Tag: Customer Relationship Management

Suppose we have the following fields in the form as well as in the business process flow stage for the lead. And let us apply the below JavaScript on …

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 …