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Jane, a sales manager at a growing e-commerce company, was feeling stressed. During a discussion with the Sales Admin, she shared her recent struggles while updating multiple records in Dynamics […] The post How to Restore Deleted History CRM Rec...
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In this capitalistic operational environment, monetization is the motive behind every action. However, there are some communities that do not share the same objective, whose motive is to work for […] The post How is the Dynamics 365 Nonprofit Acc...
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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 […] The post How To Debug Canvas Apps Formulas in the Microsoft ...
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Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power […] The post D365 Quick Tip - Renaming the Root Business Unit and Team [...
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The rapid advancements in AI development bring fresh innovations daily. One of the latest creating waves is the ChatGPT Search plugin, garnering attention worldwide. Renowned for its user-friendly, up-to-date, sourced, […] The post ChatGPT Search...
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Imagine a world where your end-users, customers, and vendors can generate business intelligence reports quickly, efficiently, and without relying on technical experts or developers. Microsoft Power BI, when integrated with […] The post Self Servi...
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As we get into the new year, it’s time to explore the most pressing trends shaping the CRM space. From advancements in artificial intelligence to the evolution of social CRMs, […] The post CRM Trends to Look For in 2025 [https://www.crmsoftwarebl...
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Dynamics 365 Customer Engagement is a powerful suite of tools that helps you streamline processes and automate workflows through effective customer relationship management (CRM) capabilities. These tools streamline operations and […] The post Par...
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Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant slowdowns in many sales processes is the back-and-forth required to […] The post Speed Up Your Sales with e-Signatu...
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