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...
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 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...
Sep 23, 2024 | Dynamics 365 CRM QuickTips, Power Apps
Supercharge productivity with Dynamics 365! There’s no doubt that Dynamics 365 can improve your day-to-day productivity. And we all know that the quicker and more efficiently you are able to work, the more you accomplish. These 8 Dynamics 365 tricks will enable...
Aug 13, 2024 | Dynamics 365 CRM QuickTips, How to, Microsoft Dynamics 365
Dark mode is popular among computer users for many reasons, including reduced eye strain, increased readability and possibly increasing the battery life of your devices. Some people just think it looks cool! Dynamics 365 has not had a dark mode option, but previously...
Jul 25, 2024 | Dynamics 365 CRM QuickTips, Dynamics 365 Sales, enCloud9, How to, Microsoft Dynamics 365
While we all understand the core sales entities (Lead, Account, Contact and Opportunity) in Dynamics 365 CRM. one of the more underappreciated entities that can be a valuable piece of data is the Competitor. The Dynamics 365 Competitor record is used to store...