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Finding the right data in Dynamics 365 Sales just got easier with Natural Language Search, also known as Copilot Search. This innovative feature allows users to filter and retrieve information using simple, conversational queries—no complex syntax...
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Keeping track of past and upcoming interactions with prospects, customers, and accounts is essential for effective sales and customer management. However, Microsoft Dynamics 365 does not include a built-in field to monitor the last activity date o...
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Exciting things are happening at enCloud9! For 18 years enCloud9 has successfully used work from home for its consultants to deliver value for its clients and high quality of life for its consulting team. As we continue to grow through the years i...
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Keeping your data accurate and up to date in Microsoft Dynamics 365 is essential for maintaining a streamlined workflow. Fortunately, Dynamics 365 allows users to update data quickly and efficiently using Excel Online. This feature enables users t...
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Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power Platform Admin Center or the new Power Platform Environment Settings hub ...
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Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant slowdowns in many sales processes is the back-and-forth required to get documents signed. Printing, scanning, and ma...
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We’re excited to share that enCloud9 has been recognized as a 2024 Top Member by the CRM Software Blog! This honor highlights our passion for helping businesses succeed with Microsoft Dynamics 365. At enCloud9, we offer a wide variety of services ...
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As a business owner or professional, your time is already stretched thin. Managing daily operations, meeting client needs, and focusing on growth leave little room for diving into complex marketing strategies. Marketing automation has the power to...
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