Dynamics 365 Contact Center

How IT can secure agents across the full lifecycle | EP03 | Agents Under Control

Power BI sample reports, refreshed with modern visual defaults

Microsoft has refreshed its Power BI sample reports with modern visual defaults, stronger semantic models, mobile-optimized layouts, and newer...

Stop Exporting to Excel - Two Ways to Work Smarter Inside Dynamics 365

A lot of CRM inefficiency doesn’t come from missing functionality - it comes from small, constant workarounds that never got fixed. Two of the...

Matrix Totals - The Whiteboard #13

Stop Casting Nets: Advanced Search and Lead Lists in Sales Navigator

Here is the mistake I made for my first year on Sales Navigator: I treated it like a better LinkedIn search box…

Cancel segments of a booking in Dynamics 365 Field Service

Managing multi-day bookings can be difficult when plans change for only a specific day or time period. The Cancel segments of a booking in agg...

How Kanban Board in Dynamics 365 CRM Changes the Way Teams Manage Work!

Quick Answer: Kanban Board helps turn Dynamics 365 CRM data into a more actionable workflow by letting users see records in context, move them...