Your Understanding of GUID in CRM What is a GUID? A GUID, or Globally Unique Identifier, is a unique reference number used as an identifier in software. Within the scope of CRM, understanding what a GUID is, is crucial. It ensures that each entity—be it a customer or a sales record—has a distinctive ID, allowing […]
Hey there! If you’re looking to dive into the world of CRM and especially want to grab all the contacts created today, you’ve come to the right place. Whether you’re a newbie or a seasoned pro, this guide is going to help you snag those contacts using C#. So, let’s break it down into a
Understanding Lookups in CRM What is a Lookup? First off, let’s break down what a lookup actually is. In the context of CRM systems, a lookup is like a reference or a pointer to another entity. Think of it as a way to connect different pieces of information effortlessly. If you have contacts linked to
Understanding Custom Entities in CRM What Are Custom Entities? When diving into CRM systems, one of the first things I encountered was custom entities. These are unique data structures that allow you to tailor your CRM to better fit your business needs. Unlike standard entities, custom ones are wholly defined by you, making them immensely