Month: September 2021

Are you an employee benefits broker? Are you fed up with generic CRM systems and wish you could find one designed for your specialized needs? The good news is …

Microsoft’s software has gone through many name changes in the past. What was once known as Microsoft Dynamics CRM is now called Microsoft Dynamics 365 Customer Engagement. But as …

It’s officially Fall, and you know what that means! Yes, it means pumpkin spice lattes and Sunday night football parties. But it also signals the approach of Open Enrollment. …

A world-class data culture is the foundation for the intelligent use of insights in any business, including in a recruitment agency. By not only providing your team with the …

Social media is a powerful tool. A huge number of people, myself included, have gotten jobs, met lifelong friends, and engaged with valuable clients over social media. Personally, as …

Let us have a look at the different options provided in the Email Tab for Tracking and Automatic creation of records. Select Personalization Settings in the Settings icon within …

Let us have a look at the different options provided in the Email Tab for Tracking and Automatic creation of records. Select Personalization Settings in the Settings icon within …

Just sharing a simple example of using the RIGHT and LEFT functions to extract the required content from a particular column. E.g. we want to extract the name (FirstName, …

Just sharing a simple example of using the RIGHT and LEFT functions to extract the required content from a particular column. E.g. we want to extract the name (FirstName, …

It was in 2014 that we found out how much Microsoft Dynamics loves SharePoint. This love story actually started back in 2011, when Microsoft Dynamics CRM 2011 native integration …