Tag: 科技劵顧問
Managing user identities in CRM-connected systems like SharePoint is crucial for keeping data confidential, private, and accountable. In collaborative setups, actions like creating or editing documents usually show the …
Today’s highly competitive marketplace demands flawless execution and instantaneous fulfillment. Yet, for many organizations, the warehouse ostensibly the engine of distribution is often the most glaring source of operational …
Acumatica ERP makes construction management easy by offering all-in-one, cloud-based solutions to integrate essential tools and processes in streamlined project execution, financial oversight, and field operations. Let’s dive into …
Managing client relationships and maintaining financial records efficiently are the core tasks of a bookkeeper. While many bookkeepers focus on using accounting software, a Customer Relationship Management (CRM) system …
The Wrap feature in Power Apps allows you to transform your Canvas app into a native mobile app. This process is especially beneficial for organizations that want to distribute …
We are thrilled to announce the addition of the CS Lucas Treasury Management System (TMS) to our financial solutions lineup. With its robust cash forecasting, payments, borrowing, and investment …
Enterprise resource planning (ERP) is a powerful solution with sophisticated modules, features, and functions. It connects various aspects of a business into a unified platform to provide a holistic …
In today’s fast-paced business world, web forms are essential tools for generating leads and staying connected with customers. As many Dynamics 365 users have discovered, web forms can also …
Dynamics 365 CRM and SharePoint currently operate with a structured system that lacks the flexibility to meet the growing demands of businesses. To enhance adaptability, SharePoint has introduced metadata …
Customer Relationship Management (CRM) software has become a critical tool in various industries, including manufacturing. In the manufacturing sector, where maintaining strong relationships with clients and partners is as …