Author: alex.chau@getreach.hk

For my roofing company, I currently use WordPress for our website, Acculynx as our CRM and for job management, Eagleview for our estimates and Constant Contact for our phones. …

As the winter embraces us and the magic of the Christmas season fills the air with joy, we recognize the importance of streamlining and automating your business processes, especially …

Hello Everyone, Today  I am going to share new feature on Dynamics 365 Marketing on how to simplify and optimize segements using query assist copilot. Let’s get’s started. Before …

Hey everyone, I would like to automate my business card data entry into my CRM. What business card scanner app are you all using and how it is working …

Hey Everyone, I've worked in sales for years and got fed up with how much time I was losing to CRM admin tasks. It felt like I was spending …

How would it transform your sales team if you could make the contracts process simple, fast and collaborative? When we engage with organizations investigating contract management for sales-related contracts, …

The life sciences industry is undergoing a period of rapid transformation, driven by factors such as the COVID-19 pandemic, technological advancements, and increasing regulatory scrutiny. As a result, private …

When it comes to top-tier candidates, you’re not the only recruiter trying to get their attention. A single phone conversation may not be enough to cut through the noise. …

We learned in the last blog, how the focused view feature lets users handle their records and activities more efficiently. It saves time by avoiding switching between screens and …

Hello Everyone, Today I am going to show how to assign basic App Opener security role to a user to get access to Dynamics 365 Apps. Let’s get’s started. …