Tag: Customer Relationship Management
https://www.crmsoftwareblog.com/wp-content/uploads/Starting-a-Claim-Request.mp4 Managing customer claims efficiently is essential to providing excellent service in the metals industry. In the latest installment of our video miniseries, we explore how our custom-built CRM …
When organizations use both Dynamics 365 and SharePoint, integrating these platforms can significantly boost productivity and streamline processes. However, one common challenge arises: maintaining consistent security settings across both …
We are thrilled to announce that Sträva Technology Group has been named ClickDimensions Global Partner of the Year! This prestigious award was given as part of ClickDimensions’ annual Partner …
Hello Everyone, Today I am going to show how to enable and use the smart paste option on Model Driven App. Let’s get’s started. Login into Power Platform Admin …
Microsoft gave us the first look at the Wave 1 Release for 2025 last week and as expected it has a lot to do with Copilot. New features point …
Hello Everyone, Today I am going to share my thoughts on Microsoft Dynamics 365 Customer Insights customer inflows and exits at every journey step. Let’s get’s started. Microsoft Dynamics …
Anna, a marketing coordinator at a mid-sized company, had a lot on her plate—managing customer information, campaign updates, and communication between departments every day. Like many businesses, her company …
Hello Everyone, Today i am going to share guidelines on becoming Microsoft Certified Trainer on Microsoft Dynamics 365 Customer Engagement or Power Platform. Let’s get’s started. Step 1: Earn …
An AI Generated Summary Podcast (5min) of our Purely CRM Newsletter on AI for Dynamics 365 USA and Canada. Listen to the 5:28s podcast on YouTube. Well worth listening, …
Building Canvas Apps in PowerApps presents a challenge. Microsoft has provided great built-in functions, but what if your App needed something other than the built-in functions? You would have …