Tag: Tips

In the ever-changing sales landscape, businesses seek modern solutions to streamline and improve their sales processes. This blog delves into how Microsoft Sales Copilot, driven by AI and automation, has transformed sales through the fusion of Microsoft Viva Sales and Dynamics 365.  Leveraging AI and automation, Microsoft Sales Copilot simplifies and enhances seller activities. Microsoft...

Learn how easy it is to create a Tag in your Dynamics 365 or Power Apps system using our exclusive P2 Tags module. https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Tag.mp4 Transcript This is Steve Pestillo from P2 Automation. Here I’m going to show you how to set up your tags using the P2 Tags module. Not everyone in your company will...

Join us for an upcoming webinar where we’ll demonstrate how to automate email verification with Microsoft Power Automate and Data Quality App. Find out how these tools can simplify and enhance your verification process. Do not miss out on this opportunity to revolutionize your email verification process! Join us here, on July 04th! ???? You...

Discover how these Power Platform tools and technologies can transform your business processes, boost efficiency, and enhance accuracy. To save up your time we have created these concise summaries of our latest blogs. Each summary highlights key takeaways and benefits, guiding you toward seamless integration and optimized performance. 1. Custom Document Validation Using AI Builder...

There might be a situation where we need to use the flow run URL, to see the Flow Run Status and if it is failed, using this we can easily debug the Power Automate flow. In this article, will explain how to frame and use the Flow run URL. Follow the below steps. Step 1:...

In the high-speed world of modern business, not just aiming but achieving streamlined processes is essential. For Microsoft users (e.g. Microsoft/Office 365, Azure Services etc.), integrating ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems represents a robust method to consolidate operations, and improve customer experiences and growth. But imagine the possibilities you can...

If you’ve ever wanted to “tag” or “mark” certain records in Dynamics 365 or Power Apps for one reason or another, this video series is for you. https://www.crmsoftwareblog.com/wp-content/uploads/Introduction-to-P2-Tags.mp4 Transcript This is Steve Pestillo from P2 Automation. Over the years, I’ve been asked several times, “Is there a way to tag certain records?” For example, maybe...

In the world of artificial intelligence, the quality of your data can make or break your efforts. AI thrives on high-quality, structured data to provide accurate and reliable insights. If your data is messy or inconsistent, the results can be skewed and unreliable. Clean and standardized data acts as the foundation for any successful AI...

      What is Azure DevOps? Azure DevOps is a powerful platform that streamlines the software development lifecycle by integrating key tools for planning, development, testing, and deployment. Here are some of its key features and benefits: Collaboration: Azure DevOps brings together developers, project managers, and contributors to work collaboratively on software development projects. It...

As a travel agency, keeping your customers happy with your services is critical. To live up to their expectations, you need to manage a vast amount of data including customers‘ preferences, past trips, and favorite destinations. This can be challenging, which is why Customer Relationship Management (CRM) software is a highly valuable and powerful tool...