Category: CRM News
Effective lead management is crucial for any marketing team looking to drive conversions and build sustainable customer relationships. With an influx of leads generated through various channels—email, social media, …
Effective lead management is at the heart of successful recruitment. It ensures a smooth flow of communication, timely follow-ups, and structured candidate sourcing, all while maximizing the efficiency of …
In the field service industry, timely and accurate information is essential for ensuring operational efficiency. The Dynamics 365 Field Service Mobile App equips field technicians with the ability to …
Effective lead management is crucial for contractors and builders to streamline their sales process, boost conversions, and improve overall business efficiency. Using a Customer Relationship Management (CRM) system is …
This post was contributed by Bullhorn Marketplace partner Great Recruiters. You’ve invested significant time and resources in attracting top talent. You’ve even learned about your candidate’s career goals and …
Maplytics is a dynamic, location-based tool that enhances Dynamics 365 CRM by delivering deep insights through map visualizations. This series of tutorials explores a variety of ways to master …
You’re in the middle of a hectic workday, and amid a rush of clicks and decisions, you accidentally delete a crucial record from your CRM. Panic sets in as …
Our team from Beringer Technology Group will be attending NA Summit 2024 in San Antonio 10/13-10/17. Stop by and say “Hi” to our team! If you’re interested …
In the world of data visualization, presenting complex data in a clear and concise manner is crucial. One powerful technique to achieve this is through the use …
Below are the quick steps to create a copilot with Dataverse as the Knowledge source and Teams as the channel Open the Microsoft Copilot Studio site https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio Select the …