Category: News

At CRM Software Blog, we’re passionate about helping professionals stay informed, inspired, and ahead of the curve in the fast-evolving world of customer relationship management. That’s why we’re proud to announce our new monthly newsletter on LinkedIn: Trending CRM Topics. It’s a one-stop source for the monthly top-performing CRM insights and thought leadership articles from...

…and which is best for your business? Welcome to CRM 101, your introductory course to customer relationship management software and its many features, benefits, best practices, and pitfalls. In this episode, we’re going to take a quick look at the differences between two extremely popular types of business software: CRM and ERP. Both CRM and...

Many teams find themselves bogged down by compliance tasks – a necessary evil that often feels like a thankless drain on resources and morale. This work, frequently involving meticulous documentation, verification, and adherence to ever-changing regulations, offers little in the way of creative fulfillment or strategic impact. It’s the kind of work that, as many...

If you haven’t already, you will likely soon see firsthand how Artificial Intelligence (AI) is revolutionizing the way businesses operate. Leading the pack is Microsoft Copilot. With great success, some studies show 70% of Copilot users claim they are more productive, and 68% claim that AI has improved the quality of their work. With stats...

https://www.crmsoftwareblog.com/wp-content/uploads/Creating-a-Case.mp4 In this short miniseries, I’ll walk you through a custom customer service module we created for one of our larger clients in the metals industry. This module is designed to track every customer issue and more importantly, manage any claims made by customers—specifically, those situations where we have to issue a refund. The module...

Jane, a sales manager at a growing e-commerce company, was feeling stressed. During a discussion with the Sales Admin, she shared her recent struggles while updating multiple records in Dynamics 365 CRM. In her haste to meet a deadline, she accidentally deleted a critical account record. To make matters worse, a teammate unknowingly edited other...

In this capitalistic operational environment, monetization is the motive behind every action. However, there are some communities that do not share the same objective, whose motive is to work for society’s betterment by discovering solutions that innovatively eradicate key issues that society faces.    Considering today’s perpetually transforming age, technology plays a huge role in revolutionizing...

There are few products within the Microsoft Power Platform lineup that are as flexible (or as frustrating) as Canvas Apps. While Canvas Apps allow you to create almost any interface or navigation path you could possibly want, they can also come with some of the most vague and unhelpful errors imaginable. We would like to...

Recently, we worked with a client who wanted to update the name of their root business unit to reflect a company rebrand. While renaming standard business units in the Power Platform Admin Center or the new Power Platform Environment Settings hub is straightforward—just update the name and save the record—renaming the root business unit has...

The rapid advancements in AI development bring fresh innovations daily. One of the latest creating waves is the ChatGPT Search plugin, garnering attention worldwide. Renowned for its user-friendly, up-to-date, sourced, and well-structured results, it has become a hot topic. Let’s dive straight in and hear about it directly from the source! Sounds smart, right? Let...