CRM implementation and user engagement strategy: A clear path to success

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...

Power Automate – Flow is not running on Trigger condition

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’],...

Why is a NonProfit CRM Important to a NonProfit Organization?

A NonProfit CRM (Customer Relationship Management) system is essential for any nonprofit organization aiming to streamline operations, enhance donor relationships, and maximize fundraising efforts. Implementing a NonProfit CRM can significantly improve how these organizations manage their data, interact with supporters, and execute their missions more effectively. Enhancing Donor Relationships with NonProfit CRM A NonProfit CRM allows organizations...

Tagging A Record in Dynamics 365 and Power Apps

Tagging a record in Dynamics 365 and Power Apps couldn’t be easier. Learn how! https://www.crmsoftwareblog.com/wp-content/uploads/Tagging-a-Single-Record.mp4 Transcript This is Steve Pestillo from P2 Automation. In this video, I’ll show you how to apply one or more tags to your records. Here in our production environment, we use tags on the Account entity, Contacts, Leads, and Projects....

Accelerate Your Sales Success: Unleashing the Power of Microsoft Sales Copilot with Viva Sales

In the ever-changing sales landscape, businesses seek modern solutions to streamline and improve their sales processes. This blog delves into how Microsoft Sales Copilot, driven by AI and automation, has transformed sales through the fusion of Microsoft Viva Sales and Dynamics 365.  Leveraging AI and automation, Microsoft Sales Copilot simplifies and enhances seller activities. Microsoft...

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