SEARCH

Your search for "copilot" returned 237 results

Blog Post

critical success factors for professional services firms

7 Critical Success Factors for Professional Services Firms

In today’s data-driven world, every business needs a smart strategy. But for professional services firms, intelligence is a critical success factor (CSF). Their “product” is a unique blend of insights and expertise, and their bottom line depends on delivering results that other firms can’t match. While human experts have always been the foundation of success,…

Blog Post

Power Platform App Icons Being Displayed on Laptop Screen

Power Platform Brings Powerful Capabilities to Professional Services Firms

The Microsoft Power Platform is a suite of low-code development tools that empowers users of all abilities to build and launch custom apps, design automated workflows, and leverage the platform’s baked-in intelligence to solve problems and create value. Power Platform apps were designed to be combined with each other and with the rest of the…

Blog Post

Using Power BI and Business Central

Power BI and Dynamics 365 Business Central

Dynamics 365 Business Central does include built-in reports out-of-the-box. We’re talking: financial reports like AP, AR, and cash flow analysis, sales and production reports, reports that tackle inventory and project management, and more. There’s a lot of good stuff in there — important information all businesses should be tracking, but nothing that digs into the…

Blog Post

Dynamics 365 Customer Engagement: What Is a Dynamics 365 Customer Portal Anyway?

Dynamics 365 Customer Engagement: What Is a Dynamics 365 Customer Portal?

Microsoft’s security protections are one of its biggest strengths.  But – sometimes those protections create barriers, making it harder to work with stakeholders outside of your organization or adding friction to the customer experience. Power Apps Portals is a low-code tool that allows Dynamics 365 Customer Engagement subscribers to easily share data, content, and apps…

Blog Post

microsoft power automate email tracking

How to Track Emails the Right Way with Power Automate

Microsoft Power Automate has come a long way since its introduction in 2016. More connectors are available than ever before and Microsoft is paving the way for Power Automate to be the future of workflows in D365. A common occurrence is the need to automate sending emails and this can easily be accomplished using the…

Blog Post

Getting Started with Scheduled Refresh in Microsoft Power BI

How to Configure Scheduled Refresh in Microsoft Power BI

With Microsoft Power BI, you get a platform that integrates with any data source you need, enabling you to create and share intuitive and visually appealing reports and dashboards that can revolutionize the way your organization uses data. What’s more, Power BI keeps your reports up-to-date by managing the connections from your data sources to…

Blog Post

Connecting Power BI Dynamics 365 CRM

How to Transform Your CRM Data: Connecting Power BI & Dynamics 365

Your company has finally made the jump to the cloud. Great, but now how do you use the data in your Microsoft Dynamics 365 cloud environment? To report on all of the data entered into CRM by sales and marketing, you used to just hook up to the SQL database that is on the servers, import…