Category: CRM & Customer Engagement

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Learn More About Copilot for Sales vs Dynamics 365 Sales: Choosing Sides

Navigating Microsoft’s suite of AI tools can feel like deciphering a complex family tree — especially surrounding two cousins on that tree: Microsoft Copilot for Sales vs Copilot in Dynamics 365 Sales. While their names and functionalities suggest a shared lineage, these are distinct applications designed for different purposes. In this post, we’re cutting through…
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Learn More About Microsoft Copilot for Sales: Its Essential Features and Functionality

There’s been a constant stream of news from Microsoft surrounding its powerful AI assistant, Copilot. The company is systematically imbuing its product suite with the assistant’s smart capabilities — and we’re covering it all. One particular application holds such broad appeal that we’ve given it extra attention. It’s Microsoft Copilot for Sales, released and ready…
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Learn More About Customer Engagement and Sales Acceleration with D365 CE

Where Dynamics 365 Finance & Operations tackles, well, finance and operations, Dynamics 365 Customer Engagement, or D365 CE, extends the core platform – bringing that same data-driven precision and baked-in AI to all “people-centric” parts of the business. D365 CE is a collection of interoperable data management and CRM apps used to manage customer relationships,…
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Learn More About 5 Ways Copilot for Sales Improves How Sellers Sell: A Guide for CSOs

The backbone of any successful business is its sales force. And sales teams thrive on efficiency, insights, and connection. Microsoft Copilot for Sales is a tool designed to supercharge these aspects of the sales process — rewriting the rules of engagement and making sales processes more intuitive, insightful, and impactful. In this post, we dive…
5 Best Practices for Microsoft Dynamics 365 Data Migration

Learn More About 5 Best Practices for Microsoft Dynamics 365 Data Migration

According to the Flexera 2020 State of the Cloud Report, enterprises are continuing to invest in multiple cloud platforms, with 93% of the 750 respondents implementing either a multi-cloud or hybrid cloud strategy. And due to the global pandemic, more than 50% of a subset of 187 survey respondents report actual cloud usage as higher…
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Learn More About Microsoft Introduces Copilot for Sales and Copilot for Service

Now available to the public, Microsoft Copilot for Sales and Microsoft Copilot for Service combine the strength of Microsoft Copilot for Microsoft 365 with role-specific insights and actions, simplifying business operations, automating repetitive tasks, and unleashing creativity. Both solutions offer the flexibility to integrate seamlessly with existing contact center and CRM systems, including Salesforce and…
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Learn More About Increase Seller Product Adoption: Top 10 Strategies

Seller Product Adoption Insights Technology and business applications are only advantageous to companies if your team actually uses them. Many companies struggle to find a way to get their sales team members engaged with their CRM solution to track prospects and opportunities, leaving management unable to forecast sales or truly understand their pipeline. Frequently sellers complain that their…
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Learn More About Driving Digital Transformation with CRM

In digital transformation initiatives, enterprise resource planning (ERP) systems like Dynamics 365 Business Central often get the spotlight, and it’s easy to see why. An ERP serves as the core infrastructure for digital transformation, providing the critical backbone that unifies and orchestrates data, processes, and systems across the business. Without this foundation, a seamless transformation…
The Power of Dynamics 365 Customer Engagement

Learn More About The Power of Dynamics 365 Customer Engagement

The power of effective customer engagement can’t be overstated, and we’re here to equip you with the knowledge and skills to excel in this essential aspect of your business. Here we’ll explore various facets of the Dynamics 365 application that often hide in plain sight. From lesser-known features to expert strategies on how to harness…