Let your custom Agent search Knowledge Articles in Dynamics 365! Wouldn’t it be great if your custom agent could do more than just answer basic questions? In this video, I’ll
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Here’s how you can add a Documents Tab to the main form in Dynamics 365 CRM. The post Showing SharePoint Documents Grid on a Form Tab in Dynamics 365 CRM
In today’s competitive sales environment, equipping your team with the right tools can significantly contribute to success. One such powerful tool is the Sales Qualification Agent — a smart assistant
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
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
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