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Hi everyone!
I've made a BPF for my custom entities in the Sales-app. Everything worked fine until I added notes/activities.
Ever since, my BPF will not show up anymore. Later I found out that the BPF was still available on the Default Dynamics app.
I saw that the BPF didn't have the same dependencies like my other BPF (where Sales App was included).
I tried to remake the BPF but that doesn't do the job.
In Sales:
In Default:
Does anyone have a suggestion to solve my problem?
Thanks in advance!
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Hi Sien,
Based on your business process I would say yes, a CRM does sound like a good option in running your business more efficient. A CRM allows you to keep a record of your customers' details and any interaction so it makes everything well organized.
You may also want to look at the option of getting a CTI solution like Tenfold which integrates your existing phone and CRM. Checkout these integrations at www.tenfold.com/.../dynamics
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