Category: News

https://www.crmsoftwareblog.com/wp-content/uploads/Advanced-Filters-in-Dynamics-365-Part-3.mp4 Transcript This is Steve Pestillo from P2 Automation. In our last video on Advanced Filters in Dynamics 365 and Power Apps, we showed you how to filter a list of contacts that have an email address that work for companies in Connecticut. And here’s the view in front of us right now, 17. Well...

Dynamics 365 Field Service is a powerful set of solutions that helps your team deliver onsite services efficiently and accurately through workflow automation, scheduling, and mobile tools. If you rely on old tools or outdated scheduling processes, you are likely falling behind competitors and struggling to gain new customers and keep them coming back to...

Maplytics is a dynamic, location-based tool that enhances Dynamics 365 CRM by delivering deep insights through map visualizations. This series of tutorials explores a variety of ways to master Maplytics’ features, benefiting field service, sales teams, and more. Below is a detailed overview of the Maplytics video tutorials, explaining how to use its features to...

    Our team from Beringer Technology Group will be attending NA Summit 2024 in San Antonio 10/13-10/17.  Stop by and say “Hi” to our team! If you’re interested in learning more about Copilot, Dynamics Field Services or Power BI, David Rothschild from our team will be leading three sessions at the event:    ...

    In the world of data visualization, presenting complex data in a clear and concise manner is crucial. One powerful technique to achieve this is through the use of small multiples. In Power BI, small multiples allow you to display multiple instances of the same chart, making it easier to compare different subsets of...

Mastering field service is no longer a choice but a necessity in the modern business landscape. To stay competitive, businesses must move from reactive to proactive and predictive service delivery. One such solution that can be your ultimate ally in achieving this goal is Microsoft Dynamics 365 Field Service. In this comprehensive guide, we will...

As the dawn of a new chapter unfolds, much like the first rays of sunlight breaking through after a long night, we find ourselves approaching an exhilarating milestone—the prestigious Community Summit 2024. This highly anticipated event, a gathering of brilliant minds, innovative solutions, and collaborative spirit, is set to illuminate the vibrant city of San...

Community Summit NA is the ultimate event for those engaged with Microsoft business applications, providing in-depth training and education on AI, Dynamics, Dynamics 365, Power Platform, and more.   This annual event is a must-attend for Microsoft Dynamics users, enthusiasts, and experts, bringing together a passionate community to exchange knowledge and insights. Created by users...

https://www.crmsoftwareblog.com/wp-content/uploads/Advanced-Filters-in-Dynamics-365-Part-2.mp4 Transcript This is Steve Pestillo from P2 Automation, and welcome to the second video in our short miniseries on Advanced Filters in Dynamics 365 and Power Apps. We get this one all the time. A client has a booth at a trade show, let’s say it’s in Connecticut, and they want to invite all their...

In today’s fast-paced business landscape, mastering Customer Relationship Management (CRM) and utilizing powerful platforms like Dynamics 365 Sales can significantly improve both operational efficiency and overall growth. This expanded guide aims to clarify key CRM terms and shed light on the cutting-edge features of Dynamics 365 Sales, designed to streamline your customer engagement and optimize...