In today’s fast-paced sales world, time is crucial. With Copilot, you can easily access important documents stored in SharePoint from Dynamics 365 Sales. However, when searching for a specific document in CRM through SharePoint, you may get a flood of irrelevant results, making it frustrating
Scalability can make or break a business. You’re either growing with demand or facing the risk of performance slowdowns, system outages, lost revenue, and unhappy customers. While implementing scalability across an organization can seem like an enormous task, it’s doable. And the first step to
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Artificial intelligence (AI) has left no stone unturned to help small and medium-sized businesses (SMBs) in marketing. From data-driven campaigns, automating processes, and optimizing social media strategies, your marketing efforts can be tripled using AI. In fact, 67% of marketing leaders already believe that AI
Applications developed on the Java platform are widely used in enterprises for everything from customer management to financial systems. At the same time, many businesses are modernizing, turning to Microsoft Dynamics 365 solutions to leverage new technologies, including AI and ML. As a result, there
In this week’s review of Power Platform blogs: Unlock new possibilities by customizing Copilot chat in your apps with Copilot Studio (preview) Adding AI summary for enhanced data visualizations in Power Pages AI Builder errors in Power Automate: Troubleshooting guide Create single page applications (SPA)
Exploring the capabilities of Copilot within Microsoft Dynamics and Power Platform unlocks exciting possibilities for enhancing business application development. A key element of this innovation lies in constructing intricate data models that span multiple tables. The ‘Create New Tables’ feature in Power
In this review of the Dynamics 365 Finance and Supply Chain Management blogs: Efficient financial reporting for the pharmaceutical industry How to refresh Power BI data Task recorder extension The future of supply chain management in Dynamics 365 Efficient financial reporting for the pharmaceutical industry
Virtual entities in D365 Finance and Operations. In the evolving landscape of Microsoft Business Applications, virtual entities serve as a powerful bridge between Dynamics 365 Finance & Operations (D365 F&O) and Microsoft Power Platform. Think of them as a window that allows you to view
Health insurance brokers and agencies have unique needs that require robust, flexible, and integrated technology solutions. To increase broker productivity and operational efficiency, agencies must align with CRM systems that facilitate and automate both internal and external business processes. ForgeXRM, with its CRM for Health
