Introduction Regarding financial advisory services, efficiency is pitted against personalization in a landscape governed heavily by regulation. The drivers have converged and it is a case of using technology
In today’s business world, quick access to and analysis of data is crucial. Dynamics 365 provides a robust solution for managing customer relationships and business operations, and one of
No one likes wasting time. And sales reps want to spend theirs selling, not crunching numbers. The latest State of Sales report found that most reps spend just 28%
Exploring the capabilities of Copilot Studio within Microsoft Dynamics and Power Platform opens up new avenues for enhancing business application development. A critical aspect of this
Even if you’ve never used a CRM, you’ve likely heard the term mentioned in business circles. Many companies, including your competitors, leverage CRM tools to streamline operations and boost
Power Automate (and as I always say in this case, Azure Logic Apps too) has a great connector for Dynamics 365 Business Central that permits you to interact with
Congratulations — after months spent developing a relationship with a customer, they signed the deal and you fulfilled their order. There’s just one last step to complete: getting paid.
See how easy it is to view tagged records in Dynamics 365 and Power Apps with a simple filter. Transcript This is Steve Pestillo from P2 Automation. And welcome
Research and Design Start by doing your homework: research quote templates from your competitors to see how they layout information and convey pricing. This research will help you identify
Back at the start of 2022, when Realtime Journeys and Triggers were just getting started, I wrote a post all about D365 Real-time Marketing, RSS Feeds & Subscription Centres.
