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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...
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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 ...
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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:...
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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...
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How to Become a CRM Success Story When you think of a CRM implementation, what comes to mind? Sadly, for so many of us, one of the first things that […] The post Top 5 Best Practices for a Successful Microsoft Dynamics 365 Customer Engagement Imp...
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Over 2 billion+ people worldwide use WhatsApp, and this number is steadily increasing. 73% of consumers report that they prefer to message businesses on WhatsApp over any other platform, making […] The post How Integrating WhatsApp with your CRM ...
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If you’re like most businesses, you rely on a variety of software applications to manage your daily operations. These tools cover diverse areas such as customer relationship management, financial tracking, […] The post Optimizing Business Process...
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In today’s blog, we’re turning our attention to another valuable feature: integrating charts into Power Apps forms. Whether you aim to track sales progress, enhance customer service, or manage projects […] The post Enhancing Data Visualization wi...
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