Why Cloning a Marketing List Needs In Microsoft Dynamics CRM, Marketers works with data constantly and need to segment this data using filters from various fields. These filters are used to build marketing lists. Dynamics 365 uses Dynamic Marketing Lists which essentially means that members of this list itself are queried dynamically to satisfy the filter conditions. So […]
We are excited to introduce the Hourly Leave feature of Time App. With this new feature, employees can now apply leave on an hourly basis. This has been one of the most awaited and frequently asked features and now this function is achievable with just one change in the configuration setting. Please view the video from […]
One common issue with Microsoft Dynamics CRM is generating reports and extracting that data into a pdf document format. This is process is cumbersome and involves a lot of steps and clicks. It can take about 13 clicks to export a quote to PDF from CRM report and then finally get a chance to send it or […]
E-Mail to Case Automation Email to Case Automation involves converting inbound emails received at your companies support or sales mailbox directly into a support ticket or case in CRM. Now, the first question that comes to mind is why we need to automate the conversion of email to case? The traditional approach in CRM would be: […]
Report Scheduler add-on WORK 365’s Dynamics 365 Report Scheduler add-on enables easy scheduling of CRM data and works for CRM Online as well as On-Premise. Using WORK 365’s Dynamics 365 CRM Report Scheduler solution, you can automatically send reports (CRM View) via email to your colleagues, executive management and non-CRM users in a recurring weekly or monthly […]
Even though Microsoft Dynamics 365 CRM is packed with functionalities and features, there are a few gaps, which if overcome, could increase your CRM productivity and double the fun of working with it. One of such limitations is, repetition of work due to missing record-copying or cloning functionality! Record Clone Add-on A record clone or record copy allows you […]
Accounting Systems vs Billing Systems: What’s the difference for Cloud Solution Providers?October 1, 2019 - 4:16 pmSolutions
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