Tag: D365

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...

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...

No names in this story have been changed to protect the innocent—or was it to protect the guilty? Or to expose the innocent? Anyway, read on. When Megan V. Walker (her real name) asks a question, others listen because it’s often a non-trivial challenge. I have two tables, both with a file column. I want...

Exciting AI Innovations coming to Dynamics 365 Sales Discover the latest in sales innovation! In this blog, we’ll unveil the newest advancements in Copilot and AI within Dynamics 365 Sales. From enhancing sales productivity to refining customer engagement and streamlining sales execution, these features are poised to revolutionize the sales landscape. Join us as we...

    Power BI is a robust business analytics tool that allows users to visualize data and share insights across an organization, or embed them in an app or website. Two of the most powerful features in Power BI are append and merge queries. These features are part of Power Query, a data connection technology...

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...

Data Harmony enables organizations to gain valuable insights, simplify processes, and build strong, data-driven relationships with customers through a unified view of customer interactions. Essentially, Data Harmony is crucial to Dynamics 365 CRM’s success and efficiency. Making Power Apps more efficient with Data Quality App: Optimizing Power Apps with a Data Quality App is crucial for achieving...

Organizations often look for seamlessly integrating SharePoint and Dynamics 365 which enhances document security and data management. This is where SharePoint Security Sync comes into play, providing a convenient solution for businesses that seek such a solution. At its core, SharePoint Security Sync is a powerful integration tool that simplifies the process of Auto-Sync User...

It’s not a secret that these days, data float around in automation using the JSON format. Submit a form, get JSON back. It is not human- (or any other carbon-based life form-) friendly. { "First Name": "Nancy", "Last Name": "Davolio", "Age": 42, "Influencer": true, "Customer": "Balderdash Primary School", "CustomerPONo": "PO100042810", "SalesOrderNo": "sy039978" } My fellow...

Microsoft has released the public preview of the control “Copilot answer control“, a new way to add generative AI to our applications. Using this control, we can easily get the answers to the commonly asked questions on a single click and also, we can easily configure the copilot question to get the answers. Follow the...