Tag: Customer Relationship Management
Choosing between Work Management and Project Management is crucial for business success, whether dealing with daily tasks or larger projects. Deciding between the two can be challenging due to …
Introduction Microsoft’s Automated Record Creation (ARC) rule was added in the most recent edition. Its purpose is to generate or update systems or custom activities based on actions like …
Hello Everyone, Today I am going to share my thoughts on collaborate with sales teams using AI-powered planner tasks. Let’s get’s started. Normally Sales teams are known for their …
As winter covers us and the festive spirit of Christmas fills the air with joy, we acknowledge the significance of streamlining and automating your business processes, particularly as you …
Currently working as a BA/PM in the salesforce ecosystem (< 1 YOE). I was talking to my seniors in the industry and all of them believe that SFDC has …
Microsoft has always recommended managed solution(s), apart from the some of benefits that managed solutions offer over unmanaged, Microsoft is also adding features to the managed solution, making it …
Hello Everyone, Today i am going to show how to extend the Microsoft Copilot Studio Trial expired. Let’s get’s started. Note: Power Virtual Agent is renamed as Microsoft Copilot Studio. …
Hi folks, been wading through so many descriptions of CRMs but am not seeing the wood for the trees anymore! I am going to be running a constituency office …
Is there a CRM that tracks payments aswell as allows personalized E-Mails (for example on the customers birthday / customers behavior) submitted by /u/LeonH05
Hello Everyone, Today I am going to share how the audit log will be displayed when a user access the Dynamics 365 through mobile app. Let’s get’s started. Normally …