Beyond the Numbers: Smarter Budgeting and Forecasting for 2026
Budgeting and forecasting can feel like an annual “check-the-box” exercise, but the truth is, these should be some of the […]
Category: Dynamics 365 Customer Engagement/CRM
3 Wave 2 Release Features that Will Boost Your Dynamics 365 Sales Processes
Microsoft is bringing in fresh updates and new features to Dynamics 365 Sales that will streamline your workflow, boost productivity, […]
Microsoft Dynamics 365 Roadmap Site – a Helpful Perspective
Dynamics 365 ERP and CRM tools are constantly changing and evolving. So much so that it can be hard to […]
2025 Wave 2 Release: What’s New for Dynamics 365 Customer Engagement
Microsoft Dynamics 365 2025 Wave 2 release notes are here! This wave delivers autonomous agents, deeper Copilot integration, refined UX, and orchestration […]
Extending Dynamics 365 Solutions: What ISVs Can Do for Your Business
When you invest in a Microsoft ERP or CRM solution, you’re choosing a platform built to support a wide […]
How to Request Approval to Close an Opportunity in Dynamics CE Using Power Automate and Adaptive Cards
As a Sales Manager, you want a streamlined way for your sales team to request approval before closing an Opportunity […]
Things to Think About Before You Start Your Dynamics CE Project
Microsoft Dynamics Customer Engagement (formerly known as Microsoft Dynamics CRM) is a powerful software tool, but it’s crucial to remember […]
Effortless Data Entry Using the Copilot Form Fill Assistance Feature in Model-Driven Apps
Dynamics 365 forms with the Copilot form fill assistance feature is designed to streamline your data entry process, saving you […]
Use Templates Like a Pro – Ensure Smooth Data Imports in Dynamics 365 Sales
Messy data imports can slow down your work and introduce costly errors, but they don’t have to. With the […]
How to Update Your Copilot in Dynamics 365 Sales Summary Panel On An Opportunity
In this quick Dynamics 365 Sales guide, we will walk you through a few steps for using the Summary Panel […]
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