Activity Management Activity Management in CRMJetty helps users organize and track all customer interactions, tasks, and follow-ups in one place. It ensures timely communication, better collaboration, and improved productivity by
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DYNAMICS 365 SALES TIPS See the full picture of your customer interactions, all in one place. Why it’s important to set activities (calls, tasks, emails, appointments) against the right records
In this video, we walk you through the process of creating a custom Activity Table in Power Apps and Microsoft Dynamics 365 Customer Engagement (CE). You’ll learn how to design,
As we all know activities can be created from Notes section or new Timeline control in UCI. Creating activity from Timeline control does auto populate Required Attendees field with parent
Forms Pro is an awesome new tool that combines the datamodel support that we previously got from Voice of the Customer (VoC) with the look and feel from Office Forms.
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