Use case: A user submits an application via the Power Pages website. We need the User’s electronic signature on the issued card. Our organisation uses DocuSign to digitally sign documents. Lucky us, Power Pages integrates with DocuSign out-of-the-box! Before you start, in the documentation, on the video and everywhere they tell you it’s only supported…
The awareness phase is a critical first step in the customer journey. During this stage, potential customers are actively researching brands and solutions that can meet their needs and address their pain points. To effectively capture their attention, it’s essential to track key metrics, understand the channels to focus on, and recognize the activities these…
A clear, organized view of customer data is vital for maintaining efficient CRM operations in the modern business landscape. While Dynamics 365 CRM offers a solid foundation for managing these relationships, it can sometimes fall short when visualizing complex data connections. That’s where Inogic’s Map My Relationships comes in, providing a dynamic and intuitive app…
https://www.crmsoftwareblog.com/wp-content/uploads/Advanced-Filters-in-Dynamics-365-Part-3.mp4 Transcript This is Steve Pestillo from P2 Automation. In our last video on Advanced Filters in Dynamics 365 and Power Apps, we showed you how to filter a list of contacts that have an email address that work for companies in Connecticut. And here’s the view in front of us right now, 17. Well…
Dynamics 365 Field Service is a powerful set of solutions that helps your team deliver onsite services efficiently and accurately through workflow automation, scheduling, and mobile tools. If you rely on old tools or outdated scheduling processes, you are likely falling behind competitors and struggling to gain new customers and keep them coming back to…
Maplytics is a dynamic, location-based tool that enhances Dynamics 365 CRM by delivering deep insights through map visualizations. This series of tutorials explores a variety of ways to master Maplytics’ features, benefiting field service, sales teams, and more. Below is a detailed overview of the Maplytics video tutorials, explaining how to use its features to…
Our team from Beringer Technology Group will be attending NA Summit 2024 in San Antonio 10/13-10/17. Stop by and say “Hi” to our team! If you’re interested in learning more about Copilot, Dynamics Field Services or Power BI, David Rothschild from our team will be leading three sessions at the event: …
In the world of data visualization, presenting complex data in a clear and concise manner is crucial. One powerful technique to achieve this is through the use of small multiples. In Power BI, small multiples allow you to display multiple instances of the same chart, making it easier to compare different subsets of…
Mastering field service is no longer a choice but a necessity in the modern business landscape. To stay competitive, businesses must move from reactive to proactive and predictive service delivery. One such solution that can be your ultimate ally in achieving this goal is Microsoft Dynamics 365 Field Service. In this comprehensive guide, we will…
As the dawn of a new chapter unfolds, much like the first rays of sunlight breaking through after a long night, we find ourselves approaching an exhilarating milestone—the prestigious Community Summit 2024. This highly anticipated event, a gathering of brilliant minds, innovative solutions, and collaborative spirit, is set to illuminate the vibrant city of San…