Tag: Microsoft Dynamics

  Following its ritual of quarterly releases, Maplytics, the 5-star rated geo-mapping app on Microsoft AppSource is out with Summer 2023 Release! There is something in-store for field reps, managers, C-suite employees, et al. Intrigued to know more? A Webinar has been organized this month to discuss the same in-depth and experience it all in...

We are excited to announce the launch of the Live Chat feature in MappyField 365! With this feature, managers in the office can easily connect with agents who are out in the field. It will give on-field agents real-time support and information, making their work more efficient. As we know, effective communication is essential for...

Using a calendar to automate tasks, manage activities, and resources for appointments may seem exciting, but the real challenge lies in determining how and where to store and retrieve the necessary data. To effectively manage projects and resources, you will require the integration of Dynamics 365 CRM data with your calendar. However, if the calendar...

Efficient data management and streamlined access to information are crucial for Businesses using Microsoft Dynamics 365 CRM to manage their customer interactions. As businesses scale, the web of Microsoft Dynamics 365 CRM record relationships becomes more complex with 1:N, N:1, and N:N record relationships, and it becomes challenging to navigate through multiple levels of record...

Learn how to set up sending email addresses in Touchdown Marketing Suite. https://www.crmsoftwareblog.com/wp-content/uploads/Senders.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I want to show you how to set up Senders. In other words, who are these emails coming from? So we plan on doing some marketing emails, and we have an...

The dangers of data silos Too many organizations go day to day without an overall strategy for how to handle their data. If a business unit wants to gain a particular insight, they send a request to the IT department. IT, in turn, reacts to each of these requests on a case-by-case basis. Once the...

Many businesses today rely on new technology to enhance productivity, facilitate efficient communication with clients, and ensure steady growth. At the same time, customers and employees alike expect technology to fulfill their day-to-day requirements. When a business fails to keep up with these demands, people tend to seek alternatives, including turning to competitors and using...

  Power Platform, consisting of Power Automate, Power Apps, Power BI, and more, offers a comprehensive set of tools for business automation and data analytics. Power Automate allows seamless integration and automation of tasks across various applications, while Power Apps enables the creation of custom business applications with its low-code development approach. Power BI empowers...

  There are many benefits to syncing on-premises databases to Dynamics 365 Online, including: Single Centralized Location for Data Knowing that you can just check one location (Dynamics 365 Online) and not have to look for or double-check your information in multiple sources can reduce errors and increase productivity. Access from Anywhere Once the data...

  In 2023, the era of AI is characterized by significant advancements and widespread integration of artificial intelligence across various domains. AI technology continues to evolve rapidly, leading to transformative changes in industries and the way businesses regulate. Likewise, Microsoft has always been at the forefront of innovation, constantly introducing new tools and AI features...