Tag: HK SME
Most sales teams are managing CRM SMS conversations the wrong way! Sales teams today manage dozens of SMS conversations across Leads, Contacts, and Opportunities, but CRM systems haven’t caught …
In today’s fast-paced business environment, companies aiming for rapid growth require agile, scalable, and efficient solutions. Cloud-based Enterprise Resource Planning (ERP) systems have emerged as a cornerstone for such …
You invested in a cloud ERP system like Dynamics 365 Business Central to streamline your operations and grow your business. But are you getting the full value from it? AI-powered tools …
In Dynamics 365, impersonation allows actions to be performed on behalf of another user, enabling more flexible and secure workflows. For instance, when automating business processes like case assignments, …
Data is everywhere. It’s garnered, stored, and shuffled between systems at lightning speed. But here’s a reality check for you all—having data is not the same as being data-driven. …
When considering an ERP system, businesses often prioritize streamlining operations, boosting efficiency, and gaining actionable insights. However, one critical area that is sometimes overlooked in ERP discussions is accounts …
Hello Everyone, It’s been a while. I haven’t blogged. Today i am going to show how to resolve this error message while accessing Dynamics 365 Contact Centre There was …
https://www.crmsoftwareblog.com/wp-content/uploads/Not-Your-Grandfathers-CRM.mp4 When most people think of CRM, they think of contacts, leads, and maybe a pipeline dashboard. But modern CRM systems—especially those powered by the Microsoft Power Platform—go far …
We’ve added two new features to help enhance your web forms: Rich Text Fields and Image Blocks. Now you can make your forms more engaging and clear by adding …
In this exclusive Q&A for the April 2025 edition of ERPNews Magazine, we sit down with Greg Cohen, CEO of Fortis, to explore how the company has achieved a …