Why can’t you get that CRM project off the ground?
It’s a story I hear often – businesses that have been through one or more failed attempts to launch a CRM project. It really doesn’t have to be that hard.
DetailsIt’s a story I hear often – businesses that have been through one or more failed attempts to launch a CRM project. It really doesn’t have to be that hard.
DetailsVoice of the Customer allows you to create surveys right within the Dynamics environment.
DetailsWelcome to Total CRM Bites. This session we cover underused features such as: Interactive Dashboards, Bulk track emails in Outlook, Quick close Phone Calls, Contact Hierarchy & Export to PDF.
DetailsWelcome to Total CRM Bites. This session we cover add-ins available from the PCF Gallery that add functionality to Dynamics 365 such as: PCF Gallery, Dependent Option Set, N:N Dropdown, Address Finder, Mention Users & Power Kanban (Kanban view).
DetailsIn today’s digital economy, clients are continuing to set the bar higher and higher in terms of what they expect from the brands with which they interact.
DetailsWelcome to Total CRM Bites. This month we run through how you can use custom help pages and Microsoft Stream to assist your users with their CRM use and supplement their training. This can help with correct use of the system, ensure data is entered correctly and reduce support calls.
DetailsWelcome to Total CRM Bites. This session we cover the 2021 Wave 1 release, including: Updates to relevance search, New record merging experience, Mobile App update, In App notifications for users, Upgraded marketing email editor & Send marketing emails to leads and opportunities.
DetailsWelcome to Total CRM Bites. This session, we cover the Wave 2 release, looking into some of the navigation changes and view filtering. The key topics being: Breadcrumbs have been removed, Dynamics back button has been updated, Switching apps, Customising apps more easily, Local views remembering filters, Advanced filtering on views & Increment through records of a view.
DetailsWelcome to Total CRM Bites. This session we cover: Introduction to Microsoft Marketing, Segments, Marketing Emails, Events and Customer Journey.
DetailsImporting data from Excel can be very easy, depending on one thing – clean data.
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