Tagging, Untagging, and Clearing Tags on many records at once in Dynamics 365 and Power Apps is just a few clicks away. Learn how! https://www.crmsoftwareblog.com/wp-content/uploads/Tagging-Multiple-Records-at-Once.mp4 Transcript This is Steve Pestillo from P2 Automation. If you’re using our P2 Tags feature, chances are you’re going to apply a tag to multiple records at one time. And…
Maintaining a clean and accurate database is a fundamental challenge for any organization. Duplicate records can clutter databases, causing errors and inefficiencies. This problem is particularly troublesome in CRM systems, where duplicate data can weaken customer relationship management, disrupt sales processes, and jeopardize data integrity. Although basic deduplication can be handled with the built-in duplicate…
The invention of AI has revolutionized many areas of business management. In 2019, Microsoft invested a hefty sum of $1 billion in OpenAI in empowering the world with AI’s capabilities in various aspects of business management. In 2021, Microsoft launched Azure Open AI services, combining Azure’s core supercomputing capabilities to develop highly responsive and efficient…
Ron glanced over at Jo’s screen, curiosity piqued. “What’s got you so focused?” he asked. “The Maplytics team just released their latest update!” Jo replied, visibly excited. “This one integrates with Power Pages Portal, which is perfect for your Michaels Stores website!” “Power Pages? Really?” Ron perked up. “I’m building their website right now! Tell…
Managing your software licenses can be a tedious task if you don’t have a smart and optimized process in place. That’s why working with a trusted team of licensing experts can pay huge dividends for your business. At Stoneridge Software, we have a dedicated licensing team that can help you reduce the stress attached to…
This Blog is focused on showcasing the integration of the Data Quality App with Microsoft Power Automate. When it comes to handling data, we all know how crucial it is to get things right and do it quickly. That’s where the Data Quality App, created by the Techdio, steps in as a real game-changer. When…
In today’s travel businesses, managing customer relationships effectively is significant for success. Customer Relationship Management (CRM) software provides a powerful solution for businesses of all sizes. However, simply getting a CRM system isn’t enough. Successful implementation and user engagement are the keys to unlocking the true value of CRM. CRM software can be a game-changer…
In the domain of B2B sales, relationships have always been fundamental. Businesses have been built on trust, comprehension, and personal connections. However, the landscape is changing, and consequently, our methods must evolve. WhatsApp, earlier recognized for personal messaging, has evolved into a vital tool in B2B sales. What makes WhatsApp a lucrative platform for B2B…
The Power Platform is a suite of applications, connectors, and a data platform (Dataverse) that provides a rapid development environment to build custom apps for your business needs. One of the most powerful features of this platform is the ability to create custom connectors. In this blog, we will explore what they are,…
I was working on a flow and added a Trigger Condition which has 2 conditions in OR clause. @or(equals(triggerOutputs()?[‘body/statecode’], 1), greaterOrEquals(triggerOutputs()?[‘body/closeprobability’], 80)) The flow is working as expected with the above conditions. And then after some days, I added an extra condition in the OR clause as per new requirement. @or(equals(triggerOutputs()?[‘body/statecode’], 1), equals(triggerOutputs()?[‘body/new_user’], true), greaterOrEquals(triggerOutputs()?[‘body/closeprobability’],…