If you’ve only read my content for the past few years, you might be forgiven for thinking that the ‘only thing’ I work on is Marketing (Customer Insights – Journeys). I started my CRM/D365 life working on Sales and Customer Service, love to work on Portals projects, use Power Automate and many other Microsoft products and tools. One of the things I love when working with clients is helping…
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Using The Pipeline View To Manage Your Opportunities
Have you ever used the Pipeline View to manage your opportunities? Did you even know it existed? Make sure you know where to find and use it.
Blog Syndicated with Megan V. Walker’s Permission