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Microsoft Copilot: AI That Supercharges Dynamics 365

Microsoft Copilot has really impressed our team at Cobalt — and we’ve been Microsoft experts and Gold-Certified...

Kate Becker June 26, 2023

Power Automate Flow with Natural Language

Have you tried building a Power Automate Flow with the Natural Language tool, yet? I’ll show you exactly how to...

Elena Hin

Power Pages vs Power Apps for External User Access

Should you use Microsoft Power Pages or Power Apps if you need to give access to an external user? The answer used to...

Annie Hall April 27, 2023

Sales Forecasting in Dynamics 365 Sales

Sales forecasting can play a pivotal role in helping your team quickly follow trends, anticipate revenue, and allocate...

Elena Hin April 26, 2023

CRM Marketing Automation Included with D365 Sales

Dynamics 365 Sales powers some of the biggest sales operations in the world. Because of its price point and feature...

Kate Becker March 28, 2023

A sales sequence strategy that wins for sales-first teams

Here’s one place your sales sequence strategy might be hurting your revenue goals: What do you do with your leads if...

Elena Hin March 22, 2023

AI for Sales (4 Built-in AI Dynamics 365 Sales Tools)

Everywhere you look, the topic of artificial intelligence is dominating internet conversations. What about AI for sales...

Elena Hin February 24, 2023

Real-Time Marketing (2023 Best Practices for D365 Marketing)

Real-Time Marketing Dynamics 365 Marketing Tips Real-time marketing emerged as a useful toolbox for sales and marketing...

Annie Hall February 20, 2023

ERP vs CRM (Differences That Matter for Your Team)

In an ERP vs CRM comparison, what are the differences? If you have an ERP with some CRM functionality, do you still...

Kate Becker February 15, 2023

A Sales Cadence for B2B Success: Your What, How, and When

A regular sales cadence for small B2B organizations is rarely at the top of anyone’s priority list. Early on, it’s...

Annie Hall January 30, 2023

LinkedIn Sales Navigator & Dynamics 365 Sales Integration

The LinkedIn Sales Navigator Dynamics 365 Sales integration is a very smart priority for sales efforts. Why? Well, what...

Annie Hall January 30, 2023

Power Automate License Types

Understanding the Power Automate license model can be confusing, even for veteran Microsoft users. In this post I...

Annie Hall November 28, 2022
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