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...

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...

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 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....

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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Teamwork is essential. The primary goal of CRM systems is to improve information sharing among members of relevant teams within our organization. However...

The dashboard is the primary starting point—the "heart" of every CRM system. It’s where our users often begin their daily interactions with customers...

Social media is one of the most important communication channels used by companies today. Comments, likes, and follows—these are often...

Globalization in business is the norm these days. Almost every company has employees who speak a language other than the main...

Will it get through, or won’t it? Will it end up in the spam folder or the inbox? These are two fundamental questions that marketers often ask themselves when sending out hundreds of...

Internal communication is the foundation of any team’s success. Whether we’re talking about sales, customer service, or marketing, in each of these areas...

Sales opportunity, sales process, project—no matter what terminology we use in our company, in the Sales department, everything revolves around this one goal...

Data storage is a core function of any CRM system. Organized into tables and presented in dozens or hundreds of views, it poses daily challenges...

We have mentioned many times in the "CRM Out of the Box" series that the primary, fundamental, and most important challenge for any CRM system is to save its users time...

Mailing address, shipping address, branch address, and dozens of other addresses that we use in our daily work with our customers. All of these addresses...

Working in a sales team—especially a field sales team—is one big race against the clock. It’s a race for every second, to streamline every task performed by...

How much did we sell last year? Last month? And how much is still in the pipeline? These are common questions we ask ourselves as we work with clients and customers on a daily basis...

One of the most enjoyable moments when working with an app you use every day at work is discovering a secret feature in it—something that even the developers don’t know about...

Accurate and, above all, fast information retrieval in a CRM system is essential to every user’s daily work. Whether we’re talking about the module...

Recommendations, procedures, and action items. In organizations, we often develop standards that allow us to standardize and streamline the work of our...

A lead is a consumer, individual, or legal entity who may be interested in our product. In our sales system, this is often the first, fundamental step toward closing a deal...

Hundreds of icons, tables, buttons, and dashboards—in other words, a ton of elements that we definitely DON’T WANT to show our end users. Dynamics 365...

Thousands of tickets to resolve, cases, reports, and customer inquiries—and never enough time. The day-to-day reality of customer service (whether post-sales or technical support) is...

Planning, planning, and more planning. Our CRM often serves as a tool for planning future contacts, meetings, phone calls, or tasks...

Knowing as much as possible about your (potential) customer is one of the fundamental challenges of marketing. Where did they come from, when did they reply to our email, when did they...

Duplicates or copies are exactly the same information that clutters up our CRM, causes significant confusion for our salespeople, and above all...

Minimum effort, maximum value. This is the guiding principle behind all the systems we implement in our companies. Automation is meant to maximize...

Identifying market segments is a fundamental challenge in marketing and sales. Properly defining target groups and accurately identifying who the actual...

Feedback. A magic word when working with our clients. Often, when carrying out tasks for a client, sending them a proposal, or resolving their request—we...

The pandemic, lockdown, restrictions, and a dozen or so other terms that have come to symbolize 2020 and changed our reality for the long term. Remote work, and along with it...

Newsletters, promotional offers, and seasonal messages are a daily part of marketing work. One of the key tools that automate and facilitate their delivery are templates...

What is every Office user’s favorite tool, right after Word and Excel? Of course, Microsoft takes the top spot (in order of preference)...

Excel – the best friend of corporate employees, sales managers, small business owners, data analysts, and more. It’s a well-known, widely used application, and...

Whether you work in sales, interact with customers face-to-face on a daily basis, or are a field technician, the documents from your clients...

One of the primary goals of our CRM system is to support sales—the entire process, from establishing a relationship with the customer all the way through to the final invoicing of the sold product...

Sales is often much more than just a few simple steps we need to take to turn a potential customer into a client. Often, our...

Did he open it or not? Did he click the link? When? What about the attachment? Did he check what we sent him? You know these questions, right? Anyone who communicates with clients for sales purposes...

Planned sales and their results. Issues resolved this week. Calls received at our Call Center. A daily part of our work is constant reporting,...

Filling out documents is an integral part of daily sales work, including the creation of quotes, orders, invoices, and contracts. Before they are sent to the appropriate...

Reality is relentless and painfully consistent. There are only 24 hours in a day, which means every second of our work is invaluable. We wouldn’t want to waste...

Working with emails—receiving, sending, and reviewing them in the context of events in the history of a relationship with a given customer—is part of the daily routine for sales department employees. Through...

Since November 2016, when Microsoft Dynamics CRM became Microsoft Dynamics 365, we have seen constant changes that continue to enhance this flagship business platform...