Latest blog posts
View all
Like
(
0
)
Commission tracking designed for health insurance brokers provides insurance agencies with the tools necessary to streamline commission calculations, saving hours spent on processing commission statements and reconciling incoming carrier payments ...
23,423
Like
(
0
)
Discover how Copilot in Dynamics 365 Field Service transforms field operations with automated work order summaries. Part I highlights the benefits of customizable templates and integrated data points, making documentation […] The post Copilot for...
23,423
Like
(
0
)
Need to add metadata to the Microsoft Dynamics 365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to add […] The post How To Add SharePoint Document Columns To Microsoft Dyn...
23,423
Like
(
0
)
Today’s competitive business landscape demands the use of advanced tools and technologies to enhance all operations, especially the tasks of the sales team. Inefficient quoting processes can negatively impact the […] The post Transforming Sales E...
23,423
Like
(
0
)
At ForgeXRM, we help businesses unlock the full potential of Microsoft Dynamics 365 and Power Apps by designing tailored Workflows and Actions that drive efficiency and deliver results. Over the […] The post Workflows and Actions: Process Automat...
23,423
Like
(
0
)
Managed metadata in SharePoint offers a perfect solution for creating standardized, hierarchical taxonomies that streamline how organizations classify and retrieve documents. If your organization uses Dynamics and integrates it with […] The post ...
23,423
Like
(
0
)
In this series of insightful blogs, we explore how to enhance your Dynamics 365 CRM experience with Microsoft Copilot, a powerful AI-driven tool designed to streamline content creation, improve decision-making, […] The post Be Smart with Copilot:...
23,423
Like
(
0
)
At Purely CRM, our team of seasoned CRM consultants, specializing in tailored Dynamics 365 CRM solutions, is continually seeking ways to improve communication with both our skilled developers and valued […] The post Stop Saying “Phases” and Start...
23,423