Dynamics 365 Sales includes a tool that helps salespeople stay on track in their daily work: the Sales Accelerator. Its key feature is a visible...

In an age of widespread access to information, customers expect more from salespeople than just a product presentation. They expect a partnership and an understanding of their specific...

Implementing artificial intelligence in the sales department is not just a technological project, but above all a cultural shift. Even the most advanced tool...

Every sales manager is familiar with this scenario: a sales rep spends hours preparing for the meeting, analyzing the client’s profile, and making contact, only to find that after five minutes of the meeting...

In the world of modern business, the pressure to increase revenue is constant. For years, the recipe for success seemed simple: want to sell more? Hire more salespeople...

A while back, Paweł Krulikowski demonstrated how a sales accelerator works and how to configure sequences in Dynamics 365 Sales using an older version of the interface. Today, this...

As the number of customers grows and communication channels multiply like tabs in a browser, handling inquiries starts to feel like a command center 🚦📞💬 Phone, email...

Microsoft Copilot, integrated with Dynamics 365 Sales, is more than just an information search tool. It is an active participant in the process, supporting the sales representative like a personal AI assistant.

Automation in customer service is more than just a trend today—it’s a necessity in a world that expects fast, personalized, and efficient service at every turn. New...

In the sales department, effective time management and full visibility into customer interactions are key to success. Sales representatives use several tools simultaneously...

In the world of sales, good organization and a clear division of responsibilities are the cornerstones of success. When teams operate within defined areas, it’s easier for them to build relationships...

The entity hierarchy visualization in Dynamics 365 Sales received the previously announced update before the end of the year. From now on, users can work with all related entities...

In the world of sales, every detail matters. Attracting customers with different product combinations or creating an incentive by adding a bonus item can result in...

The holiday season, with its hot deals and shopping, has begun. In December, consumption and shopping reach their peak, and this is often a considerable challenge for people who work in sales...

Another new feature implemented by Microsoft in the Dynamics 365 Customer Insights application, Journeys, which relates to the Events entity. From now on, when planning an event...

Have you ever held an event where potential attendees registered through a marketing form and did so at the "last minute"? These...

There's been a lot going on lately in updates from Microsoft in terms of new visual customizations of Dynamics 365 applications. A new feature that recently appeared in apl...

It has been noticeable for quite some time now that Microsoft has been planning changes regarding the interface issue in its application sites. We have a new look, which additionally zos...

We've been getting more and more recently of the functionality that is available in the Dynamics 365 Customer Insight Journey (former Marketing) application. For quite a few updates...

Simple solutions may seem most useful to users who use Dynamics 365 application services. Microsoft is constantly trying to help in the daily...

The Quick Campaign feature in Dynamics 365 Sales is a practical tool that allows you to instantly send emails to selected contacts without having to use...

With a large number of customers, there are times when an employee has to make a lot of calls, take a lot of shuffles and send a fair number of emails....

Responding quickly and accurately to customer inquiries is essential to maintaining customer satisfaction. However, the process can be time-consuming, especially when developing...

File management in Customer Service is becoming simpler and more intuitive. Microsoft comes with another solution to make things easier for users.

We all make mistakes. No one is perfect. Let the one who has never deleted anything by accident throw a stone. Or too hastily. But rest assured. Microsof...

The work of a marketer requires us to collect various types of information, which we use occasionally, incidentally, in certain situations. Often we need dowi...

The basic task of artificial intelligence, which is appearing in more and more aspects of business systems, is to save time and provide suggestive suggestions...

Execs, databases, business cards. The daily life of people operating various types of CRM systems. Entering more people, entering new sales projects, reporting...

Speed and consistency of communication is the basis of any company's work. In the age of remote meetings and the need to handle all matters at a moment's notice, the most important thing is the uni...

One of the basic elements of organizing events, meetings, sessions, webinars is participant management. As part of which, a standard problem arises - colle...

Generative artificial intelligence is appearing in more areas of Microsoft's CRM family of business applications. Another feature is expected to improve search and generate...

The large amount of information generated by Copilot when working in Dynamics 365, can sometimes give you a hard time. Often, simple functionalities become solutions...

