Tag: Customer Relationship Management
As 2024 comes to an end, I bet you’re gearing up your marketing efforts to kickstart 2025 with a bang by bringing in new clients. Exciting, right? Hearing the …
You have spent many hours building a complex engine via Power Automate but you need to transfer the entire packaged flow to another environment. Have no fear, we will …
Author: Mike Hauck Revenue Operations (RevOps) is one of the fastest-growing disciplines in the world of go-to-market strategies. Yet, for many, the concept still feels nebulous. So, what exactly …
As a Power Apps developer, you may encounter situations where you need to improve an existing solution, such as enhancing a custom model-driven app for case management customer support. …
I’m sure you’ve missed an important update before because it got lost in a sea of emails. In fact, research shows that over 70% of professionals rely on email …
As we step into the festive season of Christmas and New Year 2025, it’s time to rethink how you connect with your customers. In today’s customer-centric world, communication isn’t …
Copilot is an AI-powered feature in Power Apps Studio that streamlines the process of creating and modifying Power Fx formulas in Canvas Apps. This innovative tool allows you to …
Discover how Copilot in Dynamics 365 Field Service transforms field operations with automated work order summaries. Part I highlights the benefits of customizable templates and integrated data points, making …
Need to add metadata to the Microsoft Dynamics 365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to …
Today’s competitive business landscape demands the use of advanced tools and technologies to enhance all operations, especially the tasks of the sales team. Inefficient quoting processes can negatively impact …