Jul 22, 2024 | Dynamics 365 Sales, How to, Power Apps, Power Platform, Sales Copilot
The Problem Perhaps you have noticed a new feature in Dynamics 365 CRM that has works like this – you create a new record – say an account. You fill in the important data, and as you try to save your record, you get a tool bar message and a pop-up message...
Jul 20, 2024 | Dataverse, How to, Microsoft Dynamics 365, Power Platform
Accidental deletions are an inevitable part of managing data, and Power Platform finally provides a robust solution to recover from such mishaps – the database recycle bin. The capability to restore deleted table records is a critical feature for administrators,...
Jul 8, 2024 | Microsoft Dynamics 365
In 2022, we published a series highlighting some of the forgotten or underutilized features in Dynamics 365. One of those features was duplicate detection. This blog post has now been rewritten and updated with the latest information. Duplicate records in Dynamics 365...
Feb 10, 2024 | Customer Voice, Microsoft Dynamics 365
This article was originally published in 2021, but has been updated with the most current information. In the bustling digital landscape of modern business, maintaining open lines of communication with customers is paramount. One highly effective way to achieve this...
Jan 4, 2024 | Dynamics 365 Sales
In the fast-evolving landscape of sales and customer relationship management, the key to success often lies in the ability to efficiently manage and route leads. Microsoft Dynamics 365, a leader in CRM solutions, offers a powerful feature to transform this aspect of...