Touchdown Filters are like Marketing Lists on Steroids. Easy to use, and they work with Power Apps as well. https://www.crmsoftwareblog.com/wp-content/uploads/Introduction-to-Filters.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to introduce you to something in Touchdown called Filters. And it’s not to be confused with the standard filters that you see...

  “What feels like an end is often the new beginning”- a smart woman Welcome or Welcome back enthusiasts to the last edition of our series, ‘Maplytics as a successful add-on to Microsoft Dynamics Field Service’. We are glad to have had your support through our previous chapters of- Microsoft Dynamics 365 Field Service: A Guide...

In the highly competitive business arena, an effective CRM system becomes the bedrock of successful client relationships, ensuring customer loyalty and catalyzing growth.  Should you find your current CRM system less than satisfactory, misaligned with your fluctuating business demands, or underperforming, it might be the right time to consider migrating to a new platform. Learn...

Dynamics 365 and SharePoint are two powerful tools from Microsoft that work hand in hand to make your entire team more productive, keeping important information at the forefront and streamlining business processes. You might know that certain editions of Dynamics 365 have a native integration with SharePoint, enabling, for example, enhanced document management that allows...

    Microsoft has released updates for Power Apps, as well as their plan for additional updates this year.  These updates contain enhancements to assist you in building your power apps and tailoring them to your specific needs. What are Power Apps? Power Apps is a collection of applications, connectors and services that sit on...

Microsoft Teams is a powerful collaboration platform that offers a wide range of features and capabilities to help organizations work more efficiently and effectively. Companies are using Teams to stay connected by having an easy-to-use business chatting and collaboration platform.  Microsoft Teams can bring co-workers, prospects, and customers together that are working remotely by using...

You can set up email campaigns in your CRM to Leads, Contacts, or any Custom Entity! It works with Power Apps too!! https://www.crmsoftwareblog.com/wp-content/uploads/Entities.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’m going to show you how to configure your Contacts, Leads, and other entities to work with Touchdown. Down here at...

    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...