Understanding Business Partners in SAP CRM What Are Business Partners? When diving into SAP CRM, you quickly learn that ‘business partners’ are at the heart of managing relationships. These guys can be customers, vendors, or even employees, all represented in the system. Over the years, I’ve found that understanding the nuances of business partners can […]
Understand Your User Requirements Identifying Users’ Needs First things first, before diving into the nitty-gritty of assigning a Deltek CRM license, it’s essential to understand the users. Each team member has unique needs from the CRM system. For example, project managers may require features that differ from those preferred by sales staff. Take a moment
Understanding Relationships in Dynamic CRM What Are Relationships? In Dynamic CRM, relationships are essential for connecting various entities you have in your database. Think of it like making friends—you want to keep track of who knows whom and how they interact. Understanding these relationships helps you better assess the data and make informed decisions. Relationships