by Warren Butler | Jul 29, 2024 | AI, Copilot, CRM, D365 Sales, Dynamics Features, Insights
You don’t need to be an expert in prompt engineering to wield the power of AI in Dynamics 365 Sales. This article looks at prompts you can use to save time and boost efficiency by generating actionable insights from your data. Accessing Copilot Chat in Dynamics... 
by Warren Butler | Jul 19, 2024 | Copilot, CRM, D365 Customer Service, D365 Marketing, D365 Sales, Dynamics Features, Insights, Power Platform, What's new?
On 16th July, Microsoft unveiled its 2024 Release Wave 2 plans detailing the latest features planned for release between October 2024 and March 2025. In this article, we’ve provided a bite-sized overview, highlighting 33 announcements across the 2024 Release Wave 2... 
by Warren Butler | Jul 12, 2024 | CRM, Dynamics Features, Insights
Understanding views is essential for effectively using Dynamics 365. If you’re new to Dynamics, this post will guide you through the basics of working with read-only grids. In Dynamics, views display lists of records for each table, such as accounts, contacts, leads,... 
by Warren Butler | Jul 8, 2024 | Advice, CRM, D365 Sales, Dynamics Features, Insights
With Microsoft Dynamics 365 Business Central and Dynamics 365 Sales both offering customer relationship management capabilities, you may be wondering which is the best fit. This article provides a high-level overview of each module to help you make an informed... 
by Warren Butler | Jun 21, 2024 | Copilot, CRM, Dynamics Features, Insights, Power Platform, Storage
We often assist Dynamics 365 administrators in freeing up Dataverse storage space, but a new challenge has emerged with Copilot transcripts. While Copilot save time and creates efficiency, it also consumes cloud storage capacity. Understanding Copilot Storage in...