We all know that Zoho CRM is a great tool, and so easily customizable that it can fit your needs in any industry through extensive customization. But where to start? After mapping out what you need to accomplish and how your operational processes work, the next step is typically module customization, or as I like to call it the foundation of your CRM! Let’s look at one customization you might not be familiar with, and how it can help your teams understand the information they need to gather – Layout Rules. Read More
When you create a new form in Dynamics, you are not prompted to give it a name, and the default is “New Form”. It’s easy to end up with multiple forms with the same name. Thankfully, it’s easy to change the form name–you just need to know where to look. Read More
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
Very recently, Microsoft revamped the Teams notification settings page to make it easier and faster to use. The new organization splits the settings into the following categories: Email, Appearance and Sound, Teams and Channels, Chat, Meetings, People, and Other.
In my last post I talked about Zoho CRM Webforms to help you drive your business – A/B Testing and Analytics. and how to create and design them. Now let’s look at the other great benefits of using Zoho CRM Webforms to help you drive your business – A/B Testing and Analytics. Read More