The internet is loud — especially for a small or medium-sized business (SMB). And, if you’re a small ecommerce business competing with large enterprises, you’ll face plenty of David vs. Goliath moments. However, there’s space for everyone; commerce business owners expect online purchases to drive
One of the biggest challenges sales and customer service teams face in Microsoft Dynamics 365 is keeping track of last and next activity dates with leads and customers. Surprisingly, Dynamics 365 does not provide out-of-the-box fields for tracking the Last Activity Date or the Next Activity
As marketers, we know that personalization isn’t a “nice to have” anymore. It’s a must. But even with new technology tools that promise to help better personalize campaigns, marketers are struggling to get it right. According to Salesforce’s 9th State of Marketing report, only 32%
Process mining is a research area and technology that helps businesses understand their actual processes, and how they operate, and identify opportunities for improvement, automation, and digitalization. Process mining can be simply described as analyzing processes using event log data. Process mining is a powerful
Is there anything more frustrating than typing a query into the search bar of a company’s website, only to get an irrelevant response or, worse, no result at all? It shouldn’t be that hard. That’s why Salesforce is experimenting with Agentforce, the digital labor platform,
We can replace one canvas app with another canvas app just like we replace one file with another using the same name. I’ve got this app called “Atiya Family Book” that I kicked off as a blank mobile app. Now, I’m looking to use some
If we were to describe a small and medium-sized business (SMB) owner’s life using a movie title, we’d say: Everything Everywhere All at Once. Running a small business requires wearing a dozen hats daily, but a sole proprietorship reduces the complexity. If you’re planning to
Capturing and managing leads effectively is one of the most critical functions of any CRM and marketing automation platform. If your lead capture process isn’t optimized, valuable prospects can fall through the cracks—leading to lost revenue and missed opportunities. For Microsoft Dynamics users, integrating a
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle,
In Dynamics 365, the TDS (Tabular Data Stream) endpoint allows developers to query Dataverse data using SQL-like commands. For example, suppose a sales manager wants to find the top three accounts with the highest revenue. Here’s how they can use the TDS endpoint to get
