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...
Keeping track of past and upcoming interactions with prospects, customers, and accounts is essential for effective sales and customer management. However, Microsoft Dynamics 365 does not include a built-in field to monitor the last activity date or the next activity...
Exciting things are happening at enCloud9! For 18 years enCloud9 has successfully used work from home for its consultants to deliver value for its clients and high quality of life for its consulting team. As we continue to grow through the years it became obvious that...
Keeping your Dynamics 365 data accurate and up to date is essential for maintaining efficient business operations. One of the best ways to make bulk updates quickly is by using Excel Online. This method allows users to edit records in a familiar spreadsheet...
Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power Platform Admin Center or the new Power Platform Environment Settings hub is...
Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant slowdowns in many sales processes is the back-and-forth required to get documents signed. Printing, scanning, and mailing can turn what...
