Organization-wide addresses in Salesforce allow your users to send or receive emails from an email address other than their own. This can be helpful to ensure that the right people can respond to an email. Read More
Zoho recently introduced condition based aggregate fields in Zoho CRM subforms. These can be helpful in making subforms even more valuable. As a reminder, we have done several blogs on understanding subforms in Zoho CRM. You can learn more about what a subform is, as well as some updates here, here and here! Read on for the latest enhancements. Read More
In today’s exploration, we delve into the intricate world of Copilot Studio, focusing not on new features but on crucial nuances emerging when integrated with Dynamics 365 Customer Service. Uncover lesser-known aspects that might be causing issues, particularly if you’ve recently upgraded from classic Copilot to the new version. We’ll shed light on the challenge of data transfer hiccups from Dynamics 365 Customer Service to Copilot Studio and provide insights into overcoming them.
Get ready for a whirlwind of excitement as Microsoft unveils the 2024 Wave 1 Release Notes, bringing a tidal wave of innovation to Dynamics 365 Sales! Hot off the press just an hour and a half ago, these release notes are set to revolutionize your sales game. Buckle up as we dive into the dynamic updates, with a sneak peek into the thrilling world of Dynamics 365 Sales, Customer Service, Field Service, and beyond.
Let’s discuss the recent expanded functionality for Zoho CRM subforms! As a reminder, we have done several blogs on understanding subforms in Zoho CRM. You can learn more about what a subform is, as well as some updates here, here and here! As you can see, Zoho keeps making subforms more attractive to use. Read on for the latest enhancements. Read More
Dynamics 365 Finance has expanded its offerings by introducing purpose-built applications to address distinct business functions. Among these innovations is the Dynamics 365 expense management mobile app, designed to revolutionize the expense reimbursement process. Leveraging the capabilities of Microsoft Power Apps, this app is built with a keen emphasis on user-friendly features, streamlining the task of expense reporting. Through its integration with optical character recognition (OCR), users can effortlessly scan receipts, extract essential details, and attach them to their expense reports directly from their mobile devices. The app ensures synchronization with Dynamics 365 Finance configurations, ensuring a consistent user experience across platforms.
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Price Books in Salesforce are tools that are essential for customizing product pricing to fit various customer needs and market scenarios. Read More
The purpose of this blog is to explore the Zoho CRM data export options that are available to you. Companies and users typically export data to create reports, share data or ensure their CRM data is backed up. Read More
Doing a Zoho CRM module data export used to be extremely challenging due to the limits and lack of functionality that were in place. Zoho has now made major changes to the module data export process that makes it much easier to use. Read More
