Nemely Insights
Practical guidance, technical walkthroughs and useful perspectives for leaders and teams working with Dynamics 365, Power Platform and customer relationships.
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Showing 21 of 21 insights
AI & Copilot · Practical playbook
A convincing AI demonstration is a starting point. Here is how sales leaders can choose a useful first pilot, measure the whole job and decide what deserves further investment.
AI & Copilot · Perspective
A capable model is only part of the answer. Trusted customer information, clear permissions and controlled actions determine whether AI can do useful work in your business.
AI & Copilot · Perspective
Microsoft is bringing customer context closer to the conversations where teams work. The opportunity starts with choosing the customer workflow that should improve.
AI & Copilot · Practical guide
An AI-generated briefing is only part of good follow-up. The customer information, review and next action behind it need to work together.
AI & Copilot · Business guide
A useful AI pilot starts with a real sales task. Here is how to check the information, access and working habits behind it before you roll it out to your team.
Growth · Business guide
How connected customer data and focused sales processes help teams create more momentum without adding unnecessary complexity.
AI & Copilot · Archived webinar
An archived announcement for the June 2023 Copilot and AI webinars. Registration is closed; find current AI guidance inside.
Implementation · Technical guide
A 2021 Dataverse connection walkthrough using certificates, with certificate-store setup, C# examples and links to current Microsoft guidance.
Nemely news · Company update
Nemely’s 2020 announcement of CRM Alerts as a Microsoft Preferred Solution on AppSource, with mobile notifications and approvals for Dynamics 365.
Dynamics 365 · Technical guide
An archived 2020 guide to downloading Dynamics 365 SSRS reports as PDFs using JavaScript, report sessions and query parameters.
Dynamics 365 · Technical guide
A practical guide to refreshing Dynamics 365 forms and views programmatically in a supported way.
Implementation · Technical guide
Archived 2020 C# connection examples for Dynamics 365 on-premises and CDS online, including the original WS-Trust deprecation notice.
Implementation · Technical guide
A 2020 walkthrough of application registration, client secrets and C# connections to Dynamics 365 CDS, with links to current authentication guidance.
Implementation · Technical guide
An archived 2020 overview of C# connections to Dynamics 365 and CDS, linking to application-authentication and on-premises examples.
Nemely news · Company update
Nemely’s May 2020 announcement of CRM Alerts version 2.0 certification and AppSource availability, including the features described at launch.
Growth · Project announcement
Nemely’s 2019 project announcement brings together Dynamics 365, ClickDimensions, Resco and CRM Alerts to support sales work.
Nemely news · Company update
Nemely’s 2018 partnership announcement with Goava explores prospecting, customer research and connected CRM data.
Nemely news · Company update
A look back at Nemely’s June 2017 website refresh, including mobile browsing, clearer navigation and the move to nemely.com.
Nemely news · Company update
Nemely’s June 2017 announcement of CRM Alerts certification and availability in the Dynamics CRM/365 Marketplace.
Dynamics 365 · Technical guide
An archived CRM Alerts setup guide explaining how workflows send mobile notifications and approval requests from Dynamics 365.
Nemely news · Company update
Nemely’s April 2017 launch announcement for CRM Alerts, introducing mobile push notifications and approval requests from CRM.
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