Dynamics 365: Hide Legacy Dynamics App from Users

By Microsoft Dynamics CRM No Comments

Though most have already made the transition, any organizations not yet using the new unified interface will be forced to do so shortly.  After the transition, you’ll be able to access the “legacy” application, named “Custom – Dynamics 365” by default.  When opened, the app will look like the new interface, but you’ll see an error message banner at the top of the screen warning that it’s a legacy app, and some features may not be supported.

This can be incredibly confusing for users since the look and feel is that of the new interface! There are two ways to hide the “legacy” application. Read More

Pipedrive: Smart Docs

By Pipedrive CRM No Comments

Smart Docs is a new feature from Pipedrive that allows you to hook into an existing document storage service (Google Drive, SharePoint, OneDrive) and create documents & document templates using dynamic data from Pipedrive.  Check out the additional features below.

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Enhancements to the Zoho CRM Home Page

By Zoho CRM No Comments

The Zoho CRM home page is the first place your users go when they sign into Zoho CRM.  This screen should provide them with all of the most important information and help guide them on where what they should do next.  Zoho has recently made some enhancements to this page – read on to learn more! Read More