Sales reps waste hours on admin work, creating the same CRM records again and again. Studies show CRM users spend nearly 5 hours a week just entering data. But here’s the thing: Smart CRM teams don’t do repetitive work. They automate it. They clone it. In this blog, we’ll show you how you and your… Read More »
Manually recreating similar records in Dynamics 365 CRM can be a tedious and error-prone process. Sales teams often spend hours copying data for repeat orders, pricing templates, or customer details—time that could be better spent closing deals. While Power Automate offers a way to duplicate records, it requires complex configurations and isn’t always efficient. In… Read More »
Imagine a customer service team at a busy call center handling a flood of new requests and inquiries. Each record, including service requests and support tickets, requires meticulous manual entry, which can consume up to 40% of an employee’s time and lead to errors. Most of these requests/inquiries are similar in nature, but reps still… Read More »
Healthcare organizations are increasingly turning to Microsoft Dynamics 365 CRM to enhance their operational efficiency and patient care capabilities. CRM offers a robust platform for managing patient information, streamlining administrative processes, and facilitating better communication across departments. However, one of the greatest hindrances to the healthcare industry’s productivity when managing their processes with CRM is… Read More »
Sales teams using Dynamics 365 CRM have to frequently create new sales orders and invoices based on existing ones. Manually replicating each sales order record, its related fields (products, price list, potential customer, etc.), and its related invoice records is time-consuming and prone to errors. Imagine having a tool that not only clones your primary… Read More »
Are you tired of losing important data or spending countless hours manually restoring deleted records, cloning information, or exporting data from one application to another? Look no further! In this webinar, we will introduce you to the power of 1-click apps that can revolutionize your workflow and boost workplace productivity. Say goodbye to tedious tasks… Read More »
Microsoft Dynamics 365 is a powerful CRM tool that helps businesses manage customer relationships efficiently. It provides a comprehensive set of features that allow users to automate various business processes, streamline operations, and drive growth. However, cloning multiple records is still a struggle among sales reps. As per a report over 40% of sales professionals… Read More »
As we all know Sales Hub mobile app gives us a better look and feel and makes our life easy to access CRM data on mobile. Microsoft is upgrading the Sales Hub app for Mobile and recently introduced the “Disable the option to quick create new records and activities in the Mobile application” feature in… Read More »
One of the reasons Microsoft Dynamics 365 CRM is the best business application for organizations looking to nurture customer relationships, is the way it keeps on improving day by day with new updates and release cycles. One of the key factors is also the way it allows ISV partners to fill in the gaps unintentionally… Read More »
Here are some reasons why we should forgo manual data entry and switch to Automation: Manual data entry often results in – Errors leading to inaccuracies High cost and wastage of time Disengagement among employees Potential financial issues Potential compliance issues But according to some surveys, even today nearly 40% of employees using Dynamics 365… Read More »