When managing service calls and cases, speed, and accuracy are two things that customers have come to expect. Not only that, but they also expect new and innovative ways of having their questions answered and support requests fulfilled that go beyond making a phone call and waiting on hold until a customer service agent becomes…
Keeping track of lead follow-ups can be challenging but Lead Sequences in Dynamics 365 Sales make it easier by automating outreach and structuring sales activities. This feature ensures no lead falls through the cracks while keeping your sales team focused on what matters most—building relationships and closing deals. How Lead Sequences Help With Lead Sequences,…
Microsoft’s vision for the Power Platform has always been about enablement. “Low-code, no-code” has enabled many makers to build business applications without writing traditional code. It’s an attractive idea—why rely on scarce pro-dev resources when we can empower citizen developers to build what they need? But then, there’s the reality. And reality often doesn’t align…
Imagine moving to a new city without knowing the roads. Finding your way would be a challenge, right? Now, think about sales reps struggling when assigned new location territories. Without the right tools, they waste time figuring out routes, leading to missed meetings and lost opportunities. This is where Inogic’s Maplytics – a 5-star-rated geo-mapping…
When using Dynamics 365 CRM, businesses often require additional features beyond the native capabilities offered by Microsoft. Aloye Computer Enterprises specializes in Microsoft Dynamics CRM development, helping businesses implement and manage tailored CRM solutions. Whether hosted on-premises or in the cloud, we provide end-to-end services. Our expertise also enables small businesses and non-profits to build…
Simple and Automated Commission Tracking Matters for Insurance Brokers and Agencies Commission tracking for insurance brokers and agency owners must be simple, accurate, and flexible enough to handle diverse carrier commission structures and policy calculation methods. The reconciliation process is critical. It determines how and when producers and agencies get paid for the benefits policies…
Finding the right data in Dynamics 365 Sales just got easier with Natual Language Search, also referred to as Copilot Search. This feature allows users to filter and retrieve records using simple, conversational queries—no complex filtering required! With Natural Language Search, you can quickly refine your leads, contacts, and opportunities using plain language, such as:“Show…
https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Plant-Claim.mp4 In our previous video, we walked through the process of creating a Vendor Claim Request to recover costs from suppliers when product issues arise. But what if the issue occurs within our own operation, such as a processing error at one of our plants? Our CRM Case module makes it easy to submit Plant…
A new feature has been released in Microsoft Power Apps to Clear all objects in the Solution, while adding the existing Table’s components. By default, when we add an existing Table in the solution, we can see the list of all objects selected. On click of Clear all objects, all the selected objects will be…
One of the biggest challenges sales and customer service teams face in Microsoft Dynamics 365 is keeping track of last and next activity dates with leads and customers. Surprisingly, Dynamics 365 does not provide out-of-the-box fields for tracking the Last Activity Date or the Next Activity Due Date—but this missing feature can easily be added! At…