[Video] Helping Our Client Improve Efficiency with a Custom Search Tool in Dynamics 365

https://www.crmsoftwareblog.com/wp-content/uploads/Who-Are-You.mp4 In today’s fast-paced B2B environment, efficiency is key to staying competitive. When a longtime client approached us with challenges related to retrieving product information and managing customer orders within their Dynamics 365 system, we knew we had to come up with a tailored solution. The default search functionality in Dynamics 365 wasn’t able to...

Discover the Holiday Magic with Maplytics #GetMerry4Holidays

The holiday season is a time for joy, togetherness, and celebration. For businesses and individuals alike, it’s also a period of careful balance and strategic planning for a comfortable work environment before the holidays. Maplytics, a leading geo-analytical & geo-mapping solution for Microsoft Dynamics 365 CRM, recognized this and launched the #GetMerry4Holidays blog series. This...

Managed Support: Grow Your Business with Dynamics 365 and Western Computer

Whether you choose Dynamics 365 Business Central or Finance and Supply Chain Management for your ERP solution, Customer Engagement for CRM, or Power Platform tools to streamline operations, Dynamics 365 software is built to scale with your business. And Western Computer can help you succeed with Managed Support. Microsoft continues to enhance its platform, delivering...

CRM for Health Insurance Brokers and Policy Renewal Automation

Delivering CRM software solutions for health insurance brokers for over two decades, ForgeXRM understands the relationships that matter most for employee benefits brokers. With ForgeXRM’s industry focus, coupled with our deep Microsoft specialization, ForgeXRM created CRM for Health Insurance Brokers to address the common challenges facing health insurance brokers. Built on the Microsoft Power Platform,...

How to resolve Power Pages dependencies when migrating solutions

      Migrating solutions that contain Power Pages sites can sometimes be a challenging task, especially when you encounter the dreaded “Missing dependencies” error. This error typically occurs when you try to import an existing solution from one environment into another, and in this scenario, it indicates that certain managed solution components from Microsoft...

Customer Journey: Decoding the Conversion Stage

In today’s dynamic market landscape, mastering the conversion stage of the customer journey is essential for businesses aiming to build lasting relationships with their clientele. This phase represents a crucial turning point where prospects transition from showing interest in your offerings to making a commitment, thereby solidifying their partnership with your brand. Let’s delve into...

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