Seven years ago, I wrote one of my first CRM related blog posts "Capturing Last Activity Date in CRM 4.0." The post was about using workflows to update the last activity date on a customer account or contact record. Why...
We have talked about goals many times on the Hitachi Solutions CRM Blog, because we think they are a great feature. In the standard goal scenario, you have a Target, an Actual value, and an In Progress value. Target is...
Here's a short video I recently put together showing how you can use Cortana on Windows Phone 8.1 with CRM for Phones. Sumo San Optional.
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