Customer Insights

Assignment Rules can be set up to auto assign Leads and Opportunities to the most appropriate person within your organisation. This could be based on languages they speak, territories they

Have you ever had the need for someone filling out one of your marketing forms to populate a date field? Or do you have a hidden field that you want

If you’ve set up the Sales Accelerator in Dynamics 365 (with all the right settings and customised your work item appearance), you might be ready to create your first sequence.

Have you ever wanted just a simple weekly subscriber overview notification to know how many people are subscribed, with the number of new subscribers, how many unsubscribed and perhaps the

Amey Holden & Megan V. Walker have had their Real-time Chats in the past, but this time they’re going LIVE! You’ll have the chance to join virtually, post your comments