Відео

Just about to start a job doing support via this, so any help is always great, great video, although I am 3 years late on this reply 🙂

I’m looking for something that can be used within social work/direct service nonprofit case management. Is this something that would be suitable to manage clients and their assigned care workers or is this only useful for sales/business industry? We’ve used sales force but it’s not user friendly and complicated to use.

great content and explanations, thanks Brian

I'm working with CRM dynamic 365 and I work in the customer care department, my role is receiving customer cases and assigning them to the subscription department to take action on them and then I check them and close them. my question is there any tip that I can use to find all the cases that should go to the sub's section separately from other departments? because I always download excel reports based on date from all cases view, and I filter the relevant case title and that takes too much time. thank you for your efforts 🙏

Great! Thanks

Thank you for the helpful information and the nice presentation.

Thank you, very clear explanation

Recently users are reported that their outlook calender tasks and appointments are created as activity in CRM without any tracking manually its all done automatically. Can you explain this

Hi is there a way to track all the email at once? Its less productive to track it one by one thanks

can you make a listm or what? cmon...

Thanks for sharing. Great content.

Sir how to send sms to clients or customers via finance and operations

do you have a link to the powerpoint you refer to?

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