Feb 14, 2025 | Dynamics 365 CRM QuickTips, Dynamics 365 Sales, How to, Microsoft Dynamics 365
Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also known as Copilot Search. This innovative feature allows users to filter and retrieve information using simple, conversational queries—no complex syntax required! What is...
![[How To] Track the Last Activity Date in Microsoft Dynamics 365 Sales](https://www.encloud9.com/wp-content/uploads/2025/02/How-To-Track-the-Last-Activity-Date-in-Microsoft-Dynamics-365-1080x628.png)
Feb 13, 2025 | Dynamics 365 CRM QuickTips, Dynamics 365 Optimization, How to, Microsoft Dynamics 365
Keeping track of past and upcoming interactions with prospects, customers, and accounts is essential for effective sales and customer management. However, Microsoft Dynamics 365 does not include a built-in field to monitor the last activity date or the next activity...
Feb 13, 2025 | enCloud9, Microsoft Dynamics 365, News and Updates
Exciting things are happening at enCloud9! For 18 years enCloud9 has successfully used work from home for its consultants to deliver value for its clients and high quality of life for its consulting team. As we continue to grow through the years it became obvious that...
![[HOW TO] Update Data in Dynamics 365 using Excel Online](https://www.encloud9.com/wp-content/uploads/2025/01/HOW-TO-Update-Data-in-Dynamics-365-using-Excel-Online-1080x628.png)
Feb 3, 2025 | Dynamics 365 CRM QuickTips, How to, Microsoft Dynamics 365
Keeping your data accurate and up to date in Microsoft Dynamics 365 is essential for maintaining a streamlined workflow. Fortunately, Dynamics 365 allows users to update data quickly and efficiently using Excel Online. This feature enables users to make bulk updates...
Jan 20, 2025 | Microsoft Dynamics 365
Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power Platform Admin Center or the new Power Platform Environment Settings hub is...
Jan 17, 2025 | Microsoft Dynamics 365
Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant slowdowns in many sales processes is the back-and-forth required to get documents signed. Printing, scanning, and mailing can turn what...
