Posts

Dynamics CRM- Email Account Owner on new Case
Dynamics 365 for Sales, MicrosoftThe 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…

Opal Business Solutions Presents: doc-link, Integrated Document Management for Microsoft Dynamics
WebinarsDo these situations sound familiar to you? Too much paper, convoluted access to documents, and/or no control over day-to-day processes and time? The concept of business productivity can become a reality by adopting a document management initiative…