Mastering Natural Language Search in Dynamics 365 Sales: A Game-Changer for CRM Users

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...

Why enCloud9 is the Preferred Dynamics 365 Partner for MSPs

Nov 1, 2024 | Dynamics 365 implementation, Dynamics 365 Sales, enCloud9, enCloud9 Services, Microsoft Dynamics 365

As a Managed Service Provider (MSP), keeping your clients’ IT systems running smoothly is your top priority. However, many clients of your clients also need a powerful CRM solution like Microsoft Dynamics 365 to grow their business. That’s where enCloud9...

Smarter Lead Prioritization: AI Scoring Comes to Dynamics 365 Sales in 2024 Release Wave 2

Oct 28, 2024 | Dynamics 365 Sales, Microsoft Dynamics 365

Prioritizing the right leads and opportunities is essential for driving sales growth. With the integration of AI-powered lead and opportunity scoring in Dynamics 365 Sales, sales teams can now make smarter, data-driven decisions. AI scoring uses artificial...

enCloud9’s Top New Features in Dynamics 365 Sales 2024 Release Wave 2new

Oct 23, 2024 | Dynamics 365 Sales, Microsoft Dynamics 365, Sales Copilot

Microsoft’s 2024 Release Wave 2 for Dynamics 365 Sales brings a host of enhancements and new capabilities designed to streamline the sales process, improve the seller experience, and leverage AI to boost productivity. This release focuses on providing sales...

[How To] Dynamics 365 Competitor record best practices

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...

[How to] Turn off Copilot Form Fill assistance in Dynamics 365

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...