Category: CRM News

The weight loss industry is highly competitive, with thousands of brands vying for the attention of customers looking to shed pounds. To stand out, businesses need effective sales funnels …

A business wants a wide reach, right? Well, what’s better than WhatsApp to connect with customers instantly? It’s quick and easy, and almost everyone uses it! As of 2025, …

“Avengers, Assemble… Your CRM Maps Are About to Get Supercharged!” Just like Iron Man constantly upgrading his suits or Spider-Man getting an advanced Stark-tech upgrade, Maplytics is levelling up, …

Recently we got the below error while trying to assign the record. Unable to save. This form can’t be saved due to a custom setting. Turned out we had …

Master Microsoft Dynamics 365 CE: The Power of Knowledge Centralization & User Adoption Webinar Wednesday, April 2 | 12:30 PM EDT REGISTER FOR THE WEBINAR Join us for a …

Migrating to a new CRM platform is often like navigating a complex maze. However, the recent webinar on “The Migration Blueprint: Redefining Success with Microsoft CRM Solutions” shed light …

Managing your sales pipeline effectively in Microsoft Dynamics 365 Sales is key to driving revenue. But did you know there are three different ways to view opportunities in Dynamics …

Microsoft Dynamics 365 and Salesforce CRM are among the most preferred customer relationship management (CRM) software solutions. With a broad range of offerings, the two enable businesses to manage …

Customer Relationship Management (CRM) systems are vital for businesses looking to enhance customer interactions, streamline operations, and drive revenue growth. However, implementing a CRM successfully requires careful planning and …

As mentioned in our previous blog, we discussed securing workflows by adding OAuth authentication to ensure that only authorized users within the tenant or specific individuals can execute the …