Feb 14, 2025 | Dynamics 365 CRM QuickTips, Dynamics 365 Sales, How to, Microsoft Dynamics 365
Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also known as Copilot Search. This innovative feature allows users to filter and retrieve information using simple, conversational queries—no complex syntax required! What is...
Jan 15, 2025 | Dynamics 365 Sales, Forgotten Features of Dynamics 365
This blog was originally published in July 2022 and has been rewritten to reflect the latest enhancements to Dynamics 365 Goals, ensuring the most up-to-date insights and best practices. Setting and monitoring goals are fundamental practices for organizations aiming...
Nov 1, 2024 | Dynamics 365 implementation, Dynamics 365 Sales, enCloud9, enCloud9 Services, Microsoft Dynamics 365
As a Managed Service Provider (MSP), keeping your clients’ IT systems running smoothly is your top priority. However, many clients of your clients also need a powerful CRM solution like Microsoft Dynamics 365 to grow their business. That’s where enCloud9...
Oct 28, 2024 | Dynamics 365 Sales, Microsoft Dynamics 365
AI scoring is key to helping sales teams prioritize the right leads and opportunities for growth. By leveraging artificial intelligence and machine learning, Dynamics 365 Sales delivers AI-powered lead and opportunity scoring that enables smarter, data-driven...
Oct 23, 2024 | Dynamics 365 Sales, Microsoft Dynamics 365, Sales Copilot
Microsoft’s 2024 Release Wave 2 for Dynamics 365 Sales brings a host of enhancements and new capabilities designed to streamline the sales process, improve the seller experience, and leverage AI to boost productivity. This release focuses on providing sales...
Jul 25, 2024 | Dynamics 365 CRM QuickTips, Dynamics 365 Sales, enCloud9, How to, Microsoft Dynamics 365
In Dynamics 365 CRM, we are all familiar with the core sales entities such as Lead, Account, Contact, and Opportunity. However, one often overlooked but valuable entity is the Competitor record. The Dynamics 365 Competitor record plays a crucial role in tracking...