How is your business leveraging technology and innovation? Mobile technology continues to be an important role in the future of businesses. Without adapting to the constant changes in technology, your business could be missing out on opportunities. More employees are preferring to do their work on their mobile devices- smartphones, tablets, etc. With the ability […]
The workflows within Dynamics CRM are a powerful tool to allow for non-programmatic activities to accomplish. The first approach is to plan out what the expectations are for the customer and then to have a detailed flow of the process. As with all processes, they are bound to change, but the more detail you have […]
Merging is available in CRM on accounts, contacts and leads. It allows users (with the right permissions) to select two records and merge the information contained in both records into one winning record. The losing record will be deactivated. When two records are merged, all the child records associated to the losing record will be […]