I am sure most of you have heard of Copilot for Sales, which was announced by Microsoft in the fall of 2023. Back then you had to pay an additional
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Conversational CRM: Sales Agent in M365 Copilot (preview) How great would it be if you could put a conversation layer on top of your CRM data?! With Sales Agent and
As a customer service leader, have you ever had the need to report on how customer service conversations actually end, not just that they happened? This is where disposition codes
Disposition Codes Explained: How to Track and Report on Dynamics 365 Customer Service Outcomes Disposition codes in Dynamics 365 Customer Service and Contact Center help you capture how customer conversations
A friend of mine was recently trying to make a custom button on an opportunity form in Dynamics 365 Sales show on the form, but only when a certain lookup
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