Tag: Power Apps

One-Click Actions (OCAs), one of the features of DocumentsCorePack allows you to define custom document actions aligned to your business processes and needs. One-Click Actions are predefined settings for the DocumentsCorePack-Dialog to simplify and streamline document generation and delivery within Dynamics 365 and Power Apps. For example, Accounting has to create invoices as PDFs, save...

Offerings in the sales tech stack seem almost limitless. Never before have so many companies churned out solutions designed to help sales teams track customer data. But tracking and collecting data is just one part of the sales puzzle. Teams need to be able to act on that data quickly and intelligently. Microsoft is taking...

The future of manufacturing continues to go through rapid change. Fluctuating focus, increasing popularity of technology, and other trends are shifting the way many manufacturers conduct business. Keeping current on common trends within the industry can help Chief Operating Officers build more insightful and inventive plans for the future of manufacturing. After all, if a...

Microsoft Viva Sales is a new modern way of selling that brings together any CRM, Microsoft 365, and Teams. Check out the product demo video from Microsoft that was just released. Transcription: “For sellers, time is money and relationships are key. Yet, most sellers only spend a third of their time with customers, while the...

‘We don’t stop playing because we grow old; we grow old because we stop playing.’ This quote truly captures the essence of the role games play in keeping the human mind young, vibrant and active. Maybe that’s the reason why various business organizations are introducing Gamification into their workspaces. And to underline this fact, we...

Transcription: “There you go again, entering data, manually updating the CRM. They require data entry, lots of data entry. You don’t want to do it. Managers don’t want to remind you to do it. And it all seems to push the sale further and further away. Microsoft’s about to change that. I’m listening. Introducing Microsoft...

REDMOND, Wash. — June 16, 2022 — On Thursday, Microsoft Corp. announced Microsoft Viva Sales, a new seller experience application. Viva Sales enriches any CRM system with customer engagement data from Microsoft 365 and Microsoft Teams, and leverages AI to provide personalized recommendations and insights for sellers to be more connected with their customers. This...

  With the Microsoft Power Platform Dataverse storage price increases in full effect, you should ask yourself if you are truly getting value from ALL of the data in your Dataverse.  I’m sure you leverage most of your active core records like Accounts, Contacts, Leads, Cases, Opportunities and Activities, but now is the time to...

Many CRM solutions don’t come equipped with extensive project management tools. But many professional services firms need service management as well as sales pipeline management. Incorporating all the tools you need into your CRM system presents a definite advantage. After all, delivery of services after a sale is made is the key to customer satisfaction...

Powerful. Flexible. Visual. High-Performance. When you hear such terms, your mind may not immediately think of databases. Complex data migrations and integrations can strain the patience of the meekest IT staff member. There are so many variables to consider, such as authentication methods, software and database versions, field mapping, and much more. If just one...