Tag: HK CRM
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 …
Concert tourism has evolved from a niche market to a major driver of international travel, presenting unique opportunities for the hospitality industry. However, success will require a delicate balance …
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. …
ERP News Magazine November 2024 – Issue #48 – Download Here (PDF) In this edition, we dive into a crucial trend for today’s fast-paced business environment: Mobile ERP: Empowering Decision-Making …
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 …