Best Practices for Scheduling Updates in Microsoft Dynamics 365 for Sales CRM
Mariam shows you a few important tips and best practices for finding and scheduling updates in Microsoft Dynamics 365 for Sales CRM!
Improve Response Times to Stop Losing Leads and Opportunities
The Last Sales Activity Date Tracker allows you to track, view, and sort leads and opportunities by last activity dates in Microsoft Dynamics 365 CRM. Learn more with Mariam!
2 Quick Ways to Prevent Data Loss Inside Microsoft Dynamics 365 for Sales CRM
Data loss is a scary thought for any business that relies on CRM to manage their records. Mariam offers 2 quick and easy security tips to help prevent data loss!
Better Alert your Sales Team of Credit Holds in Dynamics 365 for Sales CRM
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!
Manually Backup and Restore Microsoft Dynamics 365 for Sales CRM
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!
How to Track Customer Touchpoints in Dynamics 365 for Sales CRM
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!