Tags » CRM

Sales Automation Software and CRM – 2 Must Have Tools for Marketing

Nowadays, both small-sized businesses or big enterprises having hundreds of global products have started adopting sales automation software to eliminate many of the necessary but time-consuming tasks of selling. 355 more words

Sales Automation Software

Restrict Dynamics 365 Online Organization to particular IPs

A major but less highlighted feature : Restrict Dynamics 365 Online Organization to particular IPs

This feature might be one of the key factors for the customers while considering online or on-premise organization as this added security feature gives them control just like on-premise organization. 56 more words

CRM

Run your business on cruise control

Are you running your business like you did in the eighties, nineties? If so, you are probably working like a donkey and probably for the same kind of income – if you are even making  any at all! 1,006 more words

Move Attachments from CRM to Azure Blob - “Attachment Management” tool

Recently I was exploring options to move attachments from CRM (i.e., Notes and Email) to Azure Blob storage and came across “Attachment Management” tool from Microsoft Labs. 312 more words

CRM

The Importance of CRM Software South Africa

Accountants who also shoulder secretarial tasks can benefit from a customized CRM software South Africa. You can keep a track of the CIPC registrations as well as submissions through software. 12 more words

CRM Software

Editable grids in MSD 365

In MSD 365, developer’s life much easier than earlier. I do remember my team invested days to developer editable grids for entity on from.

But now it’s just out of the box feature, it’s cool, isn’t it? 40 more words

CRM

Configure CafeX Live Assist on Dynamics Portals

In this article, I am going to detail the steps to configure ‘Live Assist’ on ‘Dynamics Portals’.

Those who are not familiar with CafeX Live Assist, Live Assist for Microsoft Dynamics 365 Powered by CaféX is a fully integrated omnichannel (i.e., across mobile and web) solution. 303 more words

CRM