Customer Master Synchronization
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Note Synchronization
Notes sync between the two systems. Actionable information is captured as activities in finance and operations apps and customer engagement apps. Nonactionable information is captured as notes in finance and operations apps, and as annotations in customer engagement apps. Link to Microsoft documentation:
D365 Sales Copilot
Table of Contents Copilot in Sales Overview Copilot is an AI assistant in Dynamics 365 Sales that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get…
How to setup a trial
You can try out anything you see on my website for free! Check out this to see how.
Update CRM Theme
The first thing we’ll want to do as we move-in to our new CRM is to decorate a little bit. You can follow this Microsoft documentation to setup a theme within CRM. I found this cool tool online to help…
Let’s use Copilot to generate some ideas
So the purpose of this website is to showcase how Dynamics 365 (D365) business applications can quickly help organizations digitally transform. Let’s use Copilot to come up with a name for a company that provides products and services around fences.…
Hello world!
This website is for those evaluating or looking to explore how Microsoft Dynamics 365 Customer Engagement and the Power Platform can help your organization or yourself be more productive. Check out my posts and videos to learn more and drop…