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...

[How To] Track the Last Activity Date in Microsoft Dynamics 365 Sales

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...

[HOW TO] Update Data in Dynamics 365 using Excel Online

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...

[How To] Enable Dark Mode in Dynamics 365 CE (Power Apps too!)

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...

[How To] Add Email Signatures in Dynamics 365

Aug 9, 2024 | How to, Microsoft Dynamics 365

A professional email signature is essential for consistent branding and effective communication. If you’re using Dynamics 365 Customer Engagement (CE), setting up and managing your email signature is a straightforward process. Follow these four steps to create and...

[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...