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Dynamics 365 Sales - Document summary using Copilot
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....
Inventory vol. 1 - Counting and adjusting inventory using the inventory journal
In enterprises with a developed warehouse path, where at least a handful of the scope of operation is inventory turnover, it is necessary to account at least once a...
Microsoft Copilot for Sales - free up valuable time and potential for your sales teams
In today's dynamic sales environment, teams often face several key challenges. Salespeople spend a significant portion of their time performing...
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New smart copy and paste functionality in Dynamics 365 CRM
In December 2024, Microsoft introduced the Smart Copy - Paste feature in Dynamics 365 CRM, available in a familiarization version.
News in Business Central Wave 2 2024 part 4 - expanded texts on projects and new Excel reports
In previous episodes in our Out of The Box series, we covered some of the new features in the Microsoft Dynamics 365 Business Central 2024 Wave 2 update. In today's...
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Contextual email drafts with Copilot for Sales in Dynamics 365
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.
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News in Business Central Wave 2 2024 part 3 - Copilot support
The Microsoft Dynamics 365 Business Central 2024 Wave 2 (BC25) update introduces many useful changes from different areas in the system. Some of them have been collected and...
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360° Summaries in Copilot for Sales
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....
News in Business Central Wave 2 2024 part 2.
The Microsoft Dynamics 365 Business Central 2024 Wave 2 (BC25) update introduces many useful changes from different areas in the system. Some of them have been collected and...
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Manage queue items directly from the case form in D365 Customer Service
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...
News in Business Central Wave 2 2024 part 1 - User Experience
The latest Microsoft Dynamics 365 Business Central 2024 Wave 2 update introduces a number of changes that significantly improve the use of the system. In our other post, we...
Adding notes before saving a record
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...
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