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Microsoft Dynamics 365 Customer Engagement: Latest updates

Explore the realm of customer engagement with our curated collection of Microsoft Dynamics 365 Customer Engagement blogs. Stay informed about the latest insights, strategies, and best practices to enhance customer relationships and drive business success.

Improve Collaboration by Adding Notes Before Saving in Dynamics 365

In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, ...

5 days ago

Optimizing ERP Security Configuration and Licensing within Microsoft Dynamics 365

As organizations scale, the need for robust governance, efficient user management, and cost-effective licensing strategies becomes paramount. ...

1 month ago

Dynamics 365 Contact Center – Audio Files in IVR

Within Microsoft’s Dynamics 365 Contact Center (aka Omnichannel for Customer Service) we create an IVR using Copilot Studio. It is possible to...

2 months ago

Get Data sent to server on Save using Dynamics 365 CRM JavaScript | GetDataXML function

Originally posted on D365 Demystified: Now, in case you are working on forms in Dynamics 365 CRM, and you want to know what all data is change...

1 year ago

{Do you know} Save notes faster with Quick save in Dynamics 365 Omnichannel

If you're looking to save notes quickly in Dynamics 365 Omnichannel, the Quick Save functionality is your solution. By selecting Ctrl+S on the...

5 months ago

Understanding Server-Side & Client-Side customizations in Dynamics 365

We will learn & understand Server-Side & Client-Side customizations in Dynamics 365 / Power Apps. Before we start, make sure to subscr...

12 months ago

A Comparison of Kanban Board by Inogic and Native Kanban in Dynamics 365 CRM!

The usage of visualization tools in CRM systems has been steadily increasing over the years. Organizations recognize the value of visua...

1 year ago

Dynamics 365 Finance and Operations extends out-of-the-box country coverage in Latin America

Dynamics 365 Finance and Operations has extended its range of country coverage for Latin American countries, which have complex tax and regula...

1 year ago

Dynamics 365 Field Service, Mixed Reality and Connected Spaces – 2022 Release Wave 2 Launch

This video highlights the upcoming capabilities in the 2022 Release Wave 2 for Dynamics 365 Field Service, Mixed Reality, and Connected Spaces...

1 year ago

What is an Activity Party in Dynamics 365 / Power Apps?

We will understand the concept of an Activity Party in Dynamics 365 / Power Apps. Before we start, make sure to subscribe to CRM Crate so that...

2 years ago

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Microsoft Dynamics 365 Customer Engagement: Latest updates

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