AI & Copilot · Perspective
Why the CRM layer matters more than the AI model
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.
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Practical guidance, technical walkthroughs and useful perspectives for leaders and teams working with Dynamics 365, Power Platform and customer relationships.
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AI & Copilot · Perspective
CRM is moving into Teams. What should sales leaders prepare?
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
Better CRM data, more useful Copilot: a practical guide to sales follow-up
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
Before you add Copilot to your CRM, check these five things
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
Do You Want to Grow Sales – Without Growing the Organization?
How connected customer data and focused sales processes help teams create more momentum without adding unnecessary complexity.
AI & Copilot · Archived webinar
Archived webinar: Copilot and AI in Microsoft Dynamics
An archived announcement for the June 2023 Copilot and AI webinars. Registration is closed; find current AI guidance inside.
Implementation · Technical guide
Connect to Multi-factor Enabled D365 Dataverse/CDS Programmatically Using Certificates (Online 9.1)
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 CRM Alerts App Recognized as Microsoft Preferred Solution on AppSource
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
Generate PDF Report in Dynamics CRM 365
An archived 2020 guide to downloading Dynamics 365 SSRS reports as PDFs using JavaScript, report sessions and query parameters.
Dynamics 365 · Technical guide
Refresh CRM Grid using JavaScript
A practical guide to refreshing Dynamics 365 forms and views programmatically in a supported way.
Implementation · Technical guide
Connect to D365 CE Programmatically without MFA/ On-Premise D365 CE
Archived 2020 C# connection examples for Dynamics 365 on-premises and CDS online, including the original WS-Trust deprecation notice.
Implementation · Technical guide
Connect to Multi-factor Enabled D365 CDS Programmatically (Online 9.1)
A 2020 walkthrough of application registration, client secrets and C# connections to Dynamics 365 CDS, with links to current authentication guidance.
Implementation · Technical guide
Various Ways to Connect to D365 CDS Using C#
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 CRM Alerts App Now Microsoft-Certified and Available on AppSource
Nemely’s May 2020 announcement of CRM Alerts version 2.0 certification and AppSource availability, including the features described at launch.
Growth · Project announcement
Empowering Sales Teams with Microsoft Dynamics 365 and CRM Alerts
Nemely’s 2019 project announcement brings together Dynamics 365, ClickDimensions, Resco and CRM Alerts to support sales work.
Nemely news · Company update
Nemely and Goava Form Strategic Partnership
Nemely’s 2018 partnership announcement with Goava explores prospecting, customer research and connected CRM data.
Nemely news · Company update
Nemely Releases an Updated Website
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
You Asked and We Listened – CRM Alerts is Now Available on Microsoft AppSource
Nemely’s June 2017 announcement of CRM Alerts certification and availability in the Dynamics CRM/365 Marketplace.
Dynamics 365 · Technical guide
Updated Instructions on How to Set up CRM Alerts Workflows are Available
An archived CRM Alerts setup guide explaining how workflows send mobile notifications and approval requests from Dynamics 365.
Nemely news · Company update
Nemely Releases CRM Alerts
Nemely’s April 2017 launch announcement for CRM Alerts, introducing mobile push notifications and approval requests from CRM.
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