CRM Software Blog | Microsoft Dynamics 365
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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.
CRM Software Blog | Microsoft Dynamics 365
7h ago
Are you tired of juggling multiple business management systems that don't communicate with each other, causing unnecessary delays and errors? Then it's time to consider moving to Business Central, the all-in-one enterprise resource planning (ERP) software developed by Microsoft. With Business Central, you can manage your financials, operations, sales, and customer service all in one system, providing a comprehensive solution that helps streamline your processes and improve your productivity.
Business Central offers a variety of features, including financial management, supply cha ..read more
CRM Software Blog | Microsoft Dynamics 365
2d ago
Are you ready for an exciting update in Dynamics 365? The Wave 1 2024 release brings forth a highly anticipated feature: consent management directly within Customer Insights. This enhancement promises to streamline your workflow and provide greater control over communication preferences, ensuring compliance with data privacy regulations. Dynamics 365 Customer Insights – Journeys merges customer experience, generative AI, and marketing automation, enabling businesses to personalize end-to-end journeys and strengthen customer relationships.
Managing Consent: A Game-Changing Feature ..read more
CRM Software Blog | Microsoft Dynamics 365
5d ago
In the initial release wave of April 2024, Microsoft Teams is rolling out thrilling AI-driven functionalities aimed at boosting productivity and collaboration. Let’s explore these enhancements in depth:
Integration of Copilot for Sales with Copilot in Teams
Embedded within Copilot on Microsoft Teams, this feature offers substantial business benefits by enhancing meeting collaboration. This blog post will delve deeper into these enhancements.
To use this capability, Copilot for Sales must be enabled in your environment, and you must have a Microsoft 365 license. This feature is scheduled f ..read more
CRM Software Blog | Microsoft Dynamics 365
5d ago
In the spirit of sharing, we're thrilled to announce a brand-new webinar!
This session will delve into the nitty-gritty of the thoughtful and in-demand additions to Maplytics. We'll showcase the fun and exciting features designed to transform the way you work and unlock hidden potential within your data.
Get ready to be amazed! Join us for an interactive session that will leave you eager to explore the all-new capabilities of Maplytics and how Maps & Dynamics 365 Integration boost your sales efforts.
Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM
Sounds ..read more
CRM Software Blog | Microsoft Dynamics 365
6d ago
Ever feel like you're flying blind when it comes to user experience within your Dynamics 365 environment? Traditional reports tell part of the story, but what if you could actually see how users interact with the platform?
That's why we love Microsoft Clarity. With heatmaps, session recordings, and more, Clarity reveals exactly how users navigate Dynamics.
Normally, you cannot activate Microsoft Clarity on Dynamics. However, we've got a smooth and easy workaround for you.
Our Microsoft Clarity experts put together a free getting started guide to help you easily activate Microsoft Clarity on Dy ..read more
CRM Software Blog | Microsoft Dynamics 365
6d ago
See how easy it is to manage Project Tasks from within a Project Form using Inogic's Kanban Board solution.
https://www.crmsoftwareblog.com/wp-content/uploads/Managing-Project-Tasks.mp4
Transcript
This is Steve Pestillo from P2 Automation. In this video, I'm going to show you one of the ways we use the Kanban Board from our friends at Inogic.
As you might imagine at P2 Automation, we do a lot of projects, and those projects have tasks. Here's a view of our task list. And as you can see each task has a name, an automatic number that gets assigned, the date it was requested, the current status ..read more
CRM Software Blog | Microsoft Dynamics 365
1w ago
Exciting AI Innovations coming to Dynamics 365 SalesDiscover the latest in sales innovation! In this blog, we’ll unveil the newest advancements in Copilot and AI within Dynamics 365 Sales. From enhancing sales productivity to refining customer engagement and streamlining sales execution, these features are poised to revolutionize the sales landscape. Join us as we delve into how these innovations empower sellers and sales managers to elevate their strategies and gain unparalleled insights into their sales processes.
Copilot and AI innovation 1. Elevate your sales pitch using Copilot email as ..read more
CRM Software Blog | Microsoft Dynamics 365
1w ago
Power BI is a robust business analytics tool that allows users to visualize data and share insights across an organization, or embed them in an app or website. Two of the most powerful features in Power BI are append and merge queries. These features are part of Power Query, a data connection technology that enables you to discover, connect, combine, and refine data across a wide variety of sources.
Append Queries in Power BI
Appending queries is essentially about combining data from two or more tables into one comprehensive table. This is particularly useful when you have data o ..read more
CRM Software Blog | Microsoft Dynamics 365
1w ago
This is synonymous across all marketers, be it executing campaigns with precision, analyzing performance metrics, or continuously refining strategies that are paramount to staying ahead of the curve.
However, navigating multiple platforms like CRM and Mailchimp along with managing siloed data can be daunting, directly affecting productivity and limiting data-driven decisions.
Here comes Marketing4Dynamics, a marketing data management-centric tool that seamlessly do Mailchimp and CRM Integration. Developed by Inogic, a trusted name in business solutions for Microsoft Dynamics 365 CRM and Power ..read more
CRM Software Blog | Microsoft Dynamics 365
1w ago
Data Harmony enables organizations to gain valuable insights, simplify processes, and build strong, data-driven relationships with customers through a unified view of customer interactions. Essentially, Data Harmony is crucial to Dynamics 365 CRM’s success and efficiency.
Making Power Apps more efficient with Data Quality App:
Optimizing Power Apps with a Data Quality App is crucial for achieving great Data Harmony in Dynamics 365 CRM. Here are several key reasons highlighting the importance of this optimization:
Data Accuracy and Reliability:
A Data Quality App ensure ..read more