Tag: Customer Relationship Management

The holiday season is a time for joy, reflection, and preparation for the year ahead . But as businesses wrap up year-end activities and gear up for the new …

Managed metadata in SharePoint offers a perfect solution for creating standardized, hierarchical taxonomies, which you can then use to tag files. The thing is that managed metadata in SharePoint …

While working on a Canvas App within Power Apps, we encountered a scenario where we needed an automated calculation to handle tax computations. Typically, this would require creating a new …

Managing a sales pipeline effectively is critical for marketing agencies aiming to achieve consistent growth and maintain a competitive edge. A well-managed pipeline ensures that leads are nurtured, conversions …

As 2024 comes to a close, it’s time to look back at the remarkable achievements and milestones that shaped this year for Maplytics, the certified geolocation solution for Dynamics …

In this series of insightful blogs, we explore how to enhance your Dynamics 365 CRM experience with Microsoft Copilot, a powerful AI-driven tool designed to streamline content creation, improve …

2024 was a year marked by challenges for the staffing industry, from the ever-present talent shortage to margin pressures and economic uncertainty. These challenges have spurred innovation, leading to …

In a recent client requirement, we developed a solution to streamline business card processing by leveraging AI and Power Apps. The goal was to scan business cards, extract their …

At Purely CRM, our team of seasoned CRM consultants, specializing in tailored Dynamics 365 CRM solutions, is continually seeking ways to improve communication with both our skilled developers and …

How to Become a CRM Success Story When you think of a CRM implementation, what comes to mind? Sadly, for so many of us, one of the first things …