If you often find yourself sending emails from Dynamics that require attachments, you are likely familiar with the pain points of this process. It requires multiple clicks, you need to search for the correct attachments, and it opens the door for inconsistent file versions. So how can we give users a quick and…
Many companies are awash with data, but they have no overarching strategy to manage that data across the enterprise. Instead, each department accesses the information that concerns them and ignores everything else. Data becomes isolated in each department, and there is no one in the organization that sees all the data inputs available. When…
In the world of sales, competition is often fierce! Sales professionals strive to outperform each other, surpass targets, and earn recognition. However, sometimes this rivalry can turn sour, creating a toxic work environment. In this article, we will delve into a fascinating story! We will highlight how Gamifics365 – the ultimate sales gamification for…
Following its ritual of quarterly releases, Maplytics, the 5-star rated geo-mapping app on Microsoft AppSource is out with Summer 2023 Release! There is something in-store for field reps, managers, C-suite employees, et al. Intrigued to know more? A Webinar has been organized this month to discuss the same in-depth and experience it all in…
We are excited to announce the launch of the Live Chat feature in MappyField 365! With this feature, managers in the office can easily connect with agents who are out in the field. It will give on-field agents real-time support and information, making their work more efficient. As we know, effective communication is essential for…
Using a calendar to automate tasks, manage activities, and resources for appointments may seem exciting, but the real challenge lies in determining how and where to store and retrieve the necessary data. To effectively manage projects and resources, you will require the integration of Dynamics 365 CRM data with your calendar. However, if the calendar…
Efficient data management and streamlined access to information are crucial for Businesses using Microsoft Dynamics 365 CRM to manage their customer interactions. As businesses scale, the web of Microsoft Dynamics 365 CRM record relationships becomes more complex with 1:N, N:1, and N:N record relationships, and it becomes challenging to navigate through multiple levels of record…
Learn how to set up sending email addresses in Touchdown Marketing Suite. https://www.crmsoftwareblog.com/wp-content/uploads/Senders.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I want to show you how to set up Senders. In other words, who are these emails coming from? So we plan on doing some marketing emails, and we have an…
The dangers of data silos Too many organizations go day to day without an overall strategy for how to handle their data. If a business unit wants to gain a particular insight, they send a request to the IT department. IT, in turn, reacts to each of these requests on a case-by-case basis. Once the…
Many businesses today rely on new technology to enhance productivity, facilitate efficient communication with clients, and ensure steady growth. At the same time, customers and employees alike expect technology to fulfill their day-to-day requirements. When a business fails to keep up with these demands, people tend to seek alternatives, including turning to competitors and using…