Tag: Customer Relationship Management
Rachel Lowenstein here with part my Microsoft Power Apps Portal Pages How To Series. This series looks at how to display an Entity List using Fetch XML and Liquid …
This blog is part of our “AI in action” series, where we’ll dive into specific use cases for how AI can impact each part of the recruitment process. For …
Microsoft Dataverse offers low-code plug-ins to simplify the creation and management of event-driven workflows. Unlike traditional plug-ins that require custom .NET code and manual registration, low-code plug-ins are managed …
As a business owner or professional, your time is already stretched thin. Managing daily operations, meeting client needs, and focusing on growth leave little room for diving into complex …
Managing user identities in CRM-connected systems like SharePoint is crucial for keeping data confidential, private, and accountable. In collaborative setups, actions like creating or editing documents usually show the …
Managing client relationships and maintaining financial records efficiently are the core tasks of a bookkeeper. While many bookkeepers focus on using accounting software, a Customer Relationship Management (CRM) system …
The Wrap feature in Power Apps allows you to transform your Canvas app into a native mobile app. This process is especially beneficial for organizations that want to distribute …
In today’s fast-paced business world, web forms are essential tools for generating leads and staying connected with customers. As many Dynamics 365 users have discovered, web forms can also …
Dynamics 365 CRM and SharePoint currently operate with a structured system that lacks the flexibility to meet the growing demands of businesses. To enhance adaptability, SharePoint has introduced metadata …
Customer Relationship Management (CRM) software has become a critical tool in various industries, including manufacturing. In the manufacturing sector, where maintaining strong relationships with clients and partners is as …