Though it may have taken some getting used to, it’s hard to deny that the Dynamics 365 unified interface is a massive improvement over the classic interface. Granted, there is still lots of room for improvement, and there are still some kinks and bugs that need to be worked out, but the new experience is overall a better one. However–if you have any filtered lookup fields on your forms, you may have noticed that by default, it shows a short list of “recent records” instead of filtered records! There are two ways to fix this. Keep reading to learn more!
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Good news, folks! The search function in Microsoft Teams has never been easier. You can now navigate to any chat or channel, and press Ctrl+F (Windows users) or Cmd+F (Mac users). You’ll notice the global search bar at the top change slightly: Read More
I won’t lie, it’s been a few months since I’ve had to upgrade an installed solution (Project Service Automation, Field Service, etc.). Imagine my surprise when I attempted to access the old admin center, only to find that everything had moved over to the redesigned interface! In my opinion, the list of solutions is not in an intuitive place and took me some Googling to find. If you find yourself in the same place, keep reading to learn where the solution list is and how to upgrade an installed solution.
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Zoho CRM email integration with IMAP is extremely valuable and easy to do. Once you complete this integration, all your emails will flow straight through to your contacts! Watch and read on to learn how the integration process works. Read More
If you use Outlook as your email client, you want to integrate it with your Zoho CRM. There are many benefits to enabling the integration – you can sync your contacts, calendar and tasks. You will have a record of emails with your clients in CRM; and you can create contacts, leads, and initiate deals directly from your inbox. All these benefits can be set up in just a few steps! Read More
In previous blog posts we went over how to create an organization email addresses in your Zoho CRM, and how to switch between your email address and an organization email address in a client record in order to funnel emails to the right groups within your company. But what if you use this same process again and again, and need to ensure that you don’t mistakenly forget to send an important email? What if you want to send the email personally but have replies sent to another address? Easy – automate emails and templates in a workflow! Read More
In a previous blog post we went over how to create organization email addresses in your Zoho CRM. So what are the best ways to use this functionality? First, you can switch between your personal email address and an organization email address when sending emails directly from a client record. This way you can funnel emails into a group more effectively. And it’s an easy way to direct your email flow! Read More
When sending emails to clients in Zoho CRM you may not always want to use your email address, but rather a organization email group, such as info@mycompany.com or sales@yourcompany.net. This will give an entire team visibility to crucial emails and can simplify your sales strategy. But how do you create organization emails, and how do you best use them? Let’s find out! Read More
