Tag: Customer Relationship Management
Twice a year, Microsoft releases updates to their Dynamics 365 platform to ensure it remains cutting-edge and user-friendly. In their latest update, Microsoft has introduced several new features aimed …
AI is everywhere, and recruitment is no exception. From improved job matching to automatic candidate submissions, AI has the potential to transform staffing, making the hiring process faster and …
In many sales roles, capturing key details during client meetings can be challenging, as reps often need to save records before adding notes, which can result in missing important …
We might get this error while trying to update one of the records. Exception Message: EntityState must be set to null, Created (for Create message) or Changed (for Update …
Managing applicant data effectively is essential for recruiters, as it ensures that the right candidates are identified and matched with suitable job openings efficiently. This process involves careful planning, …
A customer reaches out to your support team with a question about their recent purchase. As a dedicated agent, you receive an instant notification on your Dynamics 365 CRM …
Managing storage in Dynamics 365 can be challenging, especially when email attachments and documents take up more than around 75% of your database space. These growing volumes of attachments …
Chatting with Copilot streamlines task management for both users and owners. To make these interactions even more engaging, you can add images and videos to the “Send a message” …
We are excited to announce the launch of our new feature that enables an automatic email response when someone completes a webform and triggers a webhook! This latest addition …
https://www.crmsoftwareblog.com/wp-content/uploads/CRM-as-a-Journey-Not-a-Destination-_-CRM-Strategy-1.mp4 CRM implementations are not a one-and-done task, they’re a continuous journey that transforms the way businesses operate. In this article, we’ll explore the purpose of CRM and why …