More and more sales teams are using artificial intelligence every day, including Copilot for Sales, available in Microsoft Dynamics 365 Sales. It is therefore worth...

The D365 Customer Service application proposes a new feature - case handling time (familiarization version). This term refers to the time during which users actively work...

Have you ever had to analyze a contract or agreement document with a client with regard to the most important issues and lost a lot of time doing so....

In today's dynamic sales environment, teams often face several key challenges. Salespeople spend a significant portion of their time performing...

In December 2024, Microsoft introduced the Smart Copy - Paste feature in Dynamics 365 CRM, available in a familiarization version.

The AI revolution is underway. Copilot's adaptation to be an intelligent assistant to each user includes more CRM features. One of these features is.

A "360°" view is the magic phrase for CRM systems. Complete, detailed knowledge of the customer from one place is often the key to completing many processes....

Once again, Microsoft is reaching out to users and striving to streamline our work, valuing our time and helping us organize our workspaces. Among the available features...

Microsoft's Dynamics 365 continues to expand, this time coming with a new feature. With it, users can not only take notes, but also attach documents in c...

Microsoft is introducing new features in Dynamics 365 Sales that will make it easier to use and manage records related to leads and opportunities...

History is slowly happening before our eyes. The laborious sifting through the CRM system to find the right information, clicking from view to view, from form...

💡 Weren't able to attend our 100th anniversary webinar we held to celebrate 100 episodes of Out of The Box on DynamicsBlog by Intersys? Nothing lost!...

A user asks to add a new field to a form and seventeen views, the bane of an administrator. If you are a super user or business administrator,...

Microsoft Dynamics 365 is constantly introducing features that streamline business processes. One of the new features available in Wave 2 is enhanced grouping and aggregation capabilities...

The Customer Insight Journey application continues to evolve and Microsoft is adding more new features and functionality based on Copilot. Artificial intelligence...

One of the key challenges in customer service is time. Often, all that separates a customer who is satisfied with a response from one who is frustrated by our lack of response is...

The Up Next widget displays activities that you can view and perform on records. By default, it appears on lead and opportunity records...

Microsoft continues to develop its CRM tools, which help users better understand the system. There have been many recent updates to the application...

More on saving time. Today, we’ll look at one of the core features of marketing automation tools: creating target groups. A common headache and...

It’s starting to sound more and more obvious, but we’re talking about facts. Business AI should help save employees’ valuable time. Marketing is a department...

In customer service, speed is what counts. Speed in responding and delivering solutions—which, of course, goes hand in hand with quality. You can’t achieve speed and quality without...

Emails. A daily part of the work routine for virtually every modern employee. Studies show that, on average, we spend 2 to 3 hours a day at work reading and replying to...

Information comes first. As a salesperson, every detail, every piece of information, and every piece of news about a potential or existing customer can turn into a significant step toward the final...

The AI revolution is spreading everywhere. CRM systems are no exception. One of the key tools recently introduced into these systems...

Microsoft is constantly striving to innovate and provide its users with more and more features designed to make working in its environment easier. One of the new...

On the Dynamics 365 platform, tracking inspection history in tables and columns is a key component of data management and change tracking. In the case of...

Customer contact is one of the most important aspects of a company’s operations. Resolving issues that arise regarding the products offered or...

In Dynamics 365, assignment rules are a mechanism that allows you to automatically route new leads, sales opportunities, and detailed information to...

Collecting contact information, a quick form for gathering data. Standard scenarios in which we want to add essential information to our database. With the help of...

Recently, the Microsoft Dynamics 365 CRM system has gained many new features and user-friendly enhancements thanks to the integration of D365 with Copilot. Artificial...

In the second wave of the 2023 release of Dynamics 365, Microsoft has introduced a new timeline tab feature. The functionality allows users to set desired filters on the activity...

Focused View is a control that allows you to focus on the current task view, effectively manage records, and perform actions on the page...

The second release wave for Dynamics 365 introduced a new feature that allows users to categorize knowledge articles in the Customer Service app. Thanks to this classification...

Microsoft has introduced a Try the New Look feature that allows users to see how the application interface will change according to the latest design system....

