Tag: D365

Microsoft has taken inspiration from innovative AI-Benchmarks like TBFact and RadFact to create the Sales Research Bench. This tool is designed to evaluate how effectively AI-Solutions tackle the business research inquiries that sales leaders have regarding their data. For an in-depth look at the Sales Research Bench methodology and the architecture of the Sales Research...

Have you ever been tasked with building an integration between Microsoft Dynamics 365 and an external system that does not have an out of the box connector? Have you ever run into an issue where you need to populate option sets in Dynamics 365 but all you have are the option labels? Have you ever...

  Clients often ask how they can easily monitor the status of multiple requests in their CRM. P2 Automation’s System Issues module solves this by giving structured, customizable views to track every task. Key Features of System Issues: Views Aligned with Production: See everything open, tasks in progress, items needing discussion, completed requests, or those...

If you’ve ever tried to compare add-on tools for Microsoft Dynamics 365, you know how quickly the research can spiral out of control. There are dozens of options, each promising integration, automation, or analytics that will transform your business. But how do you tell which one actually fits your needs, without spending hours sifting through...

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...

  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...

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...

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...

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...

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,...