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 ...
10 days ago
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...
3 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...
4 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...
5 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...
6 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...
7 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...
7 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...
7 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...
9 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...
10 months ago
