Month: July 2024

I work for a small disability charity in Australia that is looking for a CRM to help with the organisation. We interact with clients and provide counselling, support, and …

Below we have created a new field of Data Type Formula and Formula Data Type as Whole Number Specify the following formula. RoundDown(DateDiff(birthdate, UTCNow(), TimeUnit.Days) / 365.25, 0) Below …

Hi, Through my experience in working with CRM systems, I've realized that the key challenge lies not in choosing the system but in its configuration. Could you please recommend …

GetResponse is an all-in-one online marketing platform that helps businesses of all sizes create and maintain successful email marketing campaigns, build landing pages, establish effective sales funnels, and automate …

Monday Sales CRM review reveals that it is a powerful Customer Relationship Management platform that changes the game for businesses of all sizes. With its intuitive interface, robust features, …

Microsoft D365 modules have redefined the way businesses manage their operations. With highly advanced and future-ready features and technologies, D365 modules can help businesses automate processes, streamline business operations, …

    The Power Platform provides a low-code/no-code method for businesses to dive deep into business intelligence (Power BI), app development (Power Apps), process automation (Power Automate), AI (Copilot), …

Whether you’re a salesperson engaging with a lead or an accountant following up with invoices, establishing and nurturing relationships with contacts and clients is crucial for business success. Email …

In today’s fast-paced business environment, leveraging technology to streamline processes and enhance efficiency is crucial. One such tool revolutionizing how sales teams operate is the Co-Pilot feature in Dynamics …

Dynamics 365 Contact Center is now Available Microsoft Dynamics 365 Contact Center (formerly Omnichannel) is a CcaaS (contact center as a service) application providing full contact and call center …