Discover the Latest Copilot Capabilities for Dynamics 365 Customer Service

Microsoft’s 2024 Wave 1 Release is currently in progress with dozens of new updates and features already available for use. To help you take advantage of these new features, we’ve gone through all the newly released Dynamics 365 Customer Service capabilities and put together a brief webinar focusing on the ones we think would be…

Power Pages: Migrate standard data model sites to enhanced data model – Part 2

The previous article is here: https://msolenacrm.blog/2024/08/06/power-pages-migrate-standard-data-model-sites-to-enhanced-data-model-part-1/ Let’s complete the upgrade! We are up to Step 4 now: https://learn.microsoft.com/en-us/power-pages/admin/migrate-enhanced-data-model#step-4-update-site-data-model-version-after-successful-data-migration Use the following command update site data model version: pac powerpages migrate-datamodel –webSiteId [WebSiteId-GUID] –updateDatamodelVersion –portalId [Portal-GUID] You are lucky if it works. It didn’t work for us, unfortunately. We received an error and from the log file,…

Streamline User Workflows with New Capabilities for Dynamics 365 Sales

Over the past couple months Microsoft has been slowly releasing the latest features for Dynamics 365 Sales as part of the 2024 Wave 1 Release. With an emphasis on increasing productivity workflows and better understanding customer needs, these new capabilities are sure to help sellers better connect with prospects and accelerate deals at every stage…

Empower Your Customer Service Team with Dynamics 365 Omnichannel

Dynamics 365 Omnichannel for Customer Service provides a robust suite of tools designed to enhance customer experiences across various communication channels such as chat, SMS, email, and phone calls. By integrating these channels into a single platform, Omnichannel allows customer service agents to access all necessary information and maintain context, ensuring seamless and effective interactions.…

Webinar: Empower Field Operations with integrated maps in Dynamics 365 & Power Pages!

A timeless principle says “Success is the meeting point of preparation and opportunity” Team Maplytics has been inculcating this wisdom for years, effectively upgrading our solutions to meet the evolving requirements of efficient field operations. As we progress through the year, we’re excited to introduce our latest advancements in integrated maps within Dynamics 365, Dataverse,…

[Video] A Better Way to Disqualify a Lead in Dynamics 365

Disqualify a Lead in Dynamics 365 and Power Apps and provide detailed reasons why using our new and improved Lead Qualification module. https://www.crmsoftwareblog.com/wp-content/uploads/A-Better-Way-to-Disqualify-a-Lead.mp4 Transcript This is Steve Pestillo from P2 Automation. In a previous video, we showed you a better way to qualify a lead. Here we’ll show you a better way to disqualify a…

Designing Your Revenue Architecture: A Strategic Blueprint for Growth

Understand the fundamentals of revenue architecture and take a deep dive in the key components of a successful revenue growth strategy. Author: congruentX Growth isn’t just about winning new customers—it’s about rethinking how you generate revenue altogether. Imagine transforming your traditional sales funnel into a dynamic, holistic strategy that not only captures new leads but also…

How Constant Iteration Leads to CRM Success

https://www.crmsoftwareblog.com/wp-content/uploads/How-Constant-Iteration-Leads-to-CRM-Success-_-CRM-Strategy-1.mp4 Secure Your Spot Now Click here to learn about our 5-week implementation program! In today’s fast-paced business world, having a CRM system is more important than ever. But the real benefits come from making it a long-term part of your business. To make CRM a powerful asset for your team and transform your business…

[Video] A Better Way to Qualify a Lead in Dynamics 365

If you’re frustrated with the limitations of qualifying a Lead in Dynamics 365 and Power Apps, we’ve found a better way. https://www.crmsoftwareblog.com/wp-content/uploads/A-Better-Way-to-Qualify-a-Lead.mp4 Transcript This is Steve Pestillo from P2 Automation. So we finally did it. After working with Microsoft Dynamics CRM for the past 18 years, and being frustrated with the Lead Qualification Process, we…