Tag: 科技劵顧問

Sales reps waste hours on admin work, creating the same CRM records again and again. Studies show CRM users spend nearly 5 hours a week just entering data. But …

For years, GP has been the reliable backbone of your operations, a trusted tool that kept the gears of your back office running smoothly. But as the world around …

Sometimes, we might create a new view for a table, and not everyone in our organization needs to see it — or maybe, only a specific team should have …

Lead Importing into Dynamics 365 doesn’t have to be complicated. Whether you’re working with a CSV file of prospects or transitioning data from another system, our latest video walks …

Power Automate offers powerful capabilities to streamline business processes, but getting the most out of it requires understanding its core functions and best practices. In this blog compilation, we’ve …

There’s a good chance your CRM license is either holding your sales team back—or pushing them forward. Do you know what the key challenge is? Figuring out which is …

Introduction: In today’s fast-paced work environment, entering customer details manually into CRM can be time-consuming and repetitive. It often takes focus away from what matters—helping customers and closing deals. …

Get your on-site team fully geared with smart assistance from Copilot in Dynamics 365 Field Service. Imagine your technician reaches a site fully prepared—with the right parts, the right …

A customer needs an urgent update on their shipment that’s halfway across the globe. They visit your website, type a query in the website chat window, and within seconds, …

In September 2024, Microsoft announced the end of mainstream support and updates for Dynamics GP after December 31, 2029. While that may sound like a comfortable runway, the reality …