Tag: Power Apps

Imagine a world where your end-users, customers, and vendors can generate business intelligence reports quickly, efficiently, and without relying on technical experts or developers. Microsoft Power BI, when integrated with your Dynamics 365 CE, makes this vision a reality. By empowering users with self-service reporting, you’ll enhance data accessibility and enable more intelligent decision-making, better...

As we get into the new year, it’s time to explore the most pressing trends shaping the CRM space. From advancements in artificial intelligence to the evolution of social CRMs, these tools are poised to help your business thrive in 2025 and beyond. Let’s dive into the innovations set to redefine customer relationship management in...

Dynamics 365 Customer Engagement is a powerful suite of tools that helps you streamline processes and automate workflows through effective customer relationship management (CRM) capabilities. These tools streamline operations and enhance customer experiences, helping you achieve your business goals. Here is a brief snapshot of the tools in Customer Engagement and how they can help...

Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant slowdowns in many sales processes is the back-and-forth required to get documents signed. Printing, scanning, and mailing can turn what should be a quick final step into a time-consuming chore. The good news? By using...

How to send email receipt from Stripe in Power Pages payments Click Here to Visit the Original Source Article

    Customizing directly in a Power Platform Production environment can feel like juggling flaming torches while riding a unicycle! The thrill of making immediate improvements is undeniable, but the risks are high. One misstep, and you could disrupt critical business operations, leading to downtime and unhappy users. Without the safety net of a development...

CRM is a powerful sales tool When a company adopts a CRM system, it is the salespeople who are often most directly affected. It’s no surprise, then, that many salespeople distrust or even resent CRM. Some see CRM as a Big Brother monitoring system. Others believe CRM is an overly-complicated or tedious nuisance that will slow...

Customer service and sales teams using Microsoft Dynamics 365 CRM often face challenges in managing real-time interactions effectively. Common issues include delays in responding to customer inquiries, difficulty in tracking and managing multiple conversations, and missed opportunities to engage leads promptly. Integrating live chat with Dynamics 365 CRM addresses these issues by simplifying communication and...

Subscription Billing with Dynamics Business Applications: A Better Approach for CSP Partners Recently, there’s been a surge in interest around Subscription Billing within Microsoft Dynamics Business Applications, such as Business Central and Finance & Operations. While these tools offer great accounting features, relying solely on an ERP system for CSP Billing often creates more challenges...

Welcome to the advocacy stage of the customer journey, where customers evolve into enthusiastic promoters of your brand. This phase is pivotal as it focuses on nurturing and leveraging satisfied customers to advocate for your products or services. To effectively harness advocacy with Microsoft Dynamics, it’s essential to delve into key metrics, utilize critical channels,...