CRM data is powerful—but only if you can see what it’s telling you. Lists and dashboards can only go so far. To truly uncover advanced insights like territory performance, customer
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Microsoft has introduced Translytical Task Flows (Preview) in Power BI — a groundbreaking capability that brings transactional actions directly into the analytical environment. With this new feature, users can initiate
Today’s customers expect seamless, intelligent experiences, whether they’re looking for a nearby store, registering for a service, or planning a volunteer activity. Businesses and nonprofits using Microsoft Dynamics 365 frequently
Merging duplicate records in your CRM can feel like a trade-off: either keep one version and lose the rest, or manually copy-paste critical data field by field. Notes get overwritten,
Microsoft has added new AI features to Dynamics 365 Customer Service to improve customer support. One of the most useful additions is the Customer Service (preview) plugin, which works right
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