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CongruentX
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9 out of 10 companies believe Customer Experience must be their main differentiation.
Companies turn to CRM technology to drive that.
YET OVER 50% OF THE TIME - COMPANIES ARE NOT SATISFIED with their CRM Adoption
While consulting firms talk to clients about digital transformation - consulting as an industry - has not changed in 20 years.
Traditional consultants start from scratch, focus on scope projects, hours and change orders.
The facts state that its simply not consistently working
Companies turn to CRM technology to drive that.
YET OVER 50% OF THE TIME - COMPANIES ARE NOT SATISFIED with their CRM Adoption
While consulting firms talk to clients about digital transformation - consulting as an industry - has not changed in 20 years.
Traditional consultants start from scratch, focus on scope projects, hours and change orders.
The facts state that its simply not consistently working
Accelerate Operations and Revenue Microsoft Copilot in Action
Accelerate Operations and Revenue: Microsoft Copilot in Action
Join us for a joint webinar featuring Microsoft and congruentX as we explore how Microsoft Copilot can accelerate your business operations. Tina Lucio (Microsoft AE), Ian Smith (Microsoft TS), and Chuck Ingram (congruentX CEO) will demonstrate Copilot’s powerful capabilities in both Dynamics and Salesforce.
From streamlining workflows and driving efficiency to accelerating revenue growth, see how this AI-driven tool can enhance your CRM strategy.
Learn practical use cases and real-world examples through live demos that reveal how Microsoft Copilot can take your business to the next level.
Join us for a joint webinar featuring Microsoft and congruentX as we explore how Microsoft Copilot can accelerate your business operations. Tina Lucio (Microsoft AE), Ian Smith (Microsoft TS), and Chuck Ingram (congruentX CEO) will demonstrate Copilot’s powerful capabilities in both Dynamics and Salesforce.
From streamlining workflows and driving efficiency to accelerating revenue growth, see how this AI-driven tool can enhance your CRM strategy.
Learn practical use cases and real-world examples through live demos that reveal how Microsoft Copilot can take your business to the next level.
Просмотров: 45
Видео
How to Change Episode 6 Navigating Change: A Conversation on Change Management with AJ Hawley
Просмотров 32Месяц назад
Navigating Change: A Conversation on Change Management with AJ Hawley Insights on Overcoming Apprehension and Embracing Innovation in Technology Adoption In this episode of "How to Change," Mike Hauck sits down with AJ Hawley, Power Platform consultant and host of the "Analysts After Dark" podcast. The two discuss the complexities of change management within the tech industry, discussing how or...
The Copilot Show AI and Beyond Harnessing AI for Next Level Productivity 2024092
Просмотров 50Месяц назад
The Copilot Show: AI and Beyond - Harnessing AI for Next-Level Productivity Join us for an insightful episode of "The Copilot Show: AI and Beyond," where we delve into the transformative power of Microsoft Copilot and AI in boosting productivity. Joining Chris Cognetta will be Sharon Weaver, Microsoft RD/MVP/MCT and Founder and CEO of Smarter Consulting. In this engaging session, we'll explore ...
Fireside Chat for Private Equity Maximizing Your Returns with the Right Technology Footprint
Просмотров 282 месяца назад
Join two industry leaders, Jake Halusic, CEO & Founder of Trofeo, and Chuck Ingram, CEO & Founder of congruentX, will share their insights on how a strategic technology footprint can amplify returns in private equity. In this session, you’ll discover how to leverage cutting-edge technology to streamline operations, enhance portfolio performance, and drive significant value creation. Whether you...
The Copilot Show; Eps 4 AI in the real Word without Losing the Human Touch
Просмотров 473 месяца назад
The Copilot Show: AI and Beyond -From Note-taking to Follow-up to Thought Leadership: Using AI in Sales and Marketing without Losing the Human Touch Join host Chris Cognetta, CTIO of congruentX, on The Copilot Show: AI and Beyond, for an informative session featuring special guest Candyce Edelen, founder of Propel Growth. In this episode, Chris and Candyce explore strategies to harness AI in dr...
From Quote to Cashe Enhancing D365 with Dealhub CPQ
Просмотров 384 месяца назад
Join industry leaders Eyal Orgil, CRO & Co-Founder, DealHub and Mike Hauck, CPXO & Partner, congruentX for an insightful webinar. They will have an informative chat into the power of DealHub CPQ within the Dynamics 365 (D365) ecosystem. Discover how CPQ (Configure, Price, Quote) solutions can revolutionize your revenue operations, streamline your sales processes, and unlock new growth opportuni...
