Power Community

Power Community

CRM

Enable Copilot for Dynamics 365 Sales environment

Copilot for Dynamics 365 Sales is in Preview at the point of writing this post. Hence, I’ll start by showing how you can turn Copilot for Dynamics 365 Sales on for your environment. It is recommended to do this in...

Organize smart Marketing Campaigns in 2024 with Maplytics

If you are a Marketing/ Social Media/ Content Manager working for a brand or an advertising/ marketing Agency, you need to befriend Maplytics when you adopt Dynamics 365 CRM! Tall claims? Not at all! Maplytics is your supplement to Dynamics...

Enable OneNote Integration for Dynamics 365 Sales environment

Since collaboration tools like Teams, SharePoints are a norm, so is OneNote. Here’s how you can enable OneNote Integration in your Dynamics 365 CRM Instance – Settings Given that you are a Dynamics 365 Administrator, you can navigate to Power...

Resource Roles and adding Role Prices to Cost and Sales Price List in Project Operations

Now that in the previous blog posts of this series, the Organization Units, Cost Price and Sales Prices were setup – Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite, let’s look at what Roles...

Setting Up Default Organizational Unit, Cost and Sales Price List in Project Operations Lite

One of the first things to do when starting a new Project Operations Lite environment is to start setting up organizational data for your environment and in that, setting up Organizational Units, Price Lists and Roles is one of...

Dynamics 365 Sales Alerts: Native Notifications vs. Alerts4Dynamics – Which one is Right for You?

For an effective sales process, it is crucial to be up-to-date with important sales events. By staying abreast of these crucial moments, you gain a vital edge, allowing you to tailor outreach, craft timely offers, and strike while the...

Ramp Up Holiday sales with Gamification within Microsoft Dynamics 365 CRM

The holiday season is upon us, a time for twinkling lights, warm cheer, and… booming sales! But in this competitive landscape, how can you stand out and jingle all the way to the bank? Enter gamification within Microsoft Dynamics...

WhatsApp + Dynamics 365 CRM: Your Secret to Christmas Marketing Success

The holiday season is a busy time for businesses, and Christmas🎄 is no exception. With so much competition for consumers’ attention, it’s important to find effective ways to reach your target audience. That’s where WhatsApp4Dynamics comes in. WhatsApp4Dynamics integrates WhatsApp...

Jingle All the Way to Profits: Why Pre-Holiday Sales Are A Secret Weapon?

“Hey Mike, it’s almost 9:00 pm, don’t you wanna go home?”, Jim asked his fellow Sales Rep. “O Jim, At least you don’t ask me this question. You do know the pre-holiday rush, and, with my products at discounted...

Unveiling Dynamics 365 Customer Service Copilot: A Revolution in AI-Driven Customer Support

Microsoft’s groundbreaking AI capability, Copilot, is making waves across various Microsoft software, extending its prowess beyond Dynamics 365. Some features of Viva Sales Copilot, showcasing its ability to generate AI-driven email responses based on Dynamics 365 and Microsoft 365...
- Advertisement -spot_img

Latest News

Refresh Dynamics 365 CRM Subgrid from Embedded Canvas App

In Microsoft Dynamics 365, the ability to embed Canvas Apps brings the power of Canvas Apps to their model-driven forms. Recently,...
- Advertisement -spot_img