Category: CRM News
Below is our sample record for a custom table custom_contract for which we will be creating the folder in SharePoint and associated it with this record using the SharePoint …
In today’s dynamic business environment, understanding and mapping the customer journey are critical steps towards enhancing customer experience and driving business growth. In this blog post, we’ll delve into …
Enhancing your Dynamics 365 dashboard is crucial for boosting efficiency and ensuring your team can access vital information quickly. A properly optimized dashboard helps streamline workflows, supports quicker decision-making, …
Hi there. I work for a University in the UK, and I've been looking for a CRM Solution for my Team. Hubspot seems to be the only one that …
Is this possible to Sync Qualified lead and non qualified back to for a more detailed lookalike or custom audience submitted by /u/blackmetal1979
Fabrics (Microsoft Fabric) is an integrated data platform crafted to enhance data engineering, science, and analytics. It provides a comprehensive range of tools and services to handle every aspect …
I used ghl before but now that I’m having new business I’m thinking perhaps there’s an even better alternative… what do you think? submitted by /u/francoisemusic
Hey r/CRM Have you ever found yourself buried under a mountain of priorities, endless paperwork, and tasks that just keep piling up, feeling like there’s not enough time in …
While trying to load all the files in a particular folder for processing, we got the below error The attempted operation is prohibited because it exceeds the list view …
Hey Reddit! We have created a CRM software that is very intuitive and easy to use while being feature-rich and customizable. Our goals are to integrate more of AI …