April 2024 Dynamics 365 Release enhances AI collaboration with Microsoft Teams

In the initial release wave of April 2024, Microsoft Teams is rolling out thrilling AI-driven functionalities aimed at boosting productivity and collaboration. Let’s explore these enhancements in depth: Integration of Copilot for Sales with Copilot in Teams Embedded within Copilot on Microsoft Teams, this feature offers substantial business benefits by enhancing meeting collaboration. This blog...

UPCOMING WEBINAR: Transforming Healthcare with Data Quality App

We’re thrilled to invite you to our upcoming webinar focusing on the pivotal role of data quality in healthcare. During this session, we’ll delve into how our Data Quality App is revolutionizing the way healthcare organizations manage their data. From improving patient care to enabling informed decision-making, our app is designed to empower healthcare professionals...

Unlock Dynamics 365 User Behavior with Our Free Microsoft Clarity Getting Started Checklist

Ever feel like you’re flying blind when it comes to user experience within your Dynamics 365 environment? Traditional reports tell part of the story, but what if you could actually see how users interact with the platform? That’s why we love Microsoft Clarity. With heatmaps, session recordings, and more, Clarity reveals exactly how users navigate...

Updating Project Tasks for a Single Project with the Kanban Board by Inogic

See how easy it is to manage Project Tasks from within a Project Form using Inogic’s Kanban Board solution. https://www.crmsoftwareblog.com/wp-content/uploads/Managing-Project-Tasks.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you one of the ways we use the Kanban Board from our friends at Inogic. As you might imagine at...

4 Best Mailchimp + Microsoft Dynamics 365 CRM Integration features & What’s New!

This is synonymous across all marketers, be it executing campaigns with precision, analyzing performance metrics, or continuously refining strategies that are paramount to staying ahead of the curve. However, navigating multiple platforms like CRM and Mailchimp along with managing siloed data can be daunting, directly affecting productivity and limiting data-driven decisions. Here comes Marketing4Dynamics, a...

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