Tag: 科技劵顧問
Customer Relationship Management (CRM) systems have become essential for marketers to manage relationships with customers, optimize campaigns, and improve overall business growth. In a highly competitive digital world, businesses …
Microsoft has provided different suites of applications to align with customers’ business needs. The Dynamics 365 Field Service application is one of them to help organisations manage onsite services …
Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active. E.g. We want to …
QAD Inc., a leading provider of next-generation manufacturing and supply chain solutions in the cloud, has closed the acquisition of Phenix Software Inc. to help manufacturers improve productivity and accelerate factory …
The awareness phase is a critical first step in the customer journey. During this stage, potential customers are actively researching brands and solutions that can meet their needs and …
Corporate professionals depend heavily on Microsoft Outlook for communication, document sharing, and decision-making. While using Outlook, email attachments are often stored on the local machine, or consume CRM storage. …
A clear, organized view of customer data is vital for maintaining efficient CRM operations in the modern business landscape. While Dynamics 365 CRM offers a solid foundation for managing …
In our previous post, we explored the emerging role of the operational CFO and how it's reshaping the landscape of corporate leadership.
Suppose we have the following whole number fields, where Field C is the calculated column and is the sum of Field A and Field B Field C calculated column …
https://www.crmsoftwareblog.com/wp-content/uploads/Advanced-Filters-in-Dynamics-365-Part-3.mp4 Transcript This is Steve Pestillo from P2 Automation. In our last video on Advanced Filters in Dynamics 365 and Power Apps, we showed you how to filter a …