Category: CRM News
We can use ExecuteWorkflowAction in the CDS/CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365 to execute workflow and custom action. If there is no Destination Entity …
Eamon McCarthy Earls Connecting Software founder and CEO, Thomas, Berndorfer, explains how the company leverages blockchain–and what comes next Azure Compute Integration Security Dynamics 365 Customer Engagement Finance and …
Tried building one but it’s hard to do on my own submitted by /u/SideSingle
I work for a small luxury wine making membership and after months of searching I feel like I’m hitting a dead end. I’m looking for a CRM with the …
Microsoft Dynamics 365 Training Have you and your team had proper Dynamics 365 training? Unfortunately in many cases, the answer to this question is no. Training is critical to …
The long-awaited feature of embedded chat is now in public preview for Microsoft users. The release is part of the 2021 wave two updates planned by Microsoft. Collaboration is …
Hi there So at the moment we're using Odoo but the integration into office 365 is really poor and so we are looking at alternatives, what would people suggest …
Throughout our CRM and Power BI career, we all would have faced this requirement where we need to secure access to Power BI report data using the Management hierarchy of …
Introduction: With lots of new enhancements introduced by Microsoft this year, Deal Manager is a gem for the sales team. This latest feature provides a new approach to easily …
Recently we had a requirement to use auto numbers for lead records. However, based on where the lead records are being created from, we wanted to specify a different …