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: Padel Vamos goes internationally…
Category: Sales
AI Prompting
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Using custom AI prompts to build better relationships
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 trust is key when you are working with customers. Microsoft has…
Sales
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Enhanced grid options to analyze data
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 Move right This is one that is perhaps the simplest…
Sales
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Use Work Assignment to automate assignments
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 assign high-priority leads, high-value opportunities, or perhaps opportunities from…
Sales
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New customized lead qualification experience
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 smoother and tailored to your needs….
AI Prompting
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Use AI suggestions for formula columns
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 suggestions for formula columns by using the following use…
Sales
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How to customize the opportunity close form
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 or Close as lost from the ribbon. It is possible to…
Copilot
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How do you turn off suggestions in Dynamics?
Are you also frustrated by the new form fill assistance from Copilot? Lucky you, you can turn off suggestions in Dynamics since it is enabled by default. Some of you probably have seen it, when filling in a main form all of a sudden a Copilot bar pops up and…
Model-driven Apps
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Sublime way of collaborating on a record in model-driven apps
Sometimes you come across something that you think “Ah that is kind of cool”. I had such a moment this week where I came across something around collaboration on a record within a model-driven app. It is already there for a couple of months based on what I can see,…