In this video, we will explain what Agreements are in MS Dynamics 365 Field Service and show you how to set them up. Agreements are used to manage service contracts with customers, ensuring that service levels are met and scheduled correctly. We will guide you
Small and medium businesses (SMBs) are adapting quickly to the work-from-anywhere world. But with increased flexibility comes additional cybersecurity risk. Just in the past year, over half of small businesses suffered data breaches. Fortunately, there are steps your small and growing business can take to
CRM is a powerful sales tool When a company adopts a CRM system, it is the salespeople who are often most directly affected. It’s no surprise, then, that many salespeople distrust or even resent CRM. Some see CRM as a Big Brother monitoring system. Others
For manufacturers, ecommerce comes with added complexity. Highly technical product details, bulk reorders, and pre-negotiated pricing and entitlements have historically made it difficult to provide cohesive, consumer-like ecommerce experiences for B2B buyers. With Agentforce, it’s a lot easier to manage all the operational aspects and
A List in Microsoft Power Pages is a data-driven configuration that displays a collection of records on a webpage in a grid format. Lists can be used to present business data on a website and can be integrated with pages or forms to build web
Whether you’re running an e-commerce platform preparing for Black Friday or a SaaS solution onboarding a wave of new users, handling high demand without compromising app performance is critical to keeping customers happy. Happy customers are one thing, but loyal customers? You’ll need to consider
Struggling with Managing Data Changes in Your CRM? Ever found yourself frustrated by accidental edits, unintentional deletions, or struggling to recover old changes in your Dynamics 365 CRM across multiple entities? If these scenarios sound familiar, you’re not alone. Handling data changes in a Dynamics
The healthcare industry is at a critical turning point. Today’s patients expect more than clinical expertise — they demand seamless, personalized, and empathetic care at every step of their healthcare journey. Agentic healthcare empowers providers to meet these evolving expectations by integrating tools like Agentforce
Welcome to the advocacy stage of the customer journey, where customers evolve into enthusiastic promoters of your brand. This phase is pivotal as it focuses on nurturing and leveraging satisfied customers to advocate for your products or services. To effectively harness advocacy with Microsoft Dynamics,
Each year, the entire Trailblazer Community comes together to nominate Salesforce MVPs, passionate product experts and community leaders who demonstrate their expertise, leadership, and generosity in the Salesforce ecosystem. This year, the multi-phase nomination process is taking place from Jan. 14 to Feb. 7, and
