Category: CRM News

With the tsunami of AI Development, we are witnessing something new every day. ChatGPT Search plugin is one of the newest plugins that the world is raving about. It …

Bridging the Sales Team-Delivery Team Gap in Dynamics 365 CRM Development with Agile and DevOps Methodology.  In the dynamic world of Dynamics 365 development, one persistent challenge IT consulting …

Introduction As a seller, you often face challenges when trying to write effective emails that resonate with your customers. Crafting the perfect message can be time-consuming and difficult, especially …

As the holiday season approaches, it’s the perfect time to simplify and automate your business processes while planning for success in 2025. If your CRM isn’t yet delivering location-based …

Rachel Lowenstein here with part of my Microsoft Power Apps Portal Pages How To Series. This blog looks at how to conditionally show or hide content based on the …

As an administrator at a technology company, one of my main responsibilities is ensuring that sensitive customer data is protected and that only the right people have access to …

The #1 Question We Hear from Customers I’ve worked with hundreds of businesses over the last 20 years as they decide whether they should get CRM. A lot of …

Recently we had a requirement to make different sets of fields mandatory and non-mandatory on the Quick Create form for Contact, based on the parent record type it is …

Over the last several years, Microsoft has cemented itself as a best-in-class provider of CRM and ERP solutions with its Dynamics 365 platform, which contains a wealth of tools …

Efficient data management is a critical factor in a company’s success. However, duplicate records can disrupt operations, leading to wasted time, miscommunication, and missed opportunities. It’s estimated that 20%-30% …