Key Features in Copilot for Sales
Copilot for Sales is Microsoft’s AI-powered assistant designed to supercharge Dynamics 365 Sales. Unlike Copilot in Sales, which is built into...
1 month ago
crmheidi
What’s the Difference? Copilot for and Copilot in Sales and Service
Words matter in Dynamics 365’s Copilot offerings. Change one tiny preposition and you are talking about a different product. Microsoft g...
1 month ago
Dynamics 365 SLA Tables Explained: From Setup to Reporting
SLAs in Dynamics 365 can feel like a maze. You’ve got four different tables: SLA, SLA Item, SLA KPI, and SLA KPI Instance, and they all play d...
2 months ago
Restricting Views by Role: A New Tool for Admins
Ever wish you could hide certain Power Apps views from some users without spinning up a whole new app? Your wish is (almost) granted. With thi...
6 months ago
Power Automate Demystified: A Simple Guide for Business Users in Dynamics 365
Power Automate might sound technical, but it’s really just a smarter way to get things done. If you’ve ever thought, “Why am I still doing thi...
7 months ago
Going Mobile: Unlocking New Horizons with Copilot for Sales Mobile Support
Get ready to take your sales operations mobile! The highly anticipated mobile support for Copilot for Sales is finally here, currently in its ...
7 months ago
2025 Release Wave 1: Features Coming in Dynamics 365 Customer Service
This blog will review all of the features included in the 2025 Release Wave 1 notes for Dynamics 365 Customer Service. It is organized in two ...
9 months ago
Beyond the Buzz: Why Power Automate Still Outshines Copilot
In a year dominated by AI buzzwords, autonomous agents and Copilot announcements, it’s easy to get swept up in the excitement. Every headline ...
11 months ago
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...
1 year 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...
1 year ago
