Month: September 2023

I know for this community this is probably a ignorant question but I’m looking to learn more about CRM as it seems very interesting to me and want to …

What's the best CRM data deducer on the market? Which does your company use and why? Trying to get some ideas on which one would be right for my …

Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login. We can use the prompt catchup …

Learn how to build custom email templates in Touchdown for Dynamics 365 and Power Apps. https://www.crmsoftwareblog.com/wp-content/uploads/Creating-an-Email-Template-1.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going …

Do you know some Facebook groups dedicated to Hubspot and other CRMs? submitted by /u/neon_valentine

Dynamics 365 Customer Service Hub is a reliable companion for customer service agents that streamlines case management and elevates the customer experience. With the introduction of AI and Copilot, …

    Streamlined workflows and enhanced productivity are crucial in world of business of today. Dynamics 365, combined with Power Automate, offers a solution for automating processes, eliminating manual …

Change can be daunting, especially when introducing new technology into your tech stack. However, given that digital transformation is a top priority of staffing firms, change is crucial. To …

Are you experiencing challenges with your sales team that are impacting the efficiency of your subscription management operations? Bluefort Dynamics 365 Finance and Operations Power platform Professional Services Software …

Manufacturing is the process of creating products by transforming raw materials into finished goods. It is the backbone of modern industry, shaping how products are created and distributed globally …