5 Ways Copilot in Dynamics 365 Sales Will Change Your Daily Routine

5 Ways Copilot in Dynamics 365 Sales Will Change Your Daily Routine

In todays fast paced market time is your most valuable asset in sales. That’s why Microsoft Copilot within Dynamics 365 Sales can help you out. This powerful AI companion is not just a futuristic add-on; it’s a practical tool designed to streamline your daily tasks, enhance your effectiveness, and ultimately drive better results. And the best part of it all? It’s available today! Here are my five key ways Copilot in Dynamics 365 Sales can revolutionize your daily routine: 1….

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Implementing Microsoft 365 Copilot

Implementing Microsoft 365 Copilot

Introduction In today’s fast-paced business environment, artificial intelligence (AI) is no longer a futuristic concept but a present-day reality. Microsoft 365 Copilot is at the forefront of this transformation, helping businesses enhance productivity and improve work quality. This post gives you a breif strategy and some guidelines for successfully implementing Microsoft 365 Copilot in your organization, drawing insights from early adopters. If your not levering AI you are falling behind, it is a tool for the future and is here…

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Custom Fields for Real-Time Journeys

Custom Fields for Real-Time Journeys

A Long-Awaited Feature Has Been Released! I have created several post on how to create your own solutions for custom fields in real time marketing, but now Microsoft is finally giving us these features out of the box The only minor drawback is that these fields are still not available for event registration forms. But hopefully Microsoft will solve that for us shortly as well. Activate the feature and how to use it on forms To activate the feature, navigate…

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Building Error Notifications in Power Automate

Building Error Notifications in Power Automate

When automation powers your workflows, efficiency soars—but even the best automations can encounter hiccups. That’s where Power Automate notifications on failed runs become your unsung hero. Without them, you might only discover a problem once it’s snowballed into a bigger issue, costing time, resources, or worse—customer trust. By enabling notifications for failures, you gain real-time or near-real-time awareness, allowing you to swiftly identify and address errors before they disrupt your operations. It’s not just about troubleshooting; it’s about staying proactive,…

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How to Create Reminders for Double Opt-In in Dynamics Customer Insights – Journeys

How to Create Reminders for Double Opt-In in Dynamics Customer Insights – Journeys

In today’s digital landscape, ensuring that your email marketing practices are compliant with regulations and respectful of your customers’ preferences is crucial. One effective way to achieve this is by implementing a double opt-in process. Dynamics Customer Insights Journeys offers a robust platform to manage this process seamlessly. In this blog post, we’ll walk you through the steps to set up double opt-in and to create reminders in Dynamics Customer Insights – Journeys. What is Double Opt-In? Double opt-in, also…

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AI Builder for Power Automate: Transforming Business Processes with AI

AI Builder for Power Automate: Transforming Business Processes with AI

In today’s fast-paced business environment, automation and artificial intelligence (AI) are key to staying competitive. Microsoft Power Automate, combined with AI Builder, offers a powerful solution to enhance your business processes with AI capabilities. Here’s a closer look at how AI Builder can revolutionize your workflows. The first ressource provided by Microsoft is what the call the «Cheat Sheet» were you find a lot of different starting models and inspiration based on your need: The full cheat sheet can be…

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Enhancing Your Power Automate Flow to Retrieve Actual Opening Hours

Enhancing Your Power Automate Flow to Retrieve Actual Opening Hours

I’ve received a lot of positive feedback on my previous post about checking opening hours, along with numerous requests for a way to retrieve the actual opening hours instead of just the status. I was hoping for some function on this within release wave 1 2025. But as I could not find anything concerning this, In response to the questions, I’ve revisited Power Automate to make some modifications to my original workflow. This post is an extension of my earlier…

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Release wave 1 2025 – Contact Center

Release wave 1 2025 – Contact Center

Next up of my summaries for the release wave 1 2025 is the summary for contact center. This is split into the following main sections Copilot and AI innovation, IVR capabilities, Omnichannel customer experiences, Service representative experiences, Supervisor experiences and Unified routing. A lot of different functionality to bring new powers to your customer service team! The full release planner can be found here:https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/service/dynamics365-contact-center But I will try to sum these up with their features as best as possible here:Where…

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Release wave 1 2025 – Customer Insights Journeys

Release wave 1 2025 – Customer Insights Journeys

Finally the release wave 1 2025 was released on 23th of January. The three main branches of this release concerning Customer Insights – Journeys are as follows: Copilot and AI innovation, Moments that matter and Unify sales and marketing The full release planner can be found here: https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/customer-insights/dynamics365-customer-insights-journeys But I will try to sum these up with their features as best as possible here: Where a general availability (GA) have been set, i also include these here Copilot and AI…

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Custom Fields in Dynamics Customer Insights Journeys Real-time

Custom Fields in Dynamics Customer Insights Journeys Real-time

A widely used feature in Dynamics Customer Insights Journeys (formerly known as Dynamics 365 Marketing) and event management is the use of custom fields. These fields are essential for gathering event-specific information that is not relevant at the contact level or should not be retained due to GDPR regulations. As of January 2025, this feature has not yet been integrated into real-time marketing. Many users are delaying their transition to real-time marketing due to this missing functionality. However, a workaround…

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