Zoho CRM deals often involve multiple contacts. Since it is important to track communications related to a Zoho CRM deal, this blog will cover how to link emails directly to contact roles in deals. This functionality not only streamlines your communication workflow but also ensures that every interaction is logged and accessible within the context of specific deals and associated contact roles. Read More
Microsoft’s groundbreaking AI capability, Copilot, is making waves across various Microsoft software, extending its prowess beyond Dynamics 365. Some features of Viva Sales Copilot, showcasing its ability to generate AI-driven email responses based on Dynamics 365 and Microsoft 365 data. However, Copilot’s capabilities transcend this, reaching into Dynamics 365 Customer Insights, Dynamics 365 Marketing, Business Central, and even core Microsoft products like Word and PowerPoint. This article delves into the exciting realm of Copilot for Dynamics 365 Customer Service, offering a glimpse into its features and functionality.
Here is your Dynamics 365 Sales Copilot Guide! In a recent article, I introduced you to the preview version of Sales Copilot for Dynamics 365 and walked you through the installation process. Since then, Microsoft has made some significant updates, including the rebranding of Viva Sales into Sales Copilot. This consolidation brings all the features and capabilities of Viva Sales into one comprehensive product, now known as Sales Copilot. Read More
In the ever-evolving landscape of Microsoft’s offerings, the Dynamics 365 Sales with Copilot feature has emerged as a game-changer, seamlessly integrating AI-powered productivity tools into our familiar Dynamics 365 Sales environment. This blog post explores the transformative capabilities of Copilot, providing personalized recommendations, guidance, and assistance through natural language processing and machine learning. Read More
Performing mass quick actions on related lists in Salesforce is a powerful feature that lets you turbocharge your productivity. In this blog, we’ll dive into the hows and whys of using mass quick actions on related lists in Salesforce. Read More
Finding and merging duplicate records in Zoho CRM is an important way to ensure data accuracy. Zoho CRM comes with some tools to help you find and merge these duplicates. Read More
Salesforce required fields are an important tool in ensuring data integrity. Read More
Zoho has rolled out Zoho Practice – complete accounting practice management software! Read More
Using Salesforce dashboard components you can provide your organization with a visual way to assess performance. Read on to learn more on how to create dashboard components from reports. Read More
If you want to make changes to your Salesforce Page Layouts and you are using Lightning, it can be very confusing how you should go about this. Do you use Salesforce Page Layouts or Lightning Record Pages? Read More
