Have you ever wondered who’s actually using your Dynamics 365 CRM system? Our System Utilization tools might be the answer. https://www.crmsoftwareblog.com/wp-content/uploads/MSP-System-Utilization.mp4 Transcript This is Steve Pestillo from P2 Automation. Here’s reason number two for signing up with a Managed Service Plan for your CRM system. “System Utilization”. What is that? Well we use a product…
In today’s competitive banking landscape, superior customer service isn’t just a nice-to-have; it’s a necessity. Introducing Microsoft Copilot, an innovative tool designed to redefine your customer interactions by harnessing the capabilities of Artificial Intelligence and self-service technologies. Are you prepared to set a new standard in customer satisfaction? The modern banking customer is not just…
“Field service is the lifeline of any business that relies on equipment” – John Smith, CEO of Acme Corporation Field service is a broad term that encompasses the processes of installing, maintaining, repairing, troubleshooting, and inspecting equipment and machinery. It allows businesses to provide timely and efficient service to their customers. Field sales is a…
Learn how to build custom email templates in Touchdown for Dynamics 365 and Power Apps. https://www.crmsoftwareblog.com/wp-content/uploads/Creating-an-Email-Template-1.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how to use templates in the Touchdown marketing suite for Dynamics 365 and Power Apps. A template is meant to serve as a…
Dynamics 365 Customer Service Hub is a reliable companion for customer service agents that streamlines case management and elevates the customer experience. With the introduction of AI and Copilot, the Customer Service Hub is undergoing a revolutionary transformation. Copilot is an assistive technology that leverages the advanced technology of natural language processing (AI) to revolutionize…
Streamlined workflows and enhanced productivity are crucial in world of business of today. Dynamics 365, combined with Power Automate, offers a solution for automating processes, eliminating manual tasks, and driving efficiency. In this blog post, we’ll explore how integrating Dynamics 365 and Power Automate can revolutionize workflow automation and boost productivity for organizations.…
Community Summit NA is the most comprehensive training and education event available for Microsoft business applications, including AI, Dynamics, Dynamics 365, Power Platform, and so much more! This outstanding and eagerly anticipated yearly event brings together a lively community of Microsoft Dynamics users, enthusiasts, and experts under one roof. Community Summitt is designed by Dynamics…
Ever wondered how cool it would be to see your customer data pop up on a map? Imagine having a bird’s-eye view of where all your clients are. Well, guess what? That’s totally possible, and many businesses, just like yours, have been curious about how to do it. MappyField 365 is the answer to all…
When it comes to commercial lending, closing loans is the most important thing, right? Not necessarily. There’s a difference between the traditional lending process and a method that streamlines the lending experience and turns borrowers into satisfied and loyal customers. The Commercial Lending Experience Borrowers are motivated because they need the money for their projects.…
AI has captured widespread attention, and for good reason. As this technology continues to evolve, its applications span various domains, encompassing fields like science, art, and notably, financial services. AI essentially mirrors human decision-making by ingesting vast datasets and applying algorithms to derive sound decisions based on historical outcomes. These algorithms are refined through continuous…