When accounting puts a credit hold on a customer, you want your sales team to know! Mariam shows you how the Credit Hold Alerts add-on frontloads that info in every Dynamics 365 CRM record!
Learn the basic CRM terms that every beginner needs to know! In this episode of CRM 101, Mariam covers Dashboards, Entities, Fields, Grids, and Labels!
Dynamics 365 automatically creates nightly backups of your database, but Mariam can show you how to manually backup and restore Microsoft Dynamics 365 CRM instances!
You want to make sure to interact with your customers on a regular basis. Mariam shows you how to track customer touchpoints in Dynamics 365 and maintain consistent, quality contact!
Out-of-the-box, Microsoft Dynamics 365 for Sales CRM doesn’t search all entities. But Mariam is here to show you how to add an entity and/or field to the global search in this episode of CRM Secrets!