We’ve all been there – staring at an endless sea of cells, rows, and columns in a spreadsheet that just doesn’t speak to you. Sales data, customer contacts, lead lists—it’s
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Do You Need a Field Service Solution? Here Is A Quick Checklist to Help You Decide… If you’re managing field-based teams, engineers, inspectors, surveyors, installers, or technicians, you know how
In Dynamics 365, JavaScript plays a crucial role in customizing forms and enhancing the user experience. One useful function in D365 form scripting is “setIsValid()”, which allows developers to control
Struggling with messy, inconsistent SharePoint folders for CRM records? If your teams manually create folders or share files without proper access control, you’re risking a security gap, lost documents, and
Previously I have written articles on the Customer Intent agent in Dynamics 365 Customer Service and Contact Center where I explained how the Customer Intent agent works, and how to
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