Tag: Tips

Ron glanced over at Jo’s screen, curiosity piqued. “What’s got you so focused?” he asked. “The Maplytics team just released their latest update!” Jo replied, visibly excited. “This one integrates with Power Pages Portal, which is perfect for your Michaels Stores website!” “Power Pages? Really?” Ron perked up. “I’m building their website right now! Tell...

Managing your software licenses can be a tedious task if you don’t have a smart and optimized process in place. That’s why working with a trusted team of licensing experts can pay huge dividends for your business. At Stoneridge Software, we have a dedicated licensing team that can help you reduce the stress attached to...

This Blog is focused on showcasing the integration of the Data Quality App with Microsoft Power Automate. When it comes to handling data, we all know how crucial it is to get things right and do it quickly. That’s where the Data Quality App, created by the Techdio, steps in as a real game-changer. When...

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...

In the domain of B2B sales, relationships have always been fundamental. Businesses have been built on trust, comprehension, and personal connections. However, the landscape is changing, and consequently, our methods must evolve. WhatsApp, earlier recognized for personal messaging, has evolved into a vital tool in B2B sales. What makes WhatsApp a lucrative platform for B2B...

    The Power Platform is a suite of applications, connectors, and a data platform (Dataverse) that provides a rapid development environment to build custom apps for your business needs. One of the most powerful features of this platform is the ability to create custom connectors. In this blog, we will explore what they are,...

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’],...

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 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....

TravelOperations CRM is specifically designed to address the unique needs of travel agencies. It’s built on the foundation of Microsoft Dynamics 365, a trusted platform known for its security, scalability, and ease of integration with popular business tools.  It is designed to handle the complexities of your travel business. The system will help your travel...