Dynamics 365 for Sales

AI-SmallBusiness-Sales

3 ways Artificial Intelligence helps Small and Medium-Sized Businesses Simplify the Sales Process

By Microsoft Successful small and mid-sized businesses know that the key to standing out from their competition is to deliver a seamless customer experience from the first interaction. However, providing high-quality services across the entire customer journey can be difficult for businesses that use rudimentary customer relationship management (CRM) tools like disconnected spreadsheets, emails, and […]

Big Announcements from Microsoft Build 2023

At Microsoft Build, an annual flagship event for developers, Microsoft made some major announcements relating to the potential of AI and the future of its products. Frank Shaw, Chief Communications Officer at Microsoft, says, “We talk about our goal to empower any developer to use any programming language, write code on any operating system and […]

Reopen a Quote in Dynamics 365 using Power Automate

In Dynamics 365, managing your sales quotes efficiently is crucial for maintaining accurate records and effective sales processes. Sometimes, you may need to reopen a Quote that was marked as “Won” and change its status back to “Draft.” In this blog post, we will guide you through the steps to achieve this using Power Automate, […]

Dynamics 365 and the Future of Sales

It’s certainly no secret that the sales landscape has undergone significant changes, especially in recent years. The rise of digital platforms has transformed how sales teams communicate with prospective customers. It’s also changed customer expectations. With all of this change, businesses are constantly searching for the best methods to engage with customers, build relationships, and […]

Form and Field Security in Dynamics 365

By Emma Thomas, Microsoft Dynamics Consultant Form Security If you’re looking to have separate forms according to specific user roles, you’ll want to take advantage of Form Security. You can restrict access to certain forms based on a users role, or other criteria. Define which security role will need access to a specific form Find […]

What’s Coming To Dynamics 365 in 2023?

The time has come: Microsoft announced the 2023 release wave 1 plan! In simpler terms, we now know what new updates and features are coming to Microsoft Dynamics 365 between April and September 2023. This release contains HUNDREDS of new features to help you transform your business. The entire plan itself is 441 pages long. […]

MSP or Insurance: Hoping It’s There When Needed Most

By Jay Hess, VP of Operations and Compliance Just like having insurance for your car, home, or health, having IT support, often referred to as Managed Services, from an MSP (Managed Service Provider) is like having a safety net for your technology needs. Just like you hope you never have to use your insurance, you […]