Salesforce vs Dynamics (Part III): MS Integration Get the comprehensive breakdown Download the full report As both a Salesforce and Microsoft Dynamics certified partner, Datix Inc., has a rare, unique insight into two of the most popular CRM systems on the market today. In light of this, we have been conducting a four part series …
Best CRM: Salesforce vs Dynamics (Part III) — MS Integration Read More »
Determining the Best CRM for Your Business Get the comprehensive breakdown We’ll Email You the Report! The question is inevitable: “What is the best CRM for my business?”. When considering options for your organization, the choices of CRM software can seem overwhelming,with every vendor promising the latest update and innovative new feature. How do you sort …
Best CRM: Salesforce vs Dynamics 2015 — Reporting Read More »
Dynamics CRM Cross Solution Entity Changes In an ideal world, all changes to a production Dynamics CRM instance would come from a single development instance where the developers were working only on one feature at a time. Reality can be a different story. A production instance will likely include fields from imported packages that your dev …
Transfer account records across users without transferring ownership of all prior activities A common question we regularly get from CRM users is how to transfer account records from one user to another without transferring ownership of all prior activities. For example; say you transferred 100 accounts to a new account rep, but in doing so, all …
Transfer Account Records Without Transferring Ownership – MS Dynamics CRM Read More »
