Month: February 2025
Business Process Flows (BPF) in Dynamics 365 offer a structured way to guide users through a defined process. However, there are scenarios where progression to the next stage must …
Rootstock Software, a recognized leader in the ERP space, announced findings from its 2nd Annual State of AI in Manufacturing Survey, revealing ongoing momentum for AI adoption within the …
Imagine there was an easier way to provide tailored customer experiences without the extra work? Fortunately, these are exactly the kind of capabilities and updates that Microsoft has been …
What if your AI investments could do more than save a few minutes a day—they could drive measurable revenue growth? At congruentX, we believe AI should be more than …
Digital marketing services thrive on a well-constructed sales funnel. A sales funnel ensures potential clients are guided smoothly through the buying process, transforming visitors into loyal customers. A well-designed …
Are you looking to improve your lead nurturing process in Dynamics 365 Sales? One of the easiest ways to enhance engagement and increase conversions is to modify sequences to …
Keeping your data accurate and up to date in Microsoft Dynamics 365 is essential for maintaining a streamlined workflow. Fortunately, Dynamics 365 allows users to update data quickly and …
Managing sensitive documents is a critical priority for many organizations, especially nonprofits that handle private donor, operational, and client data. This is particularly true for the Waalitj Foundation, an …
Duplicate records in Dynamics 365 CRM can create chaos—conflicting customer information, inaccurate reporting, and wasted time manually sorting through redundant data. Misspelled names and inconsistent phone number formats make …
In this blog post, we’ll explore the new feature “Create with SharePoint Preview.” Currently in preview, this feature is designed to enhance the dynamic world of business applications, the …