Tag: Tips

Imagine walking into Community Summit North America 2025, October 19–23, in Orlando, FL, with Dynamics 365 Map vision clouded by blurred records, tangled routes, and hidden spatial insights. Then, you wipe the lens, and MapCopilot’s clear AI-powered geo-mapping steps into view. MapCopilot is the AI-Powered Search Assistant for Dynamics 365 within Maplytics. That’s the moment...

CRM migrations are often necessary for growth, but they present real challenges that hit sales teams first. When a company switches platforms, quoting can slow down, data can get lost in the transfer, and reps often struggle to adapt to new workflows. Even small disruptions in pricing and approval processes can frustrate customers, stall deals,...

Managing field territories across the USA and North America is a major challenge for multinational corporations (MNCs). With large client bases spread across states, provinces, and cities, manual territory planning often leads to overlaps, inefficiencies, and missed opportunities. With Advanced Territory Management in Dynamics 365 CRM, organizations can automate territory creation, realign existing territories, assign...

The future of customer relationships is intelligent, connected, and AI-driven — and Microsoft Dynamics 365 is at the forefront of that evolution. On November 13, 2025 from 1:00 – 4:45 PM EST join us for Dynamics Futures: The Next Era of Business, a free, virtual conference built for sales, marketing, and customer service professionals who...

Artificial intelligence is everywhere right now. Many organizations are experimenting with tools like ChatGPT, Microsoft Copilot, and the built-in AI features in Dynamics 365. While businesses are excited about AI, most are not using it in a way that creates tangible outcomes. The problem is not just understanding what Copilot is, the bigger challenge is...

Your most powerful marketing assets may already be in your database—they’re the customers who’ve sung your praises in the past. But what happens when those champions go quiet? Just because a customer hasn’t referred someone lately or posted a glowing review recently doesn’t mean they’ve lost their loyalty. It may just mean they haven’t been...

Microsoft Dynamics CRM has long helped businesses manage relationships, monitor performance, and boost sales. Recently, Microsoft began referring to this platform as Customer Engagement (CE), signaling a broader evolution in how it approaches customer relationship management. This shift isn’t just a rebrand—it reflects Microsoft’s expanded vision for how businesses can use data, automation, and AI...

Keeping your team aligned and your customers informed requires fast, consistent communication. That’s where automated notifications in Dynamics 365 come in. These real-time alerts eliminate manual follow-ups, prevent delays, and help your team stay focused on high-value tasks. In this guide, we’ll show you how automated notifications work, how to set them up, and where they can...

If you manage customer data daily in a CRM, you know the struggle: Endless updates Repetitive record entries Constant screen-switching just to complete one simple customer process. As your business grows, these inefficiencies multiply. From duplicating quotes and creating similar cases to managing multiple related records, manual CRM work quietly consumes hours that could be...

Businesses that align their sales and marketing teams see faster revenue growth and higher profitability. Integrating Mailchimp, a top email marketing platform, with Microsoft Dynamics 365 CRM enables this alignment by syncing contacts, campaigns, and customer interactions in real time. This seamless integration reduces manual effort, ensures data consistency, and enables the creation of personalized,...