Dynamics 365 Expense Management Mobile App – The Future of Expense Reporting Blog Post
Dynamics 365 Finance has expanded its offerings by introducing purpose-built applications to address distinct business functions. Among these innovations is the Dynamics 365 expense management mobile app, designed to revolutionize…
Understanding Price Books In Salesforce Blog Post
Price Books in Salesforce are tools that are essential for customizing product pricing to fit various customer needs and market scenarios.
What Is A Salesforce Forecast Category? Blog Post
Read on to learn about what a Salesforce Forecast Category is. If you want more background on forecasting is in Salesforce read more here.
Zoho CRM Data Export Options Blog Post
The purpose of this blog is to explore the Zoho CRM data export options that are available to you. Companies and users typically export data to create reports, share data…
Zoho CRM Module Data Export Update Blog Post
Doing a Zoho CRM module data export used to be extremely challenging due to the limits and lack of functionality that were in place. Zoho has now made major changes…
Linking Emails to Contact Roles in Zoho CRM Deals Blog Post
Zoho CRM deals often involve multiple contacts. Since it is important to track communications related to a Zoho CRM deal, this blog will cover how to link emails directly to…
Copilot for Dynamics 365 Customer Service: A Revolution in AI-Driven Customer Support Blog Post
Microsoft’s groundbreaking AI capability, Copilot, is making waves across various Microsoft software, extending its prowess beyond Dynamics 365. Some features of Viva Sales Copilot, showcasing its ability to generate AI-driven…
Introducing A Dynamics 365 Sales Copilot Guide Blog Post
Here is your Dynamics 365 Sales Copilot Guide! In a recent article, I introduced you to the preview version of Sales Copilot for Dynamics 365 and walked you through the…
Dynamics 365 Sales with Copilot Deepdive Blog Post
In the ever-evolving landscape of Microsoft’s offerings, the Dynamics 365 Sales with Copilot feature has emerged as a game-changer, seamlessly integrating AI-powered productivity tools into our familiar Dynamics 365 Sales…
