Say Goodbye to Duplicate Records in Microsoft Dynamics 365 CRM: DeDupeD is Here!

  If organizations adopt data quality best practices, such as employing a deduplication solution, they could potentially achieve a 66% increase in revenue. In this information age, trustworthy data is not just a necessity; it’s an imperative. Due to manual entries by different users, bulk data import, or CRM integration with websites or social media...

As a System Administrator, I would like to create a DLP policy for my environment(s) so I can help protect data in my organization

If you are a Power Platform admin, you can find the relevant information in the following Microsoft article: https://learn.microsoft.com/en-us/power-platform/admin/create-dlp-policy Unfortunately, it’s not clear from the article how to create a DLP policy as a System Administrator managing just one or multiple environments and not having a Power Platform admin role and superpowers. This is how...

[Video] Transforming Your Credit Union CX Through AI & Autonomous Services with Microsoft Copilot

Outstanding member relations form the cornerstone of every thriving credit union. What distinguishes credit unions from traditional banks is the personal, community-centric services you provide. These services create an environment that resembles an extended family. Therefore, we’re excited to present Microsoft Copilot, a cutting-edge platform that’s set to revolutionize your member interactions through the incredible...

Partner Solution Showcase at CRMUG 2023- Reinvent Maps for Microsoft Dynamics 365 CRM!

  Partner Solutions Showcase Session >> Reinventing Maps for Dynamics 365 CRM/Field Service and Dataverse >> Community Summit North America Wednesday, October 18, 2023 │ Time: 11:00 AM EST | Location W204AB Does this sound familiar?? No? Well then, let’s elaborate! A young team of sales reps became more responsible when their sales territories were demarcated and...

Revolutionizing Supply Chain Management with Dynamics 365 and Third-Party Portals

In today’s fast-paced business landscape, supply chain management is more critical than ever. Supply chain managers and Chief Operating Officers (COOs) must continuously strive to optimize their processes, enhance transparency, and foster collaboration with various stakeholders. Dynamics 365, Microsoft’s robust suite of business applications, offers a powerful solution for achieving these goals. This blog post...

Introducing Qualifico Sales AI: Your Ultimate Online Sales Assistant and CMO’s & CRO’s Secret Weapon – The Pipeline Generator™

In the ever-evolving landscape of digital marketing, every Chief Marketing Officer (CMO) and Chief Revenue Officer (CRO) is constantly on the lookout for that secret weapon to elevate their strategies, boost conversions, and drive revenue growth. Imagine having an AI-driven Pipeline Generator that works its magic seamlessly behind the scenes, sparking engaging conversations with your...

Scroll to top