The Problem Perhaps you have noticed a new feature in Dynamics 365 CRM that has works like this – you create a new record – say an account. You fill in the important data, and as you try to save your record, you get a
Introduction Imagine asking an AI assistant for a restaurant recommendation. A truly smart assistant wouldn’t just suggest a nearby spot—it would know you prefer vegan food, cozy vibes, and short wait times. But how does AI actually learn these preferences—and how well does it understand
A business wants a wide reach, right? Well, what’s better than WhatsApp to connect with customers instantly? It’s quick and easy, and almost everyone uses it! As of 2025, WhatsApp has over 2.95 billion active users worldwide, and 83% of users engage with the app
You might have noticed some buzz online last week when Microsoft announced three new AI-driven sales agents within Microsoft 365 Copilot and Dynamics 365 Sales. These new Agents are designed to enhance sales teams’ efficiency and effectiveness. By grounding them in CRM data, Microsoft graph
Did you know that you can use artificial intelligence (AI) to make your online store smarter by showing customers exactly what they want, right when they want it? That’s right, and now more than ever, small and midsize businesses (SMBs) have an opportunity to stay
Master Microsoft Dynamics 365 CE: The Power of Knowledge Centralization & User Adoption WebinarWednesday, April 2 | 12:30 PM EDT Join us for a live webinar as we discuss the challenges of rolling out our upgrading Microsoft Dynamics 365 CE, emphasizing the importance of knowledge
As mentioned in our previous blog, we discussed securing workflows by adding OAuth authentication to ensure that only authorized users within the tenant or specific individuals can execute the flow. However, when dealing with HTTP-triggered flows with anonymous access, keeping your Power Automate workflows secure
In this review of the Dynamics 365 Finance and Supply Chain Management blogs: Open forms in edit mode by default Implementing purchase requisition to enhance supply chain efficiency Avoiding negative inventory Streamlining tax calculation for the medical device industry Open forms in edit mode by
Tired of Clunky File Management? If you’ve ever felt frustrated trying to manage files in Dynamics 365 CRM, you’re not alone. Shuffling through documents, running into storage limits, and trying to share files across teams can turn into a real headache. But what if managing
Marie Rosecrans is the Senior Vice President of Small and Medium Businesses (SMBs) Marketing at Salesforce. She’s passionate about empowering small business owners to use technology for success. Marie’s parents emigrated from the Basque region of France and Spain, starting their own businesses in the
