As Chief Experience Officer at Salesforce, I work with business leaders to bring AI agents into their customer touchpoints and employee experiences. Most leaders are at the very beginning of a greater vision for how to integrate AI and they ask a fundamentally human-centered question:
Audit logs are essential for enhancing security, meeting regulatory requirements, and monitoring changes made to business data within Microsoft Dataverse. However, as organizations scale, managing and analyzing large volumes of audit data can become increasingly complex and costly. Azure Synapse Link for Dataverse offers a
You’ve probably heard it a million times — successful entrepreneurs talking about the books that changed their lives. They always swear by it, right? And while you might roll your eyes at yet another book recommendation, there’s truth to it. A single great book can
We’ve looked at the 7 most popular Field Service systems for small to medium enterprises, to compare and find the best option for you. We reviewedMicrosoft Dynamics 365 Field Service, Salesforce Field Service, simPRO, BigChange, Commusoft, ServiceM8 and Joblogic Then follow our checklist of questions
With so many pricing models to choose from, finding the right one for your product or service can be challenging. Choose the right model, and you could potentially unlock more revenue, market share, and customer satisfaction. But price your items incorrectly and you could damage
What is this term, market penetration? If you’re asking, you’re not alone. Think of it like this — imagine your target market (the people you want to reach) as a busy neighborhood. Right now, you might know a few houses on the block, but there
Sales reps waste hours on admin work, creating the same CRM records again and again. Studies show CRM users spend nearly 5 hours a week just entering data. But here’s the thing:Smart CRM teams don’t do repetitive work.They automate it. They clone it. In this
In this review of the Power Platform blogs: Announcing the ‘Work with Power Fx functions’ learning path Git Integration is generally available Microsoft’s Power Apps Plan Designer: Turning ideas to apps that work Power Fx in Power Automate desktop Announcing the ‘Work with Power Fx
AI and agentic AI adoption is accelerating across industries, and executives are feeling the pressure—from boards, investors, and stakeholders—to safely leverage AI and agentic AI for efficiency and innovation. But the reality is, many employees are already using AI tools in their day-to-day work, often
Sometimes, we might create a new view for a table, and not everyone in our organization needs to see it — or maybe, only a specific team should have access to the existing views, now we can achieve it through security roles. This feature is
