The new Zoho CRM Email Credibility dashboard is a useful tool to help you monitor the email sending within your Zoho setup. Read More
Zoho CRM email bounce management has not always been easy. Fortunately, Zoho has made some enhancements that will help in working with bounces in Zoho CRM. Read More
Salesforce duplicate and matching rules are a helpful tool in ensuring data integrity. Salesforce provides standard rules but also allow you to create custom ones. Read More
Using mail merge in Zoho CRM will help you create documents in a simplified way. Once a mail merge is set up, you will no longer need to repeatedly create your documents whenever they are needed.
In the fast-paced world of marketing, every minute counts. The ability to create effective customer journeys is crucial for delivering personalized experiences to your audience. However, not everyone on your team might have the technical expertise or the time to build these journeys manually. That’s where Dynamics 365 Marketing comes to the rescue. In this article, we will explore the latest feature that empowers even non-technical users to create customer journeys effortlessly, thanks to Copilot’s generative AI. Read More
Have you ever noticed the delete button is missing in your Salesforce leads? Read on to learn how to fix this in leads or other objects. Read More
In the rapidly evolving landscape of field service management, staying ahead of the curve is paramount. Dynamics 365 Field Service, a pioneering solution, continues to innovate and empower organizations with its latest set of features aimed at streamlining processes and enhancing operational efficiency.
Read More
As many of you know, the way Zoho CRM activities are viewed within a record underwent some changes about 18 months ago. We explained those changes here. At the time, many users were not happy since you could no longer sort all activities together to see the most recent activities regardless of activity type. Luckily Zoho has now made some changes to bring some of the old functionality back. Read More
Viva Sales has unveiled a groundbreaking feature called Collaboration Spaces, designed to revolutionize collaboration among sales teams. You may already be familiar with the powerful integration of Dynamics 365 and Microsoft Teams, which empowers sellers to create Microsoft Teams and channels connected to Dynamics 365 records. Now, with the introduction of Collaboration Spaces, this integration takes a significant leap forward. Read More