Ep 5 Navigating Change with Customer Focus
Просмотров 194 месяца назад
In this episode of "How to Change," Mke Hauck sits down with change management veteran Bob Caruso and discusses the essentials of a customer-focused approach to organizational change. Bob shares his strategy that integrates people, processes, and technology, emphasizing the need for agility and constant evolution. They discuss the role of customers in driving change, the impact of technology, a...
Get Copilot for Sales Right
Просмотров 204 месяца назад
Get Copilot for Sales Right with congruentX. How to Give Your Sellers Back a day of productivity a week without a big tech project.
The Copilot Show AI and Beyond: What Can Generative AI Really Do in Tax and Accounting?
Просмотров 655 месяцев назад
Episode 2 of The Copilot Show: AI and Beyond, titled “What Can Generative AI Really Do in Tax and Accounting,” host Chris Cognetta will be joined by special guest Ashley Francis, CPA of The Francis Group, PLLC. Ashley will share her journey in using Generative AI to automate processes. She’ll discuss insights gained from speaking and teaching about Generative AI over the past year. By the end o...
Navigating Organizational Change with Andrew Higashi of ChangeEngine
Просмотров 255 месяцев назад
In this episode of "How to Change," host Mike Hauck welcomes Andrew Higashi, co-founder of ChangeEngine, to discuss the intricacies of organizational change. Andrew shares insights from his extensive experience in marketing and people tech, highlighting the importance of treating employees as internal customers and integrating innovative marketing strategies into internal communications. They d...
The Copilot Show AI and Beyond,: Voice-Enabled Healthcare: Transforming Patient Experience.
Просмотров 725 месяцев назад
The inaugural episode of "The Copilot Show: AI and Beyond" features Igor Shvets, our distinguished guest speaker. Igor will share his experiences integrating AI into healthcare solutions, offering a closer look at AI's transformative impact in the medical field. In an era of rapid digitization in healthcare, the potential to streamline patient interaction through advanced technologies is becomi...
Episode 4 How to use Microsoft AI to amplify your value creation Playbooks
Просмотров 316 месяцев назад
How to use Microsoft AI to amplify your Value Creation Playbooks in Portco Companies Join Chuck Ingram, CEO of congruentX, and Crystal Ziegler, Microsoft Business Executive, as they reveal the transformative power of Microsoft AI for portfolio companies' value creation playbooks. This strategic guide dives deep into leveraging state-of-the-art AI tools and technologies to catalyze innovation, s...
The Future of User Adoption
Просмотров 297 месяцев назад
The Future of User Adoption Join Fadi Kanaan, ClickLearn and Mike Hauck, congruentX as they explore the future of user adoption and how end users engage with content within Dynamics. Traditionally, accessing learning content meant navigating external portals, but with our innovative User Experience Panel, end users will have a virtual companion guiding them right within their Dynamics environme...
Episode 3 AI Fueled Creation How to Diagnose Your Revenue Engine without Slowing Business Flow
Просмотров 287 месяцев назад
How to Diagnose Your Revenue Engine- Without Slowing Business Flow In the third episode of our series "What The Top Private Equity Portfolio Companies Are Doing With CRM And AI To Accelerate Revenue Growth And Increase The Value Of Their PE Partnership," titled "How to Diagnose Your Revenue Engine Without Slowing Business Flow," we invite you to dive into the heart of revenue engine with us. Di...
Ask the MVP Session 3.27.24
Просмотров 437 месяцев назад
Dive into the world of AI with our special guest Expert Dian Taylor joining Chris Cognetta, both distinguished Microsoft Business Solutions MVPs with a focus on AI and CoPilots. This interactive session offers you the opportunity to engage directly with Dian and Chris, as they share invaluable insights, practical examples, and firsthand experiences on leveraging AI technologies in today's busin...
Episode 3 How to Change with John Rossman and "Big Bet Leadership"
Просмотров 348 месяцев назад
Episode 3 How to Change with John Rossman and "Big Bet Leadership"
How to Embrace AI Without Heartbreak with Chris Cogentta
Просмотров 1029 месяцев назад
How to Embrace AI Without Heartbreak with Chris Cogentta
Episode 2 The Challenge of CRM Adoption and Data Quality
Просмотров 369 месяцев назад
Episode 2 The Challenge of CRM Adoption and Data Quality
How To Create Your own Formulas In Power Apps
Просмотров 8809 месяцев назад
How To Create Your own Formulas In Power Apps
Enhance User Experience and Productivity with congruentX and mscrm addons
Просмотров 409 месяцев назад
Enhance User Experience and Productivity with congruentX and mscrm addons
What the Top Private Equity Portfolio Companies are Doing with CRM and AI to Accelerate Revenue Grow
Просмотров 10411 месяцев назад
What the Top Private Equity Portfolio Companies are Doing with CRM and AI to Accelerate Revenue Grow
How AI, Conversation Intelligence, and DialoguePrime for Sales Copilot can help you Stop Doing CRM
Просмотров 8211 месяцев назад
How AI, Conversation Intelligence, and DialoguePrime for Sales Copilot can help you Stop Doing CRM
How To Use Connection References in Canvas Apps!
