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5 Ways to Implement Automation in Dynamics CRM

Utilizing Workflows for Streamlined Processes Understanding the Basics of Workflows When I first delved into Dynamics CRM, I found workflows to be a game-changer. A workflow essentially automates specific business processes, reducing manual effort. Once set up, you can watch the magic happen as tasks get done without constant human intervention. This leaves me more […]

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5 Ways to Automate CRM Entry and Save Time

Utilize CRM Integration Tools Choosing the Right Tools When it comes to automating CRM entry, picking the right integration tools can make all the difference. I remember when I first dived into this—choosing between different platforms felt overwhelming! Popular options like Zapier and Integromat (now known as Make) allow for the connection of multiple apps,

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