In my previous article, I had explained about Arun Potti’s FetchXML Formatter and in this article, will explain about how to use this Tool. Requirement: Get all the Active Contacts created in the last 1 hour using JS, C# and Web API. Solution: Follow the below steps, Step 1: Click on the below link to…
With Microsoft Copilot now embedded across Dynamics 365 Customer Engagement and the Power Platform, many organizations have turned it on quickly. That part is easy, but getting real adoption is not. Microsoft documentation does a solid job explaining what Copilot does and how to enable it. What it does not spend as much time on…
Winning a federal contract is a game of speed. If you’re manually refreshing SAM.gov, GovWin, or GovTribe several times a day to catch new solicitations, you’re already behind. One of the most frequent questions we get about GovCon365 AwardTrack is: “How exactly does that real-time feed work?” It’s not magic—it’s a sophisticated automation engine built…
If your organization runs Dynamics 365, there’s a good chance your documents live in SharePoint, whether that was the original plan or not. The Microsoft integration is one of the most popular for Dynamics, but it is crucial to follow best practices to make the most of this integration and avoid headaches. The Permissions Problem…
CSAT (Customer Satisfaction Score) is one of the most important ways businesses can understand how well they’re serving their customers—yet too often, customer satisfaction is still treated as something that just happens instead of something that’s intentionally measured and improved. This simple, powerful metric cuts through assumptions and shows exactly how customers feel about the…
Missing follow-ups doesn’t always happen because of reps’ effort. They happen because tools aren’t connected. Most of a rep’s time is spent in Outlook, pipeline data sits in CRM, and tasks are tracked elsewhere. That fragmentation lets opportunities slip by sometimes. That’s why it matters to follow Dynamics 365 Sales best practices for Dynamics 365…
As organizations expand their digital ecosystems to drive growth, improve customer engagement, and streamline operations, confusion often emerges around CRM and CMS platforms. Although both are essential components of modern technology stacks, they serve distinct functions. Clearly understanding the difference between a Customer Relationship Management (CRM) system and a Content Management System (CMS) is key…
Microsoft Dynamics 365 Customer Engagement is designed to be configurable first and extendible second. That distinction matters. Many organizations assume that because the Power Platform makes customization accessible, extension should be the default approach. In reality, thoughtful configuration often delivers the same outcome with less long-term complexity. Microsoft’s own implementation guidance reinforces this principle, configure…
In the high-stakes world of government contracting, information is your most valuable currency. Yet, for many firms, that currency is locked away in “data silos”—specifically, years of historical proposal artifacts, past performance write-ups, and compliance documentation buried in disconnected SharePoint sites. When a new RFP drops, the clock starts ticking. The last thing a capture…
Renewals and new-group onboarding are two of the most operationally demanding processes inside a growing employee benefits brokerage. For many health insurance brokers these processes are managed through a mix of Excel spreadsheets, Outlook reminders, shared folders, and institutional knowledge. That approach works, until it doesn’t. BenefitsBridge is a CRM and agency management platform built…