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Auto Create and Draft Territories with Territory Management for efficient Field Services within Dynamics 365!

15Jul July 15, 2024 BackToBasics Maplytics has been a constant manufacturer of unique features that innovate the way marketing and sales approach field sales and field service. Territory Management is a leading example in defining Sales Territories by using Maplytics- the Certified...

Create your first custom Copilot for Customer Service Hub – Part 2 | Authentication

Now, you must have created your own Copilot to be deployed for the Customer Service Hub. If not, here’s the link to Part 1 of this blog – Create your first custom Copilot for Customer Service Hub – Part 1 Configure...

Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)

In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics 365 CRM. Think of it as having a personal assistant...

Create your first custom Copilot for Customer Service Hub – Part 1

Now, if you already have Copilot Studio in your Organization or have created a trail , you might be looking to build your first Copilot. Here’s how you can do it – In this example, I’m creating a Copilot...

Utilize Copilot for Extracting Answers from SharePoint Sales Documents

As I am part of a technical startup’s sales team, getting quick information is crucial for client meetings. Recently, during a presentation, a potential client asked, “Can you provide details about the new features in your latest laptop model,...

Create Brand Profiles in Customer Insights – Journeys to Create Cohesive Brand Experiences

In this blog, we will learn about one of the new features introduced by Microsoft in Dynamics 365 in 2024 Release Wave 1, i.e., the creation of Brand Profiles. Each company has a specific Colour code, Logos, Style, Fonts,...

Automate scheduling for Field Service Reps with ‘Competency Allocation’ within Dynamics 365

The world of field service revolves around efficiency. Every minute saved is a minute gained for more jobs completed, happier customers, and a healthier bottom line. But to truly be efficient often comes down to the intricate melody of...

Setting Up a Customer Service Portal with Dynamics 365 Customer Service, Power Pages, and Copilot

Introduction In this guide, we’ll walk through the steps to create a customer service portal using Power Pages as the front-end and Dynamics 365 Customer Service as the backend. By integrating these two powerful tools, you can provide seamless customer...

Announcing Microsoft Teams Webinar integration with HubSpot marketing automation

In today's rapidly evolving digital landscape, organizations are constantly seeking innovative solutions to enhance their marketing strategies and lead management processes. The integration of HubSpot with Microsoft Teams webinars represents a significant new advancement in this domain for Teams...

Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs

In today’s fast-paced business environment, sales teams need real-time insights and a comprehensive view of their opportunities to make informed decisions and close deals faster. Microsoft’s Copilot for Sales addresses this need by integrating seamlessly with your connected CRM...
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Filter data with single date slicer when multiple dates in fact table fall in range without creating relationship in Power BI

Hi Folks, After a while, I am back with another interesting way to solve this type of problem in Power...
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