Route optimization can cut windshield time by up to 30%, allowing reps to spend more time with customers instead of driving. Route optimization is a key capability for any business
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Recently, we ran into an issue where the Audit History page stopped loading on the form. Interestingly, the problem was limited only to the Account forms. Whenever we tried to
You’ve sent the quote. The customer seemed keen. Then… silence. A day passes. Then another. You send a polite nudge. Nothing. You call and hear, “Ah yes, meant to sign
We had a business requirement to block the closing of a Quote as Lost under certain conditions. Instead of leaving the quote in an Active state, we wanted the system
In my last couple of posts, I’ve discussed how an experiment that I did not think would work, created something otherwise impossible for me, an XrmToolBox tool for listing the
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