Have you ever closed a customer chat and wondered how to keep track of what actually happened? Was the issue resolved, escalated, or left open? This is where Disposition Codes
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Field sales in B2B isn’t just about making calls and knocking on doors anymore. It’s about efficiency, precision, and timing. 35–50% of sales go to the vendor who responds first.
“In business, communication is everything. The better you connect, the better you convert.” Welcome to the future of CRM communication, where conversations are intelligent, instant, and integrated. As we move
This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post focused on the setup and
You open Dynamics 365 CRM on a busy morning, ready to dive into your tasks. But there it is again, a flood of duplicate leads, contacts, and accounts cluttering your
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