With the latest enhancements, the Kanban view in Dynamics 365 helps sales, service, and operations teams manage records more ...

Advanced Find is a foundation skill in Dynamics CRM, and it comes in handy in pretty much every aspect of using, configuring and customizing the platform. Locating records, maintaining marketing lists ...

A workflow can wait for something to happen. For example, a business process might wait until a record’s status changes, or until it gets reassigned. In cases like these, a workflow with a Wait ...

Have you ever felt overwhelmed by the complexity of managing multiple business processes, from customer relationships to financial operations? You’re not alone. Many organizations struggle to balance ...

AI success depends on whether enterprise data is ready, reachable, and close enough to the workloads that need it. In this eSpeaks episode, Dell Technologies’ Vrashank Jain explains why fragmented ...

CRM workflows are among the most significant CRM software tools available. They allow you to automate sales, marketing, customer support and account management tasks to free your team’s time for more ...

The pilot phase is over. Enterprises don’t have an AI problem. They have an execution problem. For most of the past decade, enterprise AI lived at the margins. Chatbots. Forecasting models. Automation ...

The Test Drive feature lets you see aspects of the Microsoft Dynamics CRM as part of a guided tour. The Test Drive for Microsoft Dynamics CRM is role-based, so you see different screens and tip boxes ...