In today’s rapidly evolving business landscape, effectively training users on Customer Relationship Management (CRM) systems like Dynamics 365 is crucial for ensuring successful adoption and
This article will provide you with a walk-through on creating a flow to automate a quote approval process in Dynamics 365 Sales. It is based on the following business scenario: Today, your sales reps
Dynamics 365 has an excellent solution to help your users see their data in one frame – by using Focused View. This article will describe what Focused View is and how you can configure and
DynamicsCon Live happened last week in Denver, and it was incredible. Excellent sessions, speakers, attendees and networking. You may have hazarded a guess, but copilot was a common term thrown
Dynamics 365 and Dataverse offer several built-in features to help manage and prevent duplicate data, like duplicate detection rules, merging records and duplicate detection jobs. You can perform
In the dynamic world of customer relationship management, staying updated on the latest lead assignments is crucial. This guide is designed to empower CRM administrators with the knowledge to
Navigating the terminology surrounding Copilot and sales can be a daunting task. This month marked the introduction of Copilot for Sales’ premium version, leaving behind its “standard
Have you checked out the 2024 Release Wave notes for Dynamics 365 and Power Platform yet? It’s filled with exciting updates and improvements throughout the tech stack. In this blog, we will
This article is an overview of the different types of views available in Dataverse and Dynamics 365 CRM. You will learn how to work with the view canvas, adding and removing columns, changing column
I quietly launched my first online course during the last week of 2023 and I am thrilled to share the details with you here! Are you an aspiring or current system administrator in the Dynamics 365