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...
This blog was originally published in July 2022 and has been rewritten to reflect the latest enhancements to Dynamics 365 Goals, ensuring the most up-to-date insights and best practices. Setting and monitoring goals are fundamental practices for organizations aiming...
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...
AI scoring is key to helping sales teams prioritize the right leads and opportunities for growth. By leveraging artificial intelligence and machine learning, Dynamics 365 Sales delivers AI-powered lead and opportunity scoring that enables smarter, data-driven...
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...
In Dynamics 365 CRM, we are all familiar with the core sales entities such as Lead, Account, Contact, and Opportunity. However, one often overlooked but valuable entity is the Competitor record. The Dynamics 365 Competitor record plays a crucial role in tracking...
Brian Begley
