Microsoft 365 Copilot is evolving fast, and its newest capabilities bring app creation and automation right into your everyday workspace. With the recent introduction of the App Builder and Workflow Agents at the Power Platform Community Conference, users can now describe what they need in natural language — and Copilot will create an app or...
Category: News
Improving Client Transparency with System Issues in CRM
Modern CRM isn’t just about managing contacts — it’s about keeping clients informed and aligned. P2 Automation’s System Issues feature integrates directly into each client’s CRM, giving full visibility into ongoing requests and tasks. The System Issues Workflow: Pending → Review with Client → Scheduling → In Progress → Testing → Released → Completed...
How To Use a Power Automate Flow to Directly Run an Azure Data Factory Pipeline
Recently a client tasked me to develop a solution that ran one of their Azure Data Factory Pipelines without using a time-based trigger, but rather through an event-based trigger. While Azure Data Factory does allow event-based triggers, they are limited to only certain actions like when a new file is created, modified, or deleted in...
How to Streamline Commission Tracking for Health Insurance Brokers with Dynamics 365
Managing commissions is one of the most time-consuming tasks for health insurance brokers. Based on our experience working with brokers, reconciling carrier payments, calculating producer splits, and updating schedules can quickly eat into your day. That’s where BenefitsBridge by ForgeXRM, built on Microsoft Dynamics 365 and the Power Platform, comes in. This powerful CRM solution...
The KPIs That Matter: How Revenue Leaders Measure CPQ Success in Microsoft Dynamics CRM
In today’s competitive B2B landscape, revenue teams face increasing pressure to move faster, sell smarter, and maintain profitability across complex sales cycles. Configure, Price, Quote (CPQ) solutions are essential to this mission. By streamlining how quotes are created, priced, and approved, CPQ platforms—especially when integrated with Microsoft Dynamics CRM—give organizations the control and visibility needed...
Helping Journalists Use Digital Proof to Their Advantage
Journalists and investigative reporters often face intense scrutiny. When a story is challenged—by legal teams, editors, or online critics—they’re asked: Can you prove you had the evidence at that time? Can you show that nothing was changed afterward? You may not work in journalism yourself, but if you know someone who does — a reporter,...
Emerging Trends in Agentic AI for 2025: Business Impact & Opportunities
Imagine your a leader, let’s say advanced manufacturing space, but feel free to insert your own industry here. But keeping with the metaphor here, imagine you are the leader in the advanced manufacturing space. For a few years, you’ve leveraged a sophisticated AI model to predict potential failures on your assembly line which is a...
Choosing the Right Dynamics 365 Partner Means Everything When you’re choosing a Microsoft Dynamics 365 partner, you’re not just selecting a vendor—you’re choosing a long-term business ally. At enCloud9, we’ve helped businesses across the U.S. transform their sales and customer service processes for over 15 years. But what truly sets us apart from other Dynamics 365 partners?...
Get Ready to Transform Field Operations with AI, Azure Maps & Dynamics 365
Don’t Let Data Mysteries Creep Into Your Business and Stress You Out! This Halloween, it’s not just ghosts or cobwebs causing chills; disorganized data, missed opportunities, and inefficient routes can be the real fright for many organizations. If your CRM feels like a maze of hidden records and disconnected insights, it’s time to shed some...
Migrating to Dynamics 365: Key Benefits and Strategies for Success
Planning to modernize your organization’s operations by migrating to Microsoft Dynamics 365 CRM? Then, taking the move strategically by understanding its scope, benefits, and best practices is essential. Most enterprises running legacy CRMs or on-premises systems are now shifting to the cloud to fulfill their growing needs and access advanced tools for real-time visibility, scalability,...
