Anticipated Arrival: Wave 1 2024 Introduces Consent Management in Dynamics 365 Customer Insights

Are you ready for an exciting update in Dynamics 365? The Wave 1 2024 release brings forth a highly anticipated feature: consent management directly within Customer Insights. This enhancement promises to streamline your workflow and provide greater control over communication preferences, ensuring compliance with data privacy regulations. Dynamics 365 Customer Insights – Journeys merges customer experience, generative…

Integrating with Dynamics 365 Using Modern Authentication (OAuth)

In the world of software and data management, ensuring secure access to your applications is paramount. Dynamics 365 is no exception, with robust security protocols to protect against those who would try to sneak in. Some time ago, Microsoft moved to use OAuth for authenticating 3rd-party applications and integrations. We’ll outline the steps to set…

April 2024 Dynamics 365 Release enhances AI collaboration with Microsoft Teams

In the initial release wave of April 2024, Microsoft Teams is rolling out thrilling AI-driven functionalities aimed at boosting productivity and collaboration. Let’s explore these enhancements in depth: Integration of Copilot for Sales with Copilot in Teams Embedded within Copilot on Microsoft Teams, this feature offers substantial business benefits by enhancing meeting collaboration. This blog…

Webinar: Supercharge Field Sales Team with Maps integrated within Dynamics 365 CRM

In the spirit of sharing, we’re thrilled to announce a brand-new webinar! This session will delve into the nitty-gritty of the thoughtful and in-demand additions to Maplytics. We’ll showcase the fun and exciting features designed to transform the way you work and unlock hidden potential within your data. Get ready to be amazed! Join us…

UPCOMING WEBINAR: Transforming Healthcare with Data Quality App

We’re thrilled to invite you to our upcoming webinar focusing on the pivotal role of data quality in healthcare. During this session, we’ll delve into how our Data Quality App is revolutionizing the way healthcare organizations manage their data. From improving patient care to enabling informed decision-making, our app is designed to empower healthcare professionals…

Unlock Dynamics 365 User Behavior with Our Free Microsoft Clarity Getting Started Checklist

Ever feel like you’re flying blind when it comes to user experience within your Dynamics 365 environment? Traditional reports tell part of the story, but what if you could actually see how users interact with the platform? That’s why we love Microsoft Clarity. With heatmaps, session recordings, and more, Clarity reveals exactly how users navigate…

Updating Project Tasks for a Single Project with the Kanban Board by Inogic

See how easy it is to manage Project Tasks from within a Project Form using Inogic’s Kanban Board solution. https://www.crmsoftwareblog.com/wp-content/uploads/Managing-Project-Tasks.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you one of the ways we use the Kanban Board from our friends at Inogic. As you might imagine at…