Просмотров 1,2 тыс.11 месяцев назад
How To Use Connection References in Canvas Apps!
Community Summit NA Recap: What We Learned and Key Takeaways
Просмотров 15Год назад
Community Summit NA Recap: What We Learned and Key Takeaways
Can this be done with other connections like Office365Groups?
Great job with this video! So clear and easy to follow!
Excelent video, I was breaking my head trying to get object variables back to the parent flow and Power automate time and again was trying to convert the data and messing up the results. I didn´t find any documentation indicating this solution. You saved my week. Cheers!!!
Hello - this is a great walkthrough - where did you study to become so versed in PowerApps?
Great conversation! Thanks for including Candyce
Bro best ever video for power automate . Love the way you explain in such detail and with such simplicity , thanks
Muito obrigado!
Thanks for the video but, I feel it lacks the fx detail. It would have been helpful to show the code in more detail for each item in the process for those less knowledgeable.
great tutorial! so does it mean that for dataverse table, you don't really need connection references? it just uses the "current environment"?
Slower pace, no background music and zoomed contents will be much better
No need of a background music...it is disturbing
Thank you so much! :)
Tks for this vídeo !!
❤️ 'promosm'
The problem is when we work with pipelines. In this case, we can't export and import the app, because we must export the whole solution through the pipeline process.
I have a different server and DB name in PROD when i import the solution and changing the connection reference it is not taking the server and server & DB name dynamically what to do? Plz help.
Nice
Thanks for showcasing this and congratulations, you process both the function and the use case like a hot knife through butter. I’m a citizen developer and regrettably the chip in my brain starts to slow down when I see ‘with’ with ‘ForAll’ along with a dozen other clever release updates I have yet to master. My point is that I hope to used named formulas to define long code-blocks (perhaps for filtering a gallery) in order to make my code more readable. Please keep making your clarion videos, I really appreciate them. And if you’re able to squeeze in a 30 second Power Apps for Dummies scene in a way that doesn’t mess up the flow of the ‘real’ way that you want to unpack/present, please know that there might be others like myself who get a real boost from an entry level example. Thanks for considering this. You have a lot of classy branding so more power to you. Cheers.
Thanks so much!
What a great upcoming feature to add efficiency and really improve maintainability. Thanks!
Link not working
It seems to work with current version of Android and PowerApps, but still getting issues with iOS users. When you got it work previously, did you try something specific or it just randomly worked?
You have great presentational style - I’m sure there’s lots of production behind the scenes - thank you.
Great video. In ordinary language that we can all understand. Looking forward to watching more of your videos.
Skads better than Microsoft's Learning Plan. In 10 minutes, you showed me what the learning plan couldn't in an hour. Thank you.
This is great, thank you! I have actually watched to create solutions for my own business, and this has been immensely helpful. Is there a limit to the number of model driven apps you can support on one account? Perhaps a limit on stored data? I suppose it depends on how much storage you pay for? Also, can you configure permissions for access to different views or pages within the model app? Thanks again!
I believe there IS a technical limit of how many model-driven apps you can have, but it's not one you should worry about - I work with companies that have dozens :) Data storage is the big one - keep an eye on your usage in the admin center! :D - Connor
Can a "solution" be used as a template for many different "companies"? Or does using the "solution" in an app embed the specific information to that company?
If I understand what you're asking, solutions do not contain actual data. It's just the framework / tables /views /apps etc. you've configured :) - Connor
FYSA--if your toggle (or checkbox) control doesn't have a "Default" property (it will have a "Checked" property, instead) this will not work. You must open a version of Power Apps (maybe thru Teams or via maker portal) and find one that has a "Default" property--THEN this works fine... The OnChange() event will only fire on those (non-Default) Toggles or Checkboxes when they're physically clicked by a mouse, but not when their "Checked" property changes based on a boolean variable. Go figure...
