If you’re part of a sales team at a small or midsized business, you know how much time and effort goes into qualifying leads. Manual research, chasing down details, and drafting outreach emails can slow down your process and leave great opportunities on the table. That’s why Microsoft’s latest 2025 Wave 1 release for Dynamics…
Microsoft Dynamics CRM’s latest release introduces three new AI agents designed to boost daily productivity across your organization. Each agent focuses on a different area of the business—from accelerating sales cycles to elevating service quality—so teams can spend less time on manual tasks and more time on high-impact work. Below, we break down these new…
As 2026 approaches, now is the time to look inward at how your CRM and marketing automation systems are (or aren’t) supporting the customer journey. Every business has a customer lifecycle, but not every CRM is optimized to reflect it. If you’re using Microsoft Dynamics 365, you have access to one of the most powerful CRMs on the market. But without regular audits…
We’re excited to announce the launch of enCloud9’s Copilot AI Practice—a new chapter in our mission to help organizations unlock the full potential of Dynamics 365 Sales through the power of artificial intelligence. Why Copilot? As businesses strive to automate, augment, and personalize their workflows, AI assistants are quickly becoming essential tools for sales teams.…
The sales world loves a good trend, and right now the trend is full-tilt automation powered by AI. Everywhere you look, there’s another tool writing prospecting emails, logging calls, scoring leads, updating CRM data, and nudging sellers with “next best actions.” On paper, it looks great: reps get more time, leaders gain better insights, and…
CRM isn’t just about tracking—it’s about collaboration. P2 Automation’s System Issues feature empowers clients to directly update task statuses inside their CRM, ensuring both teams stay perfectly aligned. Key Collaboration Features: Accept or Reject Released Tasks: Confirm completed work or flag items needing revision. Prioritize Requests: Elevate critical items in the work queue by…
In many sales organizations, quoting and proposal processes remain a persistent friction point, slowing sales cycles and frustrating buyers. Today’s B2B buyers expect more than static PDF quotes—they want a guided, branded, and collaborative experience that builds confidence and clarity. Modern sales platforms, like DealHub CPQ paired with DealRoom, transform proposals into interactive, buyer-focused workspaces…
Microsoft has taken inspiration from innovative AI-Benchmarks like TBFact and RadFact to create the Sales Research Bench. This tool is designed to evaluate how effectively AI-Solutions tackle the business research inquiries that sales leaders have regarding their data. For an in-depth look at the Sales Research Bench methodology and the architecture of the Sales Research…
Have you ever been tasked with building an integration between Microsoft Dynamics 365 and an external system that does not have an out of the box connector? Have you ever run into an issue where you need to populate option sets in Dynamics 365 but all you have are the option labels? Have you ever…
Clients often ask how they can easily monitor the status of multiple requests in their CRM. P2 Automation’s System Issues module solves this by giving structured, customizable views to track every task. Key Features of System Issues: Views Aligned with Production: See everything open, tasks in progress, items needing discussion, completed requests, or those…