, you have the ability to sync users instantly to Dynamics 365. This tool can also be used to force updates to users and tro ..read more

Team Maplytics is buzzing with excitement! Maplytics has just broken new ground by becoming a "Solution Partner with Certified Software" on Microsoft AppSource. This achievement not only positions Maplytics as one of the first applications listed but also makes it the very first geolocation application to earn this mark of quality and expertise. These certifications distinguish a software solution’s specific capabilities and help customers identify solutions for their business needs. The "Certified Software" designation is a win-win for both Maplytics and its customers. This recognition not on ..read more

CRM systems, despite offering a treasure trove of customer data and interaction tools, can still lead to sales process management headaches. The sheer volume of tasks, spread across different departments (sales, marketing, customer service) can be overwhelming, and process dependencies become tangled webs. Furthermore, reporting on progress and identifying bottlenecks can be a challenge without a centralized and visual way to track the workflow. There's a task management methodology designed to conquer this chaos: Kanban. Kanban utilizes a visual approach, breaking down processes into manageab ..read more

Author: congruentX Understanding and adapting to the evolving landscape is crucial for success in the dynamic world of sales and customer relationship management (CRM). Recently, I was listening to a podcast, and Jacco van der Kooij, Managing Director at Winning by Design, made an appearance, sharing important insights on significant shifts in sales performance metrics and strategies that are reshaping our industry. In this post, we’ll explore these changes and discuss how our approach at congruentX aligns with these new challenges, focusing on outcome realization rather than ju ..read more

    A Dynamics 365 plug-in is a powerful feature that can allow you to inject custom functionality directly into your CRM. Plug-ins extend the limits of the native automation tools available within Dynamics 365. Whether you’re looking to automate complex business processes or simply streamline daily tasks, plug-ins are an essential tool for any Dynamics 365 developer. What is a Dynamics 365 Plug-in? A plug-in is a custom C# program that you can use to extend the standard behavior of Dynamics 365. When an event occurs, such as the creation of a new record or the update of an existing ..read more

Migrating from an on-premises Dynamics CRM system to Dynamics 365 in the cloud involves several considerations that can impact the success of the transition. It includes upgrading to more modern software as well as moving data and operations from local servers to a managed cloud environment. This can offer numerous advantages in terms of scalability, accessibility, and integration with other cloud services. Let’s take a look at the key aspects you need to consider. We’ll also discuss why upgrading might be beneficial and how to effectively prepare for the migration. You’ll also see why it’s im ..read more

Prior to the advent of Copilot, sales groups were bogged down by the management of intricate client relationships and manual duties, affecting the effectiveness of lead management. This often resulted in hindrances in acquiring leads and opportunities. Does that ring a bell? If you answered 'yes', then continue reading. Currently, with the integration of Copilot into all Microsoft Dynamics 365 products which includes Dynamics 365 Sales (CRM), early adopters are enjoying impressive statistics: 70% of Copilot users reported increased productivity, while 68% credited it for enhancing their wor ..read more