crmheidi

Using AI suggestions for formula columns

AI suggestions for formula columns is a powerful preview feature available to your Power App environment. Since it is in Preview, so it’s a gr...

2 months ago

Adapting CRM Training Design for Multiple Learning Styles

In today’s rapidly evolving business landscape, effectively training users on Customer Relationship Management (CRM) systems like Dynami...

3 months ago

Build a Power Automate Flow to Automate a Quote Approval Process in Dynamics 365 Sales

This article will provide you with a walk-through on creating a flow to automate a quote approval process in Dynamics 365 Sales. It is based o...

4 months ago

Power Apps: Add Welcome Content

Power Apps users, rejoice! A new feature now allows you to add welcome content for your users whenever they navigate to make.powerapps.com. Th...

5 months ago

Using and Configuring Focused View in Dynamics 365

Dynamics 365 has an excellent solution to help your users see their data in one frame – by using Focused View. This article will describ...

5 months ago

Copilot Confusion for SMBs (and likely many others!)

The term "copilot" is being used by different departments of businesses, which can be confusing. This was a common topic at the recent Dynamic...

6 months ago

Unlocking Data Integrity: Implementing Alternate Keys in Microsoft Dataverse

In today's data-driven world, ensuring data integrity is of utmost importance. To this end, Microsoft Dataverse offers several built-in featur...

6 months ago

Automating CRM to Teams Notifications with Power Automate: A Guide for CRM Administrators

If you're a customer relationship management (CRM) administrator looking to streamline your workflow, this guide is for you. It provides a ste...

8 months ago

Deciphering the Copilot for Sales Conundrum: Navigating the Maze of Sales AI Tools in Dynamics 365 CRM

Understanding the various AI tools available in Dynamics 365 CRM, particularly Copilot for Sales, can be a challenging feat, considering the r...

8 months ago

Updates coming to Copilot for Sales

The 2024 Release Wave notes for Dynamics 365 and Power Platform contain several updates and improvements to the tech stack. One of the updates...

9 months ago