Tag: Customer Relationship Management

Imagine a customer service team at a busy call center handling a flood of new requests and inquiries. Each record, including service requests and support tickets, requires meticulous manual …

Outbound Marketing is being removed from Dynamics 365 Customer Insights – Journeys Microsoft announced that the Outbound marketing module will be removed from Dynamics 365 Customer Insights – Journeys …

Using the new features – Create a formula (preview) and Explain this formula we can now easily write, edit, and understand formulas in Power Apps. To enable it, navigate …

With the holiday season just around the corner, it’s the ideal time to declutter—not just your home, but your CRM too! Duplicate data can create communication challenges and cost …

Introduction In my earlier blog post from November 2022, we discussed the Smart Email Validation feature found in Dynamics 365 Sales and its advantages for managing leads effectively by …

  Managing a sales pipeline is about guiding prospective customers smoothly from initial interest to a final sale, using coordinated efforts across the entire sales team. This coordination helps …

As a Managed Service Provider (MSP), keeping your clients’ IT systems running smoothly is your top priority. However, many clients of your clients also need a powerful CRM solution …

Have you ever felt overwhelmed by the sheer volume of data in your CRM, unsure of how to translate it into actionable insights? In the fast-evolving sales environment, navigating …

Tracking emails is essential for maintaining a comprehensive record of customer interactions across the organization. In the Microsoft ecosystem, this refers to automatically creating email activities in Dynamics 365 …

One of the things that we often do as best practice when creating a custom model-driven app for a new Dynamics 365 customer is to “clone” one of the …