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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. https://www.youtube.com/watch?v=XHOmBV4js_E
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: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/data-entities/notes-integrationhttps://www.youtube.com/watch?v=XHOmBV4js_E
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 a quick summary of their opportunity and lead records, catch up on recent changes to… Continue reading D365 Sales Copilot
You can try out anything you see on my website for free! Check out this to see how.
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 you visualize and create your theme. I took the out of box theme: to… Continue reading Update CRM Theme
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. Let’s go with FenceChad: a company that specializes in fence products and accessories, such as posts,… Continue reading Let’s use Copilot to generate some ideas
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 a comment of what I can improve on or what type of content you’d like… Continue reading Hello world!
