Extending Copilot in D365 Sales – Part 2: Prompt Guide If you’ve worked with Dynamics 365 Sales, before you’re likely familiar with the concept of “Copilot in Dynamics 365 Sales.”
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In this tutorial, you’ll learn how to enable SharePoint integration with Microsoft Dynamics 365 Customer Engagement. We’ll walk you through step-by-step instructions to set up the integration and automatically create
In this video, we explore security roles in Microsoft Dynamics 365 CE. You’ll learn what security roles are, how to create a new security role, and how to manage existing
In this video, we’ll explore the essentials of marketing lists in MSCRM, focusing on the key differences between static and dynamic lists. With a hands-on demo, you’ll learn how to
In this easy-to-follow video, we’ll guide you through the essentials of D365 Reports. Discover the various types of reports available and learn how to utilize the Report Wizard effectively with
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