Be Smart with Copilot: Enhance Rich Text Editing, Configure User Actions, and Unlock Insights with AI Controls

In this series of insightful blogs, we explore how to enhance your Dynamics 365 CRM experience with Microsoft Copilot, a powerful AI-driven tool designed to streamline content creation, improve decision-making, and enrich user interactions. From adding Copilot control to the Rich Text Editor to integrating rich media into Copilot Studio, these articles provide step-by-step guides...

Stop Saying “Phases” and Start Saying “Releases”: Refining Dynamics 365 CRM Build and Release Terminology

At Purely CRM, our team of seasoned CRM consultants, specializing in tailored Dynamics 365 CRM solutions, is continually seeking ways to improve communication with both our skilled developers and valued customers. Today, we’re redefining project language: it’s time to move from saying “phases” to embracing the term “releases.”   Meet our Purely CRM team  and Our...

How Integrating WhatsApp with your CRM Improves Customer Service in Real Time!

Over 2 billion+ people worldwide use WhatsApp, and this number is steadily increasing. 73% of consumers report that they prefer to message businesses on WhatsApp over any other platform, making WhatsApp a vital communication tool for CRM strategies. This shift is changing the landscape of communication, especially in business operations like sales, customer service, and...

Optimizing Business Processes with Microsoft Dynamics 365 ERP and SSIS Integration

If you’re like most businesses, you rely on a variety of software applications to manage your daily operations. These tools cover diverse areas such as customer relationship management, financial tracking, supply chain operations, and marketing campaigns. While each application serves a specialized purpose, using them in isolation can create silos of information and inefficiencies. You...

Enhancing Data Visualization with Charts in Power Apps

In today’s blog, we’re turning our attention to another valuable feature: integrating charts into Power Apps forms. Whether you aim to track sales progress, enhance customer service, or manage projects efficiently, using charts can elevate your data analysis and decision-making processes. Advantages of Using Charts in Power Apps 1. Clearer Data Insights Charts convert raw...

The End of Microsoft Dynamics On-Premises: How to Keep Your Software Integrations Intact

Microsoft Dynamics on-premises life cycle is reaching its end, but you don’t have to leave behind all the integrations with other software you’ve built. The Microsoft Dynamics End of Life is Coming Microsoft Dynamics on-premises, the version of Dynamics installed on a company’s own servers, is on its way out. The Microsoft Dynamics end of...

How To Implement The Right CRM Solution The Right Way To Improve Sales Visibility For All

Can someone turn on the lights? The challenges businesses face without good sales visibility in CRM. Navigating your business without organization-wide CRM visibility into your sales process, activities and pipeline can feel a lot like navigating through the darkness. Members of the team are left playing guessing games at every level and process of your...

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