Microsoft Teams as a Channel in Dynamics 365 Contact Center
Learn how Microsoft Teams integrates with Dynamics 365 Contact Center to deliver seamless internal support, intelligent routing, case management, and Copilot-powered service experiences.
Dynamics 365
Microsoft Forms vs Dynamics 365 Customer Voice: Which Survey Tool Is Right for Your Business?
Compare Microsoft Forms and Dynamics 365 Customer Voice for surveys, CRM integration, automation, and customer feedback workflows.
What Is a B2B Portal for Microsoft Dynamics 365?
If you’re a Microsoft partner whose client just asked for “a portal connected to Dynamics 365,” you’re staring at a
Dynamics 365 Customer Service Live Chat: How to Set Up Skill-Based Routing and Copilot AI
Learn how to configure Dynamics 365 Customer Service live chat with Copilot AI, skill-based routing, and work classification rules. A practical partner guide.
A Smarter Way to Capture, Store, and Manage Images & Videos in Dynamics 365: Meet CRM Picture Pro
CRM Picture Pro is a Dynamics 365 add-on that lets users capture, upload, preview, annotate, and manage images and videos directly from CRM records — with SharePoint storage to keep Dataverse lean.
Dynamics 365 Timeline Control: Complete Configuration Guide (2026)
Master the Dynamics 365 Timeline Control — configure activities, notes, posts, Copilot highlights, filters & card forms. A practical guide for CRM consultants and makers.
Case Study: A Mining Company speeds up repeat Quotes, Orders & Cases in Dynamics 365 with Copy Record Set by MTC
Client snapshot A Mining Company using Microsoft Dynamics 365 to manage customer transactions, service requests, and operational workflows across sales
Copy or Clone CRM Records Instantly in Dynamics 365 with Copy Record Set BY MTC
If you work in Dynamics 365 long enough, you’ll hear this every week: “Can you create an order exactly like
Power Pages SPA (Preview): What It Means for Microsoft Partners Building Modern Portals
Boutique Microsoft Partners are often stuck between two choices when building portals: ship quickly with low-code portal pages, or
Overcoming the Limitations of Dynamics 365 CRM Word Templates
Introduction: Automating document generation is important to every organization. Dynamics 365 CRM provides in-built Word template (CRM out of box)