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CRM

Dynamics 365/CRM 2016: How to Share Personal Views in the Mobile App

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

Big Announcements from Microsoft Ignite

Microsoft Ignite took place September 24-28, 2018 in Orlando, Florida. During the conference, Microsoft has made big announcements about new features and products across a variety of business areas.

Tech Hiring Made Easy with CRM

Tech Hiring Made Easy with CRM

Time is money in the world of hiring. The difference of a few days could mean the difference between your perfect candidates being available for hire or no longer on the market. This is especially apparent when recruiting technical candidates who are currently experiencing heightened interest in a demanding labor market. Any opportunity to further integrate your hiring process is beneficial to your hiring team.

Funneling the Customer Experience

Funneling the Customer Experience

The battle between technology and the humans who use it has accelerated companies’ inability to deliver excellence to clients, partners and prospects. Why? Because they’re relying on inaccurate and poor data and systems. 

Give Your CRM Data a Good Cleaning

Give Your CRM Data a Good Cleaning

Do you ever wish you could have an additional 30 percent of time during your workday? Do you ever feel you aren’t productive enough with the time you have? According to SiriusDecisions, sales professionals spend, on average, 30 percent of their day researching contact information to enter into a Customer Relationship Management (CRM) tool to resolve incomplete data issues.

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