Understanding Time Zones Why Time Zones Matter Let me tell you, understanding time zones is critical when dealing with any CRM. Have you ever sent an email at what you thought was the right time, only to realize it was actually hours later for your recipient? Yeah, that’s the kind of mix-up that can lead […]
The Limit of Tabs: Understanding the Basics What Are Tabs in Dynamics CRM? When diving into Dynamics CRM, understanding what tabs do is crucial. Tabs are basically the way to organize and access different records effortlessly. It allows users to jump from one conversation or piece of data to another without losing their place. This
Understanding Your CRM’s Capabilities Getting to Know Your Tools So the first step in my adventure with CRM systems was really diving into what they could do. It’s amazing how many features these platforms pack in! Each CRM has its own quirks, but some features pop up across the board—like automating tasks at specific times.