Business Application Managers want to ensure smooth and efficient workflows for their sales teams. This involves selecting and managing sales automation tools to enhance their performance and close deals effectively. Sales technology aims to boost revenue, reduce costs, and enhance customer satisfaction. Configure Price Quote (CPQ) software is a customer-focused solution aiding sales and marketing...
Category: News
Why do a Managed Service Plan with P2 Automation? Data Sync/Workflow Monitoring
Are your Flows running? How about your data syncs from ERP to CRM? Find out with our Automation Monitoring app. https://www.crmsoftwareblog.com/wp-content/uploads/MSP-Automation-Monitor.mp4 Transcript This is Steve Pestillo from P2 Automation. Here’s the third reason to sign up with a Managed Service Plan with our company, “Automation Monitoring”. Now with a company name like P2 Automation, you...
Dynamics 365 Increases Efficiency in Government Organizations
Government organizations face unique challenges in delivering services while maintaining transparency and efficacy. This is where Dynamics 365 plays a vital role in addressing these challenges. In this blog post, we explore the importance of Dynamics 365 for government organizations, focusing on how it empowers efficiency and data-driven decision-making. Streamlined Operations Dynamics 365 consolidates...
Power Automate Error: You should specify a contact or account.
Got the below error when I was trying to update the Out of the box Case in Power Automate Flow. Error: {“error”: {“code”: “0x80044410”,“message”: “You should specify a contact or account.”,“@Microsoft.PowerApps.CDS.ErrorDetails.HttpStatusCode”: “400”,“@Microsoft.PowerApps.CDS.TraceText”: “[Microsoft.Dynamics.Service.Plugins: Microsoft.Dynamics.Service.Plugins.PreOperationIncidentCreate]rn[485c2908-cfd8-e611-80e8-00155db32b08: Microsoft.Dynamics.Service.Plugins.PreOperationIncidentCreate: Create of incident]rnEntered Microsoft.Dynamics.Service.Plugins.PreOperationIncidentCreate.Execute(), Correlation Id: 9f714a6a-5dfa-4837-840e-f32e2455619a, Initiating User: dcfab4f2-2f19-ee11-8f6c-000d3ae1a871rnException: Microsoft.Dynamics.Solution.Common.CrmException: You should specify a contact or account. (Fault Detail...
How to Download Dynamics CE Developer Tools using Power Platform Tools in Visual Studio Code?
Follow the below articles to download the Microsoft Dynamics 365 CE Developer Tools using Power Platform Tools in Visual Studio Code. Plugin Registration Tool Configuration Migration Tool Package Deployer Tool Below are my earlier articles that you can have a look. How to get the Choice Text and Value in the Dataverse using JavaScript? Microsoft Dataverse...
Boost Your Dynamics 365 CRM Using the Entity Calendar of Calendar 365
Every enterprise understands the importance of a systematic organization. In this aspect, calendars are more than just tools for marking dates; they’re central to business operations. Introducing Calendar 365. Thoughtfully crafted, Calendar 365 offers businesses a trio of calendar types, tailoring to varied operational needs. While both the Customer Calendar and Resource Calendar stand out...
Dynamics 365 Sales & Marketing Demo Showcase of Top Add On Tools
Microsoft Dynamics 365 Sales empowers businesses to drive higher revenues by fostering stronger customer connections and optimizing sales processes. With its robust features, such as lead tracking, sales automation, and real-time analytics, businesses can identify and prioritize high-potential prospects, personalize interactions, and make data-driven decisions. This not only accelerates the sales cycle but also enhances...
Improve Non-Profit Fundraising by Tracking Donor Dollars More Effectively
Non-profit organizations are in a constant struggle to attract donors and volunteers and keep them loyal—without taking their eye off their mission. Often, the commitment to the mission leads them to overlook accounting and marketing functions, which impacts their ability to measure the outcomes of their efforts and share the outcomes with those who supported...
Why do a Managed Service Plan with P2 Automation? System Utilization
Have you ever wondered who’s actually using your Dynamics 365 CRM system? Our System Utilization tools might be the answer. https://www.crmsoftwareblog.com/wp-content/uploads/MSP-System-Utilization.mp4 Transcript This is Steve Pestillo from P2 Automation. Here’s reason number two for signing up with a Managed Service Plan for your CRM system. “System Utilization”. What is that? Well we use a product...
[Video] Transform Your Banking Customer Experience with AI-Driven Self-Service from Microsoft Copilot
In today’s competitive banking landscape, superior customer service isn’t just a nice-to-have; it’s a necessity. Introducing Microsoft Copilot, an innovative tool designed to redefine your customer interactions by harnessing the capabilities of Artificial Intelligence and self-service technologies. Are you prepared to set a new standard in customer satisfaction? The modern banking customer is not just...