Month: September 2022

Sup reddit. Im a trainee and i got the task to set up our crm. Get used to it and set up basic roles and rules. My problem now …

For any business, data is essential. Accurate reporting is the roadmap of any organization looking to make decisions with confidence, and for the staffing industry in particular, agencies ready …

Can you guess three of the most essential words in any SaaS Controller's vocabulary? If you guessed "monthly close cycle," you were right on track. Staying on top of …

If you use CRM for your business, then portal might be a common term. A term that makes CRM management easy. Portal has been ruling the CRM businesses for …

In this blog, we will learn about How to throw a custom error message in the PowerApps Portal page in D365.   Sometimes when we are working on the PowerApps …

Dynamics 365 Sales comes with a pre-defined set of Insight cards. These cards are divided into many categories. You can find more details with this doc. In addition to …

For any organization, reports are an integral part to helping your team’s function whether it’s to pass information to your clientele or to discover realities. There are many reporting …

As companies embrace digital transformation and conduct business utilizing abundant data in new ways; there frequently are many challenges managing this.  Modern technology solutions exist to help companies get …

Microsoft’s Power Platform is an incredibly powerful tool.  When implemented correctly, the Power Platform can automate, or at least simplify, many of your business processes.  Below are three tips …

Sales VPs are always in a dilemma about the sales numbers. They are keen to try new strategies to increase their sales. They often do not find the results …