Understanding the Basics of CRM Subgrids What Is a CRM Subgrid? So, let’s start with the very basics. A CRM subgrid is basically a grid or table that displays related records within your main record. They’re super handy for organizing info—think of them as mini-tables that show you all the juicy details related to a […]
Understanding the Need for Pop-Ups in CRM What are Pop-Ups? Let’s start with the basics. A pop-up is a small window that appears separately from a webpage, beckoning users to engage. In the context of a CRM system like Dynamics, pop-ups can provide quick notifications, reminders, or important information without disrupting the user’s workflow. They’re
Understanding the Dynamics CRM Environment What is Dynamics CRM? Let me tell you, Dynamics CRM is a powerhouse for managing customer relationships and improving business processes. As someone who’s dived into its depths, I find it’s a robust platform that integrates various components to help businesses thrive. Whether you’re tracking leads or automating workflows, Dynamics
Understanding the Basics of Web API What is a Web API? So, let’s kick things off with the basics. A Web API is like a bridge between your application and the services you want to interact with. It allows different software programs to talk to each other over the internet. Think of it as a