Identifying Workflow Activities Understanding Workflow Activities So, let’s dive into the world of workflow activities (WFA). In any CRM system, like MS CRM, workflow activities are the building blocks that help track processes. They are those little nuggets that allow you to automate tasks based on triggers or conditions. Imagine you’ve created a case for […]
Hey there! So, today I want to delve into something that’s been super handy for me in managing my emails and contacts: checking if Google Mail works smoothly with HubSpot CRM. It’s an important piece of the puzzle if you want to keep everything organized and running seamlessly. Here’s how I like to break it
Understanding Entity References in Dynamics CRM What is an Entity Reference? First things first, let’s talk about what an entity reference actually is. In Dynamics CRM, an entity reference is a way to point to a specific record in the database, whether it’s a user, team, or any other entity type. It’s like saying, “Hey,