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 Goals in Dynamics 365, ensuring the most up-to-date insights and best practices. Setting and monitoring goals are fundamental practices for organizations...
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...
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...
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