Any thoughts about exporting a Teams App for import into a regular Power Apps environment. Also on exporting a table as an excel sheet?
I haven't actually tried this, but I don't believe it would be possible. It's a totally different architecture. Different controls, etc. I at least wouldn't recommend it at this time.
Looking forward to subsequent videos for this series. (Perhaps you will bundle them as a playlist?) Lotsa questions, will begin with one: Cheapest way to spin up a MS365 account with Power Apps? (My understanding would suggest Community Plan BUT I think you have to have a work or school account already. Also thinking free Developer environment if you do have at least an E3 subscription.) Thanks for any corrections to what I've noted and or any other details/options you might have in mind to add.😊
Here's the playlist :) ruclips.net/p/PLfbrTynFcaGUPgZVSgmlawD-qJrVp_--v
In my experience a dev account is the easiest way to get one started. There's a few resources out there already :)
This is great. Question where is the source data? Can it be pulled from excel?
The real answer is it depends, but in most cases no. The data these charts uses lives in Dataverse :)
Thx for exploring this and sharing - are you able to share any links to the new way of doing this? The closest I’ve seen is the 20:08 mark of this contribution by Scott Durow, but I don’t fully understand it: ruclips.net/video/1SCs1D70vLQ/видео.html
Nice video, thanks. Can I turn off the drill down and the tooltip in charts when I hover over or click on the chart?
I am using online teams nd outlook. For me how can iaddvivasales automatically into meetings. Currently i am need to be add its manually
I needed to figure out how to return an array to the parent and this video quickly explained how to do that. Thanks for sharing the knowledge!
I honestly wish you could go on a more calmer / slower pace. You seem to be on a race and I'm missing the point :(
Also the background music is too loud and the rhythm is too fast. Almost like I'm playing Sonic the Hedgehog.
Besides the fast pace that you can work on and improve, you're doing great and I really appreciate the time you spent on this video.
Thanks for the feedback!
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plz sed yours contact details
can you do a video on child flows?
hey conrguentx, how do you deal with the psuedo error 'delegation error this filter may not work for large datasets'? large meaning what? 5k? 500?
I'll make a note to do a video on this! To put it simply, delegation is when your app is asking your database to some some kind of work (like a filter or sort). When you see a delegation issue, it means your database is saying "no" I can't do that action. Different data sources have different things that can and cannot be delegated. Check out this article for more info :) learn.microsoft.com/en-us/power-apps/maker/canvas-apps/delegation-overview
WHAT IS ADDRES1_CITY in all of this? the name of the column in sharepoint?
Hey Connor! Cool to see folks my age on a similar Power Apps journey. I’m one of the youngest people at my company, trying to transition the organization I work at to a more automated and streamlined way of doing things (i.e. Power Platform). I’m sure your videos will be super helpful to me in the years to come. Keep up the good work!!!
if i am on the canvas browser on my laptop and also go onto the canvas app on my phone at the same time, will it detect that?
Insightful as usual!
Thanks! :D
Update: I did actually get this to work once on my Android. Doesn't work consistently YET on Android.
Hold your horses!
Why I don't have run child flow (from FLOWS). But only "Turn On Flow" (from Power automate").
Ok figured that it has to be widthin a solution.
So rather than an odata query I can just go to a custom view I created and copy/insert its XML? I think I would perhaps insert an ID column in the select query part of the query. This may be a great way forward for me and I look forward to checking it out. Thank you.
Yup! You actually don't need to add a select for the ID column - it's always included in the response :)
Nicely done, thank you.
great, you explain better than ms trainer
Hello and thanks for the process. I am new to much of this so I have a few questions. I have a Flow that generates an output of employees that have entered information into a SharePoint list. This Flow output is based on records meeting a specific date period. The Get Items contains multiple records by employee which then also identifies duplicate supervisor values. I have run the COMPOSE (Union), Apply To Each, Filter Array, Create HTML Table and Send Email so that My issue is that I want the table to identify the employees by Supervisor and the related count of records completed the employee. Question 1: Is this an instance where a Parent and Child Flow would be appropriate. Parent Flow - Output Array of records by Supervisor Child Flow - Calculate/identify the number of records entered by the employee Question 2: If yes to Question 1, Should I Create the HTML Table, modify using CSS and Send the Email from the Child Flow or pass info back to the Parent Flow and then run the Create the HTML Table, modify using CSS and Send the Email? Any assistance would be appreciated.
Hey Randy! Sorry for the delayed response. I'm not sure I'm understanding your situation. Reach out at congruentx.com - I'm sure we can offer some help :)