Understanding Dynamics CRM Relationships What Are Related Entities? To kick things off, let’s dive into what related entities are in Dynamics CRM. Basically, related entities are two or more data records that have a relationship with each other. For instance, think of how customers relate to their orders: you’ve got customer records linked to order […]
Understanding the Custom Solution Environment What Are Custom Solutions? Custom solutions in Dynamics CRM are tailored applications designed to meet specific business needs. Believe me, as someone who’s dived deep into this world, I know just how powerful custom solutions can be. They allow you to extend the functionality of standard CRM offerings, making sure
Understanding Your Filtering Needs Identifying What to Filter When I first dove into Hubspot CRM, I realized pretty quickly that filtering records was like finding a needle in a haystack without some proper guidance. The key here is to figure out exactly what kind of information you need. Are you looking for leads? Contacts from