Tag: Customer Relationship Management

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 …

As the holiday season nears, it’s the perfect time to clear out clutter—both in your home and your CRM! Duplicates in data can lead to communication issues and cost …

In my previous article, I shared various observations and considerations regarding Microsoft’s CSP Template for Self-Service. I’ll explore further aspects of evaluating and implementing this template in this article. …

  Migrating from Microsoft Dynamics GP, AX, or NAV to a modern system like Dynamics 365 can be complex. And for those companies who aren’t ready to make the …

In our deep dive into the consideration phase, we uncover how prospects actively research and evaluate your offerings, laying the foundation for future engagement and conversion. Mastering this phase …

https://www.crmsoftwareblog.com/wp-content/uploads/Custom-Lead-Qualification-Process-2.mp4 When it comes to managing customer relationships and qualifying leads, every business faces its own unique set of challenges. For some, these challenges are amplified when multiple systems …

The Comment-Generated Formulas feature in Power Apps lets you create Power Fx formulas directly from code comments. By typing `//` or ‘/*’ followed by a natural language instruction, Copilot …

Field Suggestions by Copilot for Canvas Apps apply to Gallery, Form Table controls both classic and modern for Dataverse, SharePoint, or SQL Server data source. It analyzes the schema …