Not so long ago we experienced the wrath of an unhappy customer when, with all the good intentions we verified and normalized phone numbers for all contacts in the organization. This particular implementation had sophisticated business processes that kicked in on updates and modified on timestamp was used to calculate some performance metrics. With us […]
New day, new tip, new feature. Today we are proud to introduce new category for our daily tips: Tipping Truckstop. This is where fellow tipping truckies get together to discuss topic du jour and add some collective wisdom to complex and often contentious but always fascinating world of Dynamics CRM. Without further ado. Today at the […]
The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the business who is probably also paying the bills. Why? Because most likely, this person is the one that was […]
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