Layoffs. Extended leaves of absence. Internal transfers within the company. Labor market mobility among our users can be a challenge, even from the system’s perspective. Dyn...

Microsoft Dynamics 365 offers many features and locations where you can assign and define security roles. One of the features available directly...

Quickly generating sales-related reports is one of the tools sales teams use in their daily work. With numerous contracts, business transactions, and...

Records in the "Contacts," "Accounts," or "Leads" tables include a timeline that allows users to view activity history. It shows...

Microsoft Inspire was a unique event that highlighted the importance of collaboration in Microsoft's success. With more than 400,000 partners worldwide - eco...

The timeline is the central feature of every CRM application in the Dynamics 365 family. Its features enable fast, efficient, and effective management of activities and...

Checking in participants at events such as trade shows or conferences can often be a time-consuming process that requires a lot of manual work and gathering information from...

Dynamics 365, like Outlook and other email tools, allows you to send emails. The email you send should be formatted the same way as in Outlook, by...

The Dynamics 365 system offers a wide range of capabilities and features that facilitate real-time and outbound marketing management. One of the features that...

When working in Dynamics 365 Sales, you should keep track of who the stakeholders and team members are. To do this, you can use...

Working with Sales Opportunities is one of the core features of the Dynamics 365 Sales CRM system. It is a place that makes it easier for users to manage their open...

Every business owner—whether just entering the market or already established—needs information to assess their competitors’ activities. The purpose of competitive analysis is...

Follow-up. A key term in the day-to-day work of salespeople and marketers. Have we completed a task? Made a sale? Sent out an email campaign? The next step should be...

For virtually every business application, quick access to information is essential. As few clicks as possible, the most efficient use of resources...

In the latest episode of #OutOfTheBoxCRM, Paweł Krulikowski and I will take a closer look at segmentation using additional and custom tables in Microsoft Dynamics 365 Marketing.

One of the core features of any database is the search function. Entering search criteria in a simple, clear, and intuitive way that should return the results you expect...

The primary function of a CRM system should be to ensure the consistency, transparency, and uniformity of the database. Duplicates, ambiguous records, and repeated entries—all...

Staying up to date. This is the primary goal of all users of CRM systems and Power Apps. One of the most important features of these types of solutions is the speed of delivery...

There are many ways to revitalize your CRM system. One feature offered by Microsoft Dynamics 365 is the use of emojis to make the experience more enjoyable for your users...

When sending newsletters to customers, it’s crucial to determine the best time to send them. Sending them at the right time significantly boosts the open rate. In the app...

Dynamics 365 Customer Voice is a customer feedback management application that can be used to track the customer metrics that matter most to the company...

A marketing landing page is a website that serves as a point of contact with customers as part of a marketing campaign. For example, we can send an email with...

Communication, hundreds of thousands of messages sent, calls, and, more recently, conversations on Microsoft Teams. And within those conversations and messages lies invaluable business...

Advanced search, with precise and expanded criteria to help you find any record or entry in a database, is one of the most important features of any app...

In marketing activities, users rely on a large number of images to better manage their file libraries and quickly find the images they need. In the app...

A contact-based consent preference is a type of consent based on touchpoints. In this model, customers give their consent for specific touchpoints, such as...

Time pressure, record after record, change after change. When working with a CRM system, speed and efficiency are what count—as few clicks as possible, as few steps as possible, and as much as possible...

The Dynamics 365 Marketing app allows you to select your contacts and send them relevant marketing content based on the actions those records...

Brochures, flyers, and playbooks are often essential tools for salespeople. In addition to printed materials handed out at meetings, trade shows, or events, we want to...

When using automated marketing campaigns—whether for regular customer engagement or one-time communications—it’s a good idea to use templates. Using...

The forecast helps the organization predict how much revenue the sales team will generate over a given period, enabling better sales planning and greater insight...

Quick access to key data about our sales team’s performance is essential. CRM systems often offer a plethora of colorful and feature-rich dashboards...

As part of the latest update to Microsoft Dynamics 365 Sales, we’ve gained new insights into the ability to detect duplicates in the Leads table. Refreshed...

The Dynamics 365 Marketing app was designed to simplify and streamline the work of marketing teams. Whether you're creating websites for a quick campaign or...