Tag: CRM HK
Recently we copied our UAT environment to one of the testing environments. After copying, we saw that all the cloud flows were in Off / Disabled state. This was …
Capturing and managing leads effectively is one of the most critical functions of any CRM and marketing automation platform. If your lead capture process isn’t optimized, valuable prospects can …
https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Vendor-Claim.mp4 Managing vendor claims efficiently is a crucial part of delivering excellent customer service in the metals industry. When quality issues or delivery delays arise, having a structured process …
Get Your Own “Invisible Personal Assistant” Today! The invisible personal assistant I was on a discovery call with a prospect who was looking for CRM assistance. They …
If you missed the latest updates or need a fast rundown on 2025 release wave 1 plans for Microsoft Dynamics 365, Power Platform, and Role-based Copilot offerings, you’re in …
Recently we had to copy our production environment to one of our sandbox environments for some analysis and testing. But before we copied we made sure we deleted the …
In Dynamics 365, the TDS (Tabular Data Stream) endpoint allows developers to query Dataverse data using SQL-like commands. For example, suppose a sales manager wants to find the top …
Manually cleaning duplicate records in Dynamics 365 CRM is a never-ending struggle—time-consuming, error-prone, and frustrating. From misspelled names to inconsistent phone numbers, duplicate data sneaks in through multiple channels, …
Data Is The New Currency – But Are You Spending It Wisely? Today’s businesses don’t suffer from a lack of data – they actually drown in overflooded data. Organizations …
Microsoft has unveiled its 2025 Release Wave 1 plan for Dynamics 365 Sales, introducing a suite of innovative features designed to enhance sales processes and boost productivity. These updates, …