Tag: Customer Relationship Management

The #1 Question We Hear from Customers I’ve worked with hundreds of businesses over the last 20 years as they decide whether they should get CRM. A lot of …

Recently we had a requirement to make different sets of fields mandatory and non-mandatory on the Quick Create form for Contact, based on the parent record type it is …

Over the last several years, Microsoft has cemented itself as a best-in-class provider of CRM and ERP solutions with its Dynamics 365 platform, which contains a wealth of tools …

Efficient data management is a critical factor in a company’s success. However, duplicate records can disrupt operations, leading to wasted time, miscommunication, and missed opportunities. It’s estimated that 20%-30% …

The success of any business hinges on its sales performance and revenue generation. To achieve this, maintaining accurate and organized accounting and billing records is non-negotiable. A flawless balance …

For years, standard practice in SEO has included securing links from reputable, high-authority sites while ensuring your own content is linked to by other quality sources. But as we …

Situation I decided to write this blog post after encountering multiple situations where there was a need to extract, transform and load multiple files from a folder as a …

The air isn’t just filled with the warmth of roasted chestnuts or the crunch of dried leaves—there’s also excitement around ChatGPT Search. While direct access is currently limited to …

For any organization using Dynamics 365 Field Service, the ability to efficiently allocate resources can make all the difference in meeting customer demands and maintaining a competitive edge. Dynamics …

  What are Low-code plugins? Low-code plugins in the Power Platform, specifically within Microsoft Dataverse, are designed to streamline app development by allowing your Admins to create server-side business logic …