Tag: CRM

Sales Order Processing in Acumatica refers to the system’s Order Management functionality. It is quite streamlined across the whole lifecycle of a sales order, handling customer orders, pricing, shipping, …

Discover how to create stunning websites, implement no-code payment solutions, territory/ record search capabilities with Maps Integration and utilize advanced card gallery features to elevate your business operations with …

Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based …

    When working with Microsoft Dynamics 365, setting lookup values via the Web API can be a common task and trick task. Lookups are essentially references to other …

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. …