Tag: Customer Relationship Management
Managing multiple projects often means constantly updating stakeholders with the latest information on timelines, budgets, and client feedback. For many project managers, this usually involves digging through CRM systems …
Imagine this scenario… You’re halfway through your day. You’ve answered a WhatsApp message from a lead, replied to a product query on your site’s live chat, and just shot …
In the evolving world of sales and customer engagement, territory management is no longer a nice-to-have but a strategic necessity. According to industry research, organizations with clearly defined sales …
Earlier this month, Microsoft Dynamics announced two new Copilot Agents with the ambition of empowering Sales to close more deals even faster and transform business processes at the same …
In this blog, we’ll explore how to use Power Fx within Power Pages to build dynamic, interactive web applications. We’ll walk through key features, step-by-step usage, real-world examples, and …
Sales teams today are being asked to do more with less—more outreach, more data, more deals, all with less time. Microsoft’s 2025 Release Wave 1 for Dynamics 365 Sales …
The Data Dilemma Every CRM User Faces! Let’s be honest — keeping records 100% complete in CRM is easier said than done. Sales reps juggle between calls, emails, and …
When working with Choice fields (Option Sets) in Dataverse, we mostly use the label and internal numeric value. But there’s also a lesser-known property — External Value — which …
We’ve got exciting news—the Business Card Scanner is back in Nimble! 🎉 And this time, it’s more powerful than ever, thanks to AI-driven technology. If you’ve ever found yourself …
Let’s face it—we’ve all been there. You’re chasing down a lead on WhatsApp, sending a follow-up via SMS, answering questions on live chat… and somewhere in the chaos, a …