In today’s fast-paced business world, data is the key to unlocking success. C-suite leaders need a clear advantage to navigate complex situations and make winning decisions. That’s where location intelligence steps in. It acts as a powerful tool, revealing hidden insights based on location and propelling your organization forward. Maplytics, a leading integration for Dynamics…
Dynamics 365 CRM is a vital tool for any business wanting to build and nurture customer relationships, identify new leads, and optimize their sales opportunities. It provides a 360-degree view on customer behaviours and touchpoints, so you can fuel your marketing strategies, create more personalized customer journeys, and close more leads based on real-time, data-driven…
Today Sales & Marketing alignment is critical. Gartner found organizations that achieved alignment are three times more likely to exceed new client acquisition goals however only 19% of organizations have achieved true alignment. Join this informative webinar to learn: What is Sales & Marketing alignment? The costs of not aligning Sales & Marketing Phases of alignment Benefits of…
Inogic has always been the favorite among AI chatbots, in our last article, we covered A smart take of ChatGPT on Inogic apps for Microsoft Dynamics 365 CRM. While researching outsourcing and offshore development for Power Platform, we came across an intriguing insight from Gemini, Google’s LLM. The search result began by explaining offshore development…
A guide to understanding the importance of people, processes, and culture in CRM adoption. Author: Mike Hauck Introduction Customer relationship management (CRM) systems are powerful tools that can help businesses improve their sales, marketing, and customer service. However, implementing a CRM system is not a simple task. It requires a lot of planning, coordination, and…
Learn how to keep track of Accounts, Contacts, Opportunities, and other records with a simple click of a mouse. https://www.crmsoftwareblog.com/wp-content/uploads/Following-a-Record.mp4 Transcript This is Steve Pestillo from P2 Automation. There may be times when you’ll want to keep track of certain information. Possibly Accounts, or Contacts, Opportunities, or maybe some other record for one reason or…
The SharePoint connector for Power Automate provides a wide range of actions for accessing and modifying SharePoint items. But, did you know you can use Power Automate to modify SharePoint templates? One of those actions, Get file contents, can be used to get and store an entire file inside of a flow run. From…
Microsoft Dynamics 365 is incredibly flexible, perfectly suited to meet various business demands. When it comes to Dynamics 365 customization, there’s a lot you can do to make it your own. But it’s easy to get carried away. To really get the most out of your customization efforts without falling into common traps, it’s crucial…
For CRM professionals leveraging Power Automate to streamline their workflows, understanding the nuances of concurrency control is crucial. What is Concurrency Control in Power Automate? Concurrency control in Power Automate allows you to manage how many instances of a particular flow can run at the same time (concurrently). Power Automate concurrency control is disabled by…
Regardless of industry, the business landscape has become increasingly competitive. The deciding factor between you and your competitors may well be the level of customer service you provide. Customers now demand easy, personalized service across multiple channels. How can you harness the power of Microsoft Dynamics 365 to enhance customer service? Dynamics 365 Customer Service…