Conversational CRM: How to use Sales Agent in Microsoft 365 Copilot (preview)
I am sure most of you have heard of Copilot for Sales, which was announced by Microsoft in the fall of 2023. Back then you had to pay an addit...
I am sure most of you have heard of Copilot for Sales, which was announced by Microsoft in the fall of 2023. Back then you had to pay an addit...
As a customer service leader, have you ever had the need to report on how customer service conversations actually end, not just that they happ...
A friend of mine was recently trying to make a custom button on an opportunity form in Dynamics 365 Sales show on the form, but only when a ce...
We all know that in customer service, the right tools can make all the difference when it comes to providing a great customer experience. The ...
Last September I wrote an article introducing the new Hierarchy Control for model-driven apps and how it helps us better visualize relationshi...
I was fortunate to attend Microsoft’s Ignite conference last week, and just like I’ve seen before at other conferences, we see tha...
Last week I wrote part 1 of this article, where I am going to show you how you can use Power Automate to populate a word document with data fr...
If you’ve ever had a technician come out and fix something, you know how helpful it is to get a clear summary of the work that was done. Field...
When you’re building agents in Copilot Studio, adding knowledge sources is a key step in building your agent. One of the quick ways to a...
A few days ago I came across an article on learn.microsoft.com that explained how to streamline inventory visibility in Dynamics 365 Field Ser...