Solutions and Patches
When working with Microsoft Dynamics 365 and Dataverse, managing the lifecycle of your applications and customizations is crucial to maintaining a smooth and efficient environment. One of the key components….
Tag: CRM customization
Industry Clouds and Vertical Add-ons
As enterprises embrace digital transformation, they face a common dilemma: how to adapt generalized cloud platforms to meet the unique demands of specific industries. While traditional cloud services provide foundational….
Timeline Control Enhancements
In the realm of CRM (Customer Relationship Management), user experience is paramount. The more streamlined and intuitive the interface, the more efficient users can interact with and analyze their data…..
Form Tabs vs Quick View Forms
Form Tabs vs Quick View Forms: A Detailed Comparison In modern CRM systems like Microsoft Dynamics 365, user experience (UX) plays a crucial role in ensuring the productivity of the….
Editable Grid Customization
Editable grids are powerful tools that transform how users interact with data in business applications. Rather than navigating through separate forms or pop-ups, editable grids allow users to view and….
Personal Views vs System Views
In modern CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems, the ability to filter, sort, and display data based on user needs is critical for productivity and efficiency…..
Aligning CRM Strategy to Business Objectives
Customer Relationship Management (CRM) is not just a technological tool; it’s a vital business strategy that drives customer engagement, satisfaction, and loyalty. However, the true value of a CRM system….
Building a Governance Model for CRM
A Governance Model for CRM (Customer Relationship Management) is essential for organizations to ensure their CRM systems, like Microsoft Dynamics 365 or Salesforce, are being used effectively, securely, and in….
CRM Modernization Project Plan
Customer Relationship Management (CRM) systems have become an integral part of any business, offering invaluable tools for managing customer interactions, improving sales, marketing, and customer service. However, as businesses evolve,….