Tag: ERP HK

The awareness phase is a critical first step in the customer journey. During this stage, potential customers are actively researching brands and solutions that can meet their needs and …

Corporate professionals depend heavily on Microsoft Outlook for communication, document sharing, and decision-making. While using Outlook, email attachments are often stored on the local machine, or consume CRM storage. …

A clear, organized view of customer data is vital for maintaining efficient CRM operations in the modern business landscape. While Dynamics 365 CRM offers a solid foundation for managing …

In our previous post, we explored the emerging role of the operational CFO and how it's reshaping the landscape of corporate leadership. 

Suppose we have the following whole number fields, where Field C is the calculated column and is the sum of Field A and Field B Field C calculated column …

https://www.crmsoftwareblog.com/wp-content/uploads/Advanced-Filters-in-Dynamics-365-Part-3.mp4 Transcript This is Steve Pestillo from P2 Automation. In our last video on Advanced Filters in Dynamics 365 and Power Apps, we showed you how to filter a …

Dynamics 365 Field Service is a powerful set of solutions that helps your team deliver onsite services efficiently and accurately through workflow automation, scheduling, and mobile tools. If you …

Travel is more than just a getaway; it is an opportunity for adventure, exploration, and bonding. For many pet owners, their furry companions are an important part of this …

Effective lead management is crucial for any marketing team looking to drive conversions and build sustainable customer relationships. With an influx of leads generated through various channels—email, social media, …

ERP News Magazine October 2024 – Issue #47 – Download Here (PDF)  Welcome to the October 2024 edition of ERP News! As e-commerce continues to reshape business landscapes, this month …