Tag: CRM HK
Need to add metadata to the Microsoft Dynamics 365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to …
Today’s competitive business landscape demands the use of advanced tools and technologies to enhance all operations, especially the tasks of the sales team. Inefficient quoting processes can negatively impact …
Strategic financial planning is crucial for any organisation's long-term success. However, numerous challenges can impede the development and implementation of a robust financial strategy. This article explores the key …
The holiday season is a time for joy, reflection, and preparation for the year ahead . But as businesses wrap up year-end activities and gear up for the new …
If you are into invoice processing automation, you need to know about OCR.
Life has its way of throwing unexpected challenges, and car accidents are no exception. They can leave you not only with physical injuries but also with the stress of …
Choosing a nursing home for a loved one is a deeply personal and often challenging decision. Families trust these facilities to provide compassionate care, dignity, and safety for their …
Managed metadata in SharePoint offers a perfect solution for creating standardized, hierarchical taxonomies, which you can then use to tag files. The thing is that managed metadata in SharePoint …
While working on a Canvas App within Power Apps, we encountered a scenario where we needed an automated calculation to handle tax computations. Typically, this would require creating a new …
Strategic financial planning is crucial for business success. This article breaks down the steps to create an effective financial plan that supports your company's long-term goals.