Within the AI Builder, there is a whole range of prebuilt models that you can
use within for example the Power Platform. In this blog post, I would like to
focus on two AI Builder language models that are prebuilt and available to you:
Use case: P...
Any idea how custom AI Prompts can help you build better relationships? When
working in sales or other departments working with customers, one of the things
that you probably want to achieve is knowing your customer. Building
relationships and tru...
Do you find it difficult to find the system views in the long lists of views
available for certain tables? Yes, you were able to set a default of course, but
now you do have the option to hide system views when enabling this feature. When
looking ...
With the Microsoft 2024 Wave 2 release there is another great feature available
which allow sellers to have enhanced grid options. This allows you to analyze
for example opportunities or quote data a lot quicker and more efficiently. Move
left Mov...
Another great feature that is released within the Wave 2 2024 Release is the
Work Assignment feature. This feature allows you to automate the process of
leads and opportunities assignments based on different criteria. This can be a
great way to as...
One of my favorite new features that is introduced in the Wave 2 2024 release,
is the new customized lead qualification experience. This functionality did not
change that much over time but now you do have better options to make this
process a lot...
Do you struggle sometimes when introducing formula columns (fx Formula) on how
to design/configure these? Now it is possible to use AI suggestions for formula
columns to speed up the process and create your formulas quickly. I will explain
the AI ...
Have you ever had the need to customize the opportunity closuring experience?
When managing the opportunities in the current sales process, you will probably
recognize the popup below. This is triggered when you mark your opportunity
Close as won ...