High time we all agree—managing customer and lead accounts in CRM is no less than solving a puzzle, right? Is it just me, or have you also found it difficult to figure out how different stakeholders are connected, who the key decision-makers are, or even
How much effort do you have to spend contacting customer support to get a problem solved? More than you think is necessary, right? Just like you, customers are busy people who want their issues resolved quickly. It helps to offer multiple ways to reach your
…and which is best for your business? Welcome to CRM 101, your introductory course to customer relationship management software and its many features, benefits, best practices, and pitfalls. In this episode, we’re going to take a quick look at the differences between two extremely popular
Artificial intelligence (AI) is transforming the job market at lightning speed. According to the World Economic Forum, AI is projected to create 97 million new jobs. And these new jobs aren’t just plentiful. They’re rewarding. The median salary for AI jobs in April 2024 was
One of our clients had a significant challenge managing their emails. They spent countless hours reading each email and manually categorizing them into groups such as Marketing, Customer Support, Billing and Finance, and more. This process was slow, tiring, and often led to inaccuracies. To
In this review of the Dynamics 365 Finance and Supply Chain Management blogs: Security Myth: Applying company restrictions to just the system user role Begin the year with strategic budget planning Big changes ahead for deployments Security role assignments Security Myth: Applying company restrictions to
A great opportunity-based marketing (OBM) strategy will help your team align with Sales and close B2B deals faster. We’ve covered a lot so far in our OBM blog series, from managing leads to opportunity segmentation in Salesforce. These steps provide a foundation for making adjustments
This article is part of the In Microsoft Dynamics 365 Business Central (Sales), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.
There are few products within the Microsoft Power Platform lineup that are as flexible (or as frustrating) as Canvas Apps. While Canvas Apps allow you to create almost any interface or navigation path you could possibly want, they can also come with some of the
The Copilot control is a powerful AI assistant that allows users to engage with data in Canvas Apps using natural language conversations. By incorporating this AI-driven feature, app creators can offer users instant insights and automated solutions, greatly enhancing the user experience. In this blog,
