Understanding GUIDs and Contact IDs What is a GUID? Alright, before we dive into the nitty-gritty of using GUIDs in JavaScript for MS Dynamics CRM 365, let’s talk about what a GUID actually is. Simply put, a GUID (Globally Unique Identifier) is a unique identifier used in software applications to identify information in a database. […]
Understanding the Copper CRM Interface Navigation Basics You know, when I first jumped into Copper CRM, I found the interface pretty intuitive. The layout is clean, which thumbs up in my book! Navigating through different sections like your pipeline, contacts, and tasks is simple. Each major area is just a click away, allowing you to
Setting Up Your CRM in QuickBooks Understanding the Basics Getting started with the CRM function in QuickBooks Enterprise is a game changer. Before you dive in, it’s essential to grasp what CRM (Customer Relationship Management) really is. At its core, it’s about better organizing your customer interactions. Trust me, having all your customer data in