Month: May 2024

Having trouble finding a CRM that lets us organize and connect the data we collect from our customers when we meet them. The data is for internal use only. …

Summary: (For the full version of the post below, please read it on John Hannan LLC’s Blog) Implementing Microsoft Dynamics 365 projects in an FDA-validated state for Life Sciences …

In today’s fast-paced business environment, enterprises continually seek innovative ways to enhance efficiency and glean deeper insights from their data. The integration of Artificial Intelligence (AI) technologies like ChatGPT …

Hi all, I'm looking for a free CRM to use in our small non-profit helping women in need. We don't have much money to spare, non actually ATM. We're …

Hello Everyone, Today I am going to show how to restrict the users from deleting the Address records in Dynamics 365 Apps. Let’s get’s started. There will be situations …

Basically the title. Taking a leap of faith and decided to transition from corporate to a small business subcontractor with limited processes in place. Small business currently utilizes quickbooks …

Is there a way all the emails belonging to one domain can be automatically saved as contact under that organisation/account. So these new emails can be added to marketing …

Have started to build a CRM around the concept that it needs to be easier for the sales personnel and the marketing folks to understand/use. Hence, let the roasting …

Hello Everyone, Today I am going to show how to enable record ownership across Business Units in Dynamics 365. Let’s get’s started. Normally User A from Business Unit A …

I have talked to 50+ salespeople for my research and most of them are saying that they focus on closing deals, not filling out the CRM. Why is that? …