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

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

💡 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!...

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...

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...

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...

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