Attach2Dynamics: Save Storage by Migrating Email/Attachments to Cloud from within Microsoft Dynamics 365 CRM

John, a sales manager at Norton PVT LTD, uses Microsoft Dynamics 365 CRM to keep track of client communication and manage email attachments/documents. As his business scaled, he exceeded the file storage capacity in Microsoft Dynamics 365 CRM due to all the attachments and documents. Extending Microsoft Dynamics 365 CRM storage space can be costly,...

How do CRM and RevOps work together?

Author: congruentX As businesses grow, managing customer relationships becomes increasingly complex. Keeping track of sales leads, customer interactions, and marketing campaigns can be overwhelming. This is where Customer Relationship Management (CRM) software comes in. CRM software allows businesses to organize and manage customer data in one place, providing a unified view of customer interactions across...

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