Which Microsoft Dynamics Partners deserve the award for Top Blogger and Top Member on CRM Software Blog in 2023? We love to give credit where credit is due. We are proud to give recognition to the VAR and ISV Partners that are our top bloggers and top members on ERP Software Blog, CRM Software Blog, and ERP Cloud...
Tag: Tips
New Year’s Wishes from Team Maplytics: A Throwback at the Laurels of 2023!
As we clink glasses and exchange cheers to the new beginnings of 2024, Team Maplytics extends its heartfelt wishes to the amazing customers, wonderful partners, and a family-like community. 2023 was a memorable joyride because of your presence. Reflecting on the year that was, we are immensely grateful for your unwavering support in our lows and highs....
The Playbook for Winter is Different than the Playbook for Other Seasons
What We Learned in 2023 Author: Chuck Ingram 2023 was definitely a year of challenges and learning. We thought winter was coming… and it certainly has. We have learned a lot of important things that will keep fueling us after winter is over. But one thing that stands out is the way to protect your...
Copilot and Microsoft Power Automate: Accelerate Flow Development
Copilot in Power Automate is a new AI based assistant that can help you build, update, and run your automations. It might still be in preview, but it has the potential to upgrade the way we use Power Automate. Some of the benefits so far are being able to accelerate your Power Automate...
Top 10 CRM Software Blog Posts of 2023
As we wrap up another year, we would like to acknowledge the contributions of our members. We appreciate all 444 informative articles written by our Microsoft Dynamics 365 experts, but some particularly stand out. What were the hot topics for our CRM Software Blog readers in 2023? We saw articles about how-tos, comparisons, and the...
Tracking, Summarizing, and Replying to Emails with Sales Copilot
Different ways to work with emails in the Sales Copilot Outlook App. https://www.crmsoftwareblog.com/wp-content/uploads/Tracking-Emails-and-More.mp4 Transcript This is Steve Pestillo from P2 Automation. Here in this video, I’m going to show you some things we can do with the email itself in the Sales Copilot app for Outlook. Here’s an actual email I received from one of...
How to Find Trusted CRM Suppliers & Partners: The Essential Checklist
Implementing a CRM solution and the necessary add-ons marks a pivotal moment for any business, offering a chance to streamline processes and adapt to ever-changing market dynamics. Choosing the right CRM supplier or partner should go beyond technology evaluation; it’s about finding a company that aligns with your business needs, has a relevant market presence,...
Copilot in Project Operations, Rich Text Editor and BI Data Analysis: Tips for Power Users!
The use of Dynamics 365 CRM and Power Platform tools like Power BI has been redefined by Copilot. Its AI-driven prowess optimizes workflows, elevates project management, and enables intuitive data analysis. But there’s more to discover – let’s delve deeper into few of its transformative capabilities. Copilot in Project Operations In the recent blog post,...
Whip Up a Dreamy Holiday with a Sprinkle of Locational Smartness
“Tom! Watch out!”, Noa screamed with a glass of water in hand. Tom, engrossed in his phone was about to ram into Noa. Tom apologized, and the two headed to their desks. “What were you so busy in, Tom? Are you addicted to a certain 60-second content”, nudged Noa playfully. Tom laughed, “My parents are...
Automate WhatsApp messages in Microsoft Dynamics 365 CRM – Most Requested Feature!
Welcome back Dynamic 365 Enthusiasts! Our weekly polls are becoming quite the trend, and we couldn’t be more thrilled with the insightful responses! As our exploration into the dynamics of WhatsApp4Dynamics — an integration app for WhatsApp Business with Microsoft Dynamic 365 CRM continues. We conducted an intriguing LinkedIn (P.S. Follow us if you haven’t...