Understanding Your Requirements Why Assign Leads to a Specific User? When running a business, it’s super important to make sure new leads are handled properly. One cool thing about Zoho CRM is that you can automate the assignment of leads to specific users. This means that all new incoming leads are sent directly to the […]
Understanding Your Data Needs Identifying Key Data Points Before diving into the nitty-gritty of exporting data from Dynamics CRM, it’s crucial to first understand what exactly you need. I’ve found that taking some time to identify key data points helps streamline the process immensely. Think about what information will be most beneficial for your reports
Understanding Associated Views What Are Associated Views? Alright, let’s kick things off by diving into associated views. In Dynamics 365, associated views are essentially predefined filters that narrow down records based on specific relationships. They help users find the relevant data quickly without sifting through a mountain of info. Imagine you’re a sales